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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Himension Capital (Singapore)
Singapore
| $1.1B | +$127M | +13% | 21.3% | 492% | 99 | 72.73% | 0.7 |
|
| 1802 |
1802
Elm Partners Management
Philadelphia,
Pennsylvania
| $1.1B | +$133M | +14% | 8.29% | 46.9% | 53 | 13.21% | 3 |
|
| 1803 |
1803
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.1B | +$83.1M | +8% | 8.82% | 58.6% | 263 | 14.45% | 5.6 |
|
| 1804 |
1804
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.1B | +$147M | +15% | 10.4% | 73.7% | 250 | 11.2% | 3.3 |
|
| 1805 |
1805
Willis Johnson & Associates
Houston,
Texas
| $1.1B | +$122M | +13% | 8.77% | 50.9% | 152 | 21.71% | 1.6 |
|
| 1806 |
1806
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.1B | +$95.3M | +10% | 10.7% | 93.3% | 356 | 13.76% | 3.9 |
|
| 1807 |
1807
Francisco Partners Management
San Francisco,
California
| $1.1B | +$99.4M | +10% | 10.8% | 14.3% | 8 | 0% | 2.1 |
|
| 1808 |
1808
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.1B | +$296M | +37% | 9.33% | 69.5% | 290 | 23.45% | 2.3 |
|
| 1809 |
1809
Avalon Trust
Santa Fe,
New Mexico
| $1.09B | +$84.8M | +8% | 12.4% | 118% | 368 | 22.01% | 0.6 |
|
| 1810 |
1810
Redwood Investment Management
Scottsdale,
Arizona
| $1.09B | -$50.8M | -4% | 9.79% | 62.5% | 403 | 35.98% | 0.9 |
|
| 1811 |
1811
Parcion Private Wealth
Bellevue,
Washington
| $1.09B | +$129M | +13% | 17.1% | 114% | 201 | 14.43% | 2.6 |
|
| 1812 |
1812
Cumberland Partners
Toronto,
Ontario, Canada
| $1.09B | +$53M | +5% | 12% | 101% | 196 | 21.94% | 2.2 |
|
| 1813 |
1813
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.09B | +$149M | +16% | 10.9% | 89.7% | 2,795 | 16.64% | 1.3 |
|
| 1814 |
1814
NXG Investment Management
Dallas,
Texas
| $1.09B | +$104M | +11% | 4.56% | 121% | 74 | 43.24% | 3.5 |
|
| 1815 |
1815
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.09B | +$115M | +12% | 17.3% | 181% | 169 | 25.44% | 2 |
|
| 1816 |
1816
Kanawha Capital Management
Richmond,
Virginia
| $1.09B | +$56.7M | +5% | 9.97% | 74.5% | 213 | 8.92% | 7.2 |
|
| 1817 |
1817
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.09B | +$125M | +13% | 11.2% | 98.6% | 407 | 23.1% | 3.6 |
|
| 1818 |
1818
1900 Wealth Management
San Antonio,
Texas
| $1.09B | +$86.6M | +9% | 9.92% | 61% | 313 | 13.42% | 1.8 |
|
| 1819 |
1819
Hikari Tsushin Inc
Tokyo,
Japan
| $1.09B | +$60.3M | +6% | 4.74% | 59.5% | 66 | 18.18% | 4.7 |
|
| 1820 |
1820
Styrax Capital
New York
| $1.09B | +$249M | +30% | 19.7% | 310% | 16 | 6.25% | 0.9 |
|
| 1821 |
1821
Roundview Capital
Princeton,
New Jersey
| $1.08B | +$90.1M | +9% | 10.2% | 77.7% | 330 | 16.67% | 4.9 |
|
| 1822 |
1822
Advisornet Financial
Minnetonka,
Minnesota
| $1.08B | -$17.1M | -2% | 10.3% | 71.2% | 2,534 | 13.93% | 2.8 |
|
| 1823 |
1823
CloudAlpha Capital Management
Hong Kong
| $1.08B | -$781M | -42% | 28.9% | 2,704% | 65 | 67.69% | 0.4 |
|
| 1824 |
1824
Great Mountain Partners
New Haven,
Connecticut
| $1.08B | +$154M | +17% | 16.8% | 95.3% | 2 | 0% | 2.5 |
|
| 1825 |
1825
Tang Capital Management
San Diego,
California
| $1.08B | +$374M | +53% | 48% | 493% | 136 | 31.62% | 0.8 |
|