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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Marquette Asset Management
Minneapolis,
Minnesota
| $631M | +$42.3M | +7% | 5.84% | 69.6% | 257 | 35.41% | 2.7 |
|
| 2802 |
2802
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $630M | +$164M | +35% | 5.46% | 70.9% | 2 | 50% | 0.4 |
|
| 2803 |
2803
Parker Investment Management
Menlo Park,
California
| $630M | -$23.7M | -4% | 1.37% | 208% | 32 | 6.25% | 3.7 |
|
| 2804 |
PFMOSF
2804
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $630M | +$59.6M | +10% | 17.4% | 209% | 64 | 62.5% | 0.3 |
|
| 2805 |
2805
Deer Management Company
Larchmont,
New York
| $630M | +$144M | +30% | 60.6% | 154% | 12 | 8.33% | 2.5 |
|
| 2806 |
2806
Hanson & Doremus Investment Management
Burlington,
Vermont
| $630M | +$32.5M | +5% | 5.87% | 86.3% | 462 | 10.39% | 6.6 |
|
| 2807 |
2807
Brio Consultants
San Francisco,
California
| $629M | +$22M | +4% | 5.44% | 42.7% | 107 | 11.21% | 2.7 |
|
| 2808 |
2808
Sphera Funds Management
Tel Aviv,
Israel
| $628M | -$105M | -14% | 2.81% | 245% | 141 | 34.75% | 1 |
|
| 2809 |
2809
Bison Wealth
Atlanta,
Georgia
| $628M | +$13.2M | +2% | 7.41% | 37.4% | 496 | 30.44% | 2.9 |
|
| 2810 |
2810
Exchange Capital Management
Ann Arbor,
Michigan
| $628M | +$14.1M | +2% | 5.99% | 57.8% | 199 | 5.53% | 5.4 |
|
| 2811 |
LWANC
2811
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $628M | +$51.1M | +9% | 6% | 71.1% | 755 | 21.19% | 3.5 |
|
| 2812 |
2812
First National Advisers
Omaha,
Nebraska
| $627M | +$80M | +15% | 5.95% | 87.9% | 221 | 8.6% | 1.3 |
|
| 2813 |
MA
2813
Madrone Advisors
Menlo Park,
California
| $626M | +$56.7M | +10% | 21.2% | 10.4% | 7 | 28.57% | 1.5 |
|
| 2814 |
2814
JMAC Enterprises
Newtown,
Pennsylvania
| $626M | +$56.5M | +10% | 6.04% | 65% | 181 | 4.97% | 2.1 |
|
| 2815 |
2815
Canal Capital Management
Richmond,
Virginia
| $626M | +$40.4M | +7% | 8.07% | 67.8% | 159 | 10.06% | 4 |
|
| 2816 |
2816
Formidable Asset Management
Cincinnati,
Ohio
| $626M | +$7.58M | +1% | 7.4% | 52.2% | 420 | 18.33% | 2.5 |
|
| 2817 |
2817
Legacy Edge Advisors
Syosset,
New York
| $626M | +$83.3M | +15% | 5.48% | – | 189 | 10.58% | 0.6 |
|
| 2818 |
2818
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $626M | – | – | 4.53% | – | 427 | – | 0 |
|
| 2819 |
2819
Aprio Wealth Management
Atlanta,
Georgia
| $625M | +$76.3M | +14% | 6.88% | 66.1% | 300 | 16.33% | 1.4 |
|
| 2820 |
2820
Root Financial Partners
Encinitas,
California
| $625M | +$198M | +46% | 6.18% | 62.5% | 157 | 31.21% | 0.7 |
|
| 2821 |
OP
2821
ORG Partners
Roanoke,
Indiana
| $625M | -$179M | -22% | 6.53% | 69.5% | 1,934 | 45.19% | 0.5 |
|
| 2822 |
2822
Disciplina Capital Management
Nashville,
Tennessee
| $624M | +$20.7M | +3% | 5.63% | 30% | 72 | 22.22% | 2.7 |
|
| 2823 |
2823
Lake Street Private Wealth
Chicago,
Illinois
| $624M | -$148M | -19% | 5.61% | 105% | 330 | 24.24% | 3.1 |
|
| 2824 |
2824
North Point Portfolio Managers
Orange Village,
Ohio
| $624M | +$55.6M | +10% | 6.33% | 72.8% | 94 | 34.04% | 3.4 |
|
| 2825 |
2825
Evermay Wealth Management
Arlington,
Virginia
| $622M | -$1.35M | -0.2% | 6.57% | 56.2% | 640 | 13.13% | 3.3 |
|