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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Rush Island Management
New York
| $1.46B | -$90.9M | -6% | 2.78% | 15.5% | 24 | 54.17% | 1.1 |
|
| 1827 |
1827
Howe & Rusling
Rochester,
New York
| $1.46B | +$105M | +8% | 6.27% | 82% | 496 | 13.71% | 4.4 |
|
| 1828 |
1828
Certuity
North Palm Beach,
Florida
| $1.46B | +$394M | +37% | 10.6% | 190% | 575 | 28.7% | 1.8 |
|
| 1829 |
1829
Proficio Capital Partners
Newton,
Massachusetts
| $1.46B | -$152M | -9% | 10.6% | 97% | 453 | 55.19% | 3.4 |
|
| 1830 |
1830
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.45B | +$102M | +8% | 7.41% | 73% | 436 | 6.19% | 3.8 |
|
| 1831 |
1831
Trust Asset Management
Houston,
Texas
| $1.45B | +$106M | +8% | 8.57% | 91.1% | 232 | 4.31% | 4 |
|
| 1832 |
1832
Valiant Capital Management
San Francisco,
California
| $1.45B | -$374M | -20% | 10.6% | 348% | 37 | 21.62% | 2.5 |
|
| 1833 |
1833
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.45B | +$616M | +74% | 17.1% | 143% | 365 | 42.19% | 1.3 |
|
| 1834 |
1834
CapWealth Advisors
Franklin,
Tennessee
| $1.45B | +$437M | +43% | 8.84% | 152% | 126 | 21.43% | 5 |
|
| 1835 |
1835
Eversept Partners
New York
| $1.45B | +$364M | +33% | 63.9% | 321% | 99 | 44.44% | 1.4 |
|
| 1836 |
1836
Cormorant Asset Management
Boston,
Massachusetts
| $1.45B | +$107M | +8% | 163% | 3,977% | 44 | 22.73% | 2.1 |
|
| 1837 |
1837
BTC Capital Management
Des Moines,
Iowa
| $1.45B | +$224M | +18% | 8.97% | – | 216 | 13.43% | 4.9 |
|
| 1838 |
1838
Alua Capital Management
New York
| $1.45B | -$9.44M | -0.6% | 0.86% | 99.4% | 26 | 50% | 1.2 |
|
| 1839 |
1839
Sunbelt Securities
Houston,
Texas
| $1.45B | +$316M | +28% | 8.02% | 83.5% | 2,900 | 44.59% | 1.8 |
|
| 1840 |
1840
Beese Fulmer Investment Management
Canton,
Ohio
| $1.45B | +$105M | +8% | 8.78% | 124% | 297 | 8.08% | 5.8 |
|
| 1841 |
1841
Soltis Investment Advisors
St. George,
Utah
| $1.45B | +$174M | +14% | 8.89% | 80.8% | 489 | 21.47% | 2.3 |
|
| 1842 |
1842
PDS Planning
Dublin,
Ohio
| $1.45B | +$104M | +8% | 6.94% | 62.7% | 562 | 12.1% | 2.8 |
|
| 1843 |
1843
Kanawha Capital Management
Richmond,
Virginia
| $1.45B | +$96.3M | +7% | 8.51% | 74.5% | 224 | 8.48% | 7.8 |
|
| 1844 |
1844
Norris Perne & French
Grand Rapids,
Michigan
| $1.44B | +$8.03M | +0.6% | 5.74% | 91.1% | 165 | 7.88% | 5.1 |
|
| 1845 |
1845
SFMG Wealth Advisors
Plano,
Texas
| $1.44B | +$110M | +8% | 7.23% | 76.1% | 313 | 13.1% | 3.9 |
|
| 1846 |
1846
Bridgewater Advisors
New York
| $1.44B | +$127M | +10% | 6.94% | 61% | 455 | 10.55% | 1.4 |
|
| 1847 |
1847
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.44B | +$108M | +8% | 9.33% | 98.6% | 453 | 16.56% | 4 |
|
| 1848 |
1848
Mount Yale Investment Advisors
Denver,
Colorado
| $1.44B | +$154M | +12% | 6.82% | 81.9% | 1,683 | 71.3% | 1.9 |
|
| 1849 |
1849
Ranger Investment Management
Dallas,
Texas
| $1.43B | +$2.38M | +0.2% | 8.17% | 111% | 81 | 17.28% | 3 |
|
| 1850 |
1850
Needham Investment Management
New York
| $1.43B | +$180M | +14% | 13.6% | 424% | 164 | 10.37% | 4.7 |
|