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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Transamerica Financial Advisors
St. Petersburg,
Florida
| $679M | -$27.8M | -4% | 4.27% | 77.1% | 689 | 8.27% | 0.8 |
|
| 2102 |
2102
Good Life Advisors
Reading,
Pennsylvania
| $678M | -$39.6M | -6% | 4.63% | 60% | 379 | 15.57% | 2.9 |
|
| 2103 |
2103
Discerene Group
Stamford,
Connecticut
| $678M | -$58.7M | -8% | 5.75% | 48.6% | 15 | 6.67% | 1.5 |
|
| 2104 |
2104
FourThought Financial
Venice,
Florida
| $677M | -$7.35M | -1% | 4.94% | – | 1,610 | 9.94% | 1.4 |
|
| 2105 |
2105
Azora Capital LP
Miami,
Florida
| $674M | +$266M | +65% | 1.75% | 175% | 49 | 59.18% | 0.5 |
|
| 2106 |
2106
Power Corp of Canada
Montreal, Quebec,
Canada
| $674M | +$181M | +37% | 10.9% | 14.4% | 170 | 68.82% | 0.1 |
|
| 2107 |
2107
Montag & Caldwell
Atlanta,
Georgia
| $673M | -$15.7M | -2% | 2.72% | 91.3% | 94 | 9.57% | 3.5 |
|
| 2108 |
2108
Caldwell Trust
Venice,
Florida
| $673M | -$53.2M | -7% | 4.92% | 87% | 745 | 4.03% | 2.4 |
|
| 2109 |
2109
Woodstock Corp
Boston,
Massachusetts
| $672M | -$48.3M | -7% | 5.55% | 115% | 167 | 2.99% | 6.6 |
|
| 2110 |
SC
2110
Sasco Capital
Fairfield,
Connecticut
| $672M | -$58.3M | -8% | 5.98% | 15.5% | 50 | 6% | 3.4 |
|
| 2111 |
2111
Chai Trust Company
Chicago,
Illinois
| $672M | -$73.7M | -10% | 6.5% | 12.7% | 25 | 0% | 3.5 |
|
| 2112 |
2112
Prospector Partners
Guilford,
Connecticut
| $672M | -$15.1M | -2% | 3.14% | 53.6% | 115 | 13.04% | 3.9 |
|
| 2113 |
VS
2113
VK Services
Menlo Park,
California
| $671M | +$511K | +0.1% | 41.2% | 1,605% | 11 | 36.36% | 1 |
|
| 2114 |
2114
Redwood Capital Management
New York
| $671M | -$68.3M | -9% | 7.21% | 313% | 44 | 9.09% | 2.7 |
|
| 2115 |
2115
Carret Asset Management
New York
| $670M | -$50.7M | -7% | 4.33% | 94.4% | 279 | 3.23% | 6.3 |
|
| 2116 |
2116
Discovery Capital Management
South Norwalk,
Connecticut
| $669M | -$107M | -14% | 13.6% | 871% | 79 | 64.56% | 0.6 |
|
| 2117 |
2117
AltraVue Capital
Bellevue,
Washington
| $669M | -$11.4M | -2% | 1.82% | 221% | 34 | 11.76% | 2.8 |
|
| 2118 |
2118
1834 Investment Advisors
Milwaukee,
Wisconsin
| $668M | -$41.9M | -6% | 5.04% | 68.7% | 481 | 60.71% | 5.3 |
|
| 2119 |
2119
Salomon & Ludwin
Richmond,
Virginia
| $667M | +$20.5M | +3% | 5.36% | 52.6% | 148 | 17.57% | 1.8 |
|
| 2120 |
2120
Tradition Wealth Management
Edina,
Minnesota
| $666M | -$22.8M | -3% | 5.43% | 69.6% | 1,237 | 17.7% | 1.2 |
|
| 2121 |
2121
Fusion Family Wealth
Woodbury,
New York
| $665M | -$32.7M | -5% | 6.04% | 58.2% | 42 | 28.57% | 3.7 |
|
| 2122 |
2122
Fort Baker Capital Management
Larkspur,
California
| $665M | +$31.6M | +5% | 3.93% | 46.3% | 131 | 25.95% | 0.6 |
|
| 2123 |
2123
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $665M | +$6.86M | +1% | 4.73% | 101% | 26 | 11.54% | 1.2 |
|
| 2124 |
2124
Soltis Investment Advisors
St. George,
Utah
| $665M | -$23.9M | -3% | 5.24% | 80.8% | 254 | 16.54% | 1.9 |
|
| 2125 |
2125
Oxford Financial Group
Carmel,
Indiana
| $665M | -$13.4M | -2% | 3.26% | 77.2% | 277 | 16.25% | 2.2 |
|