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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Americana Partners
Houston,
Texas
| $3.64B | +$319M | +10% | 3.14% | 82.9% | 512 | 17.97% | 2.2 |
|
| 1027 |
1027
MIRAE ASSET SECURITIES (USA) INC.
New York
| $3.63B | +$357M | +11% | 1.45% | – | 238 | 59.24% | 0.4 |
|
| 1028 |
1028
WesBanco Bank
Wheeling,
West Virginia
| $3.63B | +$35.9M | +1% | 3.16% | 87.2% | 732 | 14.21% | 5.4 |
|
| 1029 |
1029
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $3.62B | +$312M | +9% | 10.9% | 271% | 776 | 33.89% | 1.7 |
|
| 1030 |
1030
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.62B | +$105M | +3% | 3.09% | 87.3% | 1,414 | 17.19% | 4.2 |
|
| 1031 |
1031
Sanibel Captiva Trust Company
Sanibel,
Florida
| $3.62B | +$109M | +3% | 4.02% | – | 423 | 6.62% | 1.7 |
|
| 1032 |
1032
Evelyn Partners Investment Management
London,
| $3.62B | +$99.7M | +3% | 4.28% | – | 423 | 5.67% | 0.9 |
|
| 1033 |
1033
DJE Kapital
82049 Pullach,
Germany
| $3.62B | -$499M | -12% | 4.3% | – | 138 | 45.65% | 0.7 |
|
| 1034 |
1034
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $3.62B | +$91.3M | +3% | 3.44% | 77.8% | 1,768 | 4.41% | 5.4 |
|
| 1035 |
1035
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $3.61B | +$187M | +5% | 1.84% | 51.3% | 1,514 | 8.78% | 3.8 |
|
| 1036 |
1036
SurgoCap Partners
New York
| $3.61B | +$15M | +0.4% | 8.31% | – | 20 | 35% | 0.8 |
|
| 1037 |
1037
MUFG Securities (Canada)
New York
| $3.6B | +$18.6M | +0.5% | 6.94% | – | 44 | 4.55% | 1.9 |
|
| 1038 |
IVAV
1038
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $3.59B | -$1.26B | -26% | 24.6% | 312% | 4 | 25% | 1.2 |
|
| 1039 |
1039
Marsico Capital Management
Denver,
Colorado
| $3.59B | -$306M | -8% | 3.19% | 288% | 90 | 32.22% | 2.5 |
|
| 1040 |
1040
Hyperion Asset Management
Brisbane,
Australia
| $3.58B | -$6.5M | -0.2% | 4.14% | 138% | 18 | 0% | 5.4 |
|
| 1041 |
1041
Avantax Planning Partners
Dubuque,
Iowa
| $3.58B | +$87.5M | +3% | 1.64% | 51% | 463 | 11.02% | 4.6 |
|
| 1042 |
1042
Himalaya Capital Management
Seattle,
Washington
| $3.57B | +$339M | +10% | 12% | 116% | 10 | 20% | 3.2 |
|
| 1043 |
1043
XN LP
New York
| $3.57B | +$168M | +5% | 3.03% | 172% | 27 | 22.22% | 1.3 |
|
| 1044 |
WWA
1044
WCG Wealth Advisors
Las Vegas,
Nevada
| $3.57B | +$1.97B | +124% | 1.79% | 69.6% | 518 | 39% | 1.1 |
|
| 1045 |
1045
JMG Financial Group
Downers Grove,
Illinois
| $3.56B | +$45.9M | +1% | 1.73% | 58.7% | 128 | 6.25% | 6.3 |
|
| 1046 |
EP
1046
Edgestream Partners
Princeton,
New Jersey
| $3.55B | +$132M | +4% | 0.67% | 41.7% | 1,171 | 49.1% | 0.6 |
|
| 1047 |
1047
DV Trading
Chicago,
Illinois
| $3.55B | – | – | 3.25% | – | 1,100 | – | 0 |
|
| 1048 |
1048
Ilex Capital Partners
London,
United Kingdom
| $3.54B | +$411M | +13% | 0.87% | – | 174 | 84.48% | 0.2 |
|
| 1049 |
1049
Mitsui Sumitomo Insurance
Tokyo,
Japan
| $3.54B | – | – | 8.48% | – | 1 | – | 0 |
|
| 1050 |
1050
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.54B | +$47.4M | +1% | 5.11% | 181% | 1,221 | 68.47% | 6.7 |
|