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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.09B | +$118M | +12% | 4% | 42.8% | 38 | 23.68% | 4.2 |
|
| 1652 |
1652
Donor Advised Charitable Giving
San Francisco,
California
| $1.09B | +$490M | +82% | 83.1% | 418% | 51 | 19.61% | 2.1 |
|
| 1653 |
1653
Francisco Partners Management
San Francisco,
California
| $1.09B | +$194M | +22% | 21.7% | 14.3% | 9 | 11.11% | 1.3 |
|
| 1654 |
1654
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.09B | +$73.3M | +7% | 9.84% | 61.9% | 557 | 16.16% | 4.1 |
|
| 1655 |
1655
Pitcairn
Conshohocken,
Pennsylvania
| $1.09B | +$84.9M | +8% | 7.77% | 111% | 628 | 11.78% | 4.3 |
|
| 1656 |
1656
Lee, Danner & Bass
Nashville,
Tennessee
| $1.09B | +$27.1M | +3% | 4.51% | – | 202 | 3.96% | 6.6 |
|
| 1657 |
1657
Cadence Bank
Tupelo,
Mississippi
| $1.09B | +$3.27M | +0.3% | 2.14% | 70.9% | 357 | 13.17% | 2.2 |
|
| 1658 |
1658
Windward Capital Management
Los Angeles,
California
| $1.08B | +$163M | +18% | 12.8% | 78.5% | 84 | 15.48% | 6.4 |
|
| 1659 |
DTL
1659
Dynamic Technology Lab
Singapore
| $1.08B | +$84.1M | +8% | 4.2% | 30.8% | 1,630 | 73.25% | 0.2 |
|
| 1660 |
1660
Sepio Capital
Salt Lake City,
Utah
| $1.08B | -$73.1M | -6% | 9.24% | 92% | 369 | 14.91% | 2.5 |
|
| 1661 |
1661
AIP LLC
New York
| $1.08B | -$47.1M | -4% | 4.17% | 54.9% | 2 | 0% | 2.9 |
|
| 1662 |
1662
SouthState Corp
Winter Haven,
Florida
| $1.08B | +$2.41M | +0.2% | 5.06% | 78.9% | 725 | 16.28% | 3.4 |
|
| 1663 |
1663
Schechter Investment Advisors
Birmingham,
Michigan
| $1.08B | -$14.8M | -1% | 6.48% | 36.1% | 927 | 31.72% | 0.9 |
|
| 1664 |
1664
Shufro Rose & Co
New York
| $1.08B | -$105M | -9% | 5.1% | 68.1% | 356 | 11.8% | 4.2 |
|
| 1665 |
1665
Asset Dedication LLC
San Francisco,
California
| $1.08B | +$93.4M | +9% | 4.81% | 67.8% | 1,118 | 11.81% | 1.9 |
|
| 1666 |
1666
Tributary Capital Management
Omaha,
Nebraska
| $1.08B | +$75.1M | +7% | 5.67% | 82.6% | 167 | 4.79% | 4.3 |
|
| 1667 |
1667
Readystate Asset Management
Chicago,
Illinois
| $1.08B | +$669M | +164% | 1.13% | 43.4% | 346 | 72.83% | 0 |
|
| 1668 |
1668
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.08B | +$91.1M | +9% | 8.33% | 142% | 41 | 29.27% | 2.1 |
|
| 1669 |
1669
Alta Park Capital
San Francisco,
California
| $1.07B | +$360M | +50% | 28.8% | 1,071% | 41 | 51.22% | 0.8 |
|
| 1670 |
1670
Western Wealth Management
Golden,
Colorado
| $1.07B | +$96.1M | +10% | 7.27% | 82.6% | 667 | 12.44% | 2.4 |
|
| 1671 |
1671
Neumeier Poma Investment Counsel
Carmel,
California
| $1.07B | -$3.82M | -0.4% | 12% | 229% | 44 | 11.36% | 3.2 |
|
| 1672 |
1672
Trek Financial
Scottsdale,
Arizona
| $1.07B | +$70.3M | +7% | 5.35% | 152% | 297 | 38.05% | 1.4 |
|
| 1673 |
1673
HoyleCohen
San Diego,
California
| $1.07B | +$66.9M | +7% | 9.85% | 46.1% | 270 | 6.67% | 3.6 |
|
| 1674 |
1674
MCF Advisors
Covington,
Kentucky
| $1.07B | +$92.1M | +9% | 5.66% | 55.2% | 873 | 8.82% | 0.9 |
|
| 1675 |
1675
QV Investors
Calgary,
Alberta, Canada
| $1.07B | +$26.4M | +3% | 3.87% | 68.3% | 71 | 9.86% | 3.4 |
|