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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Institutional & Family Asset Management
Fort Collins,
Colorado
| $463M | -$12.4M | -3% | 3.24% | 19% | 903 | 11.07% | 1.3 |
|
| 2277 |
2277
Bremer Bank National Association
St Paul,
Minnesota
| $462M | -$46.5M | -9% | 2.96% | 37.4% | 749 | 67.56% | 0.3 |
|
| 2278 |
2278
Circle Wealth Management
Summit,
New Jersey
| $461M | +$15.4M | +3% | 3.41% | 71.8% | 178 | 21.35% | 1.1 |
|
| 2279 |
2279
Cornerstone Advisory
Hunt Valley,
Maryland
| $461M | +$6.8M | +1% | 2.11% | 53.5% | 165 | 9.7% | 2.3 |
|
| 2280 |
2280
10-15 Associates
Goshen,
New York
| $461M | -$4.56M | -1% | 2.08% | 33% | 101 | 4.95% | 3.2 |
|
| 2281 |
2281
Hazelview Securities
Toronto,
Ontario, Canada
| $461M | +$62.6M | +16% | 1.52% | – | 38 | 5.26% | 1.6 |
|
| 2282 |
2282
Bain Capital Venture Investors
Boston,
Massachusetts
| $461M | +$3.06M | +0.7% | 3.86% | 34.2% | 5 | 0% | 0.9 |
|
| 2283 |
2283
Greenhouse Funds
Baltimore,
Maryland
| $461M | -$29.1M | -6% | 6.02% | 90.7% | 39 | 38.46% | 1.1 |
|
| 2284 |
2284
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $460M | +$2.18M | +0.5% | 2.95% | 100% | 1,258 | 10.57% | 3.3 |
|
| 2285 |
2285
Verity & Verity
Beaufort,
South Carolina
| $460M | +$24.4M | +6% | 3.76% | 90.4% | 124 | 19.35% | 3 |
|
| 2286 |
TAA
2286
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $460M | +$115M | +33% | 6% | 312% | 37 | 59.46% | 0.5 |
|
| 2287 |
2287
Jackson Wealth Management
Lake Mary,
Florida
| $460M | +$50.7M | +12% | 6.64% | 72.1% | 96 | 16.67% | 1.8 |
|
| 2288 |
2288
Broadfin Capital
New York
| $460M | -$24.7M | -5% | 20.3% | 298% | 52 | 42.31% | 1.9 |
|
| 2289 |
2289
Emerson Point Capital
Larchmont,
New York
| $459M | +$105M | +30% | 12.6% | 94.8% | 31 | 22.58% | 0.4 |
|
| 2290 |
2290
Antara Capital
New York
| $459M | +$104M | +29% | 0.59% | 39.8% | 80 | 68.75% | 0.1 |
|
| 2291 |
2291
SCF Partners
Houston,
Texas
| $458M | -$95.8M | -17% | 16.1% | 2.1% | 4 | 0% | 2.4 |
|
| 2292 |
2292
Van Hulzen Asset Management
El Dorado Hills,
California
| $458M | +$86.3M | +23% | 2.69% | 86.3% | 273 | 18.68% | 1.6 |
|
| 2293 |
2293
Hikari Tsushin Inc
Tokyo,
Japan
| $457M | +$5.97M | +1% | 3.29% | 59.5% | 59 | 16.95% | 2.7 |
|
| 2294 |
2294
Deltec Asset Management
New York
| $457M | -$668K | -0.1% | 3.79% | 128% | 182 | 23.63% | 2.1 |
|
| 2295 |
2295
S&T Bank
Indiana,
Pennsylvania
| $456M | +$12.2M | +3% | 0.54% | 193% | 82 | 6.1% | 3.8 |
|
| 2296 |
SCM
2296
Somerset Capital Management
London,
United Kingdom
| $456M | -$14M | -3% | 4.02% | 7.5% | 20 | 15% | 2.4 |
|
| 2297 |
2297
Laurel Wealth Advisors (California)
Solana Beach,
California
| $456M | +$50M | +12% | 3.23% | 33% | 443 | 19.19% | 2 |
|
| 2298 |
2298
Covenant Multifamily Offices
San Antonio,
Texas
| $456M | +$147M | +48% | 3.7% | 38.3% | 290 | 74.14% | 0.5 |
|
| 2299 |
2299
Solus Alternative Asset Management
Summit,
New Jersey
| $456M | +$42.6M | +10% | 1.95% | 79.3% | 10 | 30% | 1.2 |
|
| 2300 |
2300
Permian Investment Partners
Dallas,
Texas
| $456M | -$93.9M | -17% | 1.29% | 78.6% | 10 | 30% | 0.9 |
|