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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
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $855M | +$49.9M | +6% | 7.65% | 83.4% | 411 | 16.79% | 4.8 |
|
| 2452 |
2452
Mason Street Advisors
Milwaukee,
Wisconsin
| $855M | +$68.4M | +9% | 3.57% | 32% | 15 | 13.33% | 2.8 |
|
| 2453 |
2453
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $853M | +$111M | +15% | 11.8% | 95.9% | 273 | 12.82% | 2.9 |
|
| 2454 |
2454
Rock Creek Group
Washington,
District of Columbia
| $853M | +$8.61M | +1% | 4.58% | 37.2% | 61 | 45.9% | 1.5 |
|
| 2455 |
2455
Curated Wealth Partners
El Segundo,
California
| $853M | +$79.8M | +10% | 10.3% | 39.9% | 169 | 17.16% | 0.7 |
|
| 2456 |
2456
Ashford Capital Management
Wilmington,
Delaware
| $851M | +$75.6M | +10% | 11.9% | 150% | 108 | 13.89% | 4.4 |
|
| 2457 |
PFMOSF
2457
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $851M | +$340M | +67% | 15.3% | 209% | 81 | 72.84% | 0.3 |
|
| 2458 |
2458
U.S. Global Investors (USGI)
San Antonio,
Texas
| $850M | +$92.9M | +12% | 9.44% | 151% | 161 | 28.57% | 2.1 |
|
| 2459 |
2459
Cooper Financial Group
Irvine,
California
| $850M | +$91.1M | +12% | 10.8% | 87.2% | 417 | 19.42% | 2.6 |
|
| 2460 |
2460
HCR Wealth Advisors
Los Angeles,
California
| $850M | +$81.6M | +11% | 11.1% | 107% | 245 | 9.39% | 4.1 |
|
| 2461 |
2461
Tran Capital Management
San Rafael,
California
| $850M | +$106M | +14% | 22.4% | 173% | 71 | 12.68% | 2.6 |
|
| 2462 |
2462
Portland Global Advisors
Portland,
Maine
| $849M | +$55.7M | +7% | 7.88% | 43.4% | 141 | 8.51% | 6.3 |
|
| 2463 |
2463
Broad Bay Capital Management
New York
| $849M | +$167M | +24% | 16.2% | 338% | 32 | 62.5% | 1.4 |
|
| 2464 |
2464
L.J. Altfest & Co
New York
| $848M | +$50.5M | +6% | 9.09% | 90.3% | 372 | 25% | 3.6 |
|
| 2465 |
2465
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $848M | +$79M | +10% | 7.44% | 53.4% | 132 | 18.94% | 1.7 |
|
| 2466 |
2466
Turtle Creek Wealth Advisors
Dallas,
Texas
| $847M | +$177M | +26% | 10.6% | 112% | 270 | 56.67% | 0.4 |
|
| 2467 |
PGCM
2467
Prescott Group Capital Management
Tulsa,
Oklahoma
| $847M | +$158M | +23% | 17% | 148% | 266 | 17.29% | 2.4 |
|
| 2468 |
2468
Griffin Asset Management
New York
| $847M | +$30M | +4% | 9.43% | 88.9% | 221 | 16.29% | 5.7 |
|
| 2469 |
2469
Providence Equity Partners
Providence,
Rhode Island
| $847M | +$76.1M | +10% | 10.4% | 12.4% | 3 | 0% | 3.8 |
|
| 2470 |
2470
Polymer Capital Management
New York
| $846M | +$459M | +118% | 16.2% | – | 805 | 65.47% | 0.2 |
|
| 2471 |
2471
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $846M | +$67.1M | +9% | 12.7% | 127% | 450 | 4.22% | 8.1 |
|
| 2472 |
2472
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $846M | +$93.7M | +12% | 9.41% | 62.2% | 148 | 8.78% | 3.5 |
|
| 2473 |
2473
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $846M | +$362M | +75% | 19% | 1,119% | 60 | 16.67% | 1.2 |
|
| 2474 |
2474
Great Lakes Retirement
Sandusky,
Ohio
| $844M | +$81.1M | +11% | 11.6% | 108% | 220 | 16.36% | 2.4 |
|
| 2475 |
2475
Steel Grove Capital Advisors
Memphis,
Tennessee
| $844M | +$183M | +28% | 12.8% | 106% | 194 | 21.13% | 3.3 |
|