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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
Tortoise Investment Management
White Plains,
New York
| $571M | +$56.6M | +11% | 6.57% | 40.2% | 804 | 8.83% | 4.2 |
|
| 2427 |
2427
Austin Private Wealth
Austin,
Texas
| $571M | +$94.2M | +20% | 6.61% | 62.3% | 170 | 25.88% | 1.5 |
|
| 2428 |
2428
Keebeck Wealth Management
Chicago,
Illinois
| $570M | +$50.7M | +10% | 8.79% | 81.3% | 249 | 13.65% | 1.9 |
|
| 2429 |
2429
Penobscot Investment Management
Boston,
Massachusetts
| $570M | +$33.4M | +6% | 11.8% | 114% | 229 | 7.42% | 6 |
|
| 2430 |
2430
CGN Advisors
Manhattan,
Kansas
| $568M | +$170M | +43% | 7.2% | 48.9% | 238 | 14.29% | 1.4 |
|
| 2431 |
2431
J. Safra Asset Management
New York
| $568M | -$64M | -10% | 7.69% | 84.3% | 94 | 74.47% | 0.7 |
|
| 2432 |
VS
2432
VK Services
Menlo Park,
California
| $568M | -$103M | -15% | 21.9% | 1,605% | 9 | 22.22% | 1 |
|
| 2433 |
2433
TCG Crossover Management
Palo Alto,
California
| $567M | +$233M | +70% | 83.1% | 3,013% | 26 | 38.46% | 0.6 |
|
| 2434 |
2434
Oldfield Partners
London,
United Kingdom
| $567M | +$61.9M | +12% | 13.6% | 90.3% | 25 | 0% | 4.7 |
|
| 2435 |
2435
Kathmere Capital Management
Wayne,
Pennsylvania
| $566M | +$64.3M | +13% | 7.17% | 68.3% | 215 | 30.23% | 1.3 |
|
| 2436 |
2436
RBO & Co
Saint Helena,
California
| $566M | +$62.1M | +12% | 12.7% | 27.9% | 55 | 5.45% | 5.9 |
|
| 2437 |
2437
Daymark Wealth Partners
Cincinnati,
Ohio
| $565M | – | – | 9.56% | 96.4% | 228 | – | 0 |
|
| 2438 |
2438
SOL Capital Management
Rockville,
Maryland
| $565M | +$84.3M | +18% | 8.38% | 56.6% | 287 | 11.85% | 5.7 |
|
| 2439 |
2439
Madison Avenue Partners
New York
| $565M | +$98.4M | +21% | 9.53% | 284% | 25 | 40% | 0.9 |
|
| 2440 |
2440
Manitou Investment Management
Toronto,
Ontario, Canada
| $564M | +$32.8M | +6% | 10.1% | 69.3% | 43 | 9.3% | 4.1 |
|
| 2441 |
2441
Wealth Alliance
Mellville,
New York
| $563M | +$56.5M | +11% | 8.1% | 75.7% | 516 | 18.6% | 1.7 |
|
| 2442 |
VCM
2442
Violich Capital Management
San Francisco,
California
| $563M | +$32.3M | +6% | 9.04% | 111% | 113 | 10.62% | 5.9 |
|
| 2443 |
2443
Alpha Omega Wealth Management
Richmond,
Virginia
| $563M | +$39.2M | +7% | 10.4% | 65.9% | 214 | 6.07% | 4.6 |
|
| 2444 |
2444
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $563M | +$21.9M | +4% | 9.07% | 84.5% | 504 | 29.37% | 2.1 |
|
| 2445 |
2445
Ghisallo Capital Management
Boston,
Massachusetts
| $562M | -$187M | -25% | 2.5% | 122% | 272 | 62.13% | 0.7 |
|
| 2446 |
2446
Dendur Capital
New York
| $561M | +$59.6M | +12% | 16.8% | 99.6% | 18 | 33.33% | 1 |
|
| 2447 |
2447
Signet Financial Management
Parsippany,
New Jersey
| $560M | +$48.9M | +10% | 9.19% | 65.2% | 272 | 14.71% | 2 |
|
| 2448 |
2448
Stratos Investment Management
Beachwood,
Ohio
| $560M | +$65.1M | +13% | 8.07% | 58.2% | 166 | 15.66% | 2.3 |
|
| 2449 |
2449
Clearline Capital
New York
| $559M | -$277M | -33% | 7.49% | 57.4% | 164 | 39.63% | 1 |
|
| 2450 |
OCMI
2450
Oaktop Capital Management II
Chatham,
New Jersey
| $559M | +$61.2M | +12% | 17.7% | 451% | 16 | 6.25% | 6.2 |
|