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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Van Cleef Asset Management
Beachwood,
Ohio
| $712M | +$47.6M | +7% | 9.39% | 104% | 122 | 8.2% | 5.7 |
|
| 2452 |
KAS
2452
Kemnay Advisory Services
New York
| $712M | -$49.7M | -7% | 2.92% | 167% | 89 | 64.04% | 3.6 |
|
| 2453 |
2453
Endeavour Capital Advisors
Greenwich,
Connecticut
| $712M | +$20M | +3% | 10.1% | 76.7% | 72 | 27.78% | 2.1 |
|
| 2454 |
2454
Landscape Capital Management
Englewood,
New Jersey
| $710M | -$6.54M | -0.9% | 1.43% | 92.5% | 985 | 40.2% | 0.4 |
|
| 2455 |
2455
Tiger Pacific Capital
New York
| $710M | +$159M | +29% | 12.2% | 84.5% | 18 | 44.44% | 1.1 |
|
| 2456 |
2456
Nexpoint Asset Management
Dallas,
Texas
| $710M | +$128M | +22% | 7.69% | 253% | 297 | 66.33% | 0.4 |
|
| 2457 |
2457
Soltis Investment Advisors
St. George,
Utah
| $709M | +$63.4M | +10% | 6.9% | 95.1% | 273 | 14.29% | 1.3 |
|
| 2458 |
2458
Elite Wealth Management
Kirkland,
Washington
| $709M | +$181M | +34% | 11.2% | 182% | 65 | 13.85% | 2.6 |
|
| 2459 |
2459
Managed Asset Portfolios
Rochester,
Michigan
| $708M | +$51.3M | +8% | 9.29% | 99.2% | 37 | 10.81% | 4 |
|
| 2460 |
2460
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $707M | +$20.1M | +3% | 8.42% | 140% | 436 | 24.77% | 1.6 |
|
| 2461 |
2461
Omega Fund Management
Boston,
Massachusetts
| $707M | -$184M | -21% | 9.2% | 106% | 27 | 22.22% | 1.9 |
|
| 2462 |
2462
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $707M | +$36.3M | +5% | 10.2% | 52.3% | 52 | 21.15% | 2.2 |
|
| 2463 |
2463
Main Street Financial Solutions
Newtown,
Pennsylvania
| $707M | +$56.4M | +9% | 7.98% | 75.4% | 503 | 18.89% | 0.8 |
|
| 2464 |
2464
Apriem Advisors
Irvine,
California
| $707M | +$9.6M | +1% | 8.15% | 74.3% | 153 | 5.23% | 4.3 |
|
| 2465 |
2465
Greenwood Capital Associates
Greenwood,
South Carolina
| $707M | +$55.8M | +9% | 8.45% | 87.7% | 231 | 17.32% | 2.1 |
|
| 2466 |
2466
Salomon & Ludwin
Richmond,
Virginia
| $706M | +$63.4M | +10% | 8.98% | 58.7% | 116 | 19.83% | 1.6 |
|
| 2467 |
2467
Cozad Asset Management
Champaign,
Illinois
| $706M | +$63.7M | +10% | 11.8% | 132% | 364 | 7.97% | 2.1 |
|
| 2468 |
2468
Thompson Investment Management
Madison,
Wisconsin
| $706M | +$35.2M | +5% | 7.24% | 100% | 201 | 6.47% | 4.8 |
|
| 2469 |
2469
DigitalBridge Group
Boca Raton,
Florida
| $705M | -$363M | -34% | 12% | 161% | 69 | 33.33% | 0.7 |
|
| 2470 |
2470
Estabrook Capital Management
New York
| $705M | +$69.9M | +11% | 10.9% | 87.2% | 456 | 31.36% | 4.2 |
|
| 2471 |
2471
JLB & Associates
Plymouth,
Michigan
| $705M | +$74.9M | +12% | 13.8% | 69.9% | 79 | 6.33% | 5.6 |
|
| 2472 |
2472
ACG Wealth
Atlanta,
Georgia
| $704M | -$57.2M | -8% | 9.21% | 45.5% | 353 | 17% | 3.6 |
|
| 2473 |
2473
Oracle Investment Management
Greenwich,
Connecticut
| $704M | -$99.5M | -12% | 2.21% | 865% | 52 | 61.54% | 2.4 |
|
| 2474 |
2474
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $703M | +$70M | +11% | 6.82% | 47.7% | 794 | 12.22% | 1.3 |
|
| 2475 |
2475
Dendur Capital
New York
| $703M | +$35.1M | +5% | 22.4% | 99.6% | 24 | 54.17% | 0.5 |
|