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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $1.71B | +$152M | +10% | 10.6% | – | 961 | 9.47% | 4.7 |
|
| 1252 |
1252
Locust Wood Capital Advisers
New York
| $1.71B | -$75.5M | -4% | 5.97% | 111% | 62 | 40.32% | 3.1 |
|
| 1253 |
1253
North Star Asset Management
Neenah,
Wisconsin
| $1.7B | +$91.4M | +6% | 6.93% | 62% | 317 | 4.73% | 5.9 |
|
| 1254 |
1254
Empowered Funds
Havertown,
Pennsylvania
| $1.7B | +$166M | +11% | 5.02% | 127% | 751 | 74.17% | 0.3 |
|
| 1255 |
1255
Bragg Financial Advisors
Charlotte,
North Carolina
| $1.7B | +$50.7M | +3% | 5.28% | 101% | 324 | 6.79% | 5.8 |
|
| 1256 |
1256
Money Design
Tokyo,
Japan
| $1.69B | +$96.5M | +6% | 4.56% | 26.4% | 89 | 6.74% | 2.5 |
|
| 1257 |
1257
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.69B | +$31.1M | +2% | 3.58% | 54.3% | 175 | 5.14% | 6.6 |
|
| 1258 |
1258
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.69B | +$78.1M | +5% | 10.1% | 478% | 278 | 43.17% | 1.8 |
|
| 1259 |
1259
Payden & Rygel
Los Angeles,
California
| $1.69B | -$187M | -10% | 2.88% | 113% | 154 | 32.47% | 3.6 |
|
| 1260 |
AG
1260
Artal Group
Luxembourg
| $1.68B | -$109M | -6% | 5.69% | 181% | 155 | 40.65% | 2.3 |
|
| 1261 |
1261
Quintet Private Bank (Europe)
Luxembourg
| $1.68B | – | – | 13.3% | 111% | 279 | – | 0.6 |
|
| 1262 |
1262
Prelude Capital Management
New York
| $1.67B | -$254M | -13% | 11.1% | 198% | 1,700 | 57.12% | 0.7 |
|
| 1263 |
WBG
1263
Wharton Business Group
Malvern,
Pennsylvania
| $1.67B | -$56.4M | -3% | 4.59% | 72.5% | 143 | 5.59% | 3 |
|
| 1264 |
1264
Capital International
Los Angeles,
California
| $1.67B | +$217M | +15% | 14.2% | 147% | 163 | 6.75% | 3.6 |
|
| 1265 |
1265
Integrated Advisors Network
Dallas,
Texas
| $1.66B | +$112M | +7% | 6.57% | 107% | 712 | 17.98% | 1.9 |
|
| 1266 |
1266
Cooperman Leon G
| $1.66B | +$50.4M | +3% | 2.89% | 147% | 60 | 18.33% | 2.5 |
|
| 1267 |
1267
Giverny Capital
Montreal,
Quebec, Canada
| $1.66B | +$42.4M | +3% | 9.2% | 69.2% | 67 | 11.94% | 4 |
|
| 1268 |
1268
Howland Capital Management
Boston,
Massachusetts
| $1.66B | +$35.9M | +2% | 6.46% | 84.1% | 277 | 11.91% | 5 |
|
| 1269 |
1269
Facet Wealth Inc
Baltimore,
Maryland
| $1.65B | +$79.3M | +5% | 5.33% | 48.1% | 75 | 10.67% | 1.4 |
|
| 1270 |
1270
First National Bank of Omaha
Omaha,
Nebraska
| $1.65B | +$31.8M | +2% | 5.97% | 70.9% | 342 | 7.02% | 5.6 |
|
| 1271 |
1271
Northeast Investment Management
Boston,
Massachusetts
| $1.65B | +$78.4M | +5% | 9.18% | 110% | 182 | 7.14% | 6.3 |
|
| 1272 |
1272
Geneos Wealth Management
Englewood,
Colorado
| $1.65B | -$4.35M | -0.3% | 4.92% | 66.7% | 2,138 | 10.38% | 4.4 |
|
| 1273 |
1273
Winton Group
London,
United Kingdom
| $1.64B | +$122M | +8% | 6.37% | 128% | 1,102 | 32.76% | 1.5 |
|
| 1274 |
1274
Elite Wealth Management
Kirkland,
Washington
| $1.64B | +$537M | +49% | 18.1% | 142% | 57 | 7.02% | 3.4 |
|
| 1275 |
1275
NYL Investors
New York
| $1.64B | +$247M | +18% | 2.89% | 12.7% | 33 | 9.09% | 3.5 |
|