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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.56B | +$14.6M | +0.9% | 0.05% | 50.4% | 45 | 8.89% | 3.3 |
|
| 1602 |
1602
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.56B | +$27.4M | +2% | 1.69% | 106% | 252 | 9.52% | 4.9 |
|
| 1603 |
FFH
1603
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.56B | +$457M | +42% | 7.19% | 70.7% | 35 | 22.86% | 4.1 |
|
| 1604 |
1604
Heitman Real Estate Securities
Chicago,
Illinois
| $1.55B | -$281M | -15% | 4.96% | 48.3% | 64 | 25% | 3.9 |
|
| 1605 |
1605
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.55B | -$801M | -34% | 1.03% | 79.7% | 215 | 18.14% | 1.6 |
|
| 1606 |
1606
Efficient Advisors
Mason,
Ohio
| $1.55B | -$41.1M | -3% | 3.57% | 30.6% | 68 | 5.88% | 6.5 |
|
| 1607 |
1607
Edgar Lomax Company
Kingstowne,
Virginia
| $1.55B | -$86.6M | -5% | 4.06% | 66.2% | 68 | 4.41% | 4.9 |
|
| 1608 |
1608
Adero Partners
Pleasanton,
California
| $1.55B | +$44.3M | +3% | 0.6% | 27.7% | 270 | 14.07% | 2.2 |
|
| 1609 |
1609
Gilead Sciences
Foster City,
California
| $1.55B | – | – | 5.89% | – | 16 | – | 0 |
|
| 1610 |
1610
Aureus Asset Management
Boston,
Massachusetts
| $1.55B | +$19.1M | +1% | 4.85% | 93.9% | 229 | 16.59% | 4.3 |
|
| 1611 |
1611
Insight Holdings Group
New York
| $1.55B | -$755M | -33% | 0.8% | 111% | 33 | 27.27% | 1.5 |
|
| 1612 |
1612
Oxford Financial Group
Carmel,
Indiana
| $1.54B | -$33.5M | -2% | 0.02% | 77.2% | 327 | 18.04% | 3 |
|
| 1613 |
1613
Politan Capital Management
New York
| $1.54B | -$228M | -13% | 5.89% | 75.4% | 4 | 0% | 1.8 |
|
| 1614 |
1614
Everence Capital Management
Goshen,
Indiana
| $1.54B | -$45.7M | -3% | 4.34% | 108% | 1,062 | 52.92% | 3.6 |
|
| 1615 |
1615
First National Bank of Omaha
Omaha,
Nebraska
| $1.54B | -$27.6M | -2% | 0.1% | 70.9% | 313 | 4.79% | 6.5 |
|
| 1616 |
1616
Foster & Motley
Cincinnati,
Ohio
| $1.54B | -$39.1M | -2% | 2.84% | 68.8% | 385 | 5.71% | 4.9 |
|
| 1617 |
1617
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.54B | +$170M | +12% | 1.36% | 64.5% | 353 | 10.48% | 2 |
|
| 1618 |
1618
Tectonic Advisors
Frisco,
Texas
| $1.54B | +$4.96M | +0.3% | 1.98% | 44.9% | 334 | 13.17% | 2.2 |
|
| 1619 |
1619
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.53B | -$177M | -10% | 3.47% | 155% | 517 | 40.81% | 1 |
|
| 1620 |
1620
Boundary Creek Advisors
New York
| $1.53B | +$245M | +19% | 4.09% | 15% | 34 | 32.35% | 0.8 |
|
| 1621 |
1621
Legacy Private Trust
Neenah,
Wisconsin
| $1.53B | +$40.9M | +3% | 1.17% | 71.1% | 249 | 10.44% | 5.8 |
|
| 1622 |
1622
Evensky & Katz
Coral Gables,
Florida
| $1.53B | -$7.44M | -0.5% | 0.58% | 61.1% | 85 | 9.41% | 6.2 |
|
| 1623 |
1623
Consulta
London,
United Kingdom
| $1.53B | -$92.8M | -6% | 3.94% | 30.7% | 15 | 13.33% | 3 |
|
| 1624 |
1624
Rothschild Investment LLC
Chicago,
Illinois
| $1.53B | -$70.2K | -0% | 1.63% | 99.4% | 3,089 | 10.97% | 1.5 |
|
| 1625 |
1625
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.53B | -$41.3M | -3% | 1.07% | 85% | 273 | 8.06% | 6.8 |
|