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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
Baystate Wealth Management
Boston,
Massachusetts
| $1.11B | +$97.8M | +10% | 5.58% | 14.6% | 1,017 | 21.53% | 2.7 |
|
| 1852 |
1852
Provident Investment Management
Novi,
Michigan
| $1.11B | +$62.6M | +6% | 8.75% | 90.8% | 62 | 8.06% | 3.7 |
|
| 1853 |
1853
Bogart Wealth LLC
Mclean,
Virginia
| $1.11B | +$125M | +13% | 5.85% | 60.5% | 853 | 14.42% | 1.9 |
|
| 1854 |
1854
Parcion Private Wealth
Bellevue,
Washington
| $1.11B | -$20.1M | -2% | 5.33% | 114% | 209 | 13.4% | 1.5 |
|
| 1855 |
1855
1900 Wealth Management
San Antonio,
Texas
| $1.11B | +$75.8M | +7% | 4.65% | 61% | 250 | 17.6% | 0.7 |
|
| 1856 |
1856
ProVise Management Group
Clearwater,
Florida
| $1.1B | +$92.9M | +9% | 7.01% | 66.8% | 406 | 11.33% | 3.9 |
|
| 1857 |
1857
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.1B | +$52.9M | +5% | 7.56% | 74.2% | 85 | 10.59% | 4.7 |
|
| 1858 |
1858
Cowen and Company
New York
| $1.1B | -$1.01B | -48% | 0.31% | 120% | 915 | 68.09% | 0.3 |
|
| 1859 |
1859
Sapphire Ventures
Austin,
Texas
| $1.1B | -$179M | -14% | 10.6% | 27.9% | 14 | 35.71% | 0.4 |
|
| 1860 |
1860
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.1B | +$108M | +11% | 10.6% | 87.2% | 148 | 10.81% | 4.7 |
|
| 1861 |
1861
Lincluden Management
Mississauga,
Ontario, Canada
| $1.09B | +$97.2M | +10% | 8.99% | 67.7% | 81 | 12.35% | 4.9 |
|
| 1862 |
1862
Ally Financial
Detroit,
Michigan
| $1.09B | +$70.2M | +7% | 3.75% | 9.35% | 132 | 24.24% | 2 |
|
| 1863 |
1863
Brightworth
Atlanta,
Georgia
| $1.09B | -$11.4M | -1% | 8.89% | 21.7% | 123 | 10.57% | 2.7 |
|
| 1864 |
1864
James Investment Research
Alpha,
Ohio
| $1.09B | +$15M | +1% | 9.51% | 110% | 539 | 15.58% | 3.2 |
|
| 1865 |
1865
FAS Wealth Partners
Leawood,
Kansas
| $1.09B | +$21.5M | +2% | 6.85% | 72.3% | 423 | 11.35% | 3.1 |
|
| 1866 |
1866
Wealthcare Capital Management
Richmond,
Virginia
| $1.09B | +$56M | +5% | 4.15% | 46.2% | 87 | 16.09% | 4.2 |
|
| 1867 |
1867
ARS Investment Partners
New York
| $1.09B | +$89.5M | +9% | 11.4% | 266% | 192 | 20.31% | 1.8 |
|
| 1868 |
1868
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $1.09B | – | – | 11% | 484% | 16 | – | 0 |
|
| 1869 |
1869
Capital Growth Management
Boston,
Massachusetts
| $1.09B | -$1.13M | -0.1% | 18.8% | 422% | 86 | 63.95% | 0.2 |
|
| 1870 |
TA
1870
Trivest Advisors
Hong Kong
| $1.09B | +$237M | +28% | 31.9% | 2,977% | 26 | 73.08% | 0.4 |
|
| 1871 |
1871
Hilton Capital Management
Garden City,
New York
| $1.09B | +$65.1M | +6% | 8.4% | 58.2% | 150 | 28.67% | 1.7 |
|
| 1872 |
1872
Arena Capital Advisors
Los Angeles,
California
| $1.09B | -$180M | -14% | 1.48% | 127% | 426 | 18.54% | 0.4 |
|
| 1873 |
IC
1873
Immersion Capital
London,
United Kingdom
| $1.08B | -$35.2M | -3% | 1.97% | 63.4% | 9 | 11.11% | 1.5 |
|
| 1874 |
1874
Gratus Capital
Atlanta,
Georgia
| $1.08B | +$148M | +16% | 10.2% | 51.4% | 210 | 12.86% | 3.4 |
|
| 1875 |
HPM
1875
H. Partners Management
New York
| $1.08B | -$24.4M | -2% | 1.63% | 13.5% | 3 | 0% | 6.2 |
|