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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $404M | -$10.1M | -2% | 6.01% | 4.78% | 17 | 5.88% | 0.8 |
|
| 3352 |
3352
Richard P. Slaughter Associates
Austin,
Texas
| $404M | +$29M | +8% | 8.08% | 55.7% | 150 | 15.33% | 2 |
|
| 3353 |
3353
Essex Woodlands Management
The Woodlands,
Texas
| $404M | +$291M | +256% | 46.2% | 55% | 7 | 14.29% | 5.3 |
|
| 3354 |
3354
Fortis Group Advisors
Westwood,
New Jersey
| $404M | +$77.7M | +24% | 3.23% | 91.2% | 457 | 1.97% | 0.8 |
|
| 3355 |
3355
Delta Investment Management
San Francisco,
California
| $403M | +$42.5M | +12% | 7.74% | 65.8% | 215 | 22.33% | 2 |
|
| 3356 |
3356
Aire Advisors
Beverly Hills,
California
| $403M | +$30M | +8% | 9.98% | 77.4% | 157 | 16.56% | 1.5 |
|
| 3357 |
3357
Lafayette Investments
Ashton,
Maryland
| $402M | +$35.4M | +10% | 9.19% | 77.9% | 138 | 9.42% | 4.5 |
|
| 3358 |
3358
Retirement Income Solutions
Ann Arbor,
Michigan
| $402M | +$44.9M | +13% | 10.9% | 60.8% | 147 | 14.97% | 2.9 |
|
| 3359 |
3359
Essex LLC
Deer Park,
Illinois
| $402M | +$45.9M | +13% | 9.35% | 91.4% | 166 | 13.86% | 1.9 |
|
| 3360 |
3360
Renaissance Investment Group
Lenox,
Massachusetts
| $402M | +$43.1M | +12% | 12.1% | 110% | 82 | 7.32% | 6.6 |
|
| 3361 |
3361
Wellspring Financial Advisors
Cleveland,
Ohio
| $402M | +$59.8M | +17% | 9.79% | 77.2% | 146 | 23.29% | 2 |
|
| 3362 |
3362
Marietta Investment Partners
Milwaukee,
Wisconsin
| $402M | +$44.8M | +13% | 13.1% | 160% | 166 | 8.43% | 4.8 |
|
| 3363 |
3363
Stevens Capital Management
Radnor,
Pennsylvania
| $401M | +$55.1M | +16% | 10.4% | 108% | 353 | 67.71% | 0.3 |
|
| 3364 |
3364
Single Point Partners
Boston,
Massachusetts
| $401M | +$20.3M | +5% | 10% | 56.4% | 82 | 12.2% | 0.9 |
|
| 3365 |
ARG
3365
Advisory Resource Group
Tulsa,
Oklahoma
| $401M | +$30.5M | +8% | 8.52% | 72% | 163 | 14.72% | 2.1 |
|
| 3366 |
3366
Cypress Wealth Services
Palm Desert,
California
| $401M | +$40.2M | +11% | 9.77% | 82.7% | 259 | 13.13% | 2.1 |
|
| 3367 |
3367
Brian C. Broderick
| $401M | +$37.7M | +10% | 9.92% | 98.6% | 79 | 5.06% | 6.7 |
|
| 3368 |
3368
Tucker Asset Management
Littleton,
Colorado
| $400M | +$26M | +7% | 6.96% | 71.6% | 1,704 | 30.52% | 1 |
|
| 3369 |
3369
Vanderbilt University
Nashville,
Tennessee
| $400M | +$12.7M | +3% | 16% | 76.4% | 67 | 37.31% | 1 |
|
| 3370 |
MRCM
3370
M&R Capital Management
Summit,
New Jersey
| $400M | +$34.6M | +9% | 12.3% | 52.6% | 652 | 7.67% | 4.4 |
|
| 3371 |
3371
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $400M | +$154M | +62% | 9.93% | 70.3% | 617 | 75.53% | 1.3 |
|
| 3372 |
3372
McRae Capital Management
Morristown,
New Jersey
| $400M | +$62.1M | +18% | 15.4% | 78.2% | 99 | 8.08% | 5.9 |
|
| 3373 |
FC
3373
Franchise Capital
Grand Cayman,
Cayman Islands
| $399M | +$120M | +43% | 22% | 537% | 22 | 40.91% | 0.8 |
|
| 3374 |
3374
Night Owl Capital Management
Greenwich,
Connecticut
| $399M | $0 | 0% | 13.6% | 162% | 25 | 0% | 4.2 |
|
| 3375 |
AFS
3375
Annapolis Financial Services
Annapolis,
Maryland
| $399M | +$52.9M | +15% | 9.59% | 15% | 509 | 14.34% | 2.2 |
|