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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
North Star Asset Management
Neenah,
Wisconsin
| $1.81B | -$173M | -9% | 6.89% | 62% | 336 | 10.71% | 5 |
|
| 1302 |
1302
Paralel Advisors
Denver,
Colorado
| $1.81B | +$83.1M | +5% | 4.55% | 75.4% | 25 | 0% | 0.3 |
|
| 1303 |
1303
Sand Hill Global Advisors
Palo Alto,
California
| $1.81B | +$23.8M | +1% | 5.17% | 58.6% | 164 | 11.59% | 3.5 |
|
| 1304 |
1304
Heritage Wealth Advisors
Richmond,
Virginia
| $1.81B | -$13.8M | -0.8% | 1.79% | 65% | 584 | 8.9% | 2.9 |
|
| 1305 |
SC
1305
SRB Corp
Boston,
Massachusetts
| $1.8B | -$118M | -6% | 4.58% | 87.3% | 119 | 2.52% | 1.2 |
|
| 1306 |
1306
Prime Capital Investment Advisors
Overland Park,
Kansas
| $1.8B | -$74.1M | -4% | 5.8% | 78.7% | 344 | 0.58% | 2.1 |
|
| 1307 |
1307
Arvest Trust
Bartlesville,
Oklahoma
| $1.8B | -$100M | -5% | 3.47% | – | 188 | 13.3% | 2.9 |
|
| 1308 |
1308
Stock Yards Bank & Trust
Louisville,
Kentucky
| $1.8B | -$106M | -6% | 4.58% | 82.8% | 296 | 13.18% | 5.1 |
|
| 1309 |
1309
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.79B | -$101M | -5% | 4.89% | 54.3% | 181 | 5.52% | 5.8 |
|
| 1310 |
1310
AlphaCrest Capital Management
New York
| $1.79B | -$903M | -34% | 6.25% | 8.44% | 1,474 | 25.64% | 1.3 |
|
| 1311 |
MA
1311
Mutual Advisors
Omaha,
Nebraska
| $1.79B | -$103M | -5% | 3.12% | 68.1% | 953 | 17.21% | 2.2 |
|
| 1312 |
1312
Toyota Motor Corp
Japan
| $1.79B | -$1.39B | -44% | 34.3% | 78.9% | 4 | 0% | 0.6 |
|
| 1313 |
LLL
1313
Lynrock Lake LP
Rye Brook,
New York
| $1.78B | +$278M | +19% | 0.44% | 21.2% | 46 | 23.91% | 0.9 |
|
| 1314 |
1314
D.J. St. Germain
Springfield,
Massachusetts
| $1.78B | -$40.7M | -2% | 3.53% | 65.3% | 251 | 5.98% | 4.5 |
|
| 1315 |
1315
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.77B | +$591M | +50% | 3.04% | 74.5% | 2,832 | 73.94% | 0.3 |
|
| 1316 |
1316
Giverny Capital
Montreal,
Quebec, Canada
| $1.77B | -$103M | -5% | 6.6% | 69.2% | 65 | 4.62% | 3 |
|
| 1317 |
1317
H&F Corporate Investors X
San Francisco,
California
| $1.77B | – | – | 28.4% | – | 1 | – | 0 |
|
| 1318 |
1318
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.77B | +$177M | +11% | 8.24% | 142% | 48 | 29.17% | 1.3 |
|
| 1319 |
1319
Kimmeridge Energy Management
New York
| $1.77B | +$475M | +37% | 24.1% | 19.7% | 6 | 33.33% | 0.3 |
|
| 1320 |
1320
SteelPeak Wealth
Woodland Hills,
California
| $1.77B | -$1.51M | -0.1% | 6.13% | 140% | 502 | 31.27% | 1.2 |
|
| 1321 |
1321
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $1.77B | -$5.6M | -0.3% | 4.75% | 74.8% | 916 | 15.5% | 1.5 |
|
| 1322 |
1322
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.76B | -$866M | -33% | 30.5% | 161% | 15 | 13.33% | 0.7 |
|
| 1323 |
1323
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.76B | -$2.27M | -0.1% | 5.08% | 92.4% | 75 | 12% | 6.3 |
|
| 1324 |
1324
Punch & Associates Investment Management
Edina,
Minnesota
| $1.76B | -$150M | -8% | 6.67% | 97.5% | 258 | 12.4% | 3.5 |
|
| 1325 |
YC
1325
Yarbrough Capital
Franklin,
Tennessee
| $1.76B | -$107M | -6% | 5.28% | 183% | 236 | 20.76% | 0.2 |
|