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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
MBL Wealth
Charlotte,
North Carolina
| $799M | +$89M | +13% | 7.22% | 52.7% | 199 | 16.58% | 1.4 |
|
| 2252 |
2252
Leuthold Group
Minneapolis,
Minnesota
| $799M | +$86.2M | +12% | 12.6% | 126% | 197 | 19.29% | 2.2 |
|
| 2253 |
KCM
2253
Kingdon Capital Management
New York
| $799M | -$69.3M | -8% | 13.9% | 217% | 99 | 52.53% | 0.8 |
|
| 2254 |
2254
Townsend & Associates
Westminster,
Colorado
| $799M | +$325M | +69% | 9.41% | 58% | 108 | 12.04% | 1.6 |
|
| 2255 |
2255
Point72 Europe
London,
United Kingdom
| $798M | -$833M | -51% | 12.1% | 95.4% | 458 | 89.08% | 0.1 |
|
| 2256 |
2256
Willow Creek Wealth Management
Sebastopol,
California
| $798M | +$126M | +19% | 7.46% | – | 145 | 9.66% | 3.2 |
|
| 2257 |
2257
FourThought Financial Partners
Venice,
Florida
| $797M | +$81.8M | +11% | 13% | 95.9% | 334 | 9.58% | 0.9 |
|
| 2258 |
2258
Quest Investment Management
Lake Oswego,
Oregon
| $797M | +$89.4M | +13% | 12.4% | 105% | 92 | 9.78% | 5.3 |
|
| 2259 |
2259
United Bank (Virginia)
Vienna,
Virginia
| $797M | +$35.4M | +5% | 9.88% | 76.1% | 154 | 9.09% | 4.6 |
|
| 2260 |
CPIH
2260
Consolidated Press International Holdings
Sydney,
Australia
| $796M | +$433M | +119% | 16.6% | – | 28 | 67.86% | 0.4 |
|
| 2261 |
2261
Regents of the University of California
Oakland,
California
| $796M | +$17.3M | +2% | 10.7% | 76.6% | 28 | 3.57% | 6.3 |
|
| 2262 |
2262
James Investment Research
Alpha,
Ohio
| $796M | +$38.7M | +5% | 10.9% | 110% | 318 | 11.95% | 4.5 |
|
| 2263 |
2263
Paradice Investment Management
Denver,
Colorado
| $796M | -$371M | -32% | 10.3% | 72.2% | 48 | 20.83% | 2.8 |
|
| 2264 |
WAM
2264
WT Asset Management
Hong Kong
| $796M | -$105M | -12% | 18.3% | 2,732% | 34 | 70.59% | 0.4 |
|
| 2265 |
2265
Freemont Management
Vaud,
Switzerland
| $795M | +$126M | +19% | 12.2% | 113% | 94 | 23.4% | 1.7 |
|
| 2266 |
2266
Sunbelt Securities
Houston,
Texas
| $794M | +$71.6M | +10% | 10% | 83.5% | 1,824 | 10.31% | 1.5 |
|
| 2267 |
2267
Strategic Wealth Partners Group
Deerfield,
Illinois
| $793M | +$119M | +18% | 11.3% | – | 69 | 14.49% | 3.8 |
|
| 2268 |
2268
Modern Wealth Management
Lenexa,
Kansas
| $792M | – | – | 9.09% | – | 191 | – | 0 |
|
| 2269 |
2269
Caldwell Trust
Venice,
Florida
| $792M | +$59M | +8% | 10.5% | 97.5% | 735 | 8.44% | 3.3 |
|
| 2270 |
2270
Needham Investment Management
New York
| $792M | +$204M | +35% | 18.1% | 424% | 135 | 14.81% | 4.4 |
|
| 2271 |
2271
Austin Private Wealth
Austin,
Texas
| $792M | +$100M | +15% | 9.61% | 62.3% | 276 | 35.14% | 1.4 |
|
| 2272 |
2272
TRUE Private Wealth Advisors
Salem,
Oregon
| $790M | +$70M | +10% | 9.51% | 89.2% | 296 | 14.19% | 3.3 |
|
| 2273 |
2273
Azzad Asset Management
Falls Church,
Virginia
| $790M | +$84.5M | +12% | 12.4% | 101% | 320 | 10.63% | 4.3 |
|
| 2274 |
2274
MV Capital Management
Bethesda,
Maryland
| $790M | +$40.5M | +5% | 8.9% | 73.3% | 780 | 15.9% | 3.5 |
|
| 2275 |
2275
Griffin Asset Management
New York
| $789M | +$85M | +12% | 13.4% | 88.9% | 211 | 9.95% | 5.4 |
|