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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Estabrook Capital Management
New York
| $650M | +$2.4M | +0.4% | 2.97% | 87.2% | 363 | 4.96% | 7 |
|
| 2677 |
2677
Chai Trust Company
Chicago,
Illinois
| $649M | -$273M | -30% | 0.83% | 12.7% | 13 | 23.08% | 6.2 |
|
| 2678 |
2678
Murchinson
Toronto,
Ontario, Canada
| $649M | -$536M | -45% | 7.13% | 107% | 117 | 66.67% | 0.3 |
|
| 2679 |
2679
Alpine Woods Capital Investors
Purchase,
New York
| $648M | +$145M | +29% | 4.17% | 105% | 188 | 17.55% | 4.4 |
|
| 2680 |
2680
Camden National Bank
Camden,
Maine
| $648M | +$81.4M | +14% | 1.2% | 48.8% | 133 | 8.27% | 4.5 |
|
| 2681 |
2681
Thompson Investment Management
Madison,
Wisconsin
| $648M | -$13.8M | -2% | 0.16% | 100% | 535 | 8.22% | 2.9 |
|
| 2682 |
2682
Penn Davis McFarland
Dallas,
Texas
| $647M | +$2.52M | +0.4% | 4.64% | 100% | 47 | 4.26% | 5.4 |
|
| 2683 |
2683
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $647M | +$24.7M | +4% | 1.46% | 149% | 486 | 15.02% | 1 |
|
| 2684 |
JC
2684
JBF Capital
Aspen,
Colorado
| $647M | +$34.8M | +6% | 3.23% | 93.6% | 94 | 30.85% | 1.9 |
|
| 2685 |
2685
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $645M | +$53.1M | +9% | 3.53% | 135% | 245 | 61.63% | 0.5 |
|
| 2686 |
2686
Ninety One
Cape Town,
South Africa
| $645M | -$49.2M | -7% | 7.05% | 232% | 80 | 20% | 3.6 |
|
| 2687 |
2687
Consolidated Investment Group
Englewood,
Colorado
| $645M | +$26.8M | +4% | 5.02% | 140% | 65 | 6.15% | 5.7 |
|
| 2688 |
2688
Running Oak Capital
Edina,
Minnesota
| $645M | +$21.3M | +3% | 1.8% | 32.7% | 57 | 0% | 2.8 |
|
| 2689 |
2689
Alaska Wealth Advisors
Anchorage,
Alaska
| $645M | -$17.1M | -3% | 0.23% | 44.3% | 129 | 18.6% | 2.3 |
|
| 2690 |
2690
Sahana Capital Management
Greenwich,
Connecticut
| $645M | -$1.51M | -0.2% | 0.3% | 0.48% | 10 | 20% | 1.7 |
|
| 2691 |
2691
Oak Harvest Investment Services
Houston,
Texas
| $644M | +$31.9M | +5% | 3.43% | 120% | 133 | 18.8% | 1.9 |
|
| 2692 |
2692
Taikang Asset Management (HK)
Hong Kong
| $644M | +$169M | +36% | 9.45% | 172% | 105 | 26.67% | 2.5 |
|
| 2693 |
2693
MPM BioImpact
Boston,
Massachusetts
| $644M | +$21.5M | +3% | 3.74% | 550% | 47 | 25.53% | 1 |
|
| 2694 |
2694
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $643M | +$11.9M | +2% | 0.77% | 80.3% | 204 | 36.76% | 2.4 |
|
| 2695 |
2695
Marietta Wealth Management
Marietta,
Georgia
| $641M | +$35.6M | +6% | 3.73% | 93% | 110 | 12.73% | 4.4 |
|
| 2696 |
2696
IBEX Wealth Advisors
Bedminster,
New Jersey
| $641M | +$272M | +74% | 11.1% | 221% | 313 | 74.44% | 0.8 |
|
| 2697 |
2697
LS Investment Advisors
Bloomfield Hills,
Michigan
| $641M | +$10.7M | +2% | 3.45% | 98.7% | 137 | 0.73% | 8.2 |
|
| 2698 |
2698
Carlson Capital
Dallas,
Texas
| $641M | -$593M | -48% | 5.54% | 67.9% | 145 | 57.24% | 0.6 |
|
| 2699 |
2699
Claro Advisors
Boston,
Massachusetts
| $641M | +$64.6M | +11% | 3.1% | 85.5% | 461 | 16.49% | 2.3 |
|
| 2700 |
PGCM
2700
Prescott Group Capital Management
Tulsa,
Oklahoma
| $640M | +$16.7M | +3% | 2.31% | 148% | 240 | 22.92% | 2 |
|