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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 |
MIM
1851
Marco Investment Management
Atlanta,
Georgia
| $857M | +$68.1M | +9% | 11.8% | 127% | 201 | 7.46% | 6.1 |
|
| 1852 |
1852
Maple-Brown Abbott
Barangaroo,
Australia
| $856M | +$79.3M | +10% | 5.14% | 7.92% | 18 | 11.11% | 4.6 |
|
| 1853 |
1853
Logos Global Management
San Francisco,
California
| $854M | +$40.2M | +5% | 31.5% | 1,585% | 53 | 50.94% | 0.7 |
|
| 1854 |
1854
Bramshill Investments
Naples,
Florida
| $852M | +$147M | +21% | 5.72% | 3.6% | 165 | 32.12% | 1.6 |
|
| 1855 |
1855
Paradigm Biocapital Advisors
New York
| $852M | +$102M | +14% | 21.6% | 803% | 32 | 40.63% | 0.6 |
|
| 1856 |
1856
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $852M | – | – | 9.38% | 93% | 311 | – | 0 |
|
| 1857 |
1857
CapWealth Advisors
Franklin,
Tennessee
| $851M | +$93.1M | +12% | 12.6% | 152% | 112 | 8.93% | 4.7 |
|
| 1858 |
1858
Bank of the West
Monterey Park,
California
| $851M | +$83M | +11% | 10.1% | 35.4% | 224 | 7.59% | 6 |
|
| 1859 |
1859
Ledyard National Bank
| $850M | +$81.3M | +11% | 10.9% | 80.7% | 214 | 13.08% | 6.4 |
|
| 1860 |
1860
Journey Strategic Wealth
Summit,
New Jersey
| $850M | +$109M | +15% | 7.84% | 62.2% | 261 | 37.16% | 0.4 |
|
| 1861 |
1861
Quadratic Capital Management
Greenwich,
Connecticut
| $850M | -$156M | -16% | 0.07% | 0.6% | 2 | 0% | 1.6 |
|
| 1862 |
1862
Ascent Group
Virginia Beach,
Virginia
| $850M | +$27.4M | +3% | 8.96% | 83.3% | 484 | 11.57% | 0.8 |
|
| 1863 |
1863
Novare Capital Management
Charlotte,
North Carolina
| $848M | +$66.5M | +9% | 10.2% | 76.5% | 187 | 16.58% | 3.8 |
|
| 1864 |
1864
Matthews International Capital Management
San Francisco,
California
| $846M | +$158M | +23% | 18.1% | 227% | 42 | 19.05% | 2.2 |
|
| 1865 |
1865
SPC Financial Inc
Rockville,
Maryland
| $846M | +$42.4M | +5% | 9.71% | 65.1% | 213 | 19.72% | 3.5 |
|
| 1866 |
1866
FJ Capital Management
Mclean,
Virginia
| $844M | +$8.28M | +1% | 8.08% | 97.9% | 116 | 43.1% | 2.2 |
|
| 1867 |
1867
Stonebridge Capital Advisors
St Paul,
Minnesota
| $844M | +$67.1M | +9% | 10.3% | 80.1% | 1,146 | 22.34% | 2.3 |
|
| 1868 |
TCIM
1868
TOMS Capital Investment Management
New York
| $844M | -$257M | -23% | 11.6% | 203% | 18 | 66.67% | 0.3 |
|
| 1869 |
1869
Provident Investment Management
Novi,
Michigan
| $843M | +$62.2M | +8% | 11.4% | 90.8% | 67 | 19.4% | 3.9 |
|
| 1870 |
1870
Simon Quick Advisors
Morristown,
New Jersey
| $843M | +$135M | +19% | 6.77% | 77.8% | 254 | 23.23% | 2.2 |
|
| 1871 |
1871
Capital Investment Advisory Services
Raleigh,
North Carolina
| $843M | +$71.1M | +9% | 6.69% | 69.3% | 890 | 18.54% | 2.7 |
|
| 1872 |
1872
StoneX Group
New York
| $842M | +$113M | +16% | 7.64% | 85.2% | 800 | 42% | 1.7 |
|
| 1873 |
1873
Sarissa Capital Management
Greenwich,
Connecticut
| $840M | -$44.6M | -5% | 15.9% | 80% | 11 | 0% | 3.3 |
|
| 1874 |
1874
Bangor Savings Bank
Bangor,
Maine
| $838M | -$29M | -3% | 6.9% | 54.6% | 563 | 8.17% | 2.2 |
|
| 1875 |
1875
Graypoint LLC
Albany,
New York
| $838M | +$60.6M | +8% | 8.9% | 72.8% | 353 | 15.3% | 1.8 |
|