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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
Easterly Investment Partners
Beverly,
Massachusetts
| $1.48B | +$83.8M | +6% | 7.28% | 57.6% | 218 | 22.02% | 2.3 |
|
| 1802 |
1802
Integral Health Asset Management
New York
| $1.48B | +$386M | +35% | 40% | 564% | 92 | 39.13% | 0.7 |
|
| 1803 |
1803
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.48B | +$71.8M | +5% | 7.37% | 52.3% | 76 | 19.74% | 2.9 |
|
| 1804 |
GPCM
1804
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.48B | +$112M | +8% | 10.2% | 96.1% | 13 | 0% | 9.9 |
|
| 1805 |
1805
FAS Wealth Partners
Leawood,
Kansas
| $1.48B | +$125M | +9% | 7% | 72.3% | 484 | 9.09% | 4.9 |
|
| 1806 |
1806
Plato Investment Management
Sydney, NSW,
Australia
| $1.48B | +$146M | +11% | 10.2% | – | 546 | 10.99% | 1.3 |
|
| 1807 |
1807
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.48B | +$351M | +31% | 13.9% | 109% | 330 | 11.21% | 3.3 |
|
| 1808 |
1808
1900 Wealth Management
San Antonio,
Texas
| $1.48B | +$153M | +12% | 5.91% | 61% | 237 | 11.39% | 3.3 |
|
| 1809 |
1809
Icon Wealth Advisors
Houston,
Texas
| $1.47B | +$70.4M | +5% | 6.85% | – | 553 | 14.65% | 1.7 |
|
| 1810 |
1810
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.47B | +$127M | +9% | 8.89% | 76.5% | 1,304 | 86.27% | 5.3 |
|
| 1811 |
1811
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.47B | -$183M | -11% | 0.56% | 70.7% | 135 | 11.11% | 4.2 |
|
| 1812 |
1812
Baring Fintech Manager Holding
Castel,
Guernsey
| $1.47B | -$57.9M | -4% | 3.78% | – | 1 | 0% | 0.8 |
|
| 1813 |
1813
Charles Schwab Trust
Henderson,
Nevada
| $1.47B | +$140M | +11% | 5.82% | 52.7% | 182 | 7.69% | 3.4 |
|
| 1814 |
1814
Cantor Fitzgerald Investment Advisors
New York
| $1.47B | +$56.2M | +4% | 5.49% | 73.4% | 195 | 5.64% | 3.7 |
|
| 1815 |
1815
Sourcerock Group
Denver,
Colorado
| $1.47B | -$447M | -23% | 10.3% | 59.1% | 51 | 54.9% | 0.8 |
|
| 1816 |
1816
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.47B | +$116M | +9% | 7.28% | 67% | 102 | 5.88% | 4.9 |
|
| 1817 |
1817
Founders Financial Securities
Towson,
Maryland
| $1.47B | +$154M | +12% | 6.58% | 64.3% | 536 | 17.16% | 2.5 |
|
| 1818 |
1818
Trinity Street Asset Management
London,
United Kingdom
| $1.47B | +$9.7M | +0.7% | 5.84% | 76.9% | 21 | 4.76% | 2.1 |
|
| 1819 |
1819
SSI Investment Management
Los Angeles,
California
| $1.47B | +$48.2M | +3% | 1.72% | 15.7% | 255 | 2.75% | 2.7 |
|
| 1820 |
1820
Fifth Third Securities
Cincinnati,
Ohio
| $1.46B | +$133M | +10% | 6.98% | 62.7% | 329 | 12.16% | 2.1 |
|
| 1821 |
1821
Bramshill Investments
Naples,
Florida
| $1.46B | +$508M | +53% | 1.62% | 3.6% | 174 | 27.59% | 1.6 |
|
| 1822 |
1822
Heitman Real Estate Securities
Chicago,
Illinois
| $1.46B | +$53M | +4% | 3.64% | 48.3% | 67 | 31.34% | 3.6 |
|
| 1823 |
1823
Vantage Investment Partners
Kansas City,
Missouri
| $1.46B | +$89.7M | +7% | 7.96% | 77.4% | 67 | 10.45% | 4.8 |
|
| 1824 |
1824
Helikon Investments
London,
United Kingdom
| $1.46B | -$152M | -9% | 9.64% | 282% | 21 | 28.57% | 1.5 |
|
| 1825 |
1825
DNCA Finance
Paris,
France
| $1.46B | +$151M | +12% | 7.68% | – | 115 | 10.43% | 0.9 |
|