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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Voss Capital
Houston,
Texas
| $1.35B | +$142M | +12% | 10.7% | 78.4% | 55 | 47.27% | 1.2 |
|
| 1777 |
1777
Bell Bank
Fargo,
North Dakota
| $1.34B | +$499M | +59% | 1.63% | 71% | 196 | 12.76% | 5 |
|
| 1778 |
1778
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.34B | +$26.4M | +2% | 1.02% | 74.5% | 428 | 13.08% | 2.6 |
|
| 1779 |
1779
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.34B | +$147M | +12% | 4.29% | 135% | 261 | 15.71% | 1.7 |
|
| 1780 |
1780
GAM Holding
Zurich,
Switzerland
| $1.34B | +$86.8M | +7% | 5.07% | 130% | 192 | 32.81% | 3.4 |
|
| 1781 |
1781
SSI Investment Management
Los Angeles,
California
| $1.34B | -$17.3M | -1% | 0.88% | 15.7% | 275 | 4% | 3 |
|
| 1782 |
1782
Hamilton Capital Partners (Canada)
Toronto,
| $1.34B | +$185M | +16% | 1.67% | 143% | 179 | 1.12% | 1.1 |
|
| 1783 |
1783
Trek Financial
Scottsdale,
Arizona
| $1.34B | +$2.62M | +0.2% | 2.92% | 152% | 476 | 32.77% | 1.7 |
|
| 1784 |
1784
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.34B | +$16.1M | +1% | 1.47% | 76.6% | 585 | 8.03% | 4.6 |
|
| 1785 |
1785
Rebalance
Palo Alto,
California
| $1.34B | -$26.9M | -2% | 2.56% | 47.6% | 102 | 12.75% | 1.5 |
|
| 1786 |
1786
Valley Wealth Managers
Paramus,
New Jersey
| $1.34B | -$11.6M | -0.9% | 2.03% | 118% | 419 | 7.16% | 3.1 |
|
| 1787 |
PIMG
1787
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.34B | -$24.3M | -2% | 0.91% | 52.9% | 244 | 6.97% | 4.3 |
|
| 1788 |
1788
Zweig-DiMenna Associates
New York
| $1.34B | +$347M | +35% | 15.9% | 561% | 106 | 34.91% | 1.7 |
|
| 1789 |
1789
Next Century Growth Investors
Plymouth,
Minnesota
| $1.33B | +$100M | +8% | 22% | 447% | 151 | 29.8% | 1.9 |
|
| 1790 |
1790
Quantitative Investment Management
Charlottesville,
Virginia
| $1.33B | +$319M | +31% | 1.87% | 24.6% | 512 | 78.52% | 0.2 |
|
| 1791 |
1791
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.33B | +$53.5M | +4% | 4.08% | 93.3% | 381 | 11.55% | 4.3 |
|
| 1792 |
1792
Cacti Asset Management
Atlanta,
Georgia
| $1.33B | -$11.1M | -0.8% | 2.26% | 171% | 79 | 7.59% | 8.8 |
|
| 1793 |
1793
Kingswood Wealth Advisors
San Diego,
California
| $1.33B | -$70.5M | -5% | 5.29% | 134% | 914 | 40.37% | 0.7 |
|
| 1794 |
1794
Ascent Group
Virginia Beach,
Virginia
| $1.33B | +$11.2M | +0.8% | 1.44% | 91.7% | 557 | 12.03% | 2 |
|
| 1795 |
1795
Ursa Fund Management
Danville,
California
| $1.33B | +$1.26B | +1,658% | 4.01% | 93.5% | 31 | 83.87% | 0.2 |
|
| 1796 |
1796
Regal Investment Advisors
Kentwood,
Michigan
| $1.33B | -$97.6M | -7% | 0.47% | 64.7% | 525 | 15.81% | 2.9 |
|
| 1797 |
1797
M.D. Sass LLC
New York
| $1.33B | -$21.8M | -2% | 1.58% | 80.1% | 42 | 33.33% | 1.9 |
|
| 1798 |
1798
Hills Bank & Trust
North Liberty,
Iowa
| $1.33B | +$4.51M | +0.3% | 1.03% | 52.8% | 318 | 10.06% | 5.2 |
|
| 1799 |
1799
Hancock Prospecting
West Perth,
Australia
| $1.33B | – | – | 3.85% | – | 32 | – | 0 |
|
| 1800 |
1800
Prosperity Consulting Group
Owings Mills,
Maryland
| $1.33B | +$47M | +4% | 0.67% | 66.8% | 484 | 9.71% | 1 |
|