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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
AIM
2701
Aigen Investment Management
New York
| $730M | +$103M | +16% | 8.42% | 55.5% | 1,126 | 68.83% | 0.2 |
|
| 2702 |
2702
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $729M | +$33.5M | +5% | 6.09% | – | 236 | 7.63% | 0.5 |
|
| 2703 |
2703
Baker Ellis Asset Management
Vancouver,
Washington
| $729M | +$35.5M | +5% | 9.32% | 91.9% | 230 | 10% | 5.9 |
|
| 2704 |
2704
Johnson Bixby & Associates
Vancouver,
Washington
| $728M | +$59.5M | +9% | 6.99% | 48.7% | 125 | 9.6% | 2.7 |
|
| 2705 |
2705
Viking Fund Management
Minot,
North Dakota
| $728M | +$34.3M | +5% | 6.77% | 105% | 147 | 7.48% | 4.1 |
|
| 2706 |
2706
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $728M | +$106M | +17% | 20.2% | 88.1% | 69 | 2.9% | 2.4 |
|
| 2707 |
AO
2707
Allen Operations
New York
| $727M | +$119M | +20% | 25.7% | 218% | 35 | 17.14% | 5 |
|
| 2708 |
2708
Talon Private Wealth
The Villages,
Florida
| $726M | -$19.8M | -3% | 5.71% | – | 309 | 45.31% | 0.4 |
|
| 2709 |
KPF
2709
K2 Principal Fund
Toronto,
Ontario, Canada
| $725M | -$63M | -8% | 9.21% | 76.5% | 394 | 54.82% | 0.4 |
|
| 2710 |
2710
Occidental Asset Management
Burlingame,
California
| $725M | +$62.2M | +9% | 9.88% | 82.5% | 282 | 15.25% | 3.4 |
|
| 2711 |
2711
Bay Colony Advisors
Concord,
Massachusetts
| $724M | +$68.1M | +10% | 10.7% | 91.8% | 514 | 22.96% | 2.9 |
|
| 2712 |
2712
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $724M | +$20.7M | +3% | 16% | 146% | 41 | 7.32% | 7.1 |
|
| 2713 |
2713
Dymon Asia Capital (Singapore)
Singapore
| $723M | +$276M | +62% | 10.8% | 268% | 207 | 68.12% | 0.2 |
|
| 2714 |
2714
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $723M | +$75.4M | +12% | 10.3% | 76.7% | 215 | 18.14% | 2.9 |
|
| 2715 |
2715
Canyon Capital Advisors
Dallas,
Texas
| $723M | +$26.9M | +4% | 1.33% | 78% | 17 | 23.53% | 1.9 |
|
| 2716 |
2716
MainStreet Investment Advisors
Chicago,
Illinois
| $723M | +$35.7M | +5% | 8.3% | 61% | 162 | 8.64% | 4.3 |
|
| 2717 |
2717
Arista Wealth Management
Las Vegas,
Nevada
| $723M | +$310M | +75% | 10.1% | 60.1% | 249 | 73.9% | 0.4 |
|
| 2718 |
CPRC
2718
Consolidated Portfolio Review Corp
Woodbury,
New York
| $723M | +$98.6M | +16% | 8.18% | 65.4% | 461 | 21.48% | 1.2 |
|
| 2719 |
2719
UNICOM Systems
Las Vegas,
Nevada
| $722M | +$231M | +47% | 44.3% | – | 26 | 19.23% | 0.4 |
|
| 2720 |
WM
2720
WS Management
Jacksonville,
Florida
| $722M | -$174M | -19% | 8.73% | 309% | 51 | 31.37% | 4.2 |
|
| 2721 |
2721
Arkos Global Advisors
Houston,
Texas
| $721M | +$40.1M | +6% | 5.96% | 43.6% | 137 | 10.22% | 3 |
|
| 2722 |
2722
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $720M | -$50.3M | -7% | 6.22% | 46% | 2 | 0% | 2.8 |
|
| 2723 |
2723
Sloy Dahl & Holst
Vancouver,
Washington
| $720M | +$148M | +26% | 27% | 132% | 114 | 7.02% | 2.6 |
|
| 2724 |
MA
2724
Madrone Advisors
Menlo Park,
California
| $720M | +$123M | +21% | 50.3% | 10.4% | 6 | 16.67% | 2.2 |
|
| 2725 |
2725
One Wealth Advisors
San Francisco,
California
| $719M | +$49.2M | +7% | 8.28% | 66% | 305 | 15.08% | 1.8 |
|