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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1.13B | +$128M | +13% | 6.78% | 94.5% | 22 | 9.09% | 3 |
|
| 2152 |
2152
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.13B | +$32.7M | +3% | 4.76% | 50.7% | 87 | 6.9% | 6.9 |
|
| 2153 |
2153
Harvey Partners
Tarrytown,
New York
| $1.12B | +$105M | +10% | 12.4% | 174% | 48 | 16.67% | 2.6 |
|
| 2154 |
2154
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.12B | +$56.7M | +5% | 4% | 56.1% | 112 | 49.11% | 2.6 |
|
| 2155 |
2155
Tortoise Investment Management
White Plains,
New York
| $1.12B | +$74.2M | +7% | 5.78% | 40.2% | 1,609 | 22.56% | 3.1 |
|
| 2156 |
2156
SG Capital Management
Chicago,
Illinois
| $1.12B | -$326M | -22% | 15.7% | 250% | 108 | 78.7% | 0.2 |
|
| 2157 |
2157
Private Capital Management (Florida)
Naples,
Florida
| $1.12B | +$83.5M | +8% | 12.7% | 118% | 187 | 22.99% | 2.4 |
|
| 2158 |
2158
Turtle Creek Wealth Advisors
Dallas,
Texas
| $1.12B | +$272M | +32% | 7.75% | 112% | 371 | 29.11% | 0.5 |
|
| 2159 |
NEWAS
2159
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.12B | +$88.9M | +9% | 6.4% | 51.1% | 882 | 9.52% | 1.1 |
|
| 2160 |
2160
Deer Management Company
Larchmont,
New York
| $1.12B | -$140M | -11% | 8.51% | 154% | 10 | 20% | 2.8 |
|
| 2161 |
2161
Bronte Capital Management
Bondi Junction,
Australia
| $1.12B | -$156M | -12% | 23.6% | 123% | 31 | 16.13% | 2.9 |
|
| 2162 |
2162
Ledyard National Bank
| $1.12B | +$57.3M | +5% | 7.68% | 80.7% | 231 | 9.09% | 7 |
|
| 2163 |
2163
SOL Capital Management
Rockville,
Maryland
| $1.12B | +$84.2M | +8% | 8.22% | 56.6% | 319 | 9.4% | 7 |
|
| 2164 |
2164
Logos Global Management
San Francisco,
California
| $1.12B | +$212M | +23% | 83.8% | 1,585% | 75 | 53.33% | 0.8 |
|
| 2165 |
SCM
2165
SIR Capital Management
New York
| $1.11B | -$6.06M | -0.5% | 9.82% | 71.1% | 104 | 41.35% | 0.8 |
|
| 2166 |
2166
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.11B | +$69.2M | +7% | 6.15% | 55.5% | 179 | 3.91% | 3 |
|
| 2167 |
2167
Anderson Hoagland & Co
St Louis,
Missouri
| $1.11B | +$66.3M | +6% | 7.9% | 104% | 149 | 8.72% | 4.1 |
|
| 2168 |
SIA
2168
Strategic Investment Advisors
Farmington Hills,
Michigan
| $1.11B | +$84M | +8% | 6.92% | 66.1% | 280 | 20.36% | 2.5 |
|
| 2169 |
2169
Heritage Financial Services
Westwood,
Massachusetts
| $1.11B | +$73.4M | +7% | 4.63% | 38.3% | 141 | 16.31% | 2.1 |
|
| 2170 |
2170
Dorsey Asset Management
Chicago,
Illinois
| $1.11B | -$2.59M | -0.2% | 7.97% | 122% | 11 | 27.27% | 2.5 |
|
| 2171 |
2171
Nilsine Partners
Greenwood Village,
Colorado
| $1.11B | +$123M | +12% | 8.6% | 117% | 418 | 13.88% | 1.6 |
|
| 2172 |
2172
Falcon Wealth Planning
Ontario,
California
| $1.11B | +$123M | +12% | 7.12% | 52.7% | 193 | 9.84% | 2.3 |
|
| 2173 |
2173
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $1.11B | +$340M | +44% | 98% | 2,136% | 18 | 11.11% | 2.3 |
|
| 2174 |
2174
Salomon & Ludwin
Richmond,
Virginia
| $1.11B | +$99.1M | +10% | 6.16% | 52.6% | 2,176 | 49.45% | 0.8 |
|
| 2175 |
2175
TD Capital Management
Memphis,
Tennessee
| $1.11B | +$50.8M | +5% | 5.17% | 40.5% | 710 | 5.07% | 2.4 |
|