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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
Global Retirement Partners
San Rafael,
California
| $1.01B | +$35.1M | +4% | 0.46% | – | 2,107 | 12.34% | 2.5 |
|
| 1852 |
1852
ProVise Management Group
Clearwater,
Florida
| $1.01B | +$30.6M | +3% | 0.74% | 66.8% | 406 | 13.3% | 4 |
|
| 1853 |
1853
Baystate Wealth Management
Boston,
Massachusetts
| $1.01B | -$720K | -0.1% | 1.09% | 14.6% | 919 | 7.07% | 2.8 |
|
| 1854 |
1854
Checchi Capital Advisers
Beverly Hills,
California
| $1.01B | -$5.88M | -0.6% | 0.44% | 68% | 559 | 10.38% | 4.1 |
|
| 1855 |
BCM
1855
Bluefin Capital Management
New York
| $1.01B | -$565M | -36% | 1.81% | – | 1,019 | 60.45% | 0.3 |
|
| 1856 |
1856
World Asset Management
Detroit,
Michigan
| $1.01B | -$87.9M | -8% | 0.45% | 85% | 886 | 6.21% | 5.8 |
|
| 1857 |
1857
Permian Investment Partners
Dallas,
Texas
| $1.01B | +$41.1M | +4% | 7.87% | 78.6% | 13 | 30.77% | 1 |
|
| 1858 |
CMG
1858
Cavalry Management Group
San Francisco,
California
| $1.01B | +$85.8M | +9% | 1.35% | 59.6% | 61 | 52.46% | 0.5 |
|
| 1859 |
1859
Nottingham Advisors
Amherst,
New York
| $1.01B | +$109M | +12% | 1.13% | 44.3% | 151 | 9.93% | 3.3 |
|
| 1860 |
1860
venBio Partners
San Francisco,
California
| $1B | +$157M | +18% | 28.3% | 564% | 10 | 10% | 1.2 |
|
| 1861 |
1861
Krilogy Financial
St. Louis,
Missouri
| $1B | -$441K | -0% | 1.06% | 79% | 284 | 10.92% | 3 |
|
| 1862 |
1862
Kimmeridge Energy Management
New York
| $1B | -$132M | -12% | 2.87% | 19.7% | 7 | 57.14% | 0.6 |
|
| 1863 |
1863
Levin Capital Strategies
New York
| $1B | +$20.1M | +2% | 1.38% | 88.6% | 474 | 44.51% | 2.1 |
|
| 1864 |
1864
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $1B | -$214M | -18% | 5.66% | 34.1% | 24 | 16.67% | 1.4 |
|
| 1865 |
LCM
1865
Lonestar Capital Management
San Francisco,
California
| $999M | +$319M | +47% | 0.55% | 260% | 33 | 48.48% | 0.5 |
|
| 1866 |
1866
ARS Investment Partners
New York
| $999M | +$18.1M | +2% | 1.67% | 260% | 175 | 24.57% | 1.7 |
|
| 1867 |
1867
ECP ControlCo
Summit,
New Jersey
| $998M | -$6.15M | -0.6% | 0.77% | 42.5% | 6 | 33.33% | 1.4 |
|
| 1868 |
1868
Mizuho Bank
Tokyo,
Japan
| $997M | +$243M | +32% | 2.14% | 99.8% | 9 | 55.56% | 2.3 |
|
| 1869 |
1869
Hikari Power
Tokyo,
Japan
| $997M | -$16.6M | -2% | 0.65% | 53.5% | 70 | 2.86% | 4 |
|
| 1870 |
1870
Lincluden Management
Mississauga,
Ontario, Canada
| $997M | -$45.7M | -4% | 2.01% | 67.7% | 82 | 13.41% | 4.9 |
|
| 1871 |
SGCIA
1871
Smith Graham & Co Investment Advisors
Houston,
Texas
| $995M | -$136M | -12% | 2.45% | 56.9% | 143 | 3.5% | 5.4 |
|
| 1872 |
1872
Park Presidio Capital
San Francisco,
California
| $994M | -$50.2M | -5% | 0.86% | 94.1% | 15 | 6.67% | 2.2 |
|
| 1873 |
1873
GM Advisory Group
Melville,
New York
| $992M | +$16.8M | +2% | 1.4% | 53.6% | 212 | 9.43% | 2 |
|
| 1874 |
1874
Greenhouse Funds
Baltimore,
Maryland
| $992M | -$152M | -13% | 2.29% | 90.7% | 54 | 40.74% | 1 |
|
| 1875 |
1875
Penn Capital Management
Philadelphia,
Pennsylvania
| $991M | -$38.1M | -4% | 1.93% | 181% | 226 | 22.57% | 1.6 |
|