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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Atom Investors
Austin,
Texas
| $802M | +$235M | +42% | 9.44% | 83.4% | 695 | 55.68% | 0.4 |
|
| 2352 |
2352
Red Cedar Investment Management
Grand Rapids,
Michigan
| $801M | +$107M | +15% | 9.38% | 88.8% | 85 | 15.29% | 2.3 |
|
| 2353 |
2353
Abner Herrman & Brock
Jersey City,
New Jersey
| $801M | +$88.8M | +12% | 15.6% | 156% | 98 | 10.2% | 5.1 |
|
| 2354 |
2354
Stokes Family Office
New Orleans,
Louisiana
| $800M | +$60.3M | +8% | 7.15% | 68.1% | 234 | 10.68% | 2.7 |
|
| 2355 |
2355
Jackson Wealth Management
Lake Mary,
Florida
| $800M | +$40.7M | +5% | 7.37% | 72.1% | 163 | 17.79% | 1 |
|
| 2356 |
2356
Vista Capital Partners
Portland,
Oregon
| $800M | +$50.2M | +7% | 7.7% | 61.2% | 100 | 17% | 4.7 |
|
| 2357 |
2357
Toth Financial Advisory
Leesburg,
Virginia
| $799M | +$61.6M | +8% | 9.93% | 90.4% | 786 | 15.65% | 3.6 |
|
| 2358 |
2358
Prosperity Consulting Group
Owings Mills,
Maryland
| $798M | +$499M | +167% | 7.37% | 66.8% | 334 | 40.42% | 0.7 |
|
| 2359 |
2359
Harbour Trust & Investment Management
Michigan City,
Indiana
| $797M | +$87.3M | +12% | 15.7% | 116% | 168 | 7.74% | 0.2 |
|
| 2360 |
2360
Richard C. Young & Co
Newport,
Rhode Island
| $797M | +$50.5M | +7% | 8.74% | 152% | 84 | 23.81% | 4.7 |
|
| 2361 |
2361
Apriem Advisors
Irvine,
California
| $796M | +$47.5M | +6% | 6.32% | 74.3% | 177 | 17.51% | 4.8 |
|
| 2362 |
2362
SOL Capital Management
Rockville,
Maryland
| $795M | +$58.7M | +8% | 7.71% | 56.6% | 308 | 4.87% | 6.2 |
|
| 2363 |
TIM
2363
Total Investment Management
Scottsdale,
Arizona
| $795M | +$7.41M | +0.9% | 3.61% | 44.4% | 76 | 6.58% | 2.8 |
|
| 2364 |
AH
2364
Allen Holding
New York
| $795M | +$76.8M | +11% | 10.3% | 185% | 14 | 0% | 6.1 |
|
| 2365 |
2365
Graham Holdings Company
Arlington,
Virginia
| $794M | +$104M | +15% | 15.7% | 95.1% | 5 | 0% | 2.2 |
|
| 2366 |
2366
Rock Creek Group
Washington,
District of Columbia
| $794M | +$101M | +15% | 6.18% | 37.2% | 72 | 29.17% | 1.4 |
|
| 2367 |
2367
FengHe Fund Management
Singapore
| $794M | +$224M | +39% | 18.6% | 779% | 28 | 42.86% | 0.4 |
|
| 2368 |
2368
Summit Creek Advisors
Minneapolis,
Minnesota
| $793M | +$46M | +6% | 10.2% | 84.6% | 71 | 12.68% | 3.7 |
|
| 2369 |
2369
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $792M | +$11M | +1% | 6.49% | 66.9% | 46 | 19.57% | 2.8 |
|
| 2370 |
2370
CVC Management Holdings II
St. Helier,
Jersey
| $792M | – | – | 14.7% | – | 4 | – | 0 |
|
| 2371 |
2371
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $791M | +$15.1M | +2% | 12.5% | – | 336 | 15.48% | 2.3 |
|
| 2372 |
SWS
2372
SYSTM Wealth Solutions
Chicago,
Illinois
| $791M | +$69.4M | +10% | 9.4% | – | 1,081 | 15.91% | 0.6 |
|
| 2373 |
2373
Van Cleef Asset Management
Beachwood,
Ohio
| $791M | +$79.7M | +11% | 12.5% | 104% | 116 | 6.03% | 6.8 |
|
| 2374 |
2374
J. Stern & Co
London,
United Kingdom
| $791M | +$242M | +44% | 21.7% | – | 42 | 26.19% | 0.2 |
|
| 2375 |
2375
MUFG Securities (Canada)
New York
| $791M | +$436M | +123% | 3.21% | – | 42 | 92.86% | 0.2 |
|