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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $809M | +$45.3M | +6% | 1.42% | 44.3% | 124 | 10.48% | 1.6 |
|
| 2727 |
2727
Anchorage Capital Advisors
New York
| $807M | +$690M | +591% | 2.47% | – | 6 | 33.33% | 0.8 |
|
| 2728 |
PPI
2728
Platinum Paramount Investment
Nassau,
| $807M | – | – | 8.58% | – | 2 | – | 0 |
|
| 2729 |
2729
Johnson Bixby & Associates
Vancouver,
Washington
| $807M | +$26.6M | +3% | 1.65% | 48.7% | 130 | 12.31% | 3 |
|
| 2730 |
2730
Fiducient Advisors
Chicago,
Illinois
| $807M | -$48.9M | -6% | 1.61% | 52.3% | 191 | 28.8% | 1.9 |
|
| 2731 |
2731
McGowan Group Asset Management
Dallas,
Texas
| $806M | -$465K | -0.1% | 1.38% | 69.8% | 132 | 13.64% | 4 |
|
| 2732 |
2732
Twin Capital Management
Mcmurray,
Pennsylvania
| $806M | +$11.6M | +1% | 4.05% | 132% | 278 | 16.19% | 4.4 |
|
| 2733 |
2733
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $805M | -$96.4M | -11% | 15.7% | 89.9% | 9 | 44.44% | 2.6 |
|
| 2734 |
2734
Beau Ventures
Pittsford,
New York
| $804M | – | – | 15% | – | 22 | – | 0 |
|
| 2735 |
IBOK
2735
Independence Bank of Kentucky
Owensboro,
Kentucky
| $804M | +$25.9M | +3% | 3.35% | 94.3% | 756 | 21.83% | 3.7 |
|
| 2736 |
2736
Strid Group
Newtown Square,
Pennsylvania
| $803M | +$16.5M | +2% | 2.39% | 55.2% | 82 | 15.85% | 2.9 |
|
| 2737 |
2737
Sirios Capital Management
Boston,
Massachusetts
| $803M | +$35.1M | +5% | 6.88% | 177% | 78 | 17.95% | 1.7 |
|
| 2738 |
2738
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $803M | +$44.3M | +6% | 1.46% | 55.8% | 192 | 14.06% | 4.2 |
|
| 2739 |
UAG
2739
United Advisor Group
Cincinnati,
Ohio
| $802M | +$59M | +8% | 1.73% | – | 513 | 17.54% | 1.1 |
|
| 2740 |
2740
IDG China Capital Fund III Associates
Central Hong Kong,
China
| $801M | -$774M | -49% | 39.6% | – | 3 | 33.33% | 0.8 |
|
| 2741 |
2741
Global Endowment Management
Charlotte,
North Carolina
| $801M | +$2.51M | +0.3% | 1.69% | 46.1% | 142 | 12.68% | 2.6 |
|
| 2742 |
2742
Flaharty Asset Management
Clearwater,
Florida
| $801M | +$13.7M | +2% | 0.53% | 37.8% | 147 | 15.65% | 3.2 |
|
| 2743 |
2743
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $800M | -$9.7M | -1% | 3.55% | 96.6% | 200 | 17% | 2.5 |
|
| 2744 |
2744
MJP Associates
Farmington,
Connecticut
| $799M | +$40M | +5% | 2.03% | 60.9% | 267 | 13.48% | 2.1 |
|
| 2745 |
AO
2745
Allen Operations
New York
| $799M | -$38.4M | -5% | 1.23% | 218% | 38 | 10.53% | 5.1 |
|
| 2746 |
2746
GSK plc
London,
| $799M | – | – | 55.7% | – | 15 | – | 0 |
|
| 2747 |
2747
Evelyn Partners Investment Management Services
London,
| $798M | +$53.4M | +7% | 4.39% | – | 279 | 10.39% | 0.9 |
|
| 2748 |
2748
Running Oak Capital
Edina,
Minnesota
| $798M | -$93.5M | -10% | 1.71% | 32.7% | 56 | 1.79% | 3.5 |
|
| 2749 |
2749
Thompson Investment Management
Madison,
Wisconsin
| $798M | +$48M | +6% | 8.85% | 100% | 543 | 8.66% | 3.7 |
|
| 2750 |
2750
Newbrook Capital Advisors
New York
| $797M | -$20.1M | -2% | 4.56% | 299% | 27 | 51.85% | 1.1 |
|