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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
Merriman Wealth Management
Seattle,
Washington
| $519M | +$24.5M | +5% | 8.6% | 18.3% | 197 | 19.8% | 1.5 |
|
| 2252 |
2252
Atika Capital Management
New York
| $518M | +$42.9M | +9% | 24.2% | 811% | 98 | 46.94% | 0.9 |
|
| 2253 |
2253
Cabot Wealth Management
Salem,
Massachusetts
| $518M | +$44.5M | +9% | 9.42% | 69.3% | 136 | 8.82% | 3.7 |
|
| 2254 |
2254
Maple Capital Management
Montpelier,
Vermont
| $517M | +$52.7M | +11% | 7.26% | 100% | 128 | 11.72% | 3.9 |
|
| 2255 |
2255
Alpha Wave Global
New York
| $517M | -$16M | -3% | 10.6% | 226% | 25 | 36% | 0.7 |
|
| 2256 |
SAM
2256
Skyline Asset Management
Chicago,
Illinois
| $517M | +$10.4M | +2% | 11.3% | 26.1% | 63 | 15.87% | 3.5 |
|
| 2257 |
2257
Van Hulzen Asset Management
El Dorado Hills,
California
| $516M | +$43.1M | +9% | 8.89% | 86.3% | 302 | 21.52% | 1.9 |
|
| 2258 |
2258
Main Management ETF Advisors
San Francisco,
California
| $516M | +$55.9M | +12% | 9.34% | 97.2% | 12 | 0% | 1.3 |
|
| 2259 |
2259
Bronte Capital Management
Bondi Junction,
Australia
| $515M | +$154M | +43% | 10.3% | 123% | 12 | 25% | 0.8 |
|
| 2260 |
2260
Verity & Verity
Beaufort,
South Carolina
| $515M | +$42.8M | +9% | 6.89% | 90.4% | 118 | 6.78% | 3.4 |
|
| 2261 |
2261
United Asset Strategies
Garden City,
New York
| $515M | +$58.2M | +13% | 7.34% | 111% | 218 | 26.15% | 1.9 |
|
| 2262 |
2262
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $515M | -$6.56M | -1% | 3.55% | 125% | 40 | 42.5% | 0.9 |
|
| 2263 |
2263
Valley Forge Capital Management
Miami,
Florida
| $515M | +$66.4M | +15% | 14.6% | 49% | 9 | 0% | 2.5 |
|
| 2264 |
2264
QVT Financial
New York
| $514M | +$27.4M | +6% | 16.5% | 267% | 57 | 17.54% | 1.9 |
|
| 2265 |
2265
Berkshire Money Management
Dalton,
Massachusetts
| $514M | +$29.8M | +6% | 6.03% | 61.8% | 38 | 10.53% | 2.3 |
|
| 2266 |
2266
Arrow Financial
Glens Falls,
New York
| $513M | +$31.4M | +7% | 8.37% | 71.1% | 339 | 10.62% | 4.7 |
|
| 2267 |
BC
2267
Bruce & Co
Chicago,
Illinois
| $513M | +$30.9M | +6% | 6.19% | 94.5% | 42 | 2.38% | 3.9 |
|
| 2268 |
AIC
2268
AWM Investment Company
New York
| $512M | +$40.5M | +9% | 14.8% | 778% | 95 | 16.84% | 2.4 |
|
| 2269 |
JCM
2269
JD Capital Management
Darien,
Connecticut
| $511M | +$149M | +41% | 0.45% | 47.8% | 19 | 31.58% | 1.1 |
|
| 2270 |
2270
Mechanics Bank - Trust Department
Walnut Creek,
California
| $510M | +$12.3M | +2% | 7.3% | 76.8% | 234 | 28.21% | 3.8 |
|
| 2271 |
2271
LVZ Inc
Holland,
Michigan
| $510M | +$47.8M | +10% | 5.86% | 52.9% | 92 | 20.65% | 1.6 |
|
| 2272 |
OM
2272
Opaleye Management
Boston,
Massachusetts
| $510M | +$233M | +84% | 109% | 748% | 56 | 28.57% | 1.2 |
|
| 2273 |
2273
Indus Capital Partners
New York
| $510M | -$90.5M | -15% | 15.8% | 117% | 45 | 37.78% | 1.1 |
|
| 2274 |
2274
Evanson Asset Management
Carmel,
California
| $509M | +$22M | +5% | 8.9% | 66.6% | 246 | 8.54% | 3.9 |
|
| 2275 |
2275
Marks Group Wealth Management
Minnetonka,
Minnesota
| $508M | – | – | 7.21% | 62.8% | 236 | – | 0 |
|