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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $306M | +$3.68M | +1% | 1.55% | 43.7% | 5 | 40% | 1.2 |
|
| 3002 |
3002
Human Investing
Lake Oswego,
Oregon
| $306M | +$23.9M | +8% | 6.82% | 56.9% | 408 | 21.32% | 0.8 |
|
| 3003 |
3003
Ninepoint Partners
Toronto,
Ontario, Canada
| $306M | +$45.5M | +17% | 7.2% | 82.6% | 110 | 50% | 0.8 |
|
| 3004 |
3004
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $306M | -$1.93M | -0.6% | 0.62% | 13.4% | 3 | 0% | 5 |
|
| 3005 |
3005
BlueSky Wealth Advisors
New Bern,
North Carolina
| $306M | +$15.7M | +5% | 3.27% | 45.9% | 63 | 6.35% | 2.5 |
|
| 3006 |
3006
Marietta Investment Partners
Milwaukee,
Wisconsin
| $306M | +$14.5M | +5% | 11% | 160% | 157 | 14.65% | 3 |
|
| 3007 |
3007
Verus Capital Partners
Scottsdale,
Arizona
| $306M | – | – | 9.06% | 139% | 1,601 | – | 0 |
|
| 3008 |
3008
Marquette Asset Management
Minneapolis,
Minnesota
| $306M | +$6.71M | +2% | 8.16% | 69.6% | 271 | 13.65% | 1.8 |
|
| 3009 |
3009
Sky Investment Group
Hartford,
Connecticut
| $306M | +$15.2M | +5% | 5.99% | 68% | 104 | 5.77% | 4.2 |
|
| 3010 |
PAM
3010
Premier Asset Management
Chicago,
Illinois
| $305M | -$114M | -27% | 13.1% | 104% | 139 | 33.09% | 2.5 |
|
| 3011 |
3011
MAK Capital One
New York
| $305M | +$55M | +22% | 12.8% | 200% | 8 | 37.5% | 1.4 |
|
| 3012 |
LP
3012
LGL Partners
Philadelphia,
Pennsylvania
| $305M | +$64.1M | +27% | 7.37% | 68.9% | 108 | 9.26% | 1.9 |
|
| 3013 |
KC
3013
Keenan Capital
Burlingame,
California
| $304M | +$28.8M | +10% | 13.1% | 110% | 15 | 13.33% | 1.5 |
|
| 3014 |
3014
Glovista Investments
Jersey City,
New Jersey
| $304M | +$26.9M | +10% | 6.41% | 2.48% | 105 | 30.48% | 2.5 |
|
| 3015 |
3015
AGF Investments America
Toronto,
Ontario, Canada
| $304M | +$2.87M | +1% | 5.48% | 72.1% | 64 | 1.56% | 3.3 |
|
| 3016 |
3016
Marietta Wealth Management
Marietta,
Georgia
| $303M | +$29M | +11% | 7.25% | 93% | 118 | 4.24% | 2.3 |
|
| 3017 |
3017
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $303M | +$63.6M | +27% | 6.45% | 77.5% | 242 | 30.99% | 0.5 |
|
| 3018 |
3018
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $303M | +$21.8M | +8% | 7.05% | 99.9% | 58 | 8.62% | 3.5 |
|
| 3019 |
3019
Cliffwater
Marina Del Rey,
California
| $303M | +$47.2M | +18% | 5.19% | 29.4% | 22 | 4.55% | 1.7 |
|
| 3020 |
3020
Dorsey Wright & Associates
Pasadena,
California
| $303M | -$94.8M | -24% | 14.2% | 311% | 381 | 55.64% | 0.5 |
|
| 3021 |
3021
Forest Hill Capital
Little Rock,
Arkansas
| $303M | +$18.6M | +7% | 9.16% | 112% | 50 | 10% | 3.8 |
|
| 3022 |
3022
Domani Wealth
Lancaster,
Pennsylvania
| $303M | +$26.9M | +10% | 7.84% | 48.6% | 119 | 12.61% | 3 |
|
| 3023 |
KSCM
3023
Key Square Capital Management
Stamford,
Connecticut
| $302M | -$61M | -17% | 1.67% | 50.2% | 9 | 55.56% | 0.4 |
|
| 3024 |
3024
Financial Management Professionals
Austin,
Texas
| $302M | +$30.8M | +11% | 6.72% | 67.3% | 382 | 22.25% | 2.7 |
|
| 3025 |
III
3025
Independent Investors Inc
Nesconset,
New York
| $302M | +$35.6M | +13% | 15.2% | 61.6% | 78 | 10.26% | 4.8 |
|