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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
NewSquare Capital
Newtown Square,
Pennsylvania
| $437M | +$19.5M | +5% | 3.83% | 76.5% | 380 | 26.84% | 2.3 |
|
| 2252 |
2252
Stonebridge Capital Advisors
St Paul,
Minnesota
| $437M | +$30.2M | +7% | 7.24% | 80.1% | 187 | 9.09% | 2.7 |
|
| 2253 |
2253
Alpha Wave Global
New York
| $437M | +$35.6M | +9% | 1.87% | 226% | 25 | 48% | 0.9 |
|
| 2254 |
2254
Tompkins Financial
Ithaca,
New York
| $436M | +$14M | +3% | 4.43% | 84.4% | 461 | 23.43% | 3 |
|
| 2255 |
2255
Narwhal Capital Management
Marietta,
Georgia
| $435M | +$31.6M | +8% | 5.25% | 93.8% | 157 | 12.74% | 2.8 |
|
| 2256 |
2256
Cynosure Advisors
Salt Lake City,
Utah
| $435M | – | – | 2.63% | – | 224 | – | 0 |
|
| 2257 |
2257
Rutabaga Capital Management
Boston,
Massachusetts
| $435M | -$34.2M | -7% | 15.8% | 57% | 56 | 19.64% | 2 |
|
| 2258 |
2258
Vantage Investment Advisors
State College,
Pennsylvania
| $435M | +$45.8M | +12% | 5.82% | 56.3% | 993 | 16.72% | 2.4 |
|
| 2259 |
2259
GVO Asset Management
Zug,
Switzerland
| $434M | -$52.4M | -11% | 7.28% | 71.2% | 19 | 36.84% | 1.2 |
|
| 2260 |
2260
Institute for Wealth Management
Denver,
Colorado
| $433M | +$126M | +41% | 7.01% | 137% | 426 | 48.59% | 0.4 |
|
| 2261 |
2261
CPWM LLC
Seattle,
Washington
| $433M | +$7.85M | +2% | 5.15% | 36.6% | 256 | 14.84% | 2.6 |
|
| 2262 |
RP
2262
RBS Partners
Bay Harbor Islands,
Florida
| $433M | -$79.3M | -15% | 8.12% | 210% | 6 | 0% | 3.7 |
|
| 2263 |
2263
J.M. Forbes & Co
Boston,
Massachusetts
| $433M | +$32.1M | +8% | 6.9% | 112% | 114 | 10.53% | 3 |
|
| 2264 |
2264
Think Investments
San Francisco,
California
| $433M | +$39.2M | +10% | 6.49% | 285% | 21 | 47.62% | 0.7 |
|
| 2265 |
2265
Arrow Financial
Glens Falls,
New York
| $433M | +$11.1M | +3% | 6.14% | 66.5% | 352 | 9.94% | 3.5 |
|
| 2266 |
2266
SPC Financial Inc
Rockville,
Maryland
| $432M | +$28M | +7% | 5.6% | 65.1% | 122 | 4.1% | 2.2 |
|
| 2267 |
MRCM
2267
M&R Capital Management
Summit,
New Jersey
| $431M | +$16.9M | +4% | 5.93% | 52.6% | 588 | 7.65% | 2 |
|
| 2268 |
REMS
2268
Real Estate Management Services
| $431M | -$55.3M | -11% | 2.63% | 67.2% | 31 | 16.13% | 1.9 |
|
| 2269 |
3AM
2269
3D Asset Management
Hartford,
Connecticut
| $430M | +$9.5M | +2% | 3.46% | 0.82% | 53 | 3.77% | 3.3 |
|
| 2270 |
CCM
2270
Cohen Capital Management
Corte Madera,
California
| $430M | +$17.1M | +4% | 4.88% | 91.5% | 145 | 7.59% | 3.2 |
|
| 2271 |
2271
Greenwood Capital Associates
Greenwood,
South Carolina
| $429M | +$27M | +7% | 7.07% | 81.3% | 246 | 31.3% | 1.4 |
|
| 2272 |
2272
Wintrust Investments
Chicago,
Illinois
| $428M | +$32.7M | +8% | 4.76% | 27.5% | 292 | 11.3% | 1 |
|
| 2273 |
2273
Oberweis Asset Management
Lisle,
Illinois
| $428M | +$68.2M | +19% | 7.92% | 485% | 256 | 42.58% | 0.8 |
|
| 2274 |
2274
Jordan Park Group
San Francisco,
California
| $427M | – | – | 3.22% | 43.2% | 30 | – | 0 |
|
| 2275 |
GTC
2275
Ghost Tree Capital
New York
| $426M | -$44.5M | -9% | 23.2% | 265% | 88 | 72.73% | 0.4 |
|