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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1801 |
EECFX
1801
EnCap Energy Capital Fund X
Houston,
Texas
| $1.11B | -$101M | -8% | 24% | – | 1 | 0% |
|
| 1802 |
BWM
1802
Baystate Wealth Management
Boston,
Massachusetts
| $1.11B | +$97.8M | +10% | 5.58% | 14.6% | 1,017 | 21.53% |
|
| 1803 |
PIM
1803
Provident Investment Management
Novi,
Michigan
| $1.11B | +$62.6M | +6% | 8.75% | 59.5% | 62 | 8.06% |
|
| 1804 |
BWL
1804
Bogart Wealth LLC
Mclean,
Virginia
| $1.11B | +$125M | +13% | 5.85% | 60.5% | 853 | 14.42% |
|
| 1805 |
PPW
1805
Parcion Private Wealth
Bellevue,
Washington
| $1.11B | -$20.1M | -2% | 5.33% | 103% | 209 | 13.4% |
|
| 1806 |
1WM
1806
1900 Wealth Management
San Antonio,
Texas
| $1.11B | +$75.8M | +7% | 4.65% | 43.5% | 250 | 17.6% |
|
| 1807 |
PMG
1807
ProVise Management Group
Clearwater,
Florida
| $1.1B | +$92.9M | +9% | 7.01% | 58.1% | 406 | 11.33% |
|
| 1808 |
CISOA
1808
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.1B | +$52.9M | +5% | 7.56% | 50.7% | 85 | 10.59% |
|
| 1809 |
CAC
1809
Cowen and Company
New York
| $1.1B | -$1.01B | -48% | 0.31% | 120% | 915 | 68.2% |
|
| 1810 |
SV
1810
Sapphire Ventures
Austin,
Texas
| $1.1B | -$179M | -14% | 10.6% | 20.2% | 14 | 35.71% |
|
| 1811 |
HTHT
1811
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.1B | +$108M | +11% | 10.6% | 58.4% | 148 | 10.81% |
|
| 1812 |
LM
1812
Lincluden Management
Mississauga,
Ontario, Canada
| $1.09B | +$97.2M | +10% | 8.99% | 56.6% | 81 | 12.35% |
|
| 1813 |
AF
1813
Ally Financial
Detroit,
Michigan
| $1.09B | +$70.2M | +7% | 3.75% | 8.82% | 132 | 24.24% |
|
| 1814 |
B
1814
Brightworth
Atlanta,
Georgia
| $1.09B | -$11.4M | -1% | 8.89% | 21.7% | 123 | 10.57% |
|
| 1815 |
JIR
1815
James Investment Research
Alpha,
Ohio
| $1.09B | +$15M | +1% | 9.51% | 107% | 539 | 15.58% |
|
| 1816 |
FWP
1816
FAS Wealth Partners
Leawood,
Kansas
| $1.09B | +$21.5M | +2% | 6.85% | 58% | 423 | 11.35% |
|
| 1817 |
WCM
1817
Wealthcare Capital Management
Richmond,
Virginia
| $1.09B | +$56M | +5% | 4.15% | 41.4% | 87 | 16.09% |
|
| 1818 |
AIP
1818
ARS Investment Partners
New York
| $1.09B | +$89.5M | +9% | 11.4% | 260% | 192 | 20.31% |
|
| 1819 |
CGM
1819
Capital Growth Management
Boston,
Massachusetts
| $1.09B | -$1.13M | -0.1% | 18.8% | 422% | 86 | 63.95% |
|
| 1820 |
TA
1820
Trivest Advisors
Hong Kong
| $1.09B | +$237M | +28% | 31.9% | 1,458% | 26 | 73.08% |
|
| 1821 |
HCM
1821
Hilton Capital Management
Garden City,
New York
| $1.09B | +$65.1M | +6% | 8.4% | 51.5% | 150 | 28.67% |
|
| 1822 |
ACA
1822
Arena Capital Advisors
Los Angeles,
California
| $1.09B | -$180M | -14% | 1.48% | 124% | 426 | 18.54% |
|
| 1823 |
IC
1823
Immersion Capital
London,
United Kingdom
| $1.08B | -$35.2M | -3% | 1.97% | 63.4% | 9 | 11.11% |
|
| 1824 |
GC
1824
Gratus Capital
Atlanta,
Georgia
| $1.08B | +$148M | +16% | 10.2% | 51.4% | 210 | 12.86% |
|
| 1825 |
HPM
1825
H. Partners Management
New York
| $1.08B | -$24.4M | -2% | 1.63% | 30.8% | 3 | 0% |
|