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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
Alphadyne Asset Management
New York
| $1.21B | +$582M | +92% | 35.4% | 159% | 33 | 87.88% | 0.3 |
|
| 1852 |
1852
Schechter Investment Advisors
Birmingham,
Michigan
| $1.21B | -$91.2M | -7% | 0.15% | 36.1% | 715 | 18.32% | 2.1 |
|
| 1853 |
1853
First Long Island Investors
Jericho,
New York
| $1.21B | -$44.2M | -4% | 1.55% | 85.5% | 67 | 4.48% | 5.6 |
|
| 1854 |
1854
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.21B | -$16.7M | -1% | 1.98% | 108% | 307 | 17.26% | 2.1 |
|
| 1855 |
1855
Cahaba Wealth Management
Atlanta,
Georgia
| $1.21B | -$79.5K | -0% | 1.45% | 48.7% | 150 | 5.33% | 4.2 |
|
| 1856 |
1856
Private Wealth Partners
Mill Valley,
California
| $1.21B | -$97.5M | -7% | 3.86% | 132% | 188 | 22.87% | 4.1 |
|
| 1857 |
1857
KMG Fiduciary Partners
Toledo,
Ohio
| $1.2B | -$4.21M | -0.3% | 2.5% | 114% | 292 | 10.27% | 3.1 |
|
| 1858 |
1858
DNCA Finance
Paris,
France
| $1.2B | -$80.9M | -6% | 2.73% | – | 147 | 13.61% | 0.6 |
|
| 1859 |
1859
Angeles Wealth Management
Santa Monica,
California
| $1.2B | -$9.7M | -0.8% | 2.93% | 80.6% | 388 | 10.31% | 1.7 |
|
| 1860 |
1860
1900 Wealth Management
San Antonio,
Texas
| $1.2B | +$10.6M | +0.9% | 2.29% | 61% | 225 | 5.78% | 3.1 |
|
| 1861 |
1861
Oak Ridge Investments
Chicago,
Illinois
| $1.2B | -$72.1M | -6% | 6.12% | 223% | 177 | 13.56% | 3.5 |
|
| 1862 |
1862
Easterly Investment Partners
Beverly,
Massachusetts
| $1.2B | -$72.2M | -6% | 2.53% | 57.6% | 216 | 23.61% | 2.3 |
|
| 1863 |
1863
Stack Financial Management
Whitefish,
Montana
| $1.2B | +$107M | +10% | 5.78% | 70% | 54 | 9.26% | 4.8 |
|
| 1864 |
1864
Wealthquest
Cincinnati,
Ohio
| $1.2B | -$30.7M | -3% | 2.12% | 52.1% | 142 | 15.49% | 4.3 |
|
| 1865 |
1865
Coliseum Capital Management
Rowayton,
Connecticut
| $1.2B | -$15.5M | -1% | 18.5% | 41.1% | 17 | 17.65% | 2.8 |
|
| 1866 |
1866
YHB Investment Advisors
West Hartford,
Connecticut
| $1.2B | -$20.1M | -2% | 2.15% | 96.2% | 298 | 9.73% | 5.6 |
|
| 1867 |
1867
Triglav Skladi
Ljubljana,
Slovenia
| $1.2B | -$75.4M | -6% | 5.15% | – | 149 | 26.85% | 0.2 |
|
| 1868 |
1868
Browning West
Los Angeles,
California
| $1.19B | +$196M | +20% | 0.8% | 96.8% | 3 | 0% | 2.9 |
|
| 1869 |
1869
Charles Schwab Trust
Henderson,
Nevada
| $1.19B | +$29.7M | +3% | 0.13% | 52.7% | 179 | 18.99% | 3.2 |
|
| 1870 |
1870
Freedom Investment Management
Hartford,
Connecticut
| $1.19B | -$11.9M | -1% | 0.19% | 68.5% | 820 | 18.78% | 3.4 |
|
| 1871 |
1871
Vantage Investment Partners
Kansas City,
Missouri
| $1.19B | +$43.4M | +4% | 1.44% | 77.4% | 67 | 11.94% | 4.7 |
|
| 1872 |
KCM
1872
Kynam Capital Management
Princeton,
New Jersey
| $1.19B | -$502M | -30% | 21.7% | 320% | 36 | 27.78% | 1.6 |
|
| 1873 |
1873
Howe & Rusling
Rochester,
New York
| $1.19B | +$28.7M | +2% | 0.31% | 82% | 477 | 23.06% | 4.2 |
|
| 1874 |
1874
Diversified Enterprises
Wilmington,
Delaware
| $1.19B | +$137M | +13% | 2.7% | – | 308 | 25.97% | 0.4 |
|
| 1875 |
1875
Koss-Olinger Consulting
Gainesville,
Florida
| $1.19B | +$45.9M | +4% | 2.73% | 57.9% | 338 | 54.44% | 0.4 |
|