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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 |
MAM
2051
Mastrapasqua Asset Management
Nashville,
Tennessee
| $413M | +$363M | +716% | 1.19% | 54.9% | 146 | 72.6% | 0.5 |
|
| 2052 |
2052
Kings Point Capital Management
Great Neck,
New York
| $413M | +$14.5M | +4% | 0.82% | 80.1% | 383 | 14.1% | 1.4 |
|
| 2053 |
2053
Chautauqua Capital Management
Boulder,
Colorado
| $413M | +$18.8M | +5% | 3.56% | – | 25 | 12% | 1.4 |
|
| 2054 |
2054
Laffer Tengler Investments
Nashville,
Tennessee
| $412M | -$302M | -42% | 1.5% | 96.5% | 285 | 52.28% | 0.2 |
|
| 2055 |
2055
Blum Capital Partners
San Francisco,
California
| $412M | -$160M | -28% | 6.61% | 47.9% | 5 | 40% | 1.5 |
|
| 2056 |
2056
Cabot Wealth Management
Salem,
Massachusetts
| $411M | +$292K | +0.1% | 1.72% | 69.3% | 156 | 10.26% | 1.5 |
|
| 2057 |
2057
Braver Wealth Management
Needham,
Massachusetts
| $411M | -$76.2M | -16% | 0.15% | 20.4% | 97 | 26.8% | 1.1 |
|
| 2058 |
2058
Halbert Hargrove Global Advisors
Long Beach,
California
| $411M | +$100M | +32% | 0.95% | 68.2% | 190 | 12.63% | 1.1 |
|
| 2059 |
2059
Washington Trust Bank
Spokane,
Washington
| $410M | -$5.1M | -1% | 0.36% | 80.5% | 844 | 10.9% | 1.1 |
|
| 2060 |
2060
Ellington Management Group
Old Greenwich,
Connecticut
| $409M | -$74.1M | -15% | 3.09% | 16.1% | 1,076 | 77.7% | 0.1 |
|
| 2061 |
2061
Simmons First Trust
Pine Bluff,
Arkansas
| $409M | +$2.19M | +0.5% | 0.19% | – | 176 | 9.09% | 1.2 |
|
| 2062 |
FPCM
2062
Financial Partners Capital Management
New York
| $408M | +$9.5M | +2% | 0.24% | 34.2% | 121 | 11.57% | 1.5 |
|
| 2063 |
2063
Evergreen Capital Management
Bellevue,
Washington
| $408M | -$46.3M | -10% | 2.07% | 77.2% | 111 | 24.32% | 1.5 |
|
| 2064 |
2064
Park Avenue Securities
New York
| $408M | +$25.6M | +7% | 0.65% | 71% | 25 | 36% | 0.3 |
|
| 2065 |
GWM
2065
Gupta Wealth Management
San Diego,
California
| $407M | +$67.2M | +20% | 1.08% | – | 1,410 | 28.37% | 0.2 |
|
| 2066 |
2066
Novare Capital Management
Charlotte,
North Carolina
| $405M | +$1.43M | +0.4% | 0.74% | 76.5% | 117 | 10.26% | 1.7 |
|
| 2067 |
2067
Comerica Securities
Detroit,
Michigan
| $405M | +$16.7M | +4% | 0.7% | 25.6% | 348 | 18.68% | 0.8 |
|
| 2068 |
2068
GHP Investment Advisors
Denver,
Colorado
| $405M | +$23.1M | +6% | 0.2% | 81.4% | 294 | 11.56% | 1.7 |
|
| 2069 |
SLCM
2069
Seven Locks Capital Management
New York
| $405M | -$193M | -32% | 5.5% | 49.8% | 35 | 37.14% | 0.9 |
|
| 2070 |
GPCM
2070
Greenbrier Partners Capital Management
Dallas,
Texas
| $405M | -$35.2M | -8% | 2.89% | 96.1% | 20 | 20% | 2 |
|
| 2071 |
2071
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $403M | +$15.4M | +4% | 1.56% | 17.2% | 326 | 11.96% | 1.5 |
|
| 2072 |
2072
Mangrove Partners
Greenwich,
Connecticut
| $403M | -$12.1M | -3% | 2.68% | 185% | 48 | 31.25% | 0.8 |
|
| 2073 |
2073
B. Riley Wealth Advisors
Boca Raton,
Florida
| $402M | -$7.78M | -2% | 0.78% | 118% | 678 | 34.96% | 1.2 |
|
| 2074 |
ACP
2074
Andalusian Capital Partners
Greenwich,
Connecticut
| $402M | +$21.2M | +6% | 2.85% | – | 61 | 54.1% | 0.4 |
|
| 2075 |
SCM
2075
Symons Capital Management
Pittsburgh,
Pennsylvania
| $402M | -$37.3M | -8% | 1.22% | 25.4% | 80 | 20% | 1.1 |
|