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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Alaska Permanent Capital Management
Anchorage,
Alaska
| $994M | -$153M | -13% | 12.1% | 42.8% | 46 | 32.61% | 3.2 |
|
| 1702 |
1702
Oakworth Capital
Birmingham,
Alabama
| $994M | -$167M | -14% | 14.9% | 64.3% | 588 | 11.05% | 5.2 |
|
| 1703 |
1703
Sarissa Capital Management
Greenwich,
Connecticut
| $993M | -$64.5M | -6% | 0.73% | 80% | 11 | 0% | 2.8 |
|
| 1704 |
1704
Portolan Capital Management
Boston,
Massachusetts
| $993M | -$261M | -21% | 14.2% | 738% | 176 | 52.84% | 1.1 |
|
| 1705 |
1705
Hodges Capital Management
Dallas,
Texas
| $991M | -$268M | -21% | 16.8% | 200% | 247 | 19.03% | 3.2 |
|
| 1706 |
1706
Avior Wealth Management
Omaha,
Nebraska
| $990M | -$170M | -15% | 14.5% | 71.4% | 1,282 | 11.7% | 3.1 |
|
| 1707 |
1707
Lee, Danner & Bass
Nashville,
Tennessee
| $990M | -$184M | -16% | 14.7% | – | 214 | 10.28% | 6 |
|
| 1708 |
1708
Arete Wealth Advisors
Chicago,
Illinois
| $989M | -$205M | -17% | 13% | 85.3% | 587 | 36.8% | 2.3 |
|
| 1709 |
1709
M Holdings Securities
Portland,
Oregon
| $988M | -$333M | -25% | 13.9% | 83.9% | 521 | 19.58% | 1.7 |
|
| 1710 |
1710
Kanawha Capital Management
Richmond,
Virginia
| $987M | -$152M | -13% | 11.6% | 74.5% | 202 | 4.46% | 6.3 |
|
| 1711 |
1711
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $986M | -$123M | -11% | 10.6% | 60.7% | 182 | 17.58% | 1.3 |
|
| 1712 |
1712
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $985M | -$158M | -14% | 13.7% | 86% | 596 | 15.27% | 3.8 |
|
| 1713 |
1713
Islet Management
New York
| $984M | -$1.44B | -59% | 15.6% | 75.3% | 187 | 73.8% | 0.3 |
|
| 1714 |
1714
Pacific Heights Asset Management
San Francisco,
California
| $983M | -$188M | -16% | 16.5% | 181% | 83 | 1.2% | 6.7 |
|
| 1715 |
1715
First American Bank
Dundee,
Illinois
| $982M | -$199M | -17% | 12.9% | 99.7% | 169 | 8.88% | 4.9 |
|
| 1716 |
1716
Trek Financial
Scottsdale,
Arizona
| $980M | -$170M | -15% | 7.73% | 144% | 276 | 37.68% | 1.3 |
|
| 1717 |
1717
Laurel Wealth Advisors (California)
Solana Beach,
California
| $980M | -$230M | -19% | 13.6% | 33% | 776 | 22.29% | 2.3 |
|
| 1718 |
SBCM
1718
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $980M | -$220M | -18% | 16.6% | 72.3% | 48 | 0% | 5.6 |
|
| 1719 |
1719
Atlantic Union Bankshares
Glen Allen,
Virginia
| $978M | -$164M | -14% | 12.1% | 78.9% | 265 | 6.79% | 3.8 |
|
| 1720 |
1720
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $977M | -$171M | -15% | 13.6% | 61.4% | 146 | 12.33% | 4.6 |
|
| 1721 |
1721
NXG Investment Management
Dallas,
Texas
| $976M | -$140M | -13% | 10.4% | 136% | 103 | 20.39% | 2.6 |
|
| 1722 |
1722
Avity Investment Management
Greenwich,
Connecticut
| $974M | -$167M | -15% | 12.2% | 119% | 94 | 12.77% | 5.3 |
|
| 1723 |
1723
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $974M | -$293M | -23% | 13.2% | 162% | 254 | 20.08% | 3.9 |
|
| 1724 |
1724
Alpha Wave Global
New York
| $973M | -$137M | -12% | 4.17% | 226% | 143 | 23.78% | 0.7 |
|
| 1725 |
1725
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $972M | -$188M | -16% | 14.6% | 94.2% | 153 | 7.84% | 5.3 |
|