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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
| $1.92B | +$156M | +9% | 12.8% | – | 986 | 13.39% | 5.2 |
|
| 1252 |
KAM
1252
Kensington Asset Management
Austin,
Texas
| $1.92B | +$959M | +100% | 9.24% | 38.1% | 25 | 84% | 0.1 |
|
| 1253 |
HA
1253
Heartland Advisors
Milwaukee,
Wisconsin
| $1.91B | +$134M | +8% | 11.6% | 88.6% | 198 | 17.68% | 3 |
|
| 1254 |
1254
MKP Capital Management
New York
| $1.91B | +$615M | +47% | 12.9% | 69.8% | 27 | 92.59% | 0.1 |
|
| 1255 |
1255
Michael & Susan Dell Foundation
New York
| $1.91B | +$1.83B | +2,221% | 27.2% | 238% | 9 | 77.78% | 0.8 |
|
| 1256 |
SCM
1256
Segantii Capital Management
Hong Kong
| $1.91B | -$936M | -33% | 7.88% | 33.1% | 203 | 47.29% | 0.9 |
|
| 1257 |
CCM
1257
Chickasaw Capital Management
Memphis,
Tennessee
| $1.91B | +$34.6M | +2% | 3.14% | 83.6% | 96 | 19.79% | 5.9 |
|
| 1258 |
YC
1258
Yarbrough Capital
Franklin,
Tennessee
| $1.91B | +$207M | +12% | 14.6% | 154% | 213 | 8.92% | 1.5 |
|
| 1259 |
MFWM
1259
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.91B | +$179M | +10% | 12% | 70.7% | 137 | 16.79% | 4 |
|
| 1260 |
1260
NZS Capital
Denver,
Colorado
| $1.9B | +$41.4M | +2% | 18% | 134% | 69 | 26.09% | 1.7 |
|
| 1261 |
1261
Corvex Management
New York
| $1.9B | +$44.6M | +2% | 14.5% | 95.8% | 39 | 25.64% | 1.3 |
|
| 1262 |
WIM
1262
Weitz Investment Management
Omaha,
Nebraska
| $1.9B | +$79.2M | +4% | 9.34% | 36.1% | 55 | 3.64% | 5.7 |
|
| 1263 |
1263
Venture Visionary Partners
Sylvania,
Ohio
| $1.9B | +$233M | +14% | 10.7% | 95.4% | 571 | 20.14% | 2.4 |
|
| 1264 |
1264
CastleKnight Management
New York
| $1.9B | +$372M | +24% | 14.4% | 259% | 374 | 38.77% | 0.8 |
|
| 1265 |
HCM
1265
Howland Capital Management
Boston,
Massachusetts
| $1.89B | +$177M | +10% | 9.53% | 72% | 260 | 10.38% | 5.6 |
|
| 1266 |
1266
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.89B | +$232M | +14% | 21.7% | 478% | 257 | 15.18% | 1.8 |
|
| 1267 |
1267
Andra AP-fonden
Goteborg,
Sweden
| $1.89B | +$192M | +11% | 13.4% | 105% | 260 | 11.92% | 6 |
|
| 1268 |
1268
Patient Capital Management
Baltimore,
Maryland
| $1.89B | +$184M | +11% | 16.8% | 131% | 47 | 19.15% | 1.4 |
|
| 1269 |
HCM
1269
Hodges Capital Management
Dallas,
Texas
| $1.89B | +$1.04B | +124% | 12.9% | 200% | 232 | 19.83% | 2.7 |
|
| 1270 |
1270
Clearstead Advisors
Cleveland,
Ohio
| $1.88B | +$256M | +16% | 11.1% | 71.4% | 1,634 | 16.34% | 2.6 |
|
| 1271 |
1271
Pallas Capital Advisors
Braintree,
Massachusetts
| $1.88B | +$239M | +15% | 12.3% | 71.8% | 397 | 23.43% | 1.3 |
|
| 1272 |
1272
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.88B | +$203M | +12% | 11.3% | 73.7% | 166 | 9.04% | 6.6 |
|
| 1273 |
1273
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.88B | +$225M | +14% | 13.5% | 67.9% | 60 | 6.67% | 5.8 |
|
| 1274 |
JHP
1274
James Hambro & Partners
London,
United Kingdom
| $1.88B | +$335M | +22% | 12% | 79.2% | 56 | 10.71% | 3.5 |
|
| 1275 |
DACG
1275
Donor Advised Charitable Giving
San Francisco,
California
| $1.87B | +$242M | +15% | 13.7% | 365% | 35 | 31.43% | 2.5 |
|