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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Crescent Park Management
East Palo Alto,
California
| $550M | -$20.1M | -4% | 6.3% | 87% | 28 | 25% | 1.3 |
|
| 2077 |
SAM
2077
Skyline Asset Management
Chicago,
Illinois
| $549M | -$38.8M | -7% | 6.01% | 26.1% | 61 | 9.84% | 3.2 |
|
| 2078 |
2078
Kingstown Capital Management
New York
| $549M | +$61.9M | +13% | 2.79% | 38.6% | 15 | 0% | 1.9 |
|
| 2079 |
2079
Prime Capital Investment Advisors
Overland Park,
Kansas
| $548M | +$205M | +60% | 2.17% | 78.7% | 418 | 40.67% | 0.6 |
|
| 2080 |
2080
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $548M | +$49.8M | +10% | 4.38% | 207% | 80 | 10% | 4 |
|
| 2081 |
2081
Modera Wealth Management
Westwood,
New Jersey
| $548M | +$13.8M | +3% | 1.79% | 68.2% | 156 | 14.74% | 3.2 |
|
| 2082 |
2082
NewSquare Capital
Newtown Square,
Pennsylvania
| $548M | +$23.4M | +4% | 3.02% | 76.5% | 380 | 19.74% | 2.4 |
|
| 2083 |
2083
Kings Point Capital Management
Great Neck,
New York
| $548M | +$44.5M | +9% | 5.03% | 80.1% | 432 | 18.98% | 3 |
|
| 2084 |
2084
Stearns Financial Services Group
Greensboro,
North Carolina
| $548M | +$18.1M | +3% | 2.67% | 26.1% | 187 | 13.9% | 3.3 |
|
| 2085 |
2085
Planning Alternatives
Birmingham,
Michigan
| $547M | +$711K | +0.1% | 2.57% | 69.6% | 51 | 11.76% | 3.7 |
|
| 2086 |
2086
Strategic Value Partners
Greenwich,
Connecticut
| $547M | -$508M | -48% | 12.9% | – | 11 | 36.36% | 1.1 |
|
| 2087 |
2087
SeaTown Holdings
Singapore
| $547M | -$302M | -36% | 6.11% | 220% | 87 | 60.92% | 0.6 |
|
| 2088 |
2088
Phillips Financial Management
Fort Wayne,
Indiana
| $546M | +$21.5M | +4% | 2.19% | 45.6% | 78 | 2.56% | 4.3 |
|
| 2089 |
2089
Kays Financial Advisory
Atlanta,
Georgia
| $546M | +$29.7M | +6% | 3.16% | 23.3% | 124 | 8.87% | 1.8 |
|
| 2090 |
2090
North Point Portfolio Managers
Orange Village,
Ohio
| $546M | +$18.9M | +4% | 4.51% | 72.8% | 81 | 13.58% | 3.6 |
|
| 2091 |
2091
Archon Capital Management
Seattle,
Washington
| $545M | +$179M | +49% | 10.6% | 222% | 37 | 45.95% | 0.8 |
|
| 2092 |
2092
Legato Capital Management
San Francisco,
California
| $545M | +$242M | +80% | 0.75% | 243% | 197 | 28.93% | 0.8 |
|
| 2093 |
2093
Weld Capital Management
New York
| $544M | -$4.7M | -0.9% | 1.95% | – | 1,058 | 74.29% | 0.1 |
|
| 2094 |
2094
Connable Office Inc
Kalamazoo,
Michigan
| $544M | +$28.9M | +6% | 2.89% | 68.3% | 196 | 20.92% | 2.7 |
|
| 2095 |
2095
Canandaigua National Bank & Trust
Canandaigua,
New York
| $543M | +$21.2M | +4% | 4.38% | – | 306 | 13.07% | 3.3 |
|
| 2096 |
2096
RKL Wealth Management
Lancaster,
Pennsylvania
| $542M | +$31.7M | +6% | 3.5% | 76.8% | 132 | 7.58% | 3 |
|
| 2097 |
2097
Cevian Capital II
St. Helier,
Jersey
| $542M | -$9.3M | -2% | 9.28% | 105% | 2 | 0% | 1 |
|
| 2098 |
2098
Ninepoint Partners
Toronto,
Ontario, Canada
| $542M | +$7.57M | +1% | 0.48% | 82.6% | 118 | 49.15% | 0.6 |
|
| 2099 |
2099
Northstar Investment Advisors
Denver,
Colorado
| $542M | +$2.85M | +0.5% | 4.05% | 85.8% | 131 | 16.79% | 3.6 |
|
| 2100 |
2100
Mount Yale Investment Advisors
Denver,
Colorado
| $542M | +$7.83M | +1% | 4.11% | 81.9% | 350 | 21.14% | 1 |
|