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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
DGM
1526
Delta Global Management
New York
| $1.5B | +$190M | +14% | 3.84% | – | 43 | 37.21% | 0.3 |
|
| 1527 |
FCM
1527
Fernbridge Capital Management
Los Angeles,
California
| $1.5B | +$202M | +15% | 3.24% | 12.4% | 24 | 29.17% | 1.2 |
|
| 1528 |
TA
1528
TruWealth Advisors
Metairie,
Louisiana
| $1.5B | +$70.4M | +5% | 3.24% | 56.3% | 170 | 10.59% | 2.2 |
|
| 1529 |
LBC
1529
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.5B | +$21.9M | +1% | 3.33% | 78.8% | 262 | 2.29% | 7 |
|
| 1530 |
CF
1530
Centaurus Financial
Anaheim,
California
| $1.5B | +$72.6M | +5% | 2.34% | 83.5% | 853 | 17.7% | 3 |
|
| 1531 |
HIG
1531
Herr Investment Group
Austin,
Texas
| $1.5B | +$1.12B | +292% | 0.34% | – | 93 | 44.09% | 0.7 |
|
| 1532 |
JEST
1532
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.5B | -$80.1M | -5% | 2.39% | 88.7% | 351 | 7.41% | 2.3 |
|
| 1533 |
TFS
1533
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.49B | +$455M | +44% | 5.66% | 166% | 650 | 32.15% | 2 |
|
| 1534 |
HCM
1534
Hodges Capital Management
Dallas,
Texas
| $1.49B | -$81M | -5% | 0.08% | 200% | 231 | 15.15% | 2.9 |
|
| 1535 |
CCM
1535
Compass Capital Management
Minneapolis,
Minnesota
| $1.49B | -$56.7M | -4% | 0.73% | 50.8% | 37 | 8.11% | 8.1 |
|
| 1536 |
1536
Simplify Asset Management
Las Vegas,
Nevada
| $1.49B | -$189M | -11% | 1.23% | 45% | 134 | 41.79% | 0.8 |
|
| 1537 |
VHAM
1537
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.49B | -$23.7M | -2% | 3.39% | 86.3% | 341 | 17.6% | 3.5 |
|
| 1538 |
NMC
1538
New Mountain Capital
New York
| $1.49B | -$84.2M | -5% | 5.39% | 64.8% | 2 | 0% | 1.8 |
|
| 1539 |
FSC
1539
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.49B | +$53M | +4% | 0.73% | 55.4% | 173 | 4.05% | 3.4 |
|
| 1540 |
1540
Greenoaks Capital Partners
Orinda,
California
| $1.49B | +$272M | +22% | 26.8% | 311% | 15 | 0% | 2.5 |
|
| 1541 |
1541
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1.48B | +$192M | +15% | 2.36% | 91.1% | 922 | 27.55% | 1.9 |
|
| 1542 |
SGI
1542
Summit Global Investments
Bountiful,
Utah
| $1.48B | +$137M | +10% | 1.95% | 60.4% | 595 | 35.29% | 1.3 |
|
| 1543 |
1543
Winton Group
London,
United Kingdom
| $1.48B | +$64.5M | +5% | 1.6% | 128% | 778 | 53.47% | 1.1 |
|
| 1544 |
1544
Klingman & Associates
New York
| $1.48B | +$38.9M | +3% | 1.82% | 59.3% | 255 | 9.8% | 4 |
|
| 1545 |
NPA
1545
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.48B | -$4.9M | -0.3% | 1.78% | 71.2% | 106 | 12.26% | 7.6 |
|
| 1546 |
PA
1546
PFG Advisors
Phoenix,
Arizona
| $1.48B | +$111M | +8% | 2.3% | 82.7% | 702 | 13.82% | 2.3 |
|
| 1547 |
KRSITF
1547
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.48B | +$22.7M | +2% | 5.75% | 115% | 506 | 2.57% | 7.9 |
|
| 1548 |
BOTOTLSJU
1548
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.47B | +$329M | +29% | 1.87% | 142% | 31 | 25.81% | 2.6 |
|
| 1549 |
SB
1549
Strategic Blueprint
Atlanta,
Georgia
| $1.47B | +$63.6M | +5% | 3.25% | 76.6% | 661 | 15.58% | 2.2 |
|
| 1550 |
RIM
1550
Ranger Investment Management
Dallas,
Texas
| $1.47B | -$85.3M | -5% | 0.01% | 111% | 99 | 11.11% | 3.9 |
|