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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Prosperity Capital Advisors
Westlake,
Ohio
| $715M | +$67.9M | +11% | 5.68% | 72.2% | 235 | 17.87% | 0.4 |
|
| 2302 |
2302
Ally Financial
Detroit,
Michigan
| $715M | +$39.1M | +6% | 4.17% | 9.35% | 104 | 20.19% | 2.3 |
|
| 2303 |
KC
2303
KCL Capital
New York
| $714M | -$33.9M | -5% | 21.8% | 106% | 39 | 66.67% | 0.3 |
|
| 2304 |
2304
Bank Hapoalim BM
Tel Aviv,
Israel
| $714M | -$10.1M | -1% | 6.36% | 76.6% | 164 | 12.2% | 3.6 |
|
| 2305 |
2305
Coastline Trust
Providence,
Rhode Island
| $714M | +$38.9M | +6% | 8.16% | 106% | 304 | 16.12% | 6.5 |
|
| 2306 |
2306
Fosun International
Hong Kong,
China
| $713M | -$349M | -33% | 8.87% | 41.3% | 64 | 7.81% | 2.4 |
|
| 2307 |
2307
Greenwood Capital Associates
Greenwood,
South Carolina
| $713M | +$16.5M | +2% | 5.48% | 81.3% | 256 | 17.97% | 2.4 |
|
| 2308 |
2308
Financial Synergies Wealth Advisors
Houston,
Texas
| $713M | +$31.3M | +5% | 4.99% | 79% | 545 | 17.8% | 1.1 |
|
| 2309 |
2309
Crewe Advisors
Salt Lake City,
Utah
| $712M | +$26.8M | +4% | 5.37% | 96.1% | 1,032 | 37.31% | 1.7 |
|
| 2310 |
2310
Lannebo Fonder
Stockholm,
Sweden
| $712M | +$88.7M | +14% | 13.2% | 49.8% | 33 | 3.03% | 4.6 |
|
| 2311 |
2311
Absolute Investment Advisers
Rosemary Beach,
Florida
| $712M | +$34.3M | +5% | 0% | 0.5% | 109 | 17.43% | 1.1 |
|
| 2312 |
2312
Column Capital Advisors
Indianapolis,
Indiana
| $711M | +$41.1M | +6% | 4.61% | 20.4% | 852 | 6.1% | 2.5 |
|
| 2313 |
2313
MHR Fund Management
New York
| $711M | -$32M | -4% | 1.52% | 332% | 10 | 0% | 4.1 |
|
| 2314 |
2314
German American Bancorp
Jasper,
Indiana
| $711M | +$43.1M | +6% | 6.27% | 92.3% | 123 | 10.57% | 3 |
|
| 2315 |
2315
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $709M | +$128M | +22% | 80.2% | 2,136% | 20 | 35% | 1.4 |
|
| 2316 |
2316
MBL Wealth
Charlotte,
North Carolina
| $709M | +$69.2M | +11% | 3.58% | 52.7% | 187 | 18.18% | 1.2 |
|
| 2317 |
2317
Fort Point Capital Partners
San Francisco,
California
| $708M | +$49.5M | +8% | 5.96% | 62.2% | 304 | 15.46% | 2.7 |
|
| 2318 |
2318
West Coast Financial
Santa Barbara,
California
| $707M | +$53.5M | +8% | 6.7% | 22.2% | 154 | 14.94% | 4.3 |
|
| 2319 |
2319
WealthPLAN Partners
Omaha,
Nebraska
| $707M | -$172M | -20% | 5.76% | 71.6% | 1,431 | 19.78% | 1.3 |
|
| 2320 |
2320
Capricorn Investment Group
Palo Alto,
California
| $707M | +$242M | +52% | 76.2% | 95.9% | 9 | 0% | 1.4 |
|
| 2321 |
2321
Willow Creek Wealth Management
Sebastopol,
California
| $706M | +$57.6M | +9% | 1.84% | 36.5% | 146 | 10.27% | 2.9 |
|
| 2322 |
2322
Verus Capital Partners
Scottsdale,
Arizona
| $706M | +$66.6M | +10% | 9.93% | 139% | 315 | 11.11% | 2.3 |
|
| 2323 |
2323
Heartwood Wealth Advisors
Richmond,
Virginia
| $705M | +$34M | +5% | 2.52% | 59.4% | 149 | 16.78% | 1.9 |
|
| 2324 |
2324
FORA Capital
Miami,
Florida
| $704M | -$294M | -29% | 8.4% | 162% | 678 | 79.5% | 0.2 |
|
| 2325 |
2325
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $704M | -$442M | -39% | 9.4% | 135% | 402 | 66.42% | 2.2 |
|