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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
AAA
1626
Adams Asset Advisors
Dallas,
Texas
| $594M | +$22.2M | +4% | 5.57% | 66.8% | 87 | 31.03% | 0.8 |
|
| 1627 |
1627
TCV Trust & Wealth Management
Richmond,
Virginia
| $592M | -$19.4M | -3% | 1.47% | 75.3% | 176 | 6.25% | 1.1 |
|
| 1628 |
1628
Truepoint Inc
Cincinnati,
Ohio
| $591M | +$22.6M | +4% | 1.44% | 43.4% | 32 | 50% | 0.6 |
|
| 1629 |
JC
1629
Joho Capital
New York
| $590M | -$64.9M | -10% | 5.88% | 80.2% | 12 | 8.33% | 1 |
|
| 1630 |
1630
Tiptree Advisors
New York
| $590M | +$114M | +24% | 1.61% | – | 34 | 23.53% | 0.7 |
|
| 1631 |
1631
Majedie Asset Management
London,
United Kingdom
| $589M | +$155M | +36% | 5.33% | 126% | 70 | 34.29% | 0.2 |
|
| 1632 |
ZAM
1632
Zenit Asset Management
Stockholm,
Sweden
| $589M | -$287M | -33% | 0.96% | – | 52 | 55.77% | 0.4 |
|
| 1633 |
1633
Pekin Hardy Strauss
Chicago,
Illinois
| $589M | -$47.6M | -7% | 4.08% | 102% | 147 | 8.16% | 1 |
|
| 1634 |
1634
Bank of the West
Monterey Park,
California
| $589M | -$52.8M | -8% | 0.06% | 35.4% | 271 | 14.02% | 1 |
|
| 1635 |
1635
Moors & Cabot
Boston,
Massachusetts
| $588M | -$5.26M | -0.9% | 0.47% | 124% | 582 | 15.46% | 0.4 |
|
| 1636 |
1636
Avity Investment Management
Greenwich,
Connecticut
| $588M | +$3.84M | +0.7% | 0.53% | 119% | 66 | 4.55% | 1 |
|
| 1637 |
1637
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $586M | -$30.6M | -5% | 3.61% | 106% | 19 | 0% | 0.6 |
|
| 1638 |
1638
Summit Creek Advisors
Minneapolis,
Minnesota
| $584M | -$14.3M | -2% | 2.66% | 68.8% | 55 | 16.36% | 1 |
|
| 1639 |
1639
Clarkston Capital Partners
Rochester,
Michigan
| $582M | +$38.6M | +7% | 0.24% | 8.43% | 139 | 10.79% | 0.9 |
|
| 1640 |
1640
W.R. Berkley Corp
Greenwich,
Connecticut
| $581M | – | – | 3.97% | 38.7% | 89 | – | 0 |
|
| 1641 |
1641
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $580M | -$28.2M | -5% | 0.76% | 115% | 475 | 4.63% | 1 |
|
| 1642 |
1642
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $579M | -$7.48M | -1% | 3.54% | 68.2% | 145 | 5.52% | 1.1 |
|
| 1643 |
1643
Maryland Capital Management
Towson,
Maryland
| $579M | +$8.25M | +1% | 2.04% | 44.5% | 195 | 9.23% | 1.1 |
|
| 1644 |
1644
Freestone Capital Holdings
Seattle,
Washington
| $578M | -$61.6M | -10% | 1.22% | 86.9% | 223 | 45.29% | 0.9 |
|
| 1645 |
1645
Mount Lucas Management
Newtown,
Pennsylvania
| $578M | -$184M | -24% | 0.82% | 109% | 123 | 35.77% | 0.6 |
|
| 1646 |
1646
Alerus Investment Advisors
Wayzata,
Minnesota
| $578M | -$2.06M | -0.4% | 0% | 32.7% | 162 | 8.02% | 1.2 |
|
| 1647 |
1647
Buckhead Capital Management
Atlanta,
Georgia
| $577M | -$130M | -18% | 1.22% | 67.6% | 215 | 16.74% | 1 |
|
| 1648 |
1648
Chemical Bank
Detroit,
Michigan
| $576M | -$12.5M | -2% | 0.11% | 36.5% | 306 | 8.5% | 1.1 |
|
| 1649 |
1649
RGM Capital
Naples,
Florida
| $574M | -$26.1M | -4% | 5.91% | 48.6% | 22 | 18.18% | 0.9 |
|
| 1650 |
1650
Makaira Partners
La Jolla,
California
| $573M | -$30.5M | -5% | 0.22% | 22% | 10 | 0% | 1.1 |
|