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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Koshinski Asset Management
Decatur,
Illinois
| $1.17B | +$12.8M | +1% | 0.91% | 82.9% | 672 | 12.35% | 2.8 |
|
| 1952 |
1952
ProVise Management Group
Clearwater,
Florida
| $1.17B | -$95.6M | -8% | 0.9% | 66.8% | 301 | 15.95% | 6.9 |
|
| 1953 |
1953
Charles Schwab Trust
Henderson,
Nevada
| $1.16B | +$6.01M | +0.5% | 2.26% | 52.7% | 164 | 11.59% | 3.2 |
|
| 1954 |
1954
Blue Chip Partners
Farmington Hills,
Michigan
| $1.16B | +$11.9M | +1% | 1.71% | 81.2% | 210 | 32.86% | 5.2 |
|
| 1955 |
1955
Payden & Rygel
Los Angeles,
California
| $1.16B | -$136M | -10% | 2.33% | 113% | 134 | 16.42% | 4.2 |
|
| 1956 |
F1I
1956
Fund 1 Investments
Rincon,
Puerto Rico
| $1.16B | +$87.7M | +8% | 9.36% | 128% | 102 | 65.69% | 0.5 |
|
| 1957 |
1957
Howe & Rusling
Rochester,
New York
| $1.16B | -$2.91M | -0.3% | 1.82% | 82% | 471 | 25.69% | 4.2 |
|
| 1958 |
MIM
1958
Marco Investment Management
Atlanta,
Georgia
| $1.16B | +$1.09M | +0.1% | 2.87% | 127% | 233 | 6.87% | 6.9 |
|
| 1959 |
1959
Beaird Harris Wealth Management
Dallas,
Texas
| $1.16B | +$13.3M | +1% | 0.56% | 41.3% | 549 | 15.85% | 1.9 |
|
| 1960 |
1960
Ausdal Financial Partners
Davenport,
Iowa
| $1.16B | +$195M | +20% | 0.43% | 63.2% | 597 | 17.76% | 3.4 |
|
| 1961 |
1961
Hikari Power
Tokyo,
Japan
| $1.16B | -$46.3M | -4% | 2.57% | 53.9% | 62 | 4.84% | 6.6 |
|
| 1962 |
1962
Two Seas Capital
Rye,
New York
| $1.16B | +$540M | +87% | 10.8% | 344% | 37 | 43.24% | 0.8 |
|
| 1963 |
1963
Hilton Capital Management
Garden City,
New York
| $1.16B | -$134M | -10% | 1.2% | 58.2% | 189 | 19.58% | 2.3 |
|
| 1964 |
1964
Ostrum Asset Management
Paris,
France
| $1.15B | -$53.9M | -4% | 0.76% | 107% | 638 | 2.19% | 1.8 |
|
| 1965 |
1965
Ally Invest Advisors
Charlotte,
North Carolina
| $1.15B | +$26M | +2% | 2.87% | 41.1% | 67 | 0% | 2.6 |
|
| 1966 |
1966
Litman Gregory Wealth Management
Larkspur,
California
| $1.15B | -$42.4M | -4% | 0.71% | 55.5% | 144 | 9.03% | 1.5 |
|
| 1967 |
1967
Marcum Wealth
Cleveland,
Ohio
| $1.15B | +$77.4M | +7% | 0.35% | 20% | 436 | 12.16% | 2.7 |
|
| 1968 |
1968
HAP Trading
New York
| $1.15B | +$281M | +32% | 1.53% | 141% | 875 | 40.46% | 1.9 |
|
| 1969 |
1969
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.15B | +$7.32M | +0.6% | 3.46% | 61.9% | 488 | 12.7% | 5.1 |
|
| 1970 |
1970
Galaxy Group Investments
New York
| $1.15B | – | – | 44.1% | – | 16 | – | 0 |
|
| 1971 |
1971
Vantage Investment Partners
Kansas City,
Missouri
| $1.15B | -$43.7M | -4% | 2.72% | 77.4% | 64 | 4.69% | 4.8 |
|
| 1972 |
1972
SPC Financial Inc
Rockville,
Maryland
| $1.15B | +$11.8M | +1% | 0.09% | 65.1% | 274 | 13.5% | 3.9 |
|
| 1973 |
1973
Kontiki Capital Management (HK)
Hong Kong
| $1.15B | -$118M | -9% | 1.15% | 90.6% | 9 | 0% | 3.7 |
|
| 1974 |
1974
Eagle Ridge Investment Management
Stamford,
Connecticut
| $1.15B | +$6.35M | +0.6% | 1.13% | 28.2% | 151 | 7.28% | 5.2 |
|
| 1975 |
1975
Bouchey Financial Group
Troy,
New York
| $1.14B | +$25.8M | +2% | 1.2% | 66.7% | 166 | 18.67% | 3.4 |
|