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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Tetrad Corporation
Omaha,
Nebraska
| $397M | +$46.9M | +13% | 13.6% | 45.6% | 3 | 0% | 9.5 |
|
| 3027 |
3027
Evolution Wealth Advisors
Aventura,
Florida
| $397M | +$32.1M | +9% | 3.11% | 84.5% | 130 | 25.38% | 1.7 |
|
| 3028 |
3028
Principal Street Partners
Memphis,
Tennessee
| $397M | +$21.7M | +6% | 8.69% | 91% | 247 | 25.51% | 1.7 |
|
| 3029 |
3029
Huber Capital Management
El Segundo,
California
| $396M | +$39.6M | +11% | 10.3% | 70.4% | 108 | 24.07% | 4.7 |
|
| 3030 |
3030
Point72 Europe
London,
United Kingdom
| $396M | -$260M | -40% | 13.3% | 95.4% | 70 | 58.57% | 0.5 |
|
| 3031 |
3031
Inspire Advisors
Meridian,
Idaho
| $396M | +$32M | +9% | 6.53% | 60.2% | 212 | 39.15% | 0.5 |
|
| 3032 |
MTC
3032
Matrix Trust Company
Denver,
Colorado
| $395M | +$44.3M | +13% | 8.48% | 51.4% | 51 | 5.88% | 1.5 |
|
| 3033 |
3033
Heritage Financial Services
Westwood,
Massachusetts
| $395M | +$230M | +140% | 5.44% | 38.3% | 79 | 27.85% | 0.7 |
|
| 3034 |
3034
Sagefield Capital
Dallas,
Texas
| $394M | +$79M | +25% | 24% | 115% | 151 | 46.36% | 0.7 |
|
| 3035 |
3035
York Capital Management Global Advisors
New York
| $394M | -$50.3M | -11% | 15% | 74.1% | 10 | 10% | 1.2 |
|
| 3036 |
3036
Liquid Strategies
Atlanta,
Georgia
| $394M | +$6.57M | +2% | 5.5% | 46.8% | 8 | 25% | 2.5 |
|
| 3037 |
3037
YorkBridge Wealth Partners
New York
| $394M | +$6.33M | +2% | 9.01% | 36.5% | 286 | 14.69% | 3.5 |
|
| 3038 |
3038
PAX Financial Group
San Antonio,
Texas
| $394M | +$2.79M | +0.7% | 7.85% | 56% | 218 | 30.28% | 1.5 |
|
| 3039 |
3039
Strategy Asset Managers
Pasadena,
California
| $394M | +$25.3M | +7% | 12.5% | 115% | 255 | 5.88% | 2.1 |
|
| 3040 |
3040
Human Investing
Lake Oswego,
Oregon
| $393M | +$796K | +0.2% | 8.75% | 56.9% | 117 | 22.22% | 2.1 |
|
| 3041 |
3041
Arkos Global Advisors
Houston,
Texas
| $392M | +$57.6M | +17% | 6.09% | 43.6% | 98 | 19.39% | 2.2 |
|
| 3042 |
KNB
3042
Khazanah Nasional Berhad
Kuala Lumpur,
| $392M | -$104M | -21% | 8.29% | 73.6% | 7 | 42.86% | 0.4 |
|
| 3043 |
3043
GCM Grosvenor Holdings
Chicago,
Illinois
| $392M | -$30.3M | -7% | 11.8% | 78.7% | 18 | 27.78% | 0.3 |
|
| 3044 |
3044
NBW Capital
Boston,
Massachusetts
| $391M | +$18.4M | +5% | 8.12% | 86% | 109 | 26.61% | 3.3 |
|
| 3045 |
3045
Great Lakes Retirement
Sandusky,
Ohio
| $391M | – | – | 7.52% | 118% | 136 | – | 1.7 |
|
| 3046 |
3046
Icon Advisers
Greenwood Village,
Colorado
| $391M | +$25.2M | +7% | 13.1% | 114% | 164 | 27.44% | 2.3 |
|
| 3047 |
3047
Capricorn Fund Managers
London,
United Kingdom
| $391M | +$72.2M | +23% | 12.5% | 169% | 108 | 44.44% | 0.5 |
|
| 3048 |
3048
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $391M | – | – | 9.77% | 78.2% | 210 | – | 0 |
|
| 3049 |
3049
Arch Venture Management
Chicago,
Illinois
| $390M | -$381M | -49% | 27.7% | 228% | 10 | 20% | 0.8 |
|
| 3050 |
3050
Synergy Asset Management
Vancouver,
Washington
| $390M | +$19.8M | +5% | 5.9% | 97.3% | 137 | 44.53% | 0.6 |
|