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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
Clarius Group LLC
Seattle,
Washington
| $1.69B | -$26.5M | -2% | 6.34% | 92.1% | 489 | 20.45% | 4.6 |
|
| 1652 |
1652
Procyon Advisors
Shelton,
Connecticut
| $1.69B | +$622M | +58% | 7.04% | 92.3% | 529 | 14.93% | 2.9 |
|
| 1653 |
1653
Aaron Wealth Advisors
Chicago,
Illinois
| $1.69B | +$709M | +72% | 7.58% | 108% | 664 | 31.63% | 1.5 |
|
| 1654 |
1654
Country Club Bank
Kansas City,
Missouri
| $1.69B | +$97.6M | +6% | 7.36% | 77.4% | 327 | 2.45% | 2.9 |
|
| 1655 |
1655
TIG Advisors LLC
New York
| $1.68B | -$177M | -10% | 21% | 379% | 108 | 80.56% | 0.1 |
|
| 1656 |
1656
Cadian Capital Management
New York
| $1.68B | -$103M | -6% | 1.57% | 19.5% | 31 | 38.71% | 1 |
|
| 1657 |
1657
Trek Financial
Scottsdale,
Arizona
| $1.68B | +$188M | +13% | 11.2% | 144% | 500 | 29.8% | 1.9 |
|
| 1658 |
1658
Pine Ridge Advisers
New York
| $1.68B | +$91.6M | +6% | 7.89% | 90.1% | 41 | 9.76% | 3 |
|
| 1659 |
1659
Legacy Private Trust
Neenah,
Wisconsin
| $1.68B | +$129M | +8% | 7.34% | 71.1% | 260 | 5.38% | 5.8 |
|
| 1660 |
1660
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.68B | +$133M | +9% | 12.9% | 74.2% | 35 | 20% | 7.4 |
|
| 1661 |
1661
TCI Wealth Advisors
Tucson,
Arizona
| $1.68B | +$217M | +15% | 7.48% | 65% | 276 | 13.41% | 6.4 |
|
| 1662 |
1662
Madison Avenue Partners
New York
| $1.68B | +$178M | +12% | 34.5% | 284% | 29 | 41.38% | 1.5 |
|
| 1663 |
1663
Berger Financial Group
Plymouth,
Minnesota
| $1.67B | +$125M | +8% | 6.78% | 59.9% | 455 | 9.23% | 2.3 |
|
| 1664 |
1664
Essex Financial Services
Essex,
Connecticut
| $1.67B | +$147M | +10% | 8.96% | 87.7% | 769 | 13.26% | 3.9 |
|
| 1665 |
1665
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.67B | +$128M | +8% | 8.9% | 102% | 109 | 3.67% | 5.1 |
|
| 1666 |
1666
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.67B | +$142M | +9% | 9.49% | 88.1% | 467 | 15.2% | 3.2 |
|
| 1667 |
1667
Segment Wealth Management
Houston,
Texas
| $1.67B | +$93M | +6% | 7.58% | 108% | 301 | 10.63% | 4.6 |
|
| 1668 |
1668
Everence Capital Management
Goshen,
Indiana
| $1.67B | +$115M | +7% | 8.9% | 108% | 860 | 15.47% | 4 |
|
| 1669 |
1669
Kensington Asset Management
Austin,
Texas
| $1.67B | +$344M | +26% | 5.15% | 38.1% | 38 | 26.32% | 0.5 |
|
| 1670 |
1670
Alaska Permanent Fund
Juneau,
Alaska
| $1.67B | -$17.5M | -1% | 6.98% | 69.2% | 10 | 30% | 4.3 |
|
| 1671 |
1671
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.67B | +$103M | +7% | 7.46% | 85% | 264 | 6.06% | 7.2 |
|
| 1672 |
1672
Steelhead Partners
Seattle,
Washington
| $1.67B | -$320M | -16% | 0% | 0.4% | 31 | 6.45% | 1.3 |
|
| 1673 |
1673
Broadwood Capital
New York
| $1.66B | +$91.9M | +6% | 17.1% | 110% | 13 | 7.69% | 6 |
|
| 1674 |
1674
Rebalance
Palo Alto,
California
| $1.66B | +$186M | +13% | 5.6% | 47.6% | 105 | 11.43% | 1.9 |
|
| 1675 |
1675
Alpine Associates Management
Palm Beach,
Florida
| $1.66B | -$218M | -12% | 21.5% | 366% | 98 | 80.61% | 0.2 |
|