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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
Vestal Point Capital
New York
| $3.58B | +$636M | +22% | 5.05% | – | 113 | 53.1% | 0.6 |
|
| 1027 |
WWA
1027
WCG Wealth Advisors
Las Vegas,
Nevada
| $3.57B | +$6.03M | +0.2% | 1.31% | 69.6% | 554 | 15.52% | 1.3 |
|
| 1028 |
1028
Sanibel Captiva Trust Company
Sanibel,
Florida
| $3.57B | -$48.8M | -1% | 0.95% | – | 452 | 11.73% | 1.8 |
|
| 1029 |
1029
Robertson Stephens Wealth Management
San Francisco,
California
| $3.57B | -$268M | -7% | 2.86% | 103% | 689 | 15.82% | 2.8 |
|
| 1030 |
1030
Addenda Capital
Montreal,
Quebec, Canada
| $3.55B | +$143M | +4% | 4.25% | 100% | 133 | 9.02% | 6.4 |
|
| 1031 |
1031
Arax Advisory Partners
Denver,
Colorado
| $3.54B | +$107M | +3% | 0.71% | 64.7% | 4,474 | 24.77% | 1.6 |
|
| 1032 |
1032
Avior Wealth Management
Omaha,
Nebraska
| $3.53B | +$317M | +10% | 0.93% | 71.4% | 866 | 19.4% | 4.8 |
|
| 1033 |
TYCC
1033
Texas Yale Capital Corp
St. Petersburg,
Florida
| $3.52B | +$225M | +7% | 8.54% | 175% | 519 | 8.67% | 6.8 |
|
| 1034 |
1034
Plancorp LLC
Saint Louis,
Missouri
| $3.52B | +$209M | +6% | 0.61% | 67.3% | 396 | 12.37% | 4.3 |
|
| 1035 |
1035
TCTC Holdings
Dallas,
Texas
| $3.51B | +$167M | +5% | 8.21% | 78.5% | 618 | 64.56% | 8.2 |
|
| 1036 |
1036
Anchor Capital Advisors
Boston,
Massachusetts
| $3.51B | +$61.6M | +2% | 4.17% | 64.3% | 270 | 14.07% | 5.5 |
|
| 1037 |
1037
Aspiriant LLC
Los Angeles,
California
| $3.51B | +$30.4M | +0.9% | 0.73% | 52.7% | 355 | 14.93% | 5 |
|
| 1038 |
1038
BDT Capital Partners
Chicago,
Illinois
| $3.51B | +$334M | +11% | 1.51% | 25.5% | 4 | 50% | 1.1 |
|
| 1039 |
1039
Intact Investment Management
Montreal,
Quebec, Canada
| $3.51B | +$31.3M | +0.9% | 7.64% | 73.7% | 343 | 30.32% | 4.4 |
|
| 1040 |
1040
TCG Crossover Management
Palo Alto,
California
| $3.5B | +$474M | +16% | 25.7% | 3,013% | 54 | 29.63% | 1.1 |
|
| 1041 |
1041
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $3.49B | -$393M | -10% | 0.49% | 128% | 504 | 10.12% | 6.1 |
|
| 1042 |
1042
Kedalion Capital Management
London,
United Kingdom
| $3.48B | -$592M | -15% | 4.61% | – | 4 | 50% | 0.6 |
|
| 1043 |
1043
Aquatic Capital Management
Chicago,
Illinois
| $3.48B | -$39.8M | -1% | 0.26% | 51.9% | 1,900 | 59.89% | 0.5 |
|
| 1044 |
1044
Reinhart Partners
Mequon,
Wisconsin
| $3.48B | +$140M | +4% | 3.51% | 110% | 77 | 12.99% | 4.3 |
|
| 1045 |
1045
Zevenbergen Capital Investments
Edmonds,
Washington
| $3.48B | -$1.02B | -23% | 8.2% | 273% | 115 | 13.04% | 4.7 |
|
| 1046 |
1046
MUFG Securities (Canada)
New York
| $3.48B | -$118M | -3% | 6% | – | 43 | 0% | 2.2 |
|
| 1047 |
1047
Private Management Group
Irvine,
California
| $3.47B | +$38.2M | +1% | 1.44% | 62.2% | 323 | 8.05% | 3.5 |
|
| 1048 |
1048
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| $3.46B | -$1.06B | -24% | 5.34% | 40% | 191 | 32.46% | 1.2 |
|
| 1049 |
DAM
1049
Davis Asset Management
Sausalito,
California
| $3.46B | +$664M | +24% | 7.93% | 97.3% | 86 | 66.28% | 2.1 |
|
| 1050 |
1050
Lincoln National Corp
Radnor,
Pennsylvania
| $3.45B | +$33.2M | +1% | 1.09% | 42.9% | 20 | 5% | 7.4 |
|