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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
BlueSpruce Investments
Chicago,
Illinois
| $631M | -$3.29B | -84% | 8.45% | 59.6% | 11 | 27.27% | 1.6 |
|
| 3177 |
3177
Probity Advisors
Dallas,
Texas
| $631M | +$6.81M | +1% | 0.33% | 61.7% | 239 | 6.69% | 5.4 |
|
| 3178 |
3178
Sanders Morris Harris
Houston,
Texas
| $631M | +$566M | +875% | 0.71% | 85.8% | 305 | 91.15% | 0.2 |
|
| 3179 |
3179
Keywise Capital Management (HK)
Hong Kong
| $630M | -$672M | -52% | 7.36% | 684% | 21 | 52.38% | 1.6 |
|
| 3180 |
3180
Sphera Funds Management
Tel Aviv,
Israel
| $630M | +$112M | +22% | 10.6% | 245% | 120 | 37.5% | 1.4 |
|
| 3181 |
3181
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $629M | -$106M | -14% | 8.6% | – | 103 | 24.27% | 2.1 |
|
| 3182 |
3182
Schnieders Capital Management
Pasadena,
California
| $629M | -$12.5M | -2% | 1.92% | 103% | 228 | 14.47% | 6.3 |
|
| 3183 |
3183
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $629M | +$22.3M | +4% | 0.57% | 72.9% | 280 | 13.21% | 4 |
|
| 3184 |
PWW
3184
Pettyjohn Wood & White
Lynchburg,
Virginia
| $628M | -$10.2M | -2% | 0.16% | 70.9% | 219 | 4.57% | 6.7 |
|
| 3185 |
3185
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $628M | -$140M | -18% | 3.73% | 43.7% | 5 | 40% | 1.9 |
|
| 3186 |
3186
Cornerstone Management
Duluth,
Georgia
| $628M | +$14.4M | +2% | 2.31% | 43.6% | 69 | 7.25% | 5.2 |
|
| 3187 |
3187
Madison Wealth Partners
Madison,
Wisconsin
| $627M | +$78.9M | +14% | 2.29% | 66.9% | 231 | 15.15% | 2.3 |
|
| 3188 |
3188
LJI Wealth Management
Indianapolis,
Indiana
| $626M | -$30.2M | -5% | 2.76% | 68.8% | 206 | 13.59% | 2.1 |
|
| 3189 |
3189
XY Planning Network
Bozeman,
Montana
| $626M | +$52.2M | +9% | 0.36% | – | 280 | 13.93% | 0.7 |
|
| 3190 |
CT
3190
Chicago Trust
Grayslake,
Illinois
| $626M | -$14.1M | -2% | 0.99% | 96.7% | 411 | 14.36% | 4.2 |
|
| 3191 |
3191
Strategic Global Advisors
Newport Beach,
California
| $625M | -$21.9M | -3% | 2.25% | 137% | 155 | 20% | 2.1 |
|
| 3192 |
3192
DSG Capital Advisors
Edina,
Minnesota
| $625M | -$31.2M | -5% | 1.44% | – | 127 | 9.45% | 1 |
|
| 3193 |
3193
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $625M | -$205M | -25% | 9.5% | 45.5% | 43 | 9.3% | 5 |
|
| 3194 |
3194
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $625M | -$7.17M | -1% | 1.87% | 94.5% | 187 | 14.44% | 2.9 |
|
| 3195 |
3195
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $625M | +$109M | +21% | 0.54% | 63.5% | 313 | 14.38% | 2.1 |
|
| 3196 |
3196
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $625M | +$96.9M | +18% | 0.5% | 85% | 1,398 | 18.38% | 1.3 |
|
| 3197 |
3197
Kinsale Capital Group
Richmond,
Virginia
| $624M | +$21.6M | +4% | 0.9% | 75.2% | 41 | 0% | 2.5 |
|
| 3198 |
3198
Deltroit Asset Management (UK)
London,
| $623M | -$64.8M | -9% | 1.26% | – | 50 | 38% | 0.2 |
|
| 3199 |
DCM
3199
Delaney Capital Management
Toronto,
| $622M | +$19.1M | +3% | 4.66% | – | 56 | 8.93% | 0.2 |
|
| 3200 |
KAS
3200
Kemnay Advisory Services
New York
| $622M | -$40.8M | -6% | 10.6% | 167% | 1,316 | 44.07% | 0.2 |
|