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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Highland Private Wealth Management
Bellevue,
Washington
| $708M | +$32.6M | +5% | 0.63% | 19% | 179 | 7.26% | 2.3 |
|
| 2377 |
2377
Kayak Investment Partners
San Francisco,
California
| $707M | -$123M | -15% | 4.22% | 27% | 34 | 35.29% | 1.3 |
|
| 2378 |
C
2378
Chescapmanager
Baltimore,
Maryland
| $706M | -$205M | -23% | 8.51% | 202% | 83 | 36.14% | 1.1 |
|
| 2379 |
2379
Perry Creek Capital
New York
| $706M | -$36.9M | -5% | 1.63% | 51.2% | 27 | 7.41% | 0.6 |
|
| 2380 |
2380
Whitegate Investment Counselors
Concord,
New Hampshire
| $705M | -$1.2M | -0.2% | 0.29% | 48% | 232 | 6.03% | 4.3 |
|
| 2381 |
2381
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $705M | -$174M | -20% | 4.48% | 240% | 110 | 44.55% | 1.7 |
|
| 2382 |
2382
First Trust Direct Indexing
Boston,
Massachusetts
| $704M | +$33.8M | +5% | 0.78% | 69% | 693 | 20.63% | 0.5 |
|
| 2383 |
2383
Tradition Wealth Management
Edina,
Minnesota
| $703M | +$34.7M | +5% | 0.99% | 69.6% | 1,244 | 13.83% | 0.5 |
|
| 2384 |
2384
First Midwest Bank Trust Division
Joliet,
Illinois
| $702M | -$41.4M | -6% | 0.11% | 107% | 392 | 9.95% | 4.7 |
|
| 2385 |
2385
Freshford Capital Management
Rye Brook,
New York
| $702M | -$34.4M | -5% | 3.61% | 97.3% | 21 | 14.29% | 1.5 |
|
| 2386 |
2386
Pekin Hardy Strauss
Chicago,
Illinois
| $701M | -$17.4M | -2% | 1.31% | 102% | 356 | 14.33% | 2.9 |
|
| 2387 |
CEI
2387
Clark Estates Inc
New York
| $701M | -$65M | -8% | 5.68% | 34.5% | 102 | 19.61% | 1.9 |
|
| 2388 |
2388
Redwood Investment Management
Scottsdale,
Arizona
| $700M | +$88.8M | +15% | 0.75% | 62.5% | 320 | 40% | 0.9 |
|
| 2389 |
2389
Cadinha & Co
Honolulu,
Hawaii
| $700M | -$43.3M | -6% | 1.5% | 132% | 129 | 10.08% | 3.8 |
|
| 2390 |
BIM
2390
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $700M | +$11.8M | +2% | 3.63% | 48.4% | 112 | 7.14% | 3.8 |
|
| 2391 |
HAM
2391
Hillcrest Asset Management
Plano,
Texas
| $699M | -$40.7M | -5% | 0.66% | 97.2% | 62 | 11.29% | 2 |
|
| 2392 |
2392
LVZ Inc
Holland,
Michigan
| $699M | +$19.2M | +3% | 1.06% | 52.9% | 109 | 8.26% | 2.3 |
|
| 2393 |
2393
Formula Growth
Montreal,
Quebec, Canada
| $699M | -$26.7M | -4% | 2.26% | 118% | 164 | 21.34% | 2.3 |
|
| 2394 |
2394
Apriem Advisors
Irvine,
California
| $697M | +$26.9M | +4% | 0.51% | 74.3% | 155 | 3.87% | 4 |
|
| 2395 |
2395
Iron Triangle Partners
Cos Cob,
Connecticut
| $697M | -$274M | -28% | 2.07% | 152% | 35 | 51.43% | 0.5 |
|
| 2396 |
2396
Vista Capital Partners
Portland,
Oregon
| $696M | +$4.95M | +0.7% | 0.61% | 61.2% | 80 | 11.25% | 4.1 |
|
| 2397 |
2397
StoneX Group
New York
| $696M | +$21.3M | +3% | 1.1% | 85.2% | 522 | 20.11% | 1.8 |
|
| 2398 |
2398
Apella Capital
West Hartford,
Connecticut
| $696M | +$86.9M | +14% | 0.96% | 48.6% | 215 | 12.56% | 0.9 |
|
| 2399 |
2399
Resources Management Corp
West Hartford,
Connecticut
| $696M | -$16.4M | -2% | 1% | 78.5% | 525 | 10.1% | 2.3 |
|
| 2400 |
2400
Sage Mountain Advisors
Atlanta,
Georgia
| $695M | +$89.5M | +15% | 5.41% | 62.5% | 635 | 26.93% | 0.4 |
|