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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
Ionic Capital Management
New York
| $958M | +$609M | +174% | 15.4% | 163% | 190 | 57.37% | 0.6 |
|
| 2377 |
2377
MayTech Global Investments
New York
| $958M | -$7.17M | -0.7% | 6.05% | 158% | 25 | 8% | 5.1 |
|
| 2378 |
2378
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $958M | +$56.5M | +6% | 6.62% | 77.5% | 168 | 5.95% | 8.7 |
|
| 2379 |
2379
Lodestar Private Asset Management
Alamo,
California
| $958M | +$89.9M | +10% | 6.96% | 64.4% | 231 | 6.49% | 2.3 |
|
| 2380 |
2380
Stansberry Asset Management
Westlake,
Texas
| $956M | +$40.9M | +4% | 7.63% | 79.6% | 155 | 17.42% | 2.2 |
|
| 2381 |
2381
Anatole Investment Management
Central,
Hong Kong
| $956M | +$375M | +65% | 56.5% | 3,486% | 21 | 71.43% | 0.2 |
|
| 2382 |
2382
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $955M | +$36.6M | +4% | 7.09% | 66.7% | 209 | 12.44% | 7.1 |
|
| 2383 |
2383
Irenic Capital Management
New York
| $955M | +$277M | +41% | 12.8% | 93.6% | 29 | 51.72% | 1 |
|
| 2384 |
TA
2384
TCM Advisors
Martinsburg,
West Virginia
| $954M | -$126M | -12% | 6.2% | 56.1% | 65 | 0% | 2.9 |
|
| 2385 |
2385
Cutler Investment Counsel
Jacksonville,
Oregon
| $954M | +$55.1M | +6% | 5.47% | 61.8% | 143 | 5.59% | 5.2 |
|
| 2386 |
2386
Quest Investment Management
Lake Oswego,
Oregon
| $953M | +$42.4M | +5% | 7.99% | 105% | 138 | 9.42% | 3.4 |
|
| 2387 |
2387
Planning Center Inc
Moline,
Illinois
| $953M | +$48.3M | +5% | 4.06% | 38.9% | 75 | 2.67% | 2.4 |
|
| 2388 |
2388
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $952M | +$105M | +12% | 7.46% | 53.4% | 136 | 12.5% | 1.8 |
|
| 2389 |
2389
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $951M | +$97.9M | +11% | 9.19% | 95.9% | 279 | 10.39% | 3 |
|
| 2390 |
2390
PSG Equity
Boston,
Massachusetts
| $951M | +$53.8M | +6% | 6% | 13.7% | 1 | 0% | 3.8 |
|
| 2391 |
2391
Spirepoint Private Client
Vero Beach,
Florida
| $951M | +$65.6M | +7% | 6.89% | – | 287 | 21.6% | 1 |
|
| 2392 |
2392
Rock Creek Group
Washington,
District of Columbia
| $950M | +$97.3M | +11% | 3.27% | 37.2% | 59 | 18.64% | 1.7 |
|
| 2393 |
2393
Dymon Asia Capital (Singapore)
Singapore
| $949M | +$226M | +31% | 22.2% | 268% | 309 | 66.99% | 0.2 |
|
| 2394 |
PGCM
2394
Prescott Group Capital Management
Tulsa,
Oklahoma
| $949M | +$101M | +12% | 22.1% | 148% | 254 | 12.99% | 2.5 |
|
| 2395 |
2395
SeaCrest Wealth Management
Purchase,
New York
| $948M | +$27.1M | +3% | 12.6% | 153% | 684 | 17.98% | 4.1 |
|
| 2396 |
2396
Consolidated Planning Corp
Atlanta,
Georgia
| $948M | +$151M | +19% | 8% | 84.6% | 220 | 29.55% | 2.1 |
|
| 2397 |
2397
HoldCo Asset Management
Fort Lauderdale,
Florida
| $948M | +$309M | +48% | 11.8% | – | 27 | 14.81% | 2.3 |
|
| 2398 |
2398
ICICI Prudential Asset Management
Mumbai,
India
| $947M | +$144M | +18% | 6.63% | 62.1% | 165 | 9.7% | 3 |
|
| 2399 |
GWSG
2399
GPS Wealth Strategies Group
Centennial,
Colorado
| $947M | +$78.2M | +9% | 9.42% | 118% | 1,712 | 7.42% | 1.8 |
|
| 2400 |
2400
Continuum Advisory
Eagle,
Idaho
| $946M | +$115M | +14% | 8.59% | 77% | 460 | 13.7% | 3.4 |
|