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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
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $986M | +$75.4M | +8% | 9.15% | 56.1% | 129 | 12.4% | 2 |
|
| 1702 |
MI
1702
MMCAP International
Grand Cayman,
Cayman Islands
| $986M | -$279M | -22% | 4% | 184% | 486 | 26.13% | 1 |
|
| 1703 |
1703
Asset Dedication LLC
San Francisco,
California
| $986M | +$75.1M | +8% | 9.56% | 71.9% | 1,178 | 22.07% | 1.6 |
|
| 1704 |
1704
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $985M | -$585M | -37% | 11.7% | 142% | 52 | 34.62% | 2.2 |
|
| 1705 |
1705
Praesidium Investment Management Company
New York
| $984M | -$40.8M | -4% | 5.09% | 79% | 18 | 33.33% | 2.6 |
|
| 1706 |
1706
Efficient Advisors
Mason,
Ohio
| $984M | -$164M | -14% | 9.97% | 30.6% | 74 | 25.68% | 5.5 |
|
| 1707 |
1707
Mason Investment Advisory Services
Reston,
Virginia
| $983M | +$112M | +13% | 10.2% | 76.1% | 97 | 20.62% | 2.3 |
|
| 1708 |
1708
Phillips Financial Management
Fort Wayne,
Indiana
| $983M | +$75.7M | +8% | 7.41% | 45.6% | 235 | 9.36% | 2.7 |
|
| 1709 |
1709
Oribel Capital Management
New York
| $980M | +$240M | +32% | 9.11% | 337% | 130 | 66.15% | 0.6 |
|
| 1710 |
1710
MCF Advisors
Covington,
Kentucky
| $979M | +$80.5M | +9% | 7.07% | 55.2% | 903 | 16.28% | 0.7 |
|
| 1711 |
1711
HAP Trading
New York
| $979M | -$516M | -35% | 10.8% | 141% | 2,021 | 43.25% | 1.7 |
|
| 1712 |
1712
Penn Capital Management
Philadelphia,
Pennsylvania
| $979M | +$83.2M | +9% | 15% | 170% | 189 | 20.63% | 2.2 |
|
| 1713 |
1713
Avity Investment Management
Greenwich,
Connecticut
| $979M | +$56.8M | +6% | 8.95% | 119% | 84 | 9.52% | 5.7 |
|
| 1714 |
1714
Western Wealth Management
Golden,
Colorado
| $978M | -$768M | -44% | 7.8% | 82.6% | 828 | 28.74% | 2.3 |
|
| 1715 |
1715
Nationwide Fund Advisors
Columbus,
Ohio
| $977M | -$1.99M | -0.2% | 3.73% | 34.1% | 7 | 14.29% | 2.1 |
|
| 1716 |
1716
Rehmann Capital Advisory Group
Lansing,
Michigan
| $976M | +$74.1M | +8% | 8.8% | 64.6% | 585 | 14.7% | 3.2 |
|
| 1717 |
1717
Sandler Capital Management
New York
| $976M | +$259M | +36% | 15.2% | 325% | 113 | 46.9% | 0.9 |
|
| 1718 |
1718
Flagship Harbor Advisors
Boston,
Massachusetts
| $975M | +$113M | +13% | 6.6% | 75.7% | 645 | 14.73% | 3.6 |
|
| 1719 |
1719
Alaska Permanent Capital Management
Anchorage,
Alaska
| $973M | +$18.5M | +2% | 7.48% | 42.8% | 38 | 10.53% | 4 |
|
| 1720 |
1720
AlphaStar Capital Management
Cornelius,
North Carolina
| $973M | +$41.2M | +4% | 6.61% | 69.5% | 354 | 21.19% | 1.8 |
|
| 1721 |
1721
HGC Investment Management
Toronto,
Ontario, Canada
| $971M | -$510M | -34% | 1.78% | 33.2% | 519 | 63.01% | 0.5 |
|
| 1722 |
1722
Governors Lane
New York
| $970M | -$211M | -18% | 7.18% | 133% | 192 | 47.92% | 0.9 |
|
| 1723 |
IAIM
1723
International Assets Investment Management
Orlando,
Florida
| $967M | +$503M | +108% | 6.89% | 101% | 880 | 53.07% | 0.9 |
|
| 1724 |
1724
Empirical Finance
Havertown,
Pennsylvania
| $966M | +$123M | +15% | 9.59% | 124% | 507 | 8.09% | 2.1 |
|
| 1725 |
1725
Ensemble Capital Management
San Francisco,
California
| $965M | +$77M | +9% | 9.98% | 36.2% | 28 | 10.71% | 5.5 |
|