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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $513M | +$30.8M | +6% | 2.81% | 68.3% | 188 | 29.26% | 0.7 |
|
| 3052 |
3052
Coerente Capital Management
Toronto,
Ontario, Canada
| $512M | -$16.8M | -3% | 1.28% | 40% | 45 | 2.22% | 2.4 |
|
| 3053 |
3053
Bremer Bank National Association
St Paul,
Minnesota
| $512M | -$27.7M | -5% | 4.86% | 37.4% | 191 | 8.38% | 3.7 |
|
| 3054 |
3054
PAX Financial Group
San Antonio,
Texas
| $512M | +$13.8M | +3% | 1.35% | 56% | 262 | 27.86% | 2.2 |
|
| 3055 |
3055
Cheviot Value Management
Beverly Hills,
California
| $512M | +$55.7M | +12% | 2.11% | 77.8% | 71 | 15.49% | 5.2 |
|
| 3056 |
3056
Lathrop Investment Management
Little Rock,
Arkansas
| $511M | -$4.95M | -1% | 1.42% | 72.2% | 87 | 9.2% | 6.3 |
|
| 3057 |
3057
TFO Wealth Partners
Maumee,
Ohio
| $511M | -$4.19M | -0.8% | 0.39% | 63.6% | 802 | 94.89% | 2.5 |
|
| 3058 |
3058
Greystone Financial Group
Bloomfield Hills,
Michigan
| $511M | +$10.2M | +2% | 1.06% | 79.3% | 111 | 17.12% | 1.2 |
|
| 3059 |
3059
Elk River Wealth Management
Denver,
Colorado
| $511M | +$19.3M | +4% | 3.22% | 81.8% | 100 | 10% | 2.7 |
|
| 3060 |
AO
3060
Allen Operations
New York
| $511M | -$15.6M | -3% | 3.07% | 218% | 34 | 5.88% | 5 |
|
| 3061 |
3061
Brass Tax Wealth Management
Cincinnati,
Ohio
| $511M | +$319M | +166% | 1.91% | – | 194 | 43.81% | 0.1 |
|
| 3062 |
3062
Realta Investment Advisors
Wilmington,
Delaware
| $511M | +$25.5M | +5% | 4.67% | 151% | 833 | 10.56% | 1.9 |
|
| 3063 |
3063
Thrive Wealth Management
Audubon,
Pennsylvania
| $511M | +$26.7M | +6% | 3.35% | 84.1% | 230 | 13.91% | 1.6 |
|
| 3064 |
3064
Peak Asset Management
Louisville,
Colorado
| $511M | +$5.68M | +1% | 1.66% | 70.1% | 153 | 7.19% | 5.3 |
|
| 3065 |
3065
DLD Asset Management
New York
| $510M | -$207M | -29% | 0.14% | 10.3% | 109 | 73.39% | 0.4 |
|
| 3066 |
3066
EFG Asset Management (Americas)
Miami,
Florida
| $510M | +$182M | +55% | 3.78% | 112% | 139 | 20.86% | 3.7 |
|
| 3067 |
3067
Bourgeon Capital Management
Darien,
Connecticut
| $510M | -$842K | -0.2% | 1.39% | 121% | 117 | 11.11% | 4.3 |
|
| 3068 |
NICM
3068
Neo Ivy Capital Management
New York
| $510M | – | – | 5% | – | 219 | – | 0.3 |
|
| 3069 |
3069
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $510M | +$43.2M | +9% | 1.6% | 68.7% | 142 | 16.2% | 0.4 |
|
| 3070 |
3070
Bell Investment Advisors
Oakland,
California
| $509M | -$2.31M | -0.5% | 0.15% | 41% | 1,993 | 6.72% | 2.2 |
|
| 3071 |
3071
Genesis Investment Management
London,
United Kingdom
| $509M | +$29.4M | +6% | 5.6% | 47.4% | 17 | 17.65% | 3 |
|
| 3072 |
3072
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $508M | +$14.5M | +3% | 1.57% | 44.3% | 114 | 12.28% | 0.7 |
|
| 3073 |
3073
James J. Burns & Company
Melville,
New York
| $508M | +$222M | +78% | 2.55% | 70.2% | 129 | 34.11% | 1 |
|
| 3074 |
3074
Pilgrim Global Advisors
Reno,
Nevada
| $508M | +$46.2M | +10% | 19.9% | – | 7 | 14.29% | 0.4 |
|
| 3075 |
3075
HeadInvest LLC
Portland,
Maine
| $508M | -$4.53M | -0.9% | 1.34% | 59.1% | 239 | 7.53% | 5.8 |
|