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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
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.69B | +$110M | +7% | 16.8% | 96% | 521 | 17.47% | 1.9 |
|
| 1827 |
1827
Boston Common Asset Management
Boston,
Massachusetts
| $1.69B | +$134M | +9% | 19.1% | 61.2% | 199 | 13.07% | 5 |
|
| 1828 |
1828
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.69B | +$225M | +15% | 24.2% | 116% | 585 | 13.5% | 2.1 |
|
| 1829 |
1829
Maple Capital Management
Montpelier,
Vermont
| $1.68B | +$190M | +13% | 16.3% | 100% | 137 | 18.25% | 5.5 |
|
| 1830 |
1830
Anson Funds Management
Dallas,
Texas
| $1.68B | +$537M | +47% | 39.8% | 2,010% | 216 | 60.19% | 0.4 |
|
| 1831 |
TP
1831
Theleme Partners
London,
United Kingdom
| $1.68B | +$182M | +12% | 14.9% | 35.5% | 11 | 36.36% | 1.9 |
|
| 1832 |
1832
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $1.68B | +$573M | +52% | 8.21% | 507% | 22 | 13.64% | 3.4 |
|
| 1833 |
PWMAG
1833
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.68B | +$216M | +15% | 17.1% | 90.7% | 618 | 18.45% | 3.4 |
|
| 1834 |
1834
Commodore Capital
New York
| $1.68B | -$49.5M | -3% | 40.9% | 2,121% | 41 | 31.71% | 1.1 |
|
| 1835 |
1835
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.68B | +$123M | +8% | 10.3% | 58.6% | 288 | 9.38% | 6.2 |
|
| 1836 |
SH
1836
Spear Holdings
Dubai,
United Arab Emirates
| $1.68B | +$675M | +67% | 12.7% | – | 23 | 43.48% | 0.6 |
|
| 1837 |
1837
Clearline Capital
New York
| $1.68B | -$249M | -13% | 33.6% | 57.4% | 133 | 43.61% | 1.1 |
|
| 1838 |
1838
Invenomic Capital Management
Boston,
Massachusetts
| $1.67B | -$505M | -23% | 1.91% | 6.61% | 171 | 44.44% | 1.1 |
|
| 1839 |
1839
Heck Capital Advisors
Rhinelander,
Wisconsin
| $1.67B | +$326M | +24% | 17.3% | 67% | 232 | 20.69% | 3.3 |
|
| 1840 |
IAIM
1840
International Assets Investment Management
Orlando,
Florida
| $1.67B | +$233M | +16% | 17.9% | 101% | 2,468 | 13.49% | 1.2 |
|
| 1841 |
1841
AEW Capital Management
Boston,
Massachusetts
| $1.67B | +$295M | +21% | 13.2% | 37.1% | 42 | 11.9% | 4.7 |
|
| 1842 |
1842
China Universal Asset Management Company
Shanghai,
China
| $1.67B | +$351M | +27% | 46.9% | 292% | 547 | 14.81% | 2.3 |
|
| 1843 |
1843
Zions Bancorporation, National Association
Salt Lake City,
Utah
| $1.67B | +$119M | +8% | 16.9% | – | 1,736 | 18.09% | 0.7 |
|
| 1844 |
1844
DigitalBridge Group
Boca Raton,
Florida
| $1.67B | +$86M | +5% | 23.6% | 161% | 72 | 26.39% | 1.6 |
|
| 1845 |
1845
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.67B | +$200M | +14% | 25% | 115% | 499 | 2.2% | 7.4 |
|
| 1846 |
1846
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.67B | +$6.7M | +0.4% | 15.3% | 80.4% | 56 | 17.86% | 3.8 |
|
| 1847 |
1847
Gateway Wealth Partners
Appleton,
Wisconsin
| $1.67B | -$898M | -35% | 13% | 58.9% | 970 | 27.22% | 1.2 |
|
| 1848 |
1848
Angeles Investment Advisors
Santa Monica,
California
| $1.66B | +$177M | +12% | 13.7% | 78.3% | 35 | 22.86% | 2.8 |
|
| 1849 |
1849
No Street GP LP
San Francisco,
California
| $1.66B | +$165M | +11% | 21.8% | 246% | 36 | 22.22% | 1.3 |
|
| 1850 |
1850
City of London Investment Management
London,
United Kingdom
| $1.66B | +$284M | +21% | 28.9% | 104% | 98 | 22.45% | 3.2 |
|