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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Modern Wealth Management
Lenexa,
Kansas
| $3.13B | +$450M | +17% | 1.25% | – | 704 | 21.45% | 0.6 |
|
| 1002 |
1002
Snowden Capital Advisors
New York
| $3.13B | -$92.9M | -3% | 2.25% | 100% | 1,267 | 11.92% | 3.7 |
|
| 1003 |
1003
Spire Wealth Management
Mclean,
Virginia
| $3.12B | -$96.2M | -3% | 2.07% | 112% | 2,609 | 12.07% | 2.6 |
|
| 1004 |
1004
Brighton Jones LLC
Seattle,
Washington
| $3.12B | -$344M | -10% | 5.33% | 114% | 755 | 15.23% | 3.5 |
|
| 1005 |
1005
Bleakley Financial Group
Fairfield,
New Jersey
| $3.12B | -$208M | -6% | 0.23% | 93.8% | 1,053 | 53.66% | 1.9 |
|
| 1006 |
1006
Van Berkom & Associates
Montreal,
Quebec, Canada
| $3.11B | -$253M | -8% | 6.9% | 45% | 70 | 17.14% | 4.2 |
|
| 1007 |
1007
Focused Investors
Los Angeles,
California
| $3.11B | -$52.2M | -2% | 0.85% | 59.9% | 24 | 0% | 7.3 |
|
| 1008 |
1008
Jasper Ridge Partners
Menlo Park,
California
| $3.11B | -$46.1M | -1% | 0.9% | 84.2% | 149 | 4.03% | 4.6 |
|
| 1009 |
1009
Mackay Shields LLC
New York
| $3.11B | -$283M | -8% | 0.36% | 8.26% | 147 | 4.76% | 2.6 |
|
| 1010 |
1010
Lincoln National Corp
Radnor,
Pennsylvania
| $3.1B | -$4.41M | -0.1% | 0.3% | 42.9% | 21 | 0% | 7.4 |
|
| 1011 |
1011
Walgreens Boots Alliance
Deerfield,
Illinois
| $3.09B | -$1.79B | -37% | 22.6% | – | 2 | 0% | 1 |
|
| 1012 |
1012
Deep Track Capital
Greenwich,
Connecticut
| $3.09B | +$407M | +15% | 2.69% | 440% | 79 | 32.91% | 0.9 |
|
| 1013 |
1013
Karpus Investment Management
Pittsford,
New York
| $3.09B | -$296M | -9% | 0.3% | 24.7% | 228 | 21.49% | 2.6 |
|
| 1014 |
1014
CapitalatWork SA
Auderghem,
| $3.08B | -$8.62M | -0.3% | 1.51% | – | 85 | 8.24% | 1 |
|
| 1015 |
1015
Sanibel Captiva Trust Company
Sanibel,
Florida
| $3.08B | -$51.3M | -2% | 0.9% | – | 404 | 7.43% | 1.1 |
|
| 1016 |
1016
Hancock Whitney
Gulfport,
Mississippi
| $3.06B | -$95.1M | -3% | 2.06% | 100% | 676 | 10.95% | 4.3 |
|
| 1017 |
DFO
1017
Duquesne Family Office
New York
| $3.06B | -$663M | -18% | 4.67% | 345% | 90 | 55.56% | 0.7 |
|
| 1018 |
1018
Avanza Fonder
Stockholm,
Sweden
| $3.05B | -$320M | -9% | 4.89% | – | 468 | 8.33% | 0.2 |
|
| 1019 |
1019
Ingalls & Snyder LLC
New York
| $3.04B | +$491M | +19% | 38.1% | 217% | 476 | 10.08% | 5.7 |
|
| 1020 |
1020
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $3.04B | +$2.53B | +495% | 0.24% | 25.1% | 338 | 22.19% | 1.1 |
|
| 1021 |
1021
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.03B | +$723M | +31% | 1.18% | 70.9% | 891 | 31.76% | 2.8 |
|
| 1022 |
1022
Becker Capital Management
Portland,
Oregon
| $3.03B | -$28.6M | -0.9% | 0.11% | 89.2% | 283 | 7.07% | 4.9 |
|
| 1023 |
1023
Summit Trail Advisors
New York
| $3.03B | +$322M | +12% | 1.83% | 74.8% | 469 | 26.65% | 1.6 |
|
| 1024 |
1024
Independent Advisor Alliance
Charlotte,
North Carolina
| $3.03B | -$4.52B | -60% | 2.86% | 135% | 1,407 | 46.48% | 2.8 |
|
| 1025 |
1025
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.01B | -$366M | -11% | 7.74% | 95% | 347 | 10.66% | 3.6 |
|