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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
Voleon Capital Management
Berkeley,
California
| $1.28B | -$69M | -5% | 3.25% | – | 423 | 46.81% | 0.2 |
|
| 1777 |
1777
Neville Rodie & Shaw
New York
| $1.28B | -$94.1M | -7% | 2.69% | 125% | 267 | 9.36% | 7.9 |
|
| 1778 |
1778
YCG LLC
Austin,
Texas
| $1.28B | +$18.8M | +1% | 1.3% | 27% | 41 | 14.63% | 6.8 |
|
| 1779 |
1779
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.28B | -$57.8M | -4% | 2.47% | 93.3% | 390 | 11.03% | 4.5 |
|
| 1780 |
TP
1780
Theleme Partners
London,
United Kingdom
| $1.27B | -$220M | -15% | 8.53% | 35.5% | 12 | 8.33% | 1 |
|
| 1781 |
1781
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $1.27B | -$941M | -43% | 0.08% | 201% | 36 | 80.56% | 0.7 |
|
| 1782 |
1782
Lombard Odier Asset Management (USA)
New York
| $1.27B | -$87.8M | -6% | 0.98% | 96.8% | 354 | 63.56% | 0.8 |
|
| 1783 |
1783
SFMG Wealth Advisors
Plano,
Texas
| $1.27B | -$1.33M | -0.1% | 0.3% | 76.1% | 297 | 13.13% | 4.1 |
|
| 1784 |
1784
Shufro Rose & Co
New York
| $1.27B | -$27.4M | -2% | 0.38% | 68.1% | 322 | 9.94% | 5 |
|
| 1785 |
1785
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.27B | +$11.8M | +0.9% | 0.24% | 98.6% | 450 | 22.22% | 3.8 |
|
| 1786 |
1786
Prosperity Capital Advisors
Westlake,
Ohio
| $1.27B | +$34.3M | +3% | 1.43% | 72.2% | 375 | 17.07% | 1.4 |
|
| 1787 |
1787
Sonora Investment Management Group
Tucson,
Arizona
| $1.26B | -$41.8M | -3% | 0.48% | 78.3% | 316 | 10.13% | 2.2 |
|
| 1788 |
1788
Sepio Capital
Salt Lake City,
Utah
| $1.26B | +$13.5M | +1% | 1.56% | 92% | 300 | 7.33% | 4 |
|
| 1789 |
1789
Hikari Power
Tokyo,
Japan
| $1.26B | +$104M | +9% | 11.6% | 53.9% | 60 | 1.67% | 6.7 |
|
| 1790 |
1790
Frank Rimerman Advisors
Palo Alto,
California
| $1.26B | -$115M | -8% | 3.51% | 149% | 560 | 16.07% | 1.4 |
|
| 1791 |
1791
Invictus Private Wealth
Denver,
Colorado
| $1.26B | -$54.6M | -4% | 5.36% | 84.2% | 81 | 7.41% | 2 |
|
| 1792 |
1792
NFP Retirement Inc
Aliso Viejo,
California
| $1.26B | -$5M | -0.4% | 1.48% | 46.7% | 302 | 11.26% | 2.8 |
|
| 1793 |
1793
Avalon Trust
Santa Fe,
New Mexico
| $1.26B | -$149M | -11% | 5.77% | 118% | 513 | 33.53% | 1.2 |
|
| 1794 |
1794
Corda Investment Management
Houston,
Texas
| $1.26B | +$5.12M | +0.4% | 2.43% | 85% | 74 | 8.11% | 5.6 |
|
| 1795 |
1795
Silver Point Capital
Greenwich,
Connecticut
| $1.26B | +$81M | +7% | 2.12% | 108% | 17 | 47.06% | 1.2 |
|
| 1796 |
1796
CloudAlpha Capital Management
Hong Kong
| $1.26B | -$138M | -10% | 4.12% | 2,704% | 71 | 81.69% | 0.3 |
|
| 1797 |
1797
Creative Financial Designs
Kokomo,
Indiana
| $1.25B | +$22M | +2% | 1.28% | 58.8% | 2,137 | 20.22% | 2.7 |
|
| 1798 |
1798
Armstrong Advisory Group
Needham,
Massachusetts
| $1.25B | $0 | 0% | 2.14% | 55.6% | 842 | 0% | 1.8 |
|
| 1799 |
1799
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.25B | -$18.7M | -1% | 2.02% | 58.9% | 552 | 10.87% | 1.9 |
|
| 1800 |
1800
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.25B | +$256M | +26% | 3.92% | – | 23 | 56.52% | 0.1 |
|