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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
WAM
2926
Warberg Asset Management
Winnetka,
Illinois
| $643M | +$37.8M | +6% | 2.03% | 65.3% | 241 | 49.79% | 0.9 |
|
| 2927 |
2927
New England Asset Management
Farmington,
Connecticut
| $643M | +$26.7M | +4% | 4.52% | 55.6% | 122 | 0% | 5.6 |
|
| 2928 |
2928
Fortis Capital Management
Bellevue,
Washington
| $642M | +$128M | +25% | 18.2% | 82% | 185 | 23.24% | 1.9 |
|
| 2929 |
2929
RenaissanceRe Holdings
Pembroke,
Bermuda
| $640M | +$14.4M | +2% | 2.72% | 40.8% | 5 | 0% | 3.4 |
|
| 2930 |
2930
Legacy Financial Advisors
Covington,
Kentucky
| $640M | +$42.2M | +7% | 10.3% | 86.3% | 416 | 31.49% | 2.5 |
|
| 2931 |
2931
Sava Infond
Maribor,
Slovenia
| $640M | +$116M | +22% | 21.3% | – | 226 | 9.29% | 0.5 |
|
| 2932 |
2932
CFO4Life Group
Coppell,
Texas
| $640M | +$45.4M | +8% | 8.07% | 56.7% | 245 | 16.73% | 3.4 |
|
| 2933 |
2933
HoldCo Asset Management
Fort Lauderdale,
Florida
| $639M | – | – | 1.92% | – | 24 | – | 2.3 |
|
| 2934 |
2934
United Capital Management of KS
Salina,
Kansas
| $638M | +$154M | +32% | 24.9% | 272% | 115 | 26.09% | 2.4 |
|
| 2935 |
2935
Liberty Wealth Management
Oakland,
California
| $638M | +$115M | +22% | 10.1% | 64.2% | 239 | 36.4% | 2 |
|
| 2936 |
2936
Oarsman Capital
Milwaukee,
Wisconsin
| $638M | +$81.1M | +15% | 8.89% | 70.6% | 255 | 10.2% | 4 |
|
| 2937 |
2937
Nordwand Advisors
Radnor,
Pennsylvania
| $637M | +$371M | +139% | 9.01% | 93% | 226 | 74.78% | 0.6 |
|
| 2938 |
2938
O'Brien Wealth Partners
Waltham,
Massachusetts
| $637M | +$100M | +19% | 7.38% | 56.7% | 88 | 19.32% | 3 |
|
| 2939 |
2939
Dudley & Shanley
Palm Beach,
Florida
| $637M | +$1.74M | +0.3% | 6.84% | 67.9% | 36 | 0% | 4.2 |
|
| 2940 |
2940
Physician Wealth Advisors
Midvale,
Utah
| $637M | +$55.9M | +10% | 10.1% | 79.9% | 2,017 | 39.61% | 0.6 |
|
| 2941 |
2941
Capital Advisors Wealth Management
Yakima,
Washington
| $636M | +$70.3M | +12% | 8.8% | 70.5% | 195 | 9.23% | 2.2 |
|
| 2942 |
2942
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $636M | +$52.6M | +9% | 9.75% | 68.3% | 193 | 37.31% | 1.1 |
|
| 2943 |
2943
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $635M | +$60.6M | +11% | 6.28% | 82.1% | 245 | 13.06% | 1.5 |
|
| 2944 |
2944
Crews Bank & Trust
Wauchula,
Florida
| $635M | +$49M | +8% | 6.15% | – | 641 | 8.58% | 0.5 |
|
| 2945 |
2945
Human Investing
Lake Oswego,
Oregon
| $635M | +$67M | +12% | 8.17% | 56.9% | 98 | 9.18% | 3.6 |
|
| 2946 |
2946
Canal Capital Management
Richmond,
Virginia
| $634M | +$37M | +6% | 8.48% | 67.8% | 198 | 23.23% | 3.7 |
|
| 2947 |
2947
Algebris (UK)
London,
United Kingdom
| $634M | +$84.3M | +15% | 5.67% | 24.5% | 51 | 33.33% | 0.7 |
|
| 2948 |
2948
Titan Global Capital Management USA
New York
| $634M | +$149M | +31% | 22.7% | 191% | 62 | 11.29% | 2.2 |
|
| 2949 |
2949
LexAurum Advisors
Overland Park,
Kansas
| $633M | +$112M | +21% | 7.2% | – | 376 | 11.97% | 3 |
|
| 2950 |
2950
Cannon Financial Strategists
Athens,
Georgia
| $633M | +$50.6M | +9% | 7.82% | 56.7% | 106 | 15.09% | 3.3 |
|