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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Elser Financial Planning
Indianapolis,
Indiana
| $2.06B | +$1.92B | +1,390% | 14.8% | – | 141 | 49.65% | 0.7 |
|
| 1477 |
1477
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $2.05B | -$44.4M | -2% | 0.3% | 68.1% | 127 | 14.17% | 4.4 |
|
| 1478 |
1478
PFG Advisors
Phoenix,
Arizona
| $2.05B | -$6.03M | -0.3% | 0.29% | 82.7% | 829 | 12.42% | 2.5 |
|
| 1479 |
1479
Norris Perne & French
Grand Rapids,
Michigan
| $2.05B | +$537M | +35% | 1.35% | 91.1% | 178 | 20.22% | 5.3 |
|
| 1480 |
1480
RBF Capital
San Francisco,
California
| $2.05B | -$207M | -9% | 0.25% | 147% | 575 | 18.09% | 5.2 |
|
| 1481 |
1481
Procyon Advisors
Shelton,
Connecticut
| $2.04B | +$15.6M | +0.8% | 1.35% | 92.3% | 628 | 17.04% | 2.7 |
|
| 1482 |
1482
Tandem Investment Advisors
Charleston,
South Carolina
| $2.04B | -$646M | -24% | 8.02% | 10.4% | 94 | 25.53% | 4 |
|
| 1483 |
1483
Investure LLC
Charlottesville,
Virginia
| $2.04B | +$250M | +14% | 2.42% | 55.4% | 17 | 11.76% | 5.2 |
|
| 1484 |
1484
Southeastern Asset Management
Memphis,
Tennessee
| $2.03B | -$212M | -9% | 3.52% | 26.7% | 53 | 7.55% | 3.5 |
|
| 1485 |
1485
Generate Investment Management
Auckland,
New Zealand
| $2.03B | -$162M | -7% | 4.97% | 153% | 94 | 44.68% | 1 |
|
| 1486 |
1486
Leeward Investments
Boston,
Massachusetts
| $2.03B | +$51.1M | +3% | 9.26% | 88% | 147 | 7.48% | 3 |
|
| 1487 |
1487
NXG Investment Management
Dallas,
Texas
| $2.02B | +$276M | +16% | 21.4% | 121% | 72 | 25% | 3.5 |
|
| 1488 |
1488
Alerus Financial
Grand Forks,
North Dakota
| $2.02B | -$24.5M | -1% | 0.69% | 97.1% | 562 | 18.86% | 2 |
|
| 1489 |
1489
Burkehill Global Management
New York
| $2.02B | +$498M | +33% | 11.9% | – | 218 | 43.12% | 0.3 |
|
| 1490 |
1490
Consulta
London,
United Kingdom
| $2.01B | -$29.1M | -1% | 8.35% | 30.7% | 15 | 20% | 1.9 |
|
| 1491 |
1491
Lowe Brockenbrough & Co
Richmond,
Virginia
| $2.01B | -$25.6M | -1% | 0.86% | 78.8% | 335 | 2.99% | 6.7 |
|
| 1492 |
1492
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2B | -$76.8M | -4% | 1.62% | 93.9% | 583 | 12.35% | 6 |
|
| 1493 |
1493
Logos Global Management
San Francisco,
California
| $2B | +$348M | +21% | 47.4% | 1,585% | 84 | 39.29% | 0.9 |
|
| 1494 |
1494
Rivernorth Capital Management
West Palm Beach,
Florida
| $2B | -$115M | -5% | 3.05% | 9.04% | 674 | 48.81% | 0.9 |
|
| 1495 |
CWM
1495
Cornerstone Wealth Management
St. Peters,
Missouri
| $2B | +$76.6M | +4% | 0.34% | 69.8% | 743 | 11.31% | 4.1 |
|
| 1496 |
1496
Cormorant Asset Management
Boston,
Massachusetts
| $1.99B | -$172M | -8% | 33.7% | 3,977% | 53 | 45.28% | 1.5 |
|
| 1497 |
1497
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.99B | -$30.3M | -1% | 1.66% | 106% | 275 | 6.91% | 5.2 |
|
| 1498 |
1498
Syon Capital
San Francisco,
California
| $1.99B | -$17.3M | -0.9% | 1.56% | 74% | 971 | 14.52% | 1.3 |
|
| 1499 |
1499
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.98B | -$148M | -7% | 3.47% | 119% | 209 | 12.92% | 7.4 |
|
| 1500 |
1500
First Western Trust Bank
Denver,
Colorado
| $1.98B | -$53.7M | -3% | 3.72% | 32% | 214 | 12.15% | 3 |
|