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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Kontiki Capital Management (HK)
Hong Kong
| $907M | +$59.8M | +7% | 25.8% | 90.6% | 8 | 0% | 3.3 |
|
| 2177 |
2177
Strategic Wealth Partners Group
Deerfield,
Illinois
| $906M | +$113M | +14% | 7.73% | – | 70 | 5.71% | 3.8 |
|
| 2178 |
CM
2178
Conifer Management
New York
| $906M | -$124M | -12% | 6.1% | 22.7% | 7 | 0% | 2.9 |
|
| 2179 |
2179
Verus Capital Partners
Scottsdale,
Arizona
| $906M | +$88.3M | +11% | 10.7% | 158% | 366 | 13.93% | 2.4 |
|
| 2180 |
2180
Jay A. Fishman Ltd
Troy,
Michigan
| $905M | +$31.3M | +4% | 8.37% | 119% | 97 | 12.37% | 6.2 |
|
| 2181 |
2181
OneAscent Financial Services
Birmingham,
Alabama
| $905M | +$99.1M | +12% | 6.64% | 63.8% | 405 | 15.8% | 0.6 |
|
| 2182 |
2182
Quinn Opportunity Partners
Charlottesville,
Virginia
| $904M | -$58.3M | -6% | 4.32% | 77.6% | 299 | 37.12% | 1.4 |
|
| 2183 |
NEWAS
2183
N.E.W. Advisory Services
De Pere,
Wisconsin
| $901M | +$74M | +9% | 5.83% | 51.1% | 177 | 10.73% | 2.4 |
|
| 2184 |
2184
Wealthcare Capital Management
Richmond,
Virginia
| $900M | +$23.4M | +3% | 4.72% | 46.2% | 86 | 9.3% | 4.6 |
|
| 2185 |
2185
Technology Crossover Management VIII
Menlo Park,
California
| $900M | -$215M | -19% | 19.5% | 77.9% | 7 | 14.29% | 3.9 |
|
| 2186 |
2186
North Peak Capital Management
New York
| $900M | -$52M | -5% | 6.11% | 301% | 11 | 45.45% | 1.4 |
|
| 2187 |
2187
Tran Capital Management
San Rafael,
California
| $898M | +$39.6M | +5% | 11.6% | 173% | 50 | 22% | 2.7 |
|
| 2188 |
2188
Verity & Verity
Beaufort,
South Carolina
| $898M | +$25.4M | +3% | 7.04% | 90.4% | 122 | 20.49% | 4.8 |
|
| 2189 |
2189
Southernsun Asset Management
Memphis,
Tennessee
| $898M | +$30.5M | +4% | 7.94% | 54.7% | 29 | 6.9% | 5.8 |
|
| 2190 |
2190
Greenland Capital Management
New York
| $897M | -$172M | -16% | 8.33% | 210% | 557 | 69.12% | 0.2 |
|
| 2191 |
2191
Sunbelt Securities
Houston,
Texas
| $896M | +$102M | +13% | 11.5% | 83.5% | 1,814 | 10.86% | 1.6 |
|
| 2192 |
2192
Quest Investment Management
Lake Oswego,
Oregon
| $896M | +$99.1M | +12% | 12.4% | 105% | 92 | 9.78% | 5.4 |
|
| 2193 |
2193
Pictet North America Advisors
Geneva 73,
Switzerland
| $896M | +$122M | +16% | 6.83% | 67.7% | 152 | 23.03% | 3.7 |
|
| 2194 |
2194
Webster Bank
Waterbury,
Connecticut
| $895M | +$78.3M | +10% | 10.7% | 77.5% | 657 | 18.72% | 5.2 |
|
| 2195 |
2195
Private Capital Management (Florida)
Naples,
Florida
| $894M | -$5.35M | -0.6% | 7.59% | 118% | 155 | 19.35% | 2.1 |
|
| 2196 |
2196
Soltis Investment Advisors
St. George,
Utah
| $893M | +$7.36M | +0.8% | 7.93% | 95.1% | 318 | 17.61% | 2.3 |
|
| 2197 |
2197
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $893M | +$190M | +27% | 8.64% | 83.4% | 397 | 15.62% | 4.4 |
|
| 2198 |
2198
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $892M | +$64.8M | +8% | 6.99% | 58% | 187 | 12.83% | 1.6 |
|
| 2199 |
2199
Asset Advisors Investment Management
Augusta,
Georgia
| $892M | +$73.1M | +9% | 9.25% | 67.5% | 92 | 6.52% | 4.3 |
|
| 2200 |
2200
Anderson Hoagland & Co
St Louis,
Missouri
| $892M | +$76.5M | +9% | 11.4% | 104% | 136 | 12.5% | 3.3 |
|