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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 |
1626
Legacy Private Trust
Neenah,
Wisconsin
| $1.45B | -$73.7M | -5% | 2.33% | 71.1% | 256 | 10.55% | 5.8 |
|
| 1627 |
1627
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.45B | -$58.1M | -4% | 0.63% | 70.7% | 255 | 15.29% | 4 |
|
| 1628 |
1628
Siemens Fonds Invest
Munich,
Germany
| $1.45B | -$43.2M | -3% | 2.85% | 126% | 589 | 26.99% | 2.2 |
|
| 1629 |
1629
Progeny 3 Inc
Kirkland,
Washington
| $1.45B | +$194M | +15% | 2.69% | 96.8% | 34 | 17.65% | 2.2 |
|
| 1630 |
1630
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.45B | -$63M | -4% | 0.83% | 137% | 404 | 16.58% | 2.2 |
|
| 1631 |
6CM
1631
683 Capital Management
New York
| $1.45B | -$164M | -10% | 2.76% | 311% | 256 | 57.81% | 1.5 |
|
| 1632 |
1632
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.45B | -$4.75M | -0.3% | 2.95% | 79% | 131 | 19.85% | 4.4 |
|
| 1633 |
1633
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $1.44B | -$28.8M | -2% | 2.73% | 16.9% | 40 | 7.5% | 6.5 |
|
| 1634 |
1634
Symmetry Investments
St Helier,
Jersey
| $1.44B | -$478M | -25% | 4.04% | 148% | 226 | 68.14% | 0.5 |
|
| 1635 |
1635
Atwood & Palmer
Kansas City,
Missouri
| $1.44B | -$17.7M | -1% | 0.02% | 90% | 487 | 12.94% | 5.4 |
|
| 1636 |
1636
American Family Investments
Madison,
Wisconsin
| $1.44B | -$622M | -30% | 1.61% | – | 11 | 0% | 0.7 |
|
| 1637 |
1637
Berger Financial Group
Plymouth,
Minnesota
| $1.44B | -$8.4M | -0.6% | 1.21% | 59.9% | 444 | 13.96% | 2.1 |
|
| 1638 |
1638
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.44B | +$58.4M | +4% | 2.66% | 52.3% | 81 | 34.57% | 2.6 |
|
| 1639 |
1639
Oakworth Capital
Birmingham,
Alabama
| $1.44B | -$17.7M | -1% | 1.08% | 70% | 704 | 13.21% | 5.4 |
|
| 1640 |
1640
Cambria Investment Management
Manhattan Beach,
California
| $1.43B | -$210M | -13% | 2.21% | 72% | 484 | 44.01% | 1.8 |
|
| 1641 |
1641
Resonant Capital Advisors
Madison,
Wisconsin
| $1.43B | +$63.6M | +5% | 0.03% | 56.5% | 378 | 10.85% | 2.7 |
|
| 1642 |
1642
Aureus Asset Management
Boston,
Massachusetts
| $1.43B | -$121M | -8% | 3.21% | 93.9% | 223 | 15.25% | 4.6 |
|
| 1643 |
1643
Financial Advocates Investment Management
Olympia,
Washington
| $1.43B | -$331M | -19% | 2.13% | 89.9% | 806 | 17.12% | 3.4 |
|
| 1644 |
1644
Oxford Financial Group
Carmel,
Indiana
| $1.43B | -$118M | -8% | 1.07% | 77.2% | 309 | 18.45% | 3.6 |
|
| 1645 |
1645
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.43B | -$22.4M | -2% | 1.23% | 94.5% | 249 | 12.85% | 6.9 |
|
| 1646 |
1646
Generate Investment Management
Auckland,
New Zealand
| $1.43B | -$4.96M | -0.3% | 3.88% | 153% | 96 | 41.67% | 0.7 |
|
| 1647 |
1647
Atlas Infrastructure Partners
London,
United Kingdom
| $1.42B | +$1.01B | +241% | 4.47% | 20.7% | 7 | 28.57% | 1.3 |
|
| 1648 |
1648
Hills Bank & Trust
North Liberty,
Iowa
| $1.42B | +$91.7M | +7% | 0.44% | 52.8% | 311 | 7.07% | 5.4 |
|
| 1649 |
1649
Good Life Advisors
Reading,
Pennsylvania
| $1.42B | +$46.5M | +3% | 2.29% | 60% | 525 | 12.95% | 3.4 |
|
| 1650 |
1650
BBR Partners
New York
| $1.42B | -$17M | -1% | 4.73% | 63.4% | 262 | 11.07% | 2.8 |
|