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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Bouchey Financial Group
Troy,
New York
| $400M | +$48.3M | +14% | 12.5% | 66.7% | 77 | 23.38% | 2.7 |
|
| 2427 |
WFI
2427
West Family Investments
Carlsbad,
California
| $400M | +$13.3M | +3% | 9.62% | 116% | 97 | 17.53% | 3.5 |
|
| 2428 |
2428
BHZ Capital Management
San Jose,
California
| $399M | +$20M | +5% | 8.46% | 3.24% | 156 | 27.56% | 1.6 |
|
| 2429 |
2429
Cardano Risk Management
Rotterdam,
Netherlands
| $399M | +$67.4M | +20% | 16.7% | 200% | 4 | 0% | 0.3 |
|
| 2430 |
2430
Biondo Investment Advisors
Milford,
Pennsylvania
| $399M | +$67.3M | +20% | 15.8% | 83.4% | 93 | 27.96% | 2.6 |
|
| 2431 |
2431
Fiduciary Trust International
Lincoln,
Massachusetts
| $398M | +$70.4M | +21% | 10.6% | 36.8% | 706 | 87.39% | 2.6 |
|
| 2432 |
2432
Hazelview Securities
Toronto,
Ontario, Canada
| $398M | +$53.3M | +15% | 16.1% | – | 44 | 20.45% | 1.5 |
|
| 2433 |
2433
Cornerstone Wealth Group
Huntersville,
North Carolina
| $398M | – | – | 11% | 96% | 155 | – | 0 |
|
| 2434 |
2434
Dorsey Asset Management
Chicago,
Illinois
| $398M | +$38.3M | +11% | 25.6% | 122% | 12 | 33.33% | 1.3 |
|
| 2435 |
2435
Simcoe Capital Management
New York
| $398M | +$73.3M | +23% | 22.1% | 48.7% | 15 | 33.33% | 1.5 |
|
| 2436 |
2436
QVT Financial
New York
| $397M | +$90.8M | +30% | 11.1% | 267% | 54 | 24.07% | 1.7 |
|
| 2437 |
2437
PFM Asset Management
Harrisburg,
Pennsylvania
| $397M | +$99M | +33% | 0.41% | 23.3% | 12 | 8.33% | 0.2 |
|
| 2438 |
2438
Proffitt & Goodson
Knoxville,
Tennessee
| $396M | +$35.4M | +10% | 8.73% | 48.5% | 231 | 28.14% | 1.1 |
|
| 2439 |
PL
2439
PWMCO LLC
Chicago,
Illinois
| $395M | +$48.4M | +14% | 13.8% | – | 71 | 8.45% | 0.7 |
|
| 2440 |
2440
Next Financial Group
Houston,
Texas
| $395M | -$86.3M | -18% | 9.66% | 85.4% | 2,327 | 36.66% | 0.9 |
|
| 2441 |
2441
NEXT Financial Holdings
Houston,
Texas
| $395M | – | – | 9.66% | – | 1,723 | – | 0 |
|
| 2442 |
VCM
2442
Violich Capital Management
San Francisco,
California
| $394M | +$42.1M | +12% | 12.4% | 111% | 118 | 12.71% | 3.9 |
|
| 2443 |
LCM
2443
Lonestar Capital Management
San Francisco,
California
| $394M | +$185M | +88% | 16.1% | 260% | 30 | 60% | 0.6 |
|
| 2444 |
2444
Stairway Partners
Chicago,
Illinois
| $394M | +$41.7M | +12% | 11.6% | 48.1% | 10 | 0% | 5 |
|
| 2445 |
2445
Harvard Management Company
Boston,
Massachusetts
| $394M | -$80.5M | -17% | 20.1% | 123% | 17 | 11.76% | 3.1 |
|
| 2446 |
2446
Herald Investment Management
London,
United Kingdom
| $393M | +$80.9M | +26% | 29% | 493% | 99 | 11.11% | 3.1 |
|
| 2447 |
2447
Empirical Finance
Havertown,
Pennsylvania
| $393M | +$55.6M | +16% | 12% | 124% | 179 | 30.73% | 0.8 |
|
| 2448 |
2448
Intrust Bank
Wichita,
Kansas
| $393M | +$48.3M | +14% | 13.6% | 102% | 387 | 10.08% | 3 |
|
| 2449 |
2449
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $393M | +$51.7M | +15% | 8.77% | 47.7% | 173 | 20.81% | 0.2 |
|
| 2450 |
2450
RFG Advisory
Birmingham,
Alabama
| $392M | -$15.1M | -4% | 10.5% | 52.3% | 310 | 27.42% | 1.2 |
|