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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
Smith Group Asset Management
Dallas,
Texas
| $1.13B | -$620M | -36% | 4.53% | – | 194 | 39.18% | 2.7 |
|
| 1877 |
1877
Sienna Gestion
Paris,
France
| $1.13B | -$38.2M | -3% | 3.25% | – | 194 | 35.57% | 0.2 |
|
| 1878 |
1878
Nixon Peabody Trust
Boston,
Massachusetts
| $1.13B | +$36.2M | +3% | 3.87% | 101% | 138 | 15.94% | 2.8 |
|
| 1879 |
1879
BlackBarn Capital Partners
New York
| $1.13B | +$948M | +536% | 1.2% | – | 28 | 42.86% | 0.3 |
|
| 1880 |
1880
Icon Wealth Advisors
Houston,
Texas
| $1.12B | +$47.8M | +4% | 2.23% | – | 511 | 24.85% | 1.1 |
|
| 1881 |
1881
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.12B | +$36.8M | +3% | 6.2% | 96% | 265 | 13.58% | 1.8 |
|
| 1882 |
1882
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.12B | +$24.8M | +2% | 1.75% | 97.1% | 624 | 11.38% | 2.9 |
|
| 1883 |
1883
Creative Financial Designs
Kokomo,
Indiana
| $1.12B | +$65.6M | +6% | 1.47% | 56.2% | 1,741 | 10.17% | 2.9 |
|
| 1884 |
1884
Coliseum Capital Management
Rowayton,
Connecticut
| $1.12B | +$37.1M | +3% | 6.62% | 41.1% | 14 | 21.43% | 2.8 |
|
| 1885 |
1885
Clearlake Capital Group
Santa Monica,
California
| $1.12B | -$145M | -11% | 6.81% | 47.3% | 8 | 25% | 2.3 |
|
| 1886 |
1886
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.12B | +$87.3M | +8% | 0.55% | 56.1% | 121 | 17.36% | 2.3 |
|
| 1887 |
1887
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.12B | +$44.5M | +4% | 3.85% | – | 357 | 17.09% | 0.4 |
|
| 1888 |
1888
1607 Capital Partners
Richmond,
Virginia
| $1.12B | -$110M | -9% | 0.05% | 28.5% | 143 | 9.79% | 4.2 |
|
| 1889 |
BPIM
1889
Brant Point Investment Management
New York
| $1.11B | -$87.8M | -7% | 1.71% | 169% | 135 | 48.89% | 2.6 |
|
| 1890 |
1890
Novare Capital Management
Charlotte,
North Carolina
| $1.11B | +$5.35M | +0.5% | 2.47% | 76.5% | 199 | 14.07% | 4.4 |
|
| 1891 |
1891
Kingswood Wealth Advisors
San Diego,
California
| $1.11B | +$243M | +28% | 5.01% | 134% | 725 | 24.69% | 0.6 |
|
| 1892 |
1892
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.11B | -$41.3M | -4% | 2.86% | 79.4% | 60 | 10% | 3.2 |
|
| 1893 |
1893
Hikari Power
Tokyo,
Japan
| $1.11B | -$55.5M | -5% | 1.82% | 53.5% | 63 | 1.59% | 6.2 |
|
| 1894 |
1894
Keel Point
Huntsville,
Alabama
| $1.11B | +$141M | +15% | 3.12% | 76.4% | 469 | 24.31% | 2.5 |
|
| 1895 |
1895
Delta Asset Management
Memphis,
Tennessee
| $1.11B | -$24.4M | -2% | 0.06% | 53.8% | 666 | 6.76% | 3 |
|
| 1896 |
1896
Vicus Capital
State College,
Pennsylvania
| $1.11B | +$8.9M | +0.8% | 1.32% | 59.6% | 301 | 13.62% | 2.7 |
|
| 1897 |
1897
Intrinsic Edge Capital Management
Chicago,
Illinois
| $1.1B | -$173M | -14% | 3.49% | 283% | 210 | 64.76% | 0.5 |
|
| 1898 |
1898
Vantage Investment Partners
Kansas City,
Missouri
| $1.1B | -$16.1M | -1% | 1.45% | 66.8% | 65 | 9.23% | 4.6 |
|
| 1899 |
KL
1899
KIM LLC
Wichita,
Kansas
| $1.1B | +$156M | +17% | 12.1% | 51.1% | 284 | 20.07% | 1.3 |
|
| 1900 |
1900
Advisornet Financial
Minnetonka,
Minnesota
| $1.1B | +$61.5M | +6% | 2.22% | 71.2% | 2,214 | 14.18% | 3.3 |
|