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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Atlas Capital Advisors
Jackson,
Wyoming
| $819M | +$18.2M | +2% | 10.2% | – | 1,017 | 12.88% | 3.4 |
|
| 2527 |
2527
Scopia Capital Management
New York
| $819M | +$126M | +18% | 8.06% | 58.7% | 35 | 45.71% | 1.2 |
|
| 2528 |
2528
State of Wyoming
Cheyenne,
Wyoming
| $818M | +$64.1M | +8% | 13.7% | 131% | 2,160 | 40.28% | 1.4 |
|
| 2529 |
2529
Baxter Bros Inc
Riverside,
Connecticut
| $818M | +$58.3M | +8% | 10% | 73.8% | 157 | 9.55% | 6.2 |
|
| 2530 |
2530
Columbus Macro
New Castle,
Pennsylvania
| $817M | +$58.6M | +8% | 4.34% | 48.7% | 222 | 15.77% | 3 |
|
| 2531 |
2531
Fiducient Advisors
Chicago,
Illinois
| $817M | +$16.7M | +2% | 3.48% | 52.3% | 180 | 29.44% | 1.8 |
|
| 2532 |
2532
Freedom Together Foundation
New York
| $817M | +$51.6M | +7% | 9.09% | – | 23 | 95.65% | 0.5 |
|
| 2533 |
2533
Slow Capital
Greenbrae,
California
| $817M | +$69.6M | +9% | 21.6% | 156% | 122 | 13.11% | 4.8 |
|
| 2534 |
2534
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $814M | +$80.6M | +11% | 7.84% | – | 127 | 25.2% | 0.4 |
|
| 2535 |
2535
Kora Management
Brooklyn,
New York
| $814M | +$49.2M | +6% | 39.6% | 307% | 8 | 25% | 2.6 |
|
| 2536 |
LFC
2536
LCC Family Corp
Toronto,
| $813M | – | – | 16.4% | – | 1 | – | 0 |
|
| 2537 |
2537
Symmetry Partners
Glastonbury,
Connecticut
| $813M | +$93.6M | +13% | 7.33% | 58.5% | 159 | 22.01% | 2.5 |
|
| 2538 |
2538
Evermay Wealth Management
Arlington,
Virginia
| $812M | +$51M | +7% | 7.48% | 56.2% | 609 | 11% | 3.9 |
|
| 2539 |
2539
Naviter Wealth
Little Rock,
Arkansas
| $812M | -$13M | -2% | 7.97% | 87.1% | 310 | 23.55% | 1.8 |
|
| 2540 |
2540
Westerkirk Capital
Victoria,
| $811M | – | – | 10.7% | – | 231 | – | 0 |
|
| 2541 |
2541
HBW Advisory Services
Simi Valley,
California
| $811M | +$108M | +15% | 9.6% | 68.6% | 428 | 16.82% | 2.1 |
|
| 2542 |
2542
Monograph Wealth Advisors
Manhattan Beach,
California
| $811M | +$76.8M | +10% | 10.4% | 68% | 134 | 22.39% | 2 |
|
| 2543 |
2543
Two Sigma Securities
New York
| $811M | +$151M | +23% | 9.29% | 109% | 2,253 | 74.26% | 0.3 |
|
| 2544 |
2544
Capital Advisors Ltd
Shaker Heights,
Ohio
| $811M | +$51.4M | +7% | 9.01% | 54.2% | 1,686 | 19.75% | 3.6 |
|
| 2545 |
2545
Ascent Wealth Partners
New Hartford,
New York
| $810M | +$64.8M | +9% | 12.9% | 105% | 187 | 18.18% | 4 |
|
| 2546 |
2546
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $809M | +$89.3M | +12% | 14.6% | 140% | 31 | 12.9% | 4.8 |
|
| 2547 |
2547
Moloney Securities Asset Management
Manchester,
Missouri
| $809M | +$69.5M | +9% | 8.32% | 86% | 540 | 15.74% | 3.6 |
|
| 2548 |
2548
Romano Brothers & Co
Evanston,
Illinois
| $809M | +$35.5M | +5% | 9.28% | 110% | 312 | 4.81% | 2.4 |
|
| 2549 |
2549
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $808M | +$382M | +90% | 2.01% | – | 4 | 50% | 0.6 |
|
| 2550 |
2550
Absolute Investment Advisers
Rosemary Beach,
Florida
| $808M | +$125M | +18% | 0.93% | 0.5% | 133 | 29.32% | 1.3 |
|