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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
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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
Adelante Capital Management
Alameda,
California
| $1.48B | -$11.6M | -0.8% | 0.65% | 43.2% | 47 | 19.15% | 4.5 |
|
| 1852 |
1852
Waddell & Associates
Memphis,
Tennessee
| $1.48B | +$306M | +26% | 7.18% | 194% | 414 | 29.95% | 1.5 |
|
| 1853 |
1853
Partners Group Holding
Baar-Zug,
Switzerland
| $1.48B | -$320M | -18% | 9.78% | 23.3% | 55 | 41.82% | 4 |
|
| 1854 |
1854
Silver Oak Securities
Jackson,
Tennessee
| $1.48B | +$144M | +11% | 2.19% | 73.4% | 855 | 17.43% | 1.6 |
|
| 1855 |
1855
Armstrong Advisory Group
Needham,
Massachusetts
| $1.48B | +$61.8M | +4% | 1.84% | 55.6% | 991 | 8.98% | 2.1 |
|
| 1856 |
1856
Shufro Rose & Co
New York
| $1.48B | +$254M | +21% | 4.76% | 68.1% | 348 | 21.84% | 5.4 |
|
| 1857 |
1857
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.48B | +$36.3M | +3% | 4.37% | 98.6% | 487 | 21.97% | 3.9 |
|
| 1858 |
CA
1858
Cullinan Associates
Louisville,
Kentucky
| $1.48B | -$60.4M | -4% | 4.52% | 107% | 218 | 5.5% | 7.1 |
|
| 1859 |
1859
SSI Investment Management
Los Angeles,
California
| $1.47B | +$8.85M | +0.6% | 1.6% | 15.7% | 260 | 5% | 2.8 |
|
| 1860 |
1860
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.47B | +$307M | +26% | 12.6% | 88.7% | 328 | 7.93% | 3.3 |
|
| 1861 |
1861
Lutz Financial Services
Omaha,
Nebraska
| $1.47B | +$88.9M | +6% | 1.34% | 35.3% | 103 | 7.77% | 4.6 |
|
| 1862 |
1862
1607 Capital Partners
Richmond,
Virginia
| $1.47B | +$140M | +11% | 1.73% | 28.5% | 140 | 23.57% | 4 |
|
| 1863 |
1863
Sherman Porfolios
Coeur D'alene,
Idaho
| $1.47B | +$1.19B | +424% | 4.64% | – | 189 | 80.42% | 0.2 |
|
| 1864 |
1864
Trust Asset Management
Houston,
Texas
| $1.47B | +$11.1M | +0.8% | 3.06% | 91.1% | 231 | 2.6% | 4.3 |
|
| 1865 |
1865
Wilkinson Global Asset Management
New York
| $1.46B | -$126M | -8% | 1.28% | 86.5% | 70 | 15.71% | 3.5 |
|
| 1866 |
1866
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.46B | -$18.3M | -1% | 2.95% | 96% | 408 | 18.38% | 2.1 |
|
| 1867 |
1867
CapWealth Advisors
Franklin,
Tennessee
| $1.46B | +$8.72M | +0.6% | 2.27% | 152% | 125 | 5.6% | 5.1 |
|
| 1868 |
IAIM
1868
International Assets Investment Management
Orlando,
Florida
| $1.46B | +$219M | +18% | 2.58% | 101% | 2,252 | 65.14% | 0.9 |
|
| 1869 |
1869
Strategic Wealth Partners
Independence,
Ohio
| $1.46B | +$120M | +9% | 2.6% | – | 1,570 | 24.08% | 1.1 |
|
| 1870 |
1870
Ranger Investment Management
Dallas,
Texas
| $1.46B | +$23.6M | +2% | 2.34% | 111% | 85 | 17.65% | 2.9 |
|
| 1871 |
1871
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.46B | -$219M | -13% | 8.44% | 74.2% | 34 | 11.76% | 7.2 |
|
| 1872 |
1872
RWWM Inc
Rocklin,
California
| $1.46B | +$54.9M | +4% | 2.96% | 40.6% | 37 | 18.92% | 3.6 |
|
| 1873 |
1873
First American Trust
Santa Ana,
California
| $1.46B | +$78.1M | +6% | 3.29% | 84.6% | 293 | 13.99% | 3.5 |
|
| 1874 |
1874
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.45B | -$84.6M | -5% | 5.76% | 155% | 635 | 55.12% | 1.1 |
|
| 1875 |
PWMAG
1875
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.45B | +$121M | +9% | 3.37% | 90.7% | 538 | 26.77% | 3.3 |
|