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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
University of Notre Dame du Lac
South Bend,
Indiana
| $316M | -$19.1M | -6% | 18.2% | – | 65 | 35.38% | 1.3 |
|
| 2952 |
2952
Capital Advantage
Walnut Creek,
California
| $316M | +$27.4M | +9% | 5.6% | 49.2% | 99 | 12.12% | 2.8 |
|
| 2953 |
2953
Legacy Financial Advisors
Covington,
Kentucky
| $316M | +$15.4M | +5% | 4.33% | 86.3% | 118 | 8.47% | 1.7 |
|
| 2954 |
2954
Icon Wealth Partners
Houston,
Texas
| $316M | +$23.8M | +8% | 6.26% | – | 185 | 16.22% | 1.5 |
|
| 2955 |
2955
First Trust Capital Management
Chicago,
Illinois
| $316M | +$7.89M | +3% | 29.8% | 214% | 64 | 76.56% | 0.3 |
|
| 2956 |
2956
IQ EQ Fund Management
Dublin 2,
Ireland
| $316M | +$6.97M | +2% | 9.03% | 109% | 157 | 4.46% | 2.4 |
|
| 2957 |
IIA
2957
IPG Investment Advisors
San Diego,
California
| $316M | +$29.3M | +10% | 11% | 106% | 150 | 23.33% | 2.2 |
|
| 2958 |
2958
Keebeck Wealth Management
Chicago,
Illinois
| $315M | – | – | 7.53% | 81.3% | 339 | – | 0 |
|
| 2959 |
2959
Sage Advisory Services
Austin,
Texas
| $315M | +$10.1M | +3% | 5.17% | 37.8% | 57 | 17.54% | 1.3 |
|
| 2960 |
2960
Galibier Capital Management
Toronto,
Ontario, Canada
| $315M | +$63.6M | +25% | 5.19% | 66.8% | 36 | 16.67% | 0.8 |
|
| 2961 |
2961
Discovery Capital Management
South Norwalk,
Connecticut
| $315M | -$283M | -47% | 3.42% | 871% | 34 | 52.94% | 0.6 |
|
| 2962 |
2962
Strid Group
Newtown Square,
Pennsylvania
| $315M | +$24.6M | +8% | 7.52% | 55.2% | 27 | 3.7% | 2.1 |
|
| 2963 |
2963
Mitchell Capital Management
Leawood,
Kansas
| $315M | +$18.7M | +6% | 9.85% | 234% | 139 | 13.67% | 1.8 |
|
| 2964 |
2964
Haverford Financial Services
Radnor,
Pennsylvania
| $314M | +$19.7M | +7% | 10.1% | 57.9% | 73 | 9.59% | 2.9 |
|
| 2965 |
2965
Omega Fund Management
Boston,
Massachusetts
| $314M | -$9.8M | -3% | 2.88% | 106% | 14 | 0% | 2.3 |
|
| 2966 |
2966
Hussman Strategic Advisors
Ellicott City,
Maryland
| $314M | -$38.9M | -11% | 7.84% | 41.6% | 251 | 41.43% | 1.6 |
|
| 2967 |
BCH
2967
Berkshire Capital Holdings
San Jose,
California
| $314M | +$12.7M | +4% | 22.3% | 2,748% | 54 | 29.63% | 0.8 |
|
| 2968 |
2968
Robotti Robert
| $314M | -$14.4M | -4% | 13.3% | 107% | 63 | 17.46% | 3.1 |
|
| 2969 |
2969
Principle Wealth Partners
Madison,
Connecticut
| $313M | +$23.9M | +8% | 9.07% | 79.9% | 174 | 9.77% | 0.8 |
|
| 2970 |
2970
Bogart Wealth LLC
Mclean,
Virginia
| $313M | +$110M | +54% | 3.58% | 60.5% | 418 | 16.27% | 1.6 |
|
| 2971 |
2971
Certified Advisory Corp
Altamonte Springs,
Florida
| $313M | +$25M | +9% | 5.91% | 62.9% | 870 | 12.99% | 1.5 |
|
| 2972 |
2972
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $313M | +$23.9M | +8% | 7.68% | 81.8% | 62 | 4.84% | 5.1 |
|
| 2973 |
2973
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $312M | +$20.4M | +7% | 6.44% | 98% | 63 | 6.35% | 3 |
|
| 2974 |
CDIA
2974
Capital Directions Investment Advisors
Atlanta,
Georgia
| $312M | +$10.1M | +3% | 7.1% | 7.53% | 265 | 20% | 1.1 |
|
| 2975 |
2975
Intel Corp
Santa Clara,
California
| $311M | +$71.8M | +30% | 30.5% | 9.79% | 6 | 33.33% | 1.4 |
|