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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 |
2926
Aristides Capital
Louisville,
Kentucky
| $693M | +$191M | +38% | 12.6% | 126% | 305 | 50.49% | 1.2 |
|
| 2927 |
2927
Fractal Investments
Glastonbury,
Connecticut
| $693M | -$8.28M | -1% | 1.67% | 74.2% | 80 | 8.75% | 2.1 |
|
| 2928 |
2928
KFG Wealth Management
Granger,
Indiana
| $693M | +$70.5M | +11% | 5.45% | 55.9% | 210 | 7.14% | 1.7 |
|
| 2929 |
2929
SR One Capital Management
Wayne,
Pennsylvania
| $691M | +$230M | +50% | 64.3% | 656% | 13 | 7.69% | 1.9 |
|
| 2930 |
2930
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $691M | +$55.2M | +9% | 7.68% | 68.3% | 245 | 49.39% | 0.9 |
|
| 2931 |
2931
L2 Asset Management
Wayland,
Massachusetts
| $691M | +$79.9M | +13% | 8.58% | 128% | 405 | 21.23% | 1.5 |
|
| 2932 |
2932
Castellan Group
Louisville,
Kentucky
| $690M | +$148M | +27% | 17.6% | 184% | 42 | 30.95% | 1.3 |
|
| 2933 |
2933
Simcoe Capital Management
New York
| $690M | -$319M | -32% | 8.71% | 48.7% | 29 | 65.52% | 1.1 |
|
| 2934 |
2934
CFM Wealth Partners
Austin,
Texas
| $689M | +$60.5M | +10% | 10.2% | 152% | 152 | 10.53% | 3.9 |
|
| 2935 |
2935
MIG Capital
Newport Beach,
California
| $688M | -$281M | -29% | 12.4% | 118% | 60 | 33.33% | 1 |
|
| 2936 |
2936
Strategic Financial Concepts
San Antonio,
Texas
| $688M | -$22.7M | -3% | 6.34% | 56.8% | 325 | 32.31% | 1.2 |
|
| 2937 |
2937
CFO4Life Group
Coppell,
Texas
| $688M | +$48.5M | +8% | 6.99% | 56.7% | 245 | 11.02% | 3.4 |
|
| 2938 |
2938
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $688M | +$66.9M | +11% | 13.2% | 183% | 66 | 10.61% | 7.1 |
|
| 2939 |
2939
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $688M | +$116M | +20% | 10.3% | – | 155 | 24.52% | 4.6 |
|
| 2940 |
2940
Zevin Asset Management
Boston,
Massachusetts
| $687M | -$7.75M | -1% | 5.31% | 71.7% | 99 | 16.16% | 4.9 |
|
| 2941 |
NG
2941
Northstar Group
New York
| $687M | +$39.1M | +6% | 6.78% | 63.9% | 169 | 9.47% | 6.1 |
|
| 2942 |
2942
Summit Creek Advisors
Minneapolis,
Minnesota
| $686M | -$32.5M | -5% | 5% | 68.8% | 71 | 7.04% | 4.2 |
|
| 2943 |
2943
Estabrook Capital Management
New York
| $686M | +$36.4M | +6% | 7.9% | 87.2% | 336 | 4.17% | 7.8 |
|
| 2944 |
2944
Ironwood Investment Counsel
Scottsdale,
Arizona
| $686M | +$38.7M | +6% | 6.75% | 64% | 273 | 10.26% | 5 |
|
| 2945 |
2945
Claro Advisors
Boston,
Massachusetts
| $686M | +$80M | +13% | 8.52% | 85.5% | 417 | 15.35% | 2.9 |
|
| 2946 |
2946
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $686M | +$36.3M | +6% | 17.4% | 165% | 36 | 30.56% | 3.2 |
|
| 2947 |
2947
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $685M | +$193M | +39% | 10.1% | 135% | 228 | 64.47% | 0.6 |
|
| 2948 |
LCM
2948
Lonestar Capital Management
San Francisco,
California
| $685M | +$415M | +154% | 14.2% | 260% | 29 | 44.83% | 0.6 |
|
| 2949 |
2949
Crews Bank & Trust
Wauchula,
Florida
| $683M | +$48M | +8% | 6.06% | – | 660 | 10% | 0.7 |
|
| 2950 |
2950
Affinity Wealth Management
Wilmington,
Delaware
| $683M | +$57.2M | +9% | 9.99% | 116% | 116 | 21.55% | 2.9 |
|