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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Zevin Asset Management
Boston,
Massachusetts
| $746M | +$58.4M | +9% | 2.77% | 71.7% | 120 | 37.5% | 4.6 |
|
| 2877 |
2877
One William Street Capital Management
New York
| $745M | +$458M | +159% | 1.51% | 44% | 11 | 63.64% | 0.3 |
|
| 2878 |
2878
Parkway Wealth Management
Plano,
Texas
| $745M | – | – | 1.48% | – | 133 | – | 0 |
|
| 2879 |
HCP
2879
Holt Capital Partners
Fort Worth,
Texas
| $745M | +$122M | +20% | 2.78% | 69.5% | 152 | 3.95% | 7.7 |
|
| 2880 |
SF
2880
Symphony Financial
Houston,
Texas
| $744M | -$77.2M | -9% | 3.43% | 95.7% | 320 | 26.25% | 1.2 |
|
| 2881 |
2881
RenaissanceRe Holdings
Pembroke,
Bermuda
| $744M | +$3.01M | +0.4% | 0.61% | 40.8% | 5 | 0% | 3.9 |
|
| 2882 |
2882
Portside Wealth Group
Provo,
Utah
| $744M | +$18M | +2% | 2.47% | 90.1% | 514 | 16.73% | 1.6 |
|
| 2883 |
2883
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $743M | +$28.8M | +4% | 2.67% | 61.6% | 202 | 11.39% | 2.1 |
|
| 2884 |
2884
Decheng Capital
Menlo Park,
California
| $743M | +$170M | +30% | 57.8% | – | 23 | 17.39% | 1.5 |
|
| 2885 |
HP
2885
Hound Partners
New York
| $743M | -$35.4M | -5% | 3.89% | 19.7% | 42 | 40.48% | 0.8 |
|
| 2886 |
2886
Hohimer Wealth Management
Seattle,
Washington
| $743M | +$27.7M | +4% | 5.03% | 111% | 387 | 28.17% | 1.9 |
|
| 2887 |
2887
Third View Private Wealth
Westport,
Connecticut
| $743M | – | – | 1.76% | – | 269 | – | 0 |
|
| 2888 |
2888
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $743M | -$2.54M | -0.3% | 5.89% | 96% | 117 | 23.93% | 2.4 |
|
| 2889 |
2889
Manchester Global Management
London,
United Kingdom
| $742M | -$18.3M | -2% | 9.9% | 156% | 24 | 25% | 1.3 |
|
| 2890 |
2890
Capital Advantage
Walnut Creek,
California
| $741M | +$76.4M | +11% | 2.73% | 49.2% | 150 | 8.67% | 2.4 |
|
| 2891 |
2891
JLB & Associates
Plymouth,
Michigan
| $741M | -$19.1M | -3% | 1.46% | 69.9% | 77 | 12.99% | 8 |
|
| 2892 |
2892
Lee Financial
Dallas,
Texas
| $741M | -$56.3M | -7% | 2.27% | 75% | 185 | 25.95% | 5.8 |
|
| 2893 |
2893
Glassman Wealth Services
Vienna,
Virginia
| $741M | +$29.4M | +4% | 2.39% | 62.6% | 201 | 10.45% | 4.5 |
|
| 2894 |
2894
Sava Infond
Maribor,
Slovenia
| $741M | +$35.3M | +5% | 4.82% | – | 231 | 12.12% | 0.9 |
|
| 2895 |
2895
Technology Crossover Management XI
Menlo Park,
California
| $740M | -$237M | -24% | 15.7% | 112% | 3 | 33.33% | 2.1 |
|
| 2896 |
2896
Rice Partnership
Honolulu,
Hawaii
| $740M | +$35.5M | +5% | 6.73% | 123% | 204 | 22.06% | 3.4 |
|
| 2897 |
2897
Lineweaver Wealth Advisors
Valley View,
Ohio
| $739M | +$56.3M | +8% | 1.99% | 68.4% | 191 | 18.85% | 2.6 |
|
| 2898 |
2898
Defilade Capital Management
Emeryville,
California
| $738M | – | – | 36.3% | – | 33 | – | 0 |
|
| 2899 |
2899
Skylands Capital
Milwaukee,
Wisconsin
| $737M | +$13.6M | +2% | 6.85% | 61% | 163 | 14.72% | 5.5 |
|
| 2900 |
2900
Keating Financial Advisory Services
Manhattan,
Kansas
| $737M | – | – | 3.18% | – | 2,227 | – | 0 |
|