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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%
10
50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1851 |
DCP
1851
Diameter Capital Partners
New York
| $951M | +$11.4M | +1% | 8.22% | 378% | 115 | 92.17% |
|
| 1852 |
A
1852
Accenture
Dublin,
Ireland
| $951M | -$219M | -19% | 4.25% | – | 2 | 50% |
|
| 1853 |
VWA
1853
Visionary Wealth Advisors
O'fallon,
Illinois
| $951M | +$59M | +7% | 5.12% | 69.4% | 337 | 20.47% |
|
| 1854 |
CNAM
1854
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $950M | +$69.2M | +8% | 8.83% | 108% | 129 | 15.5% |
|
| 1855 |
HP
1855
Hikari Power
Tokyo,
Japan
| $950M | +$54.8M | +6% | 9.47% | 53.5% | 70 | 4.29% |
|
| 1856 |
LIA
1856
LBMC Investment Advisors
Brentwood,
Tennessee
| $949M | +$100M | +12% | 8.8% | 52.8% | 140 | 10% |
|
| 1857 |
AF
1857
Alerus Financial
Grand Forks,
North Dakota
| $949M | -$35.9M | -4% | 6.29% | 97.1% | 212 | 23.58% |
|
| 1858 |
SPC
1858
Silver Point Capital
Greenwich,
Connecticut
| $948M | +$86.8M | +10% | 21.6% | 108% | 15 | 46.67% |
|
| 1859 |
KF
1859
Krilogy Financial
St. Louis,
Missouri
| $947M | +$114M | +14% | 2.89% | 71.9% | 281 | 13.17% |
|
| 1860 |
TC
1860
Towle & Co
Denver,
Colorado
| $946M | +$191M | +25% | 31.7% | 172% | 34 | 17.65% |
|
| 1861 |
PWP
1861
Private Wealth Partners
Mill Valley,
California
| $944M | +$23M | +2% | 3.48% | 112% | 121 | 40.5% |
|
| 1862 |
1862
Koshinski Asset Management
Decatur,
Illinois
| $944M | +$155M | +20% | 6.88% | 76.5% | 653 | 26.95% |
|
| 1863 |
BWM
1863
Baystate Wealth Management
Boston,
Massachusetts
| $944M | +$65.9M | +8% | 5.59% | 14.6% | 872 | 23.39% |
|
| 1864 |
IC
1864
Immersion Capital
London,
United Kingdom
| $942M | -$156M | -14% | 5.61% | 63.4% | 14 | 42.86% |
|
| 1865 |
SWA
1865
Stratos Wealth Advisors
Beachwood,
Ohio
| $942M | +$217M | +30% | 5.77% | 65.7% | 499 | 25.65% |
|
| 1866 |
FQ
1866
First Quadrant
Glendale,
California
| $940M | -$61.5M | -6% | 7.2% | 90.6% | 635 | 20.47% |
|
| 1867 |
LCS
1867
Levin Capital Strategies
New York
| $939M | +$45.5M | +5% | 11.7% | 88.6% | 452 | 55.97% |
|
| 1868 |
SSP
1868
Sixth Street Partners
Dallas,
Texas
| $938M | +$160M | +21% | 12.7% | 5.31% | 9 | 22.22% |
|
| 1869 |
CCM
1869
Consonance Capital Management
New York
| $938M | -$133M | -12% | 3.44% | 314% | 49 | 51.02% |
|
| 1870 |
C
1870
Chescapmanager
Baltimore,
Maryland
| $938M | +$118M | +14% | 16.2% | 202% | 79 | 39.24% |
|
| 1871 |
GJL
1871
Gendell Jeffrey L
| $938M | +$198M | +27% | 16.5% | 748% | 55 | 18.18% |
|
| 1872 |
UM
1872
Ulysses Management
New York
| $937M | +$381M | +69% | 8.45% | 51.8% | 83 | 49.4% |
|
| 1873 |
AWM
1873
Avior Wealth Management
Omaha,
Nebraska
| $935M | +$125M | +15% | 6.68% | 66% | 1,193 | 22.55% |
|
| 1874 |
KRSITF
1874
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $934M | +$51.9M | +6% | 7.09% | 115% | 495 | 3.84% |
|
| 1875 |
PPC
1875
Park Presidio Capital
San Francisco,
California
| $934M | +$4.18M | +0.4% | 5.08% | 94.1% | 16 | 18.75% |
|