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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
Fusion Family Wealth
Woodbury,
New York
| $965M | +$78M | +9% | 6.29% | 62.2% | 43 | 4.65% | 4.4 |
|
| 2077 |
2077
ClariVest Asset Management
San Diego,
California
| $964M | -$839M | -47% | 20.3% | 106% | 930 | 15.38% | 1.8 |
|
| 2078 |
2078
First Heartland Consultants
Lake St. Louis,
Missouri
| $963M | +$134M | +16% | 6.64% | 59.2% | 443 | 24.38% | 3.3 |
|
| 2079 |
2079
Sage Mountain Advisors
Atlanta,
Georgia
| $962M | +$100M | +12% | 9.03% | 67% | 428 | 21.73% | 1.5 |
|
| 2080 |
2080
Water Island Capital
New York
| $962M | -$51.6M | -5% | 11.7% | 438% | 85 | 60% | 0.4 |
|
| 2081 |
2081
Glazer Capital LLC
New York
| $961M | -$9.7M | -1% | 11.4% | 323% | 172 | 49.42% | 0.7 |
|
| 2082 |
2082
Tang Capital Management
San Diego,
California
| $960M | -$122M | -11% | 46.6% | 493% | 146 | 47.95% | 0.9 |
|
| 2083 |
2083
Cozad Asset Management
Champaign,
Illinois
| $960M | +$93.2M | +11% | 12.1% | 132% | 405 | 8.4% | 3.2 |
|
| 2084 |
2084
Global Endowment Management
Charlotte,
North Carolina
| $960M | +$61.4M | +7% | 3.93% | 46.1% | 142 | 20.42% | 2.6 |
|
| 2085 |
2085
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $960M | +$59.4M | +7% | 6.07% | 62.2% | 241 | 6.64% | 3.8 |
|
| 2086 |
2086
Crescent Grove Advisors
Lake Forest,
Illinois
| $959M | +$62.2M | +7% | 5.1% | 64.1% | 308 | 10.39% | 3 |
|
| 2087 |
2087
Seven Eight Capital
New York
| $958M | +$93.2M | +11% | 5.62% | 13.6% | 864 | 64% | 0.3 |
|
| 2088 |
IAIM
2088
International Assets Investment Management
Orlando,
Florida
| $957M | +$170M | +22% | 10.6% | 101% | 843 | 18.62% | 1.5 |
|
| 2089 |
2089
TritonPoint Wealth
Chevy Chase,
Maryland
| $957M | -$68.1M | -7% | 6.16% | 92.7% | 327 | 7.34% | 0.2 |
|
| 2090 |
2090
Marks Group Wealth Management
Minnetonka,
Minnesota
| $957M | +$79.2M | +9% | 10.9% | 71.4% | 307 | 8.47% | 2.6 |
|
| 2091 |
2091
Harbor Investment Advisory
Lutherville,
Maryland
| $957M | +$90.1M | +10% | 8.56% | 97.5% | 1,364 | 17.38% | 2.8 |
|
| 2092 |
KCM
2092
Kynam Capital Management
Princeton,
New Jersey
| $955M | +$52.9M | +6% | 28% | 320% | 26 | 19.23% | 1.4 |
|
| 2093 |
2093
Teewinot Capital Advisers
New York
| $955M | +$294M | +45% | 17.5% | 149% | 27 | 11.11% | 4.6 |
|
| 2094 |
2094
Saudi Central Bank
Riyadh,
Saudi Arabia
| $954M | +$130M | +16% | 16.8% | 140% | 7 | 0% | 1.2 |
|
| 2095 |
2095
Anchor Investment Management
Columbia,
South Carolina
| $954M | +$80.6M | +9% | 9.04% | 75.1% | 1,056 | 12.22% | 4.7 |
|
| 2096 |
2096
First American Trust
Santa Ana,
California
| $954M | +$146M | +18% | 9.48% | 84.6% | 224 | 20.54% | 3.2 |
|
| 2097 |
2097
Great Mountain Partners
New Haven,
Connecticut
| $954M | -$129M | -12% | 7.39% | 98.7% | 2 | 0% | 2.8 |
|
| 2098 |
2098
Technology Crossover Management X
Menlo Park,
California
| $954M | +$105M | +12% | 37.9% | 73.1% | 6 | 0% | 2.8 |
|
| 2099 |
2099
Avestar Capital
New York
| $954M | +$71.4M | +8% | 9.31% | 112% | 500 | 29.6% | 1.6 |
|
| 2100 |
2100
Callahan Advisors
Houston,
Texas
| $953M | +$91.5M | +11% | 11.8% | 87.7% | 147 | 6.12% | 6 |
|