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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Rock Creek Group
Washington,
District of Columbia
| $951M | +$78.3M | +9% | 0.21% | 37.2% | 50 | 22% | 1.9 |
|
| 2227 |
CC
2227
Cornerstone Capital
Palo Alto,
California
| $950M | -$121M | -11% | 3.82% | 91.2% | 107 | 9.35% | 5.8 |
|
| 2228 |
2228
Nadler Financial Group
Deerfield,
Illinois
| $949M | +$42.2M | +5% | 2.34% | 81.8% | 132 | 10.61% | 5.5 |
|
| 2229 |
2229
Waterloo Capital
Austin,
Texas
| $949M | +$32.6M | +4% | 1.53% | 79.8% | 394 | 18.02% | 1.5 |
|
| 2230 |
2230
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $948M | +$32.9M | +4% | 1.95% | – | 62 | 9.68% | 1.4 |
|
| 2231 |
2231
MONECO Advisors
Fairfield,
Connecticut
| $948M | +$144M | +18% | 1.9% | 70.5% | 494 | 18.42% | 2.3 |
|
| 2232 |
2232
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $947M | -$37.6M | -4% | 2.33% | 61.4% | 142 | 9.86% | 6 |
|
| 2233 |
2233
Tortoise Investment Management
White Plains,
New York
| $947M | -$10M | -1% | 2.14% | 40.2% | 911 | 7.57% | 5 |
|
| 2234 |
2234
Moss Adams Wealth Advisors
Seattle,
Washington
| $946M | +$32.7M | +4% | 0.39% | 79.6% | 225 | 16% | 1.1 |
|
| 2235 |
2235
Soundwatch Capital
Rowayton,
Connecticut
| $946M | +$312M | +49% | 2.17% | 68.6% | 39 | 20.51% | 0.9 |
|
| 2236 |
2236
Scopia Capital Management
New York
| $945M | +$461M | +95% | 2.9% | 58.7% | 39 | 30.77% | 1.2 |
|
| 2237 |
2237
Madison Avenue Partners
New York
| $944M | -$134M | -12% | 2.2% | 284% | 27 | 51.85% | 1.6 |
|
| 2238 |
2238
NAYA Capital Management (UK)
London,
United Kingdom
| $944M | -$250M | -21% | 8.92% | 121% | 8 | 62.5% | 0.9 |
|
| 2239 |
2239
Salomon & Ludwin
Richmond,
Virginia
| $944M | -$38M | -4% | 0.09% | 58.7% | 754 | 7.16% | 1.7 |
|
| 2240 |
2240
Barton Investment Management
West Conshohocken,
Pennsylvania
| $943M | +$143M | +18% | 21.1% | 124% | 51 | 9.8% | 7.2 |
|
| 2241 |
2241
Landscape Capital Management
Englewood,
New Jersey
| $943M | -$40.8M | -4% | 6.11% | 92.5% | 954 | 58.6% | 0.5 |
|
| 2242 |
2242
MMBG Investment Advisors
Miami,
Florida
| $942M | -$16.7M | -2% | 4.85% | 118% | 175 | 14.86% | 2.4 |
|
| 2243 |
SIA
2243
Strategic Investment Advisors
Farmington Hills,
Michigan
| $941M | +$28.6M | +3% | 0.1% | 66.1% | 251 | 10.36% | 2.4 |
|
| 2244 |
2244
Atika Capital Management
New York
| $941M | -$34M | -3% | 13.3% | 811% | 117 | 56.41% | 0.9 |
|
| 2245 |
2245
Beach Point Capital Management
Santa Monica,
California
| $941M | +$644M | +217% | 0.35% | 84.1% | 32 | 78.13% | 0.4 |
|
| 2246 |
2246
PSG Equity
Boston,
Massachusetts
| $941M | +$55.6M | +6% | 6.27% | 13.7% | 1 | 0% | 3 |
|
| 2247 |
2247
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $939M | -$24.6M | -3% | 0.24% | 78.9% | 199 | 5.03% | 6.5 |
|
| 2248 |
2248
Tucker Asset Management
Littleton,
Colorado
| $939M | +$506M | +117% | 1.01% | 71.6% | 1,729 | 23.48% | 1.3 |
|
| 2249 |
2249
Telos Capital Management
San Diego,
California
| $938M | -$15.2M | -2% | 0.25% | 71.1% | 206 | 9.22% | 6 |
|
| 2250 |
2250
Stokes Family Office
New Orleans,
Louisiana
| $936M | +$22.3M | +2% | 0.31% | 68.1% | 256 | 16.02% | 2.9 |
|