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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
Facet Wealth Inc
Baltimore,
Maryland
| $875M | +$146M | +20% | 1.61% | 48.1% | 61 | 13.11% | 0.6 |
|
| 2052 |
2052
Essex Financial Services
Essex,
Connecticut
| $875M | +$184M | +27% | 1.19% | 87.7% | 491 | 11.2% | 2.9 |
|
| 2053 |
2053
Cornercap Investment Counsel
Atlanta,
Georgia
| $875M | -$30.6M | -3% | 0.68% | 55.4% | 638 | 30.25% | 1.1 |
|
| 2054 |
2054
Sahana Capital Management
Greenwich,
Connecticut
| $875M | +$29.2M | +3% | 1.73% | 0.48% | 11 | 27.27% | 0.9 |
|
| 2055 |
2055
MKP Capital Management
New York
| $874M | -$53.8M | -6% | 0.52% | 69.8% | 55 | 52.73% | 0.5 |
|
| 2056 |
2056
First Business Financial Services
Madison,
Wisconsin
| $874M | +$18.4M | +2% | 0.38% | 80.9% | 164 | 10.37% | 2.8 |
|
| 2057 |
2057
Transform Wealth
Greenwood Village,
Colorado
| $872M | +$53.4M | +7% | 1.31% | 48.4% | 240 | 13.75% | 2.3 |
|
| 2058 |
2058
Think Investments
San Francisco,
California
| $870M | +$109M | +14% | 1.85% | 285% | 38 | 42.11% | 1.3 |
|
| 2059 |
2059
Jacobs & Co
San Francisco,
California
| $869M | +$3.64M | +0.4% | 1.92% | 105% | 128 | 12.5% | 5.7 |
|
| 2060 |
2060
Mount Yale Investment Advisors
Denver,
Colorado
| $869M | +$42.8M | +5% | 1.23% | 81.9% | 494 | 21.86% | 1.6 |
|
| 2061 |
2061
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $869M | +$29.4M | +4% | 1.58% | 112% | 376 | 19.41% | 2.1 |
|
| 2062 |
CC
2062
Cornerstone Capital
Palo Alto,
California
| $868M | -$13.8M | -2% | 0.87% | 91.2% | 95 | 7.37% | 4.3 |
|
| 2063 |
AL
2063
Arnhold LLC
New York
| $867M | -$15.7M | -2% | 2.5% | 164% | 140 | 10.71% | 2.4 |
|
| 2064 |
2064
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $867M | -$295M | -25% | 1.04% | 10.7% | 38 | 97.37% | 0.1 |
|
| 2065 |
2065
Principle Wealth Partners
Madison,
Connecticut
| $866M | -$14.6M | -2% | 0.1% | 79.9% | 322 | 7.76% | 1.4 |
|
| 2066 |
2066
Bath Savings Trust
Bath,
Maine
| $865M | +$17.3M | +2% | 0.69% | 57.8% | 160 | 3.75% | 4.6 |
|
| 2067 |
MFP
2067
Michael F. Price
| $865M | -$45.5M | -5% | 2.44% | 42.6% | 156 | 16.03% | 2.8 |
|
| 2068 |
2068
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $864M | -$30.5M | -3% | 1.84% | 26.9% | 153 | 25.49% | 1.1 |
|
| 2069 |
2069
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $864M | -$6.87M | -0.8% | 0.06% | 70% | 61 | 4.92% | 5.6 |
|
| 2070 |
2070
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $863M | +$3.53M | +0.4% | 1.87% | 44.7% | 174 | 6.32% | 3.3 |
|
| 2071 |
2071
PSquared Asset Management
Zurich,
Switzerland
| $861M | -$533M | -38% | 0.95% | 178% | 16 | 62.5% | 0.2 |
|
| 2072 |
2072
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $861M | +$4.28M | +0.5% | 1.16% | 62.2% | 356 | 10.39% | 1.6 |
|
| 2073 |
2073
Institutional Venture Management XVI
Menlo Park,
California
| $860M | -$14.2M | -2% | 3.32% | 523% | 5 | 20% | 0.9 |
|
| 2074 |
2074
Tensile Capital Management
Larkspur,
California
| $859M | -$23.2M | -3% | 2.54% | 47.7% | 18 | 16.67% | 2.9 |
|
| 2075 |
2075
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $859M | -$1.04B | -55% | 22.9% | 39.2% | 10 | 70% | 0.3 |
|