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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
NFP Retirement Inc
Aliso Viejo,
California
| $1.67B | +$22.2M | +1% | 1.48% | 46.7% | 324 | 10.19% | 3.1 |
|
| 1677 |
1677
Cerity Partners OCIO
New York
| $1.67B | -$140M | -8% | 0.57% | – | 27 | 14.81% | 3.6 |
|
| 1678 |
1678
GDS Wealth Management
Flower Mound,
Texas
| $1.66B | +$65.2M | +4% | 1.4% | 95.1% | 214 | 18.69% | 2.3 |
|
| 1679 |
1679
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.66B | +$23.1M | +1% | 0.76% | 80.4% | 58 | 10.34% | 3.7 |
|
| 1680 |
1680
Recurrent Investment Advisors
Houston,
Texas
| $1.66B | +$309M | +23% | 32.3% | 99.7% | 71 | 5.63% | 3.7 |
|
| 1681 |
1681
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.66B | +$6.81M | +0.4% | 1.86% | 73.7% | 333 | 14.11% | 3.9 |
|
| 1682 |
1682
Fiduciary Alliance
Greenville,
South Carolina
| $1.66B | +$127M | +8% | 1.45% | 104% | 577 | 16.81% | 1.4 |
|
| 1683 |
1683
Patten & Patten
Chattanooga,
Tennessee
| $1.66B | -$47M | -3% | 0.87% | 85.7% | 347 | 4.32% | 6.8 |
|
| 1684 |
1684
BOK Financial Private Wealth
Denver,
Colorado
| $1.66B | +$21.7M | +1% | 1.62% | 61.8% | 519 | 22.54% | 3.8 |
|
| 1685 |
1685
Compass Capital Management
Minneapolis,
Minnesota
| $1.66B | -$145M | -8% | 3.98% | 50.8% | 94 | 19.15% | 3.7 |
|
| 1686 |
1686
Bpifrance
Maisons Alfort, Cedex,
France
| $1.65B | -$712M | -30% | 22.7% | 53.2% | 2 | 0% | 6.1 |
|
| 1687 |
1687
Anomaly Capital Management
New York
| $1.65B | -$1.13B | -41% | 0.14% | 108% | 44 | 79.55% | 0.4 |
|
| 1688 |
1688
North Star Investment Management
Chicago,
Illinois
| $1.65B | +$56.8M | +4% | 0.01% | 89.9% | 1,814 | 19.74% | 4.1 |
|
| 1689 |
1689
Cacti Asset Management
Atlanta,
Georgia
| $1.65B | -$6.25M | -0.4% | 4.84% | 171% | 79 | 1.27% | 9.4 |
|
| 1690 |
1690
Empire Life Investments
Toronto,
Ontario, Canada
| $1.65B | -$129M | -7% | 0.88% | 90.8% | 122 | 19.67% | 3.3 |
|
| 1691 |
1691
TIAA Trust, National Association
Charlotte,
North Carolina
| $1.65B | -$40.1B | -96% | 1.31% | 55% | 689 | 44.7% | 2.3 |
|
| 1692 |
1692
Creative Financial Designs
Kokomo,
Indiana
| $1.65B | +$58.2M | +4% | 0.1% | 56.2% | 2,239 | 11.43% | 3.2 |
|
| 1693 |
1693
Greenspring Advisors
Towson,
Maryland
| $1.64B | +$11M | +0.7% | 0.25% | – | 330 | 18.48% | 1.1 |
|
| 1694 |
1694
Everence Capital Management
Goshen,
Indiana
| $1.64B | -$48.7M | -3% | 0.35% | 108% | 915 | 28.85% | 4.1 |
|
| 1695 |
1695
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.64B | +$14.7M | +0.9% | 0.28% | 52.8% | 238 | 10.08% | 4.9 |
|
| 1696 |
1696
Adell Harriman & Carpenter
Houston,
Texas
| $1.64B | -$35.8M | -2% | 0.82% | 191% | 172 | 7.56% | 7 |
|
| 1697 |
1697
UNC Management Company
Chapel Hill,
North Carolina
| $1.64B | +$533M | +48% | 3.35% | 92% | 6 | 50% | 0.8 |
|
| 1698 |
1SP
1698
140 Summer Partners
New York
| $1.64B | +$283M | +21% | 7.42% | 202% | 33 | 57.58% | 0.7 |
|
| 1699 |
MRG
1699
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.64B | -$406M | -20% | 13.4% | 95% | 11 | 27.27% | 4 |
|
| 1700 |
1700
Troluce Capital Advisors
Dorado,
Puerto Rico
| $1.63B | +$1.47B | +935% | 0.08% | 61.1% | 74 | 90.54% | 0 |
|