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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
Geller Advisors
New York
| $1.45B | +$98.7M | +7% | 5.45% | 20.4% | 290 | 19.31% | 2.3 |
|
| 1652 |
1652
Investure LLC
Charlottesville,
Virginia
| $1.45B | +$625M | +76% | 5.92% | 55.4% | 14 | 0% | 4.7 |
|
| 1653 |
1653
Oakworth Capital
Birmingham,
Alabama
| $1.44B | +$74.3M | +5% | 6.94% | 70% | 782 | 22.38% | 5.5 |
|
| 1654 |
IFLIT
1654
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.44B | -$154M | -10% | 0.8% | 45.7% | 23 | 13.04% | 5.4 |
|
| 1655 |
1655
Atlas Infrastructure Partners
London,
United Kingdom
| $1.44B | +$238M | +20% | 16.9% | 20.7% | 7 | 42.86% | 1.1 |
|
| 1656 |
1656
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.44B | -$35.6M | -2% | 6.84% | 115% | 504 | 1.98% | 8.1 |
|
| 1657 |
1657
Albion Financial Group
Salt Lake City,
Utah
| $1.44B | +$114M | +9% | 7.61% | 79.6% | 537 | 9.68% | 3.9 |
|
| 1658 |
1658
Cumberland Partners
Toronto,
Ontario, Canada
| $1.44B | +$65.4M | +5% | 7.01% | 101% | 199 | 25.63% | 2.4 |
|
| 1659 |
1659
Kinetic Partners Management
Miami,
Florida
| $1.44B | +$66.1M | +5% | 14.9% | 263% | 33 | 33.33% | 0.8 |
|
| 1660 |
1660
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $1.44B | +$106M | +8% | 4% | 16.9% | 37 | 8.11% | 7.2 |
|
| 1661 |
1661
Quadrant Capital Group
Cincinnati,
Ohio
| $1.44B | +$92.7M | +7% | 6.62% | 118% | 2,823 | 7.58% | 5.3 |
|
| 1662 |
1662
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.43B | +$128M | +10% | 12.6% | 74.2% | 38 | 7.89% | 6.1 |
|
| 1663 |
1663
Stratos Investment Management
Beachwood,
Ohio
| $1.43B | +$225M | +19% | 5.36% | 58.2% | 262 | 18.7% | 2.1 |
|
| 1664 |
1664
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.43B | +$77.7M | +6% | 6.6% | 68% | 195 | 12.31% | 4.2 |
|
| 1665 |
1665
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $1.43B | +$155M | +12% | 6.61% | 93% | 464 | 19.4% | 1.1 |
|
| 1666 |
1666
Callan Capital
La Jolla,
California
| $1.43B | +$216M | +18% | 7.2% | 20.1% | 360 | 15.83% | 2.2 |
|
| 1667 |
1667
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.43B | +$271M | +23% | 37.5% | 161% | 11 | 0% | 2.4 |
|
| 1668 |
1668
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $1.43B | -$369M | -21% | 9.49% | 95.1% | 112 | 57.14% | 1 |
|
| 1669 |
WM
1669
WS Management
Jacksonville,
Florida
| $1.43B | +$72.1M | +5% | 5.91% | 309% | 62 | 35.48% | 3.9 |
|
| 1670 |
1670
Regal Investment Advisors
Kentwood,
Michigan
| $1.43B | -$104M | -7% | 7.01% | 64.7% | 589 | 18.34% | 2.6 |
|
| 1671 |
1671
Winton Group
London,
United Kingdom
| $1.43B | -$53.3M | -4% | 11.2% | 128% | 803 | 55.17% | 1 |
|
| 1672 |
1672
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $1.43B | +$269M | +23% | 4.9% | 52.3% | 68 | 16.18% | 3 |
|
| 1673 |
1673
MCF Advisors
Covington,
Kentucky
| $1.43B | +$105M | +8% | 5.59% | 50.2% | 1,067 | 9.93% | 1.9 |
|
| 1674 |
1674
Clarius Group LLC
Seattle,
Washington
| $1.43B | +$14.9M | +1% | 4.08% | 92.1% | 477 | 11.32% | 3.9 |
|
| 1675 |
1675
Paulson & Co
New York
| $1.43B | +$72.2M | +5% | 15.8% | 251% | 17 | 17.65% | 5.8 |
|