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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
BTG Pactual Asset Management US
New York
| $963M | -$200M | -17% | 0.03% | – | 350 | 51.71% | 0.2 |
|
| 2202 |
2202
Sandler Capital Management
New York
| $963M | +$206M | +27% | 14.4% | 325% | 213 | 61.97% | 0.7 |
|
| 2203 |
2203
FourThought Financial Partners
Venice,
Florida
| $963M | +$120M | +14% | 1.04% | 95.9% | 328 | 50% | 0.9 |
|
| 2204 |
2204
Tensile Capital Management
Larkspur,
California
| $963M | +$37.7M | +4% | 13.4% | 47.7% | 17 | 0% | 4 |
|
| 2205 |
2205
Wellesley Asset Management
Portsmouth,
New Hampshire
| $962M | -$64.5M | -6% | 0% | 0% | 58 | 0% | 0.9 |
|
| 2206 |
2206
Helikon Investments
London,
United Kingdom
| $961M | -$153M | -14% | 8.91% | 282% | 22 | 27.27% | 1.4 |
|
| 2207 |
2207
Jackson Square Partners
Larkspur,
California
| $961M | -$198M | -17% | 2.26% | 102% | 79 | 25.32% | 3.2 |
|
| 2208 |
2208
Means Investment Company
Bangor,
Maine
| $961M | +$60.6M | +7% | 3.87% | 87.9% | 213 | 7.98% | 3.9 |
|
| 2209 |
2209
CoreView Capital Management
Hong Kong
| $960M | +$125M | +15% | 0.28% | 50.9% | 9 | 11.11% | 2.2 |
|
| 2210 |
2210
Bridgewater Advisors
New York
| $958M | +$3.95M | +0.4% | 0.62% | 61% | 141 | 12.06% | 3 |
|
| 2211 |
2211
Caldwell Trust
Venice,
Florida
| $957M | +$5.09M | +0.5% | 1.59% | 97.5% | 734 | 7.36% | 3.9 |
|
| 2212 |
2212
Wellspring Financial Advisors
Cleveland,
Ohio
| $957M | +$119M | +14% | 1.31% | 77.2% | 180 | 26.11% | 2.5 |
|
| 2213 |
2213
AlphaStar Capital Management
Cornelius,
North Carolina
| $957M | -$304M | -24% | 1.63% | 69.5% | 398 | 57.04% | 2 |
|
| 2214 |
2214
PrairieView Partners
St. Paul,
Minnesota
| $957M | -$5.57M | -0.6% | 2.14% | 34% | 400 | 6.5% | 3.7 |
|
| 2215 |
2215
Moody National Bank Trust Division
Galveston,
Texas
| $956M | +$22.1M | +2% | 4.63% | 115% | 504 | 13.89% | 4.4 |
|
| 2216 |
2216
Asset Advisors Investment Management
Augusta,
Georgia
| $956M | -$5.41M | -0.6% | 0.66% | 67.5% | 110 | 6.36% | 4.1 |
|
| 2217 |
2217
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $956M | +$21.9M | +2% | 8.38% | 160% | 368 | 7.34% | 0.9 |
|
| 2218 |
2218
German American Bancorp
Jasper,
Indiana
| $955M | +$10.3M | +1% | 0.84% | 92.3% | 129 | 5.43% | 3.9 |
|
| 2219 |
1WCM
2219
12 West Capital Management
New York
| $955M | -$22.8M | -2% | 17.6% | 169% | 21 | 42.86% | 2.6 |
|
| 2220 |
2220
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $954M | -$57.8M | -6% | 0.63% | 77.5% | 170 | 6.47% | 8.5 |
|
| 2221 |
2221
One Day In July LLC
Burlington,
Vermont
| $954M | +$65M | +7% | 0.19% | 48.2% | 144 | 13.19% | 2.8 |
|
| 2222 |
2222
Private Capital Management (Florida)
Naples,
Florida
| $954M | +$21M | +2% | 8.7% | 118% | 155 | 17.42% | 2.4 |
|
| 2223 |
2223
Denali Advisors
San Diego,
California
| $954M | +$23.3M | +3% | 3.4% | 106% | 316 | 28.48% | 1.3 |
|
| 2224 |
2224
Whitney & Co
Rochester,
New York
| $952M | +$19.3M | +2% | 3.17% | 93.2% | 139 | 12.95% | 5.2 |
|
| 2225 |
2225
SeaCrest Wealth Management
Purchase,
New York
| $951M | +$22.7M | +2% | 5.89% | 153% | 709 | 15.8% | 3.9 |
|