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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
FFT Wealth Management
Philadelphia,
Pennsylvania
| $1.33B | +$8.26M | +0.6% | 0.84% | 65.6% | 186 | 12.37% | 2 |
|
| 1802 |
1802
HG Vora Capital Management
New York
| $1.33B | -$38.7M | -3% | 9.44% | 42.6% | 10 | 0% | 2.5 |
|
| 1803 |
1803
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.32B | -$339M | -20% | 10.1% | 3.79% | 2 | 0% | 8.1 |
|
| 1804 |
1804
Invictus Private Wealth
Denver,
Colorado
| $1.32B | +$52.6M | +4% | 3.89% | 84.2% | 87 | 12.64% | 1.8 |
|
| 1805 |
1805
Hamilton Capital
Columbus,
Ohio
| $1.32B | -$34.2M | -3% | 2.58% | – | 140 | 15.71% | 2.5 |
|
| 1806 |
1806
Advocacy Wealth Management Services
Atlanta,
Georgia
| $1.32B | +$41.2M | +3% | 1.5% | 48.3% | 63 | 36.51% | 2 |
|
| 1807 |
1807
American Trust
Lexington,
Kentucky
| $1.31B | +$102M | +8% | 0.2% | 59% | 347 | 36.02% | 1.5 |
|
| 1808 |
1808
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.31B | +$9.07M | +0.7% | 0.03% | 73.7% | 275 | 10.91% | 3.8 |
|
| 1809 |
1809
Vestor Capital
Chicago,
Illinois
| $1.31B | +$39.7M | +3% | 11.4% | 188% | 287 | 19.51% | 3.7 |
|
| 1810 |
1810
First Trust Capital Management
Chicago,
Illinois
| $1.31B | -$189M | -13% | 4.7% | 214% | 143 | 54.55% | 0.6 |
|
| 1811 |
1811
Parcion Private Wealth
Bellevue,
Washington
| $1.31B | +$107M | +9% | 2.09% | 114% | 254 | 12.6% | 2.6 |
|
| 1812 |
1812
Maren Capital
Chicago,
Illinois
| $1.31B | +$93.9M | +8% | 1% | – | 28 | 14.29% | 0.9 |
|
| 1813 |
1813
Windward Capital Management
Los Angeles,
California
| $1.31B | -$2.62M | -0.2% | 2.77% | 78.5% | 84 | 0% | 6.2 |
|
| 1814 |
1814
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.31B | +$45.4M | +4% | 0.49% | 102% | 108 | 3.7% | 4.6 |
|
| 1815 |
1815
Alerus Financial
Grand Forks,
North Dakota
| $1.31B | -$56.6M | -4% | 0.99% | 97.1% | 172 | 17.44% | 4 |
|
| 1816 |
1816
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.31B | +$57.4M | +5% | 0.82% | 78.2% | 203 | 11.82% | 3.1 |
|
| 1817 |
1817
Schechter Investment Advisors
Birmingham,
Michigan
| $1.31B | -$51.7M | -4% | 1.19% | 36.1% | 732 | 16.8% | 1.9 |
|
| 1818 |
1818
Private Wealth Partners
Mill Valley,
California
| $1.31B | +$50.3M | +4% | 3.84% | 132% | 185 | 15.68% | 3.8 |
|
| 1819 |
1819
Sonora Investment Management Group
Tucson,
Arizona
| $1.31B | -$44.6M | -3% | 0.76% | 78.3% | 313 | 12.78% | 2.1 |
|
| 1820 |
1820
Willis Johnson & Associates
Houston,
Texas
| $1.3B | -$14.5M | -1% | 1.92% | 50.9% | 182 | 20.33% | 2.2 |
|
| 1821 |
1821
Goldentree Asset Management
New York
| $1.3B | +$49.7M | +4% | 0.78% | 27.7% | 37 | 43.24% | 1.3 |
|
| 1822 |
1822
Mesirow Institutional Investment Management
Chicago,
Illinois
| $1.3B | -$9.24M | -0.7% | 1.87% | – | 145 | 23.45% | 1 |
|
| 1823 |
1823
Needham Investment Management
New York
| $1.3B | -$5.77M | -0.4% | 2.1% | 424% | 157 | 11.46% | 4.4 |
|
| 1824 |
1824
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $1.3B | -$47.1M | -4% | 2.79% | 31% | 1,438 | 55.84% | 0.5 |
|
| 1825 |
1825
Shufro Rose & Co
New York
| $1.29B | +$61.5M | +5% | 1.26% | 68.1% | 333 | 15.02% | 5.1 |
|