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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Old Mutual Customised Solutions
Pinelands,
South Africa
| $414M | +$62M | +18% | 2.53% | 49.7% | 747 | 6.83% | 1.6 |
|
| 2052 |
MTIP
2052
Magee Thomson Investment Partners
San Diego,
California
| $413M | +$11.1M | +3% | 10.7% | 94.3% | 174 | 53.45% | 0.7 |
|
| 2053 |
2053
Rational Advisors
Huntington,
New York
| $413M | -$91.1M | -18% | 0.17% | 37.7% | 565 | 16.81% | 1.5 |
|
| 2054 |
2054
Telemus Capital
Southfield,
Michigan
| $413M | -$3.39M | -0.8% | 1.05% | 27.9% | 151 | 18.54% | 1.2 |
|
| 2055 |
2055
BTR Capital Management
Oakland,
California
| $413M | +$46M | +13% | 0.38% | 35% | 163 | 21.47% | 1.3 |
|
| 2056 |
2056
SignatureFD
Atlanta,
Georgia
| $412M | +$10.2M | +3% | 1.72% | 81.3% | 1,113 | 28.12% | 0.9 |
|
| 2057 |
2057
Highmount Capital
New York
| $412M | +$2.61M | +0.6% | 2.32% | – | 144 | 13.89% | 1.5 |
|
| 2058 |
2058
Cabot Wealth Management
Salem,
Massachusetts
| $411M | +$5.94M | +1% | 5.7% | 69.3% | 156 | 12.82% | 1.3 |
|
| 2059 |
2059
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $411M | +$13.1M | +3% | 2.4% | – | 486 | 9.67% | 1.4 |
|
| 2060 |
FIMG
2060
Financial & Investment Management Group
Traverse City,
Michigan
| $410M | +$33.1M | +9% | 0.46% | 18.9% | 142 | 29.58% | 0.9 |
|
| 2061 |
SAM
2061
Senzar Asset Management
New York
| $410M | +$69.1M | +20% | 15% | 0.75% | 47 | 61.7% | 0.4 |
|
| 2062 |
JA
2062
JVL Advisors
Houston,
Texas
| $410M | -$37.1M | -8% | 0.21% | 89.4% | 29 | 31.03% | 0.9 |
|
| 2063 |
2063
B. Riley Wealth Advisors
Boca Raton,
Florida
| $410M | -$4.27B | -91% | 1.74% | 118% | 3,897 | 85.42% | 1.1 |
|
| 2064 |
DP
2064
DSAM Partners
London,
United Kingdom
| $409M | +$30.1M | +8% | 9.86% | 343% | 60 | 80% | 0.2 |
|
| 2065 |
2065
McDaniel Terry & Co
Austin,
Texas
| $409M | -$14.3M | -3% | 2.61% | 57.9% | 51 | 5.88% | 1.6 |
|
| 2066 |
2066
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $409M | -$13.3M | -3% | 1.06% | 34% | 92 | 5.43% | 1.5 |
|
| 2067 |
2067
Corsair Capital
New York
| $408M | -$18.7M | -4% | 4.24% | 17.1% | 3 | 0% | 1 |
|
| 2068 |
PFMOSF
2068
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $407M | -$164M | -29% | 8.87% | 209% | 52 | 63.46% | 0.5 |
|
| 2069 |
2069
Simmons First Trust
Pine Bluff,
Arkansas
| $407M | +$10.2M | +3% | 2.45% | – | 181 | 14.36% | 1 |
|
| 2070 |
2070
Travelers Companies
Saint Paul,
Minnesota
| $405M | -$19.9M | -5% | 4.44% | – | 32 | 15.63% | 1.3 |
|
| 2071 |
2071
Regal Investment Advisors
Kentwood,
Michigan
| $405M | +$31.8M | +9% | 1.94% | 64.7% | 1,097 | 22.52% | 1.1 |
|
| 2072 |
2072
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $405M | +$41M | +11% | 2.76% | 79.4% | 33 | 9.09% | 0.2 |
|
| 2073 |
2073
Sagard Capital Partners Management
New York
| $405M | +$19.9M | +5% | 4.16% | 37.4% | 8 | 12.5% | 1.2 |
|
| 2074 |
2074
Novare Capital Management
Charlotte,
North Carolina
| $404M | +$1.76M | +0.4% | 0.35% | 76.5% | 123 | 14.63% | 1.5 |
|
| 2075 |
2075
Quantbot Technologies
New York
| $404M | +$92.1M | +30% | 0.39% | 33.6% | 1,608 | 68.59% | 0.3 |
|