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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
W.R. Berkley Corp
Greenwich,
Connecticut
| $1.74B | -$172M | -9% | 2.46% | 38.7% | 304 | 47.37% | 0.6 |
|
| 1627 |
1627
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.73B | +$133M | +8% | 7.28% | 70.6% | 108 | 6.48% | 4.7 |
|
| 1628 |
1628
BBR Partners
New York
| $1.73B | +$128M | +8% | 6.92% | 63.4% | 276 | 16.67% | 2.8 |
|
| 1629 |
1629
Diversify Wealth Management
Sandy,
Utah
| $1.73B | +$115M | +7% | 7.99% | – | 565 | 9.56% | 1 |
|
| 1630 |
1630
HMI Capital Management
San Francisco,
California
| $1.73B | -$29.8M | -2% | 7.49% | 5.95% | 13 | 30.77% | 1.6 |
|
| 1631 |
1631
Oakworth Capital
Birmingham,
Alabama
| $1.73B | +$179M | +12% | 7.33% | 70% | 865 | 28.79% | 4.6 |
|
| 1632 |
1632
Simplicity Wealth
Summit,
New Jersey
| $1.73B | -$675M | -28% | 8.26% | 82.2% | 746 | 26.54% | 0.8 |
|
| 1633 |
1633
General American Investors
New York
| $1.73B | +$164M | +11% | 11% | 129% | 77 | 11.69% | 5.3 |
|
| 1634 |
1634
Punch & Associates Investment Management
Edina,
Minnesota
| $1.73B | +$99.3M | +6% | 9.89% | 97.5% | 171 | 12.28% | 4.3 |
|
| 1635 |
1635
Prosperity Capital Advisors
Westlake,
Ohio
| $1.72B | +$192M | +13% | 7.4% | 72.2% | 431 | 16.01% | 1.5 |
|
| 1636 |
1636
Evensky & Katz
Coral Gables,
Florida
| $1.72B | +$86.3M | +5% | 6.54% | 57.1% | 74 | 2.7% | 6.8 |
|
| 1637 |
1637
Principle Wealth Partners
Madison,
Connecticut
| $1.72B | +$122M | +8% | 9.01% | 79.9% | 370 | 6.22% | 4.1 |
|
| 1638 |
1638
Resonant Capital Advisors
Madison,
Wisconsin
| $1.72B | +$150M | +10% | 5.59% | 56.5% | 459 | 14.81% | 2.6 |
|
| 1639 |
1639
Summit Global Investments
Bountiful,
Utah
| $1.71B | +$16.3M | +1% | 6.19% | 60.4% | 559 | 35.42% | 1.4 |
|
| 1640 |
1640
Rock Springs Capital Management
Baltimore,
Maryland
| $1.71B | +$107M | +7% | 27.7% | 342% | 102 | 17.65% | 3.6 |
|
| 1641 |
1641
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.71B | +$138M | +9% | 6.68% | 54.8% | 1,951 | 7.07% | 4.3 |
|
| 1642 |
1642
Empire Life Investments
Toronto,
Ontario, Canada
| $1.71B | +$133M | +8% | 8.51% | 90.8% | 116 | 12.07% | 3.6 |
|
| 1643 |
1643
Atwood & Palmer
Kansas City,
Missouri
| $1.7B | +$103M | +6% | 9.79% | 90% | 539 | 13.17% | 5.1 |
|
| 1644 |
1644
Patten & Patten
Chattanooga,
Tennessee
| $1.7B | +$156M | +10% | 8.75% | 85.7% | 353 | 11.05% | 6.3 |
|
| 1645 |
1645
LMCG Investments
Boston,
Massachusetts
| $1.7B | +$106M | +7% | 10.9% | 135% | 232 | 7.33% | 7.1 |
|
| 1646 |
1646
Hills Bank & Trust
North Liberty,
Iowa
| $1.7B | +$113M | +7% | 5.23% | 52.8% | 329 | 6.69% | 5.4 |
|
| 1647 |
1647
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.7B | +$90.6M | +6% | 5.81% | 50.4% | 31 | 6.45% | 5.3 |
|
| 1648 |
1648
Carrhae Capital
London,
United Kingdom
| $1.7B | +$330M | +24% | 19.6% | 182% | 39 | 58.97% | 0.8 |
|
| 1649 |
1649
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.69B | -$65.1M | -4% | 0.63% | 79.2% | 31 | 0% | 4.2 |
|
| 1650 |
1650
Sepio Capital
Salt Lake City,
Utah
| $1.69B | +$285M | +20% | 7.16% | 92% | 322 | 18.01% | 3.9 |
|