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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Kestra Investment Management
Austin,
Texas
| $1.47B | – | – | 2.01% | – | 98 | – | 0 |
|
| 1552 |
1552
Parsons Capital Management
Providence,
Rhode Island
| $1.47B | +$6.87M | +0.5% | 3.37% | 84.9% | 455 | 7.03% | 6.2 |
|
| 1553 |
1553
Consulta
London,
United Kingdom
| $1.47B | -$84.4M | -5% | 2.55% | 30.7% | 14 | 0% | 3.2 |
|
| 1554 |
1554
Larson Financial Group
St Louis,
Missouri
| $1.47B | +$172M | +13% | 1.85% | 81.2% | 2,516 | 32.87% | 1.8 |
|
| 1555 |
1555
Commodore Capital
New York
| $1.47B | -$30.5M | -2% | 2.2% | 2,121% | 43 | 27.91% | 1.1 |
|
| 1556 |
1556
Community Trust & Investment
Versailles,
Kentucky
| $1.46B | +$43.7M | +3% | 5.61% | 123% | 118 | 9.32% | 3.8 |
|
| 1557 |
1557
Mane Global Capital Management
New York
| $1.46B | +$284M | +24% | 8.68% | 423% | 63 | 69.84% | 0.2 |
|
| 1558 |
1558
Eversept Partners
New York
| $1.46B | -$38.8M | -3% | 7.51% | 321% | 86 | 32.56% | 1.4 |
|
| 1559 |
1559
Foster & Motley
Cincinnati,
Ohio
| $1.46B | +$2.4M | +0.2% | 0.54% | 68.8% | 401 | 7.73% | 4.5 |
|
| 1560 |
1560
Equitable Trust
Nashville,
Tennessee
| $1.45B | +$12.1M | +0.8% | 2.62% | 109% | 457 | 12.91% | 3.2 |
|
| 1561 |
1561
Graypoint LLC
Albany,
New York
| $1.45B | +$63M | +5% | 3.7% | 72.8% | 487 | 9.45% | 2.2 |
|
| 1562 |
1562
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.44B | -$19.4M | -1% | 3.07% | 86% | 663 | 10.71% | 4.3 |
|
| 1563 |
1563
Rivulet Capital
Summit,
New Jersey
| $1.44B | -$551M | -28% | 10.6% | 27.4% | 17 | 23.53% | 1.7 |
|
| 1564 |
1564
Willis Investment Counsel
Gainesville,
Georgia
| $1.44B | -$10.6M | -0.7% | 1.52% | 65.3% | 109 | 3.67% | 5.6 |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| $1.44B | +$49.9M | +4% | 2.19% | 70% | 100 | 19% | 3.9 |
|
| 1566 |
1566
Everence Capital Management
Goshen,
Indiana
| $1.44B | -$71M | -5% | 2.7% | 108% | 762 | 4.33% | 4.4 |
|
| 1567 |
1567
Asset Dedication LLC
San Francisco,
California
| $1.44B | +$102M | +8% | 1.59% | 67.8% | 1,237 | 20.86% | 2.4 |
|
| 1568 |
1568
Prelude Capital Management
New York
| $1.44B | -$465M | -24% | 0.69% | 198% | 1,595 | 45.52% | 0.8 |
|
| 1569 |
1569
Garde Capital
Seattle,
Washington
| $1.44B | +$9.37M | +0.7% | 2.58% | 57.6% | 292 | 13.36% | 4.2 |
|
| 1570 |
1570
Country Club Bank
Kansas City,
Missouri
| $1.44B | +$21.6M | +2% | 2.25% | 77.4% | 314 | 5.41% | 1.9 |
|
| 1571 |
1571
Ribbit Management Company
Palo Alto,
California
| $1.44B | +$56.4M | +4% | 6.83% | – | 9 | 0% | 0.5 |
|
| 1572 |
1572
General American Investors
New York
| $1.44B | +$37.5M | +3% | 6.2% | 129% | 80 | 16.25% | 5.1 |
|
| 1573 |
1573
Rothschild Investment LLC
Chicago,
Illinois
| $1.44B | +$54.2M | +4% | 2.97% | 99.4% | 2,867 | 22.99% | 1.1 |
|
| 1574 |
1574
Evensky & Katz
Coral Gables,
Florida
| $1.44B | +$19.1M | +1% | 0.8% | 57.1% | 88 | 3.41% | 5.5 |
|
| 1575 |
1575
Belpointe Asset Management
Reno,
Nevada
| $1.43B | +$98.5M | +7% | 4.17% | 80.1% | 961 | 30.28% | 2.5 |
|