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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
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.51B | +$40.9M | +3% | 1.67% | 67% | 108 | 12.04% | 4.7 |
|
| 1827 |
1827
Lakewood Capital Management
New York
| $1.51B | +$186M | +14% | 1.94% | 45.4% | 68 | 25% | 2.1 |
|
| 1828 |
1828
Mark Asset Management
New York
| $1.51B | +$120M | +9% | 0.11% | 325% | 63 | 38.1% | 2.6 |
|
| 1829 |
1829
Meritage Portfolio Management
Overland Park,
Kansas
| $1.51B | +$5.28M | +0.4% | 3.8% | 97.4% | 346 | 12.14% | 3.8 |
|
| 1830 |
1830
Alpine Associates Management
Palm Beach,
Florida
| $1.5B | -$153M | -9% | 18.1% | 366% | 107 | 74.77% | 0.2 |
|
| 1831 |
1831
Commodore Capital
New York
| $1.5B | -$546M | -27% | 63.8% | 2,121% | 43 | 37.21% | 1.2 |
|
| 1832 |
1832
Verus Capital Partners
Scottsdale,
Arizona
| $1.5B | +$213M | +17% | 3.35% | 139% | 475 | 16.63% | 2.7 |
|
| 1833 |
1833
Alta Capital Management
Salt Lake City,
Utah
| $1.5B | -$295M | -16% | 1.86% | 89.2% | 105 | 16.19% | 5.2 |
|
| 1834 |
1834
Icon Wealth Advisors
Houston,
Texas
| $1.5B | +$26.1M | +2% | 2.48% | – | 539 | 31.35% | 2.1 |
|
| 1835 |
1835
Sunbelt Securities
Houston,
Texas
| $1.5B | +$51M | +4% | 2.46% | 83.5% | 2,996 | 16.92% | 1.9 |
|
| 1836 |
1836
Angeles Investment Advisors
Santa Monica,
California
| $1.5B | -$24M | -2% | 2.14% | 78.3% | 33 | 27.27% | 2.8 |
|
| 1837 |
1837
Vantage Investment Partners
Kansas City,
Missouri
| $1.5B | +$35.6M | +2% | 3.44% | 77.4% | 62 | 0% | 5.1 |
|
| 1838 |
1838
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.5B | +$13.8M | +0.9% | 0.57% | 51.4% | 26 | 0% | 6.3 |
|
| 1839 |
1839
PDS Planning
Dublin,
Ohio
| $1.5B | +$51.2M | +4% | 2.22% | 62.7% | 575 | 9.91% | 2.9 |
|
| 1840 |
1840
Simmons Bank
Pine Bluff,
Arkansas
| $1.5B | -$4.87M | -0.3% | 1.16% | 92.9% | 338 | 6.21% | 6.7 |
|
| 1841 |
1841
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $1.49B | +$672M | +82% | 1.09% | 94.6% | 941 | 60.47% | 0.3 |
|
| 1842 |
1842
SFMG Wealth Advisors
Plano,
Texas
| $1.49B | +$49.2M | +3% | 2.45% | 76.1% | 332 | 14.46% | 4.1 |
|
| 1843 |
1843
Landscape Capital Management
Englewood,
New Jersey
| $1.49B | -$85M | -5% | 3.98% | 92.5% | 933 | 60.13% | 0.5 |
|
| 1844 |
GPCM
1844
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.49B | +$14.9M | +1% | 4.83% | 96.1% | 13 | 7.69% | 10 |
|
| 1845 |
1845
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.49B | +$35.8M | +2% | 3.15% | 73% | 442 | 10.41% | 4 |
|
| 1846 |
1846
Pale Fire Capital SE
Prague,
Czech Republic
| $1.49B | +$576M | +63% | 2.38% | 223% | 78 | 53.85% | 0.7 |
|
| 1847 |
1847
Irenic Capital Management
New York
| $1.49B | +$532M | +56% | 1.19% | 93.6% | 50 | 66% | 0.5 |
|
| 1848 |
1848
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.49B | +$76.4M | +5% | 3.37% | 68.3% | 598 | 16.56% | 1.9 |
|
| 1849 |
1849
No Street GP LP
San Francisco,
California
| $1.48B | -$35.9M | -2% | 0.25% | 246% | 42 | 47.62% | 1.1 |
|
| 1850 |
1850
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.48B | +$199M | +15% | 2.31% | 62.7% | 449 | 14.03% | 3 |
|