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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Tang Capital Management
San Diego,
California
| $631M | +$304M | +93% | 17.3% | 493% | 6 | 50% | 2.3 |
|
| 1852 |
1852
BOK Financial Private Wealth
Denver,
Colorado
| $630M | +$21.9M | +4% | 4.81% | 61.8% | 131 | 11.45% | 2.5 |
|
| 1853 |
1853
Matrix Asset Advisors
White Plains,
New York
| $630M | +$23.1M | +4% | 6.62% | 84.9% | 71 | 9.86% | 3.6 |
|
| 1854 |
1854
Capital Investment Services of America
Milwaukee,
Wisconsin
| $630M | +$35.4M | +6% | 7.14% | 50.7% | 73 | 5.48% | 3.3 |
|
| 1855 |
1855
Ninety One North America
New York
| $630M | +$38.3M | +6% | 5.7% | 70.6% | 95 | 29.47% | 1.3 |
|
| 1856 |
PAM
1856
Private Asset Management
San Diego,
California
| $629M | +$8.01M | +1% | 7.23% | 38.2% | 157 | 13.38% | 3.4 |
|
| 1857 |
1857
Harvest Fund Management
Beijing,
China
| $628M | -$98.2M | -14% | 2.19% | 327% | 260 | 40.38% | 0.6 |
|
| 1858 |
1858
Howard Capital Management
Roswell,
Georgia
| $627M | – | – | 7.34% | 144% | 90 | – | 0 |
|
| 1859 |
1859
Provident Investment Management
Novi,
Michigan
| $626M | +$36.4M | +6% | 5.96% | 69.5% | 55 | 10.91% | 3.3 |
|
| 1860 |
1860
Foster & Motley
Cincinnati,
Ohio
| $626M | +$44.7M | +8% | 6.08% | 68.8% | 226 | 11.06% | 2.6 |
|
| 1861 |
1861
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $626M | -$10.3M | -2% | 5.35% | 44.2% | 290 | 42.07% | 1.1 |
|
| 1862 |
1862
Central Securities
New York
| $624M | +$40.4M | +7% | 9.15% | 90.2% | 39 | 0% | 3 |
|
| 1863 |
FWM
1863
Frontier Wealth Management
Kansas City,
Missouri
| $623M | -$71.2M | -10% | 5.2% | 42.8% | 418 | 24.88% | 1.9 |
|
| 1864 |
1864
Endurance Wealth Management
Providence,
Rhode Island
| $622M | +$19.3M | +3% | 6.19% | 59% | 529 | 4.91% | 2.6 |
|
| 1865 |
1865
Private Capital Management (Florida)
Naples,
Florida
| $622M | -$34.1M | -5% | 2.09% | 118% | 50 | 12% | 3.2 |
|
| 1866 |
1866
Sonora Investment Management
Tucson,
Arizona
| $622M | +$45.9M | +8% | 3.77% | 32.8% | 1,509 | 38.37% | 1.2 |
|
| 1867 |
1867
McGowan Group Asset Management
Dallas,
Texas
| $621M | +$108M | +21% | 1.53% | 69.8% | 105 | 23.81% | 1.7 |
|
| 1868 |
1868
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $620M | +$26.3M | +4% | 7.55% | 271% | 562 | 31.14% | 1.5 |
|
| 1869 |
1869
SQN Investors
Menlo Park,
California
| $620M | +$130M | +27% | 4.41% | – | 17 | 35.29% | 1 |
|
| 1870 |
1870
Partners Capital Investment Group
Boston,
Massachusetts
| $620M | +$17.3M | +3% | 6.2% | 47.5% | 84 | 16.67% | 1.1 |
|
| 1871 |
1871
Glazer Capital LLC
New York
| $618M | -$426M | -41% | 8.85% | 323% | 136 | 65.44% | 0.4 |
|
| 1872 |
1872
Melqart Asset Management
London,
United Kingdom
| $618M | – | – | 0.33% | 250% | 15 | – | 0 |
|
| 1873 |
1873
Grassi Investment Management
Santa Clara,
California
| $617M | +$22.9M | +4% | 3.59% | 170% | 135 | 5.93% | 3.4 |
|
| 1874 |
1874
Frazier Management
Seattle,
Washington
| $617M | +$336M | +120% | 135% | 408% | 9 | 11.11% | 1.4 |
|
| 1875 |
1875
Miracle Mile Advisors
Los Angeles,
California
| $617M | +$31.1M | +5% | 3.73% | 56% | 114 | 38.6% | 1 |
|