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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Power Corp of Canada
Montreal, Quebec,
Canada
| $754M | +$24M | +3% | 3.29% | 14.4% | 1 | 0% | 2 |
|
| 2852 |
2852
Intellus Advisors
Naples,
Florida
| $754M | +$22.3M | +3% | 5.25% | – | 141 | 9.93% | 0.8 |
|
| 2853 |
2853
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $753M | -$167M | -18% | 13.4% | 35.7% | 12 | 58.33% | 2.7 |
|
| 2854 |
2854
ASK Capital Management
San Francisco,
California
| $753M | +$31.4M | +4% | 5% | – | 4 | 0% | 0.9 |
|
| 2855 |
2855
Academy Capital Management
Waco,
Texas
| $753M | +$51.1M | +7% | 3.52% | 71.2% | 42 | 4.76% | 4.1 |
|
| 2856 |
2856
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $752M | +$53.2M | +8% | 8.05% | 140% | 265 | 39.62% | 2.6 |
|
| 2857 |
2857
First Hawaiian Bank
Honolulu,
Hawaii
| $752M | -$28.1M | -4% | 2.18% | 72.7% | 96 | 6.25% | 8.3 |
|
| 2858 |
2858
Abacus Planning Group
Columbia,
South Carolina
| $751M | +$26.5M | +4% | 3.05% | 67.8% | 276 | 9.42% | 3.9 |
|
| 2859 |
2859
Hoey Investments
Coatesville,
Pennsylvania
| $751M | -$592K | -0.1% | 0.79% | 247% | 446 | 11.66% | 2.6 |
|
| 2860 |
2860
Kora Management
Brooklyn,
New York
| $751M | -$191M | -20% | 16% | 307% | 9 | 22.22% | 2.1 |
|
| 2861 |
2861
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $750M | +$14.3M | +2% | 2.14% | 46% | 2 | 0% | 3.3 |
|
| 2862 |
2862
Peterson Wealth Advisors
Orem,
Utah
| $750M | +$81.5M | +12% | 1.6% | 50.9% | 112 | 16.07% | 3.4 |
|
| 2863 |
2863
Colonial Trust
Spartanburg,
South Carolina
| $750M | +$7.58M | +1% | 2.56% | 75.5% | 1,144 | 9.27% | 2.3 |
|
| 2864 |
2864
Fagan Associates
Troy,
New York
| $750M | +$25.8M | +4% | 4.6% | 127% | 140 | 9.29% | 4.8 |
|
| 2865 |
2865
John G. Ullman & Associates
Corning,
New York
| $750M | +$7.3M | +1% | 6.22% | 156% | 184 | 8.7% | 4.8 |
|
| 2866 |
2866
High Probability Advisors
Pittsford,
New York
| $750M | +$20.6M | +3% | 1.18% | 52.6% | 75 | 16% | 2.8 |
|
| 2867 |
2867
L2 Asset Management
Wayland,
Massachusetts
| $748M | +$57.4M | +8% | 4.06% | 128% | 384 | 10.16% | 1.7 |
|
| 2868 |
2868
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $748M | +$28.7M | +4% | 2.87% | 81.7% | 268 | 11.57% | 5.1 |
|
| 2869 |
GUB
2869
Golden Unicorn BVI
Road Town,
| $748M | +$40M | +6% | 6.15% | – | 4 | 25% | 0.8 |
|
| 2870 |
2870
Capital Planning Advisors
Roseville,
California
| $748M | +$19.6M | +3% | 2.86% | 64.2% | 166 | 15.66% | 4 |
|
| 2871 |
2871
KFG Wealth Management
Granger,
Indiana
| $748M | +$55.1M | +8% | 1.48% | 55.9% | 229 | 17.47% | 1.7 |
|
| 2872 |
2872
Foundation Resource Management
Little Rock,
Arkansas
| $747M | +$51.4M | +7% | 5.58% | 84.5% | 52 | 1.92% | 8.3 |
|
| 2873 |
2873
Blue Edge Capital
Richmond,
Virginia
| $747M | +$43.5M | +6% | 2.73% | 67.4% | 134 | 15.67% | 5.5 |
|
| 2874 |
2874
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $747M | +$34.6M | +5% | 6.41% | 106% | 68 | 1.47% | 1.5 |
|
| 2875 |
2875
Patton Fund Management
Dallas,
Texas
| $746M | +$190M | +34% | 7.13% | 211% | 505 | 16.04% | 0.7 |
|