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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.03B | +$112M | +12% | 11.5% | 104% | 606 | 14.36% | 2.8 |
|
| 1877 |
1877
Wintrust Investments
Chicago,
Illinois
| $1.03B | +$77.8M | +8% | 10.4% | 27.5% | 467 | 17.99% | 1.7 |
|
| 1878 |
1878
YHB Investment Advisors
West Hartford,
Connecticut
| $1.03B | -$50.5M | -5% | 11% | 96.2% | 283 | 11.66% | 5.3 |
|
| 1879 |
1879
Armstrong Advisory Group
Needham,
Massachusetts
| $1.03B | +$114M | +12% | 9.38% | 55.6% | 864 | 14.24% | 0.9 |
|
| 1880 |
CM
1880
Conifer Management
New York
| $1.03B | +$143M | +16% | 16.8% | 22.7% | 8 | 12.5% | 2.7 |
|
| 1881 |
1881
Next Century Growth Investors
Plymouth,
Minnesota
| $1.03B | +$109M | +12% | 16.2% | 447% | 130 | 26.92% | 2.2 |
|
| 1882 |
1882
Voss Capital
Houston,
Texas
| $1.03B | +$232M | +29% | 20.8% | 78.4% | 51 | 41.18% | 1.1 |
|
| 1883 |
1883
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.03B | +$124M | +14% | 11.2% | 67% | 105 | 10.48% | 3.4 |
|
| 1884 |
1884
Geller Advisors
New York
| $1.03B | +$166M | +19% | 10.7% | 20.4% | 271 | 12.55% | 1.8 |
|
| 1885 |
C
1885
Chescapmanager
Baltimore,
Maryland
| $1.03B | +$241M | +31% | 12.6% | 202% | 42 | 7.14% | 2.2 |
|
| 1886 |
1886
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.03B | +$97M | +10% | 10.2% | 51.4% | 27 | 11.11% | 4.1 |
|
| 1887 |
1887
Transform Wealth
Greenwood Village,
Colorado
| $1.03B | +$77.4M | +8% | 10.8% | 48.4% | 256 | 14.06% | 2.8 |
|
| 1888 |
1888
Avanda Investment Management
Singapore
| $1.03B | – | – | 10.9% | – | 35 | – | 0 |
|
| 1889 |
1889
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.03B | +$118M | +13% | 10.6% | 88.1% | 381 | 21.26% | 2.8 |
|
| 1890 |
1890
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.02B | – | – | 11.3% | 92.7% | 326 | – | 0 |
|
| 1891 |
1891
Sixth Street Partners
Dallas,
Texas
| $1.02B | +$188M | +22% | 13% | 5.31% | 21 | 23.81% | 1.4 |
|
| 1892 |
1892
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.02B | +$81.7M | +9% | 13.8% | 89.9% | 47 | 2.13% | 3.1 |
|
| 1893 |
1893
Hills Bank & Trust
North Liberty,
Iowa
| $1.02B | +$162M | +19% | 9.37% | 52.8% | 283 | 8.83% | 4.8 |
|
| 1894 |
1894
Invictus Private Wealth
Denver,
Colorado
| $1.02B | +$108M | +12% | 11.6% | 84.2% | 92 | 5.43% | 0.9 |
|
| 1895 |
1895
Helikon Investments
London,
United Kingdom
| $1.02B | +$202M | +25% | 28.4% | 282% | 16 | 12.5% | 1.2 |
|
| 1896 |
1896
Hartford Funds Management
Wayne,
Pennsylvania
| $1.02B | +$80.6M | +9% | 7.49% | 26.8% | 94 | 18.09% | 1.1 |
|
| 1897 |
1897
Park West Asset Management
San Francisco,
California
| $1.02B | -$67.7M | -6% | 12.4% | 181% | 51 | 47.06% | 1.1 |
|
| 1898 |
1898
Eagle Ridge Investment Management
Stamford,
Connecticut
| $1.02B | +$102M | +11% | 12.6% | 28.2% | 150 | 8.67% | 4.9 |
|
| 1899 |
1899
Koss-Olinger Consulting
Gainesville,
Florida
| $1.02B | +$341M | +50% | 9.54% | 57.9% | 347 | 29.97% | 1.2 |
|
| 1900 |
1900
Main Management
San Francisco,
California
| $1.02B | +$32.3M | +3% | 11.3% | 64.1% | 157 | 22.93% | 3.1 |
|