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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
Catalyst Financial Partners
Boston,
Massachusetts
| $916M | +$373M | +69% | 13.5% | 98.6% | 318 | 15.09% | 1.7 |
|
| 2352 |
2352
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $916M | +$96.8M | +12% | 9.8% | 64.6% | 193 | 11.4% | 1.4 |
|
| 2353 |
2353
Stansberry Asset Management
Westlake,
Texas
| $915M | +$82.4M | +10% | 8.19% | 79.6% | 148 | 16.89% | 2.2 |
|
| 2354 |
2354
Oxbow Advisors
Austin,
Texas
| $915M | -$31.7M | -3% | 3.7% | 66.3% | 219 | 10.5% | 4.7 |
|
| 2355 |
2355
Hudson Valley Investment Advisors
Goshen,
New York
| $913M | +$76.3M | +9% | 11.9% | 102% | 180 | 8.89% | 6.2 |
|
| 2356 |
2356
Vista Capital Partners
Portland,
Oregon
| $913M | +$89.7M | +11% | 8.38% | 61.2% | 133 | 19.55% | 4.4 |
|
| 2357 |
2357
BTG Pactual Asset Management US
New York
| $913M | -$21.1M | -2% | 11.4% | – | 361 | 56.79% | 0.4 |
|
| 2358 |
2358
Permian Investment Partners
Dallas,
Texas
| $913M | +$210M | +30% | 22.8% | 78.6% | 13 | 23.08% | 1.9 |
|
| 2359 |
2359
Kopernik Global Investors
Tampa,
Florida
| $911M | -$54M | -6% | 16.7% | 128% | 33 | 21.21% | 3.3 |
|
| 2360 |
2360
Quest Investment Management
Lake Oswego,
Oregon
| $910M | +$103M | +13% | 14.7% | 105% | 133 | 42.86% | 3.3 |
|
| 2361 |
2361
Rodgers & Associates
Lancaster,
Pennsylvania
| $910M | +$90.1M | +11% | 8.12% | 56.3% | 106 | 11.32% | 3.3 |
|
| 2362 |
2362
Harvey Investment Company
Louisville,
Kentucky
| $910M | +$9.22M | +1% | 2.87% | 56.4% | 105 | 6.67% | 8.2 |
|
| 2363 |
2363
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $908M | +$136M | +18% | 12.4% | 149% | 500 | 12.4% | 1.8 |
|
| 2364 |
2364
HG Vora Capital Management
New York
| $908M | -$70.6M | -7% | 7.06% | 42.6% | 16 | 18.75% | 1.5 |
|
| 2365 |
2365
WNY Asset Management
Williamsville,
New York
| $908M | +$66.5M | +8% | 7.17% | – | 240 | 12.92% | 2.7 |
|
| 2366 |
TCOT
2366
Trust Company of Toledo
Holland,
Ohio
| $907M | +$151M | +20% | 10.4% | 109% | 782 | 69.82% | 2.1 |
|
| 2367 |
2367
Lincluden Management
Mississauga,
Ontario, Canada
| $905M | +$118M | +15% | 9.54% | 56.6% | 77 | 6.49% | 6.5 |
|
| 2368 |
C
2368
Chescapmanager
Baltimore,
Maryland
| $905M | -$26.6M | -3% | 31.9% | 202% | 32 | 28.13% | 3 |
|
| 2369 |
2369
Planning Center Inc
Moline,
Illinois
| $904M | +$59.5M | +7% | 5.44% | 38.9% | 76 | 7.89% | 2.2 |
|
| 2370 |
2370
Logos Global Management
San Francisco,
California
| $904M | +$341M | +61% | 6.51% | 1,585% | 63 | 57.14% | 0.9 |
|
| 2371 |
2371
Hackensack Meridian Health
Edison,
New Jersey
| $903M | +$23.9M | +3% | 7.82% | 53.4% | 6 | 0% | 1.9 |
|
| 2372 |
2372
Harbour Trust & Investment Management
Michigan City,
Indiana
| $903M | +$76.8M | +9% | 11.9% | – | 159 | 6.29% | 1.4 |
|
| 2373 |
2373
MHR Fund Management
New York
| $902M | +$69.5M | +8% | 10.7% | 332% | 11 | 36.36% | 2.9 |
|
| 2374 |
2374
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $902M | +$14M | +2% | 7.72% | 77.5% | 170 | 8.24% | 8.7 |
|
| 2375 |
2375
FORA Capital
Miami,
Florida
| $901M | -$85.4M | -9% | 22.2% | 162% | 749 | 71.7% | 0.2 |
|