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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
Octagon Capital Advisors
New York
| $642M | +$62.8M | +11% | 25.1% | 2,969% | 44 | 47.73% | 0.7 |
|
| 2252 |
2252
Essex Investment Management
Boston,
Massachusetts
| $642M | +$15.3M | +2% | 8.98% | 370% | 446 | 19.51% | 2.9 |
|
| 2253 |
2253
Ally Financial
Detroit,
Michigan
| $642M | +$35.4M | +6% | 10.6% | 9.35% | 111 | 8.11% | 2.2 |
|
| 2254 |
2254
Vista Capital Partners
Portland,
Oregon
| $641M | +$55M | +9% | 6.99% | 61.2% | 88 | 22.73% | 4.7 |
|
| 2255 |
2255
Fort Point Capital Partners
San Francisco,
California
| $641M | +$41.7M | +7% | 8.17% | 62.2% | 304 | 20.72% | 2.4 |
|
| 2256 |
2256
LVZ Inc
Holland,
Michigan
| $641M | +$64.9M | +11% | 8.22% | 52.9% | 153 | 26.14% | 2.2 |
|
| 2257 |
2257
Vest Financial
Mclean,
Virginia
| $641M | +$112M | +21% | 12.9% | 68.4% | 110 | 41.82% | 1.1 |
|
| 2258 |
2258
Harbor Investment Advisory
Lutherville,
Maryland
| $640M | +$33.1M | +5% | 7.72% | 97.5% | 1,408 | 7.6% | 2.3 |
|
| 2259 |
2259
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $640M | +$50M | +8% | 10.3% | 55.5% | 96 | 9.38% | 2 |
|
| 2260 |
2260
Managed Asset Portfolios
Rochester,
Michigan
| $639M | +$75.8M | +13% | 11.2% | 99.2% | 42 | 21.43% | 4 |
|
| 2261 |
2261
Sentinel Trust
Houston,
Texas
| $639M | +$32.8M | +5% | 7.59% | 79.2% | 116 | 14.66% | 2.3 |
|
| 2262 |
2262
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $639M | +$40.1M | +7% | 8.84% | 83.4% | 330 | 15.15% | 4.5 |
|
| 2263 |
NEWAS
2263
N.E.W. Advisory Services
De Pere,
Wisconsin
| $639M | +$86.9M | +16% | 7.63% | 51.1% | 136 | 10.29% | 2.1 |
|
| 2264 |
2264
Tensile Capital Management
Larkspur,
California
| $639M | -$9.29M | -1% | 12.4% | 47.7% | 19 | 31.58% | 2.9 |
|
| 2265 |
2265
Mirova
Paris,
France
| $639M | +$44.4M | +7% | 7% | 64.6% | 200 | 24% | 1.6 |
|
| 2266 |
2266
Heartwood Wealth Advisors
Richmond,
Virginia
| $639M | +$61.2M | +11% | 7.8% | 59.4% | 134 | 23.88% | 1.7 |
|
| 2267 |
WAM
2267
Warberg Asset Management
Winnetka,
Illinois
| $638M | +$60.1M | +10% | 1.52% | 65.3% | 356 | 41.29% | 0.6 |
|
| 2268 |
WCM
2268
Wallace Capital Management
Dallas,
Texas
| $638M | +$38.1M | +6% | 11.7% | 62.3% | 67 | 2.99% | 5.2 |
|
| 2269 |
2269
Freemont Management
Vaud,
Switzerland
| $637M | +$89.4M | +16% | 7.36% | 113% | 145 | 40% | 1 |
|
| 2270 |
2270
Olstein Capital Management
Purchase,
New York
| $637M | +$40.7M | +7% | 10.6% | 16.6% | 101 | 3.96% | 5.1 |
|
| 2271 |
2271
Keel Point
Huntsville,
Alabama
| $637M | +$54.1M | +9% | 8.08% | 76.4% | 309 | 22.98% | 2.5 |
|
| 2272 |
2272
Traphagen Investment Advisors
Oradell,
New Jersey
| $637M | +$91.5M | +17% | 6.59% | 65.8% | 147 | 11.56% | 2.5 |
|
| 2273 |
2273
PSG Equity
Boston,
Massachusetts
| $636M | -$298M | -32% | 31.9% | 13.7% | 1 | 0% | 1 |
|
| 2274 |
2274
Founders Financial Securities
Towson,
Maryland
| $636M | +$70.4M | +12% | 6.98% | 71% | 337 | 13.35% | 1.6 |
|
| 2275 |
2275
Yaupon Capital Management
New York
| $635M | +$169M | +36% | 6.29% | 122% | 120 | 52.5% | 0.5 |
|