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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Impala Asset Management
Palm Beach,
Florida
| $1.16B | -$107M | -8% | 12% | 62.6% | 52 | 40.38% | 1.4 |
|
| 1727 |
1727
Fosun International
Hong Kong,
China
| $1.16B | -$591M | -34% | 12.6% | 41.3% | 256 | 25.78% | 1.8 |
|
| 1728 |
1728
Atwood & Palmer
Kansas City,
Missouri
| $1.16B | -$36.6M | -3% | 2.15% | 90% | 473 | 9.09% | 3.9 |
|
| 1729 |
1729
TrustCore Financial Services
Brentwood,
Tennessee
| $1.16B | +$273M | +31% | 3.89% | 28.3% | 1,139 | 20.9% | 2 |
|
| 1730 |
1730
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.16B | -$39M | -3% | 4.39% | 143% | 399 | 45.86% | 0.8 |
|
| 1731 |
SFG
1731
Sather Financial Group
Victoria,
Texas
| $1.16B | +$3.99M | +0.3% | 5.52% | 70% | 103 | 23.3% | 2.1 |
|
| 1732 |
1732
Goelzer Investment Management
Carmel,
Indiana
| $1.16B | -$70.4M | -6% | 1.52% | 97.2% | 233 | 10.73% | 4.9 |
|
| 1733 |
1733
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1.16B | -$531M | -31% | 22.5% | 94.5% | 77 | 32.47% | 0.8 |
|
| 1734 |
1734
Facet Wealth Inc
Baltimore,
Maryland
| $1.15B | +$78.9M | +7% | 4.68% | 48.1% | 72 | 11.11% | 1 |
|
| 1735 |
PIMG
1735
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.15B | -$25.9M | -2% | 4.69% | 52.9% | 257 | 5.84% | 2.1 |
|
| 1736 |
1736
Ensemble Capital Management
San Francisco,
California
| $1.15B | -$180M | -13% | 15.9% | 36.2% | 30 | 6.67% | 5.1 |
|
| 1737 |
1737
Almanack Investment Partners
Wayne,
Pennsylvania
| $1.15B | -$82.7M | -7% | 0.02% | 77.8% | 564 | 18.44% | 1.5 |
|
| 1738 |
1738
Country Club Bank
Kansas City,
Missouri
| $1.15B | – | – | 1.45% | 77.4% | 264 | – | 0 |
|
| 1739 |
1739
Trek Financial
Scottsdale,
Arizona
| $1.15B | +$77.1M | +7% | 2.23% | 144% | 279 | 40.5% | 1.2 |
|
| 1740 |
1740
Kings Point Capital Management
Great Neck,
New York
| $1.15B | -$74.2M | -6% | 4.98% | 80.1% | 665 | 18.05% | 3.8 |
|
| 1741 |
1741
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $1.15B | -$19.5M | -2% | 1.6% | – | 481 | 10.4% | 0.2 |
|
| 1742 |
1742
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $1.15B | -$5.1M | -0.4% | 4.63% | 61.4% | 156 | 16.67% | 4.1 |
|
| 1743 |
1743
Pitcairn
Conshohocken,
Pennsylvania
| $1.15B | -$406M | -26% | 3.47% | 111% | 663 | 14.18% | 3.8 |
|
| 1744 |
1744
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.15B | -$44M | -4% | 3.75% | 42.8% | 41 | 31.71% | 3.3 |
|
| 1745 |
1745
Quantbot Technologies
New York
| $1.15B | -$86.3M | -7% | 5.79% | 33.6% | 2,232 | 63.4% | 0.3 |
|
| 1746 |
1746
III Capital Management
Boca Raton,
Florida
| $1.15B | -$223M | -16% | 0.13% | 28.7% | 189 | 34.92% | 0.4 |
|
| 1747 |
1747
Telemus Capital
Southfield,
Michigan
| $1.15B | -$92.9M | -8% | 5.33% | 27.9% | 400 | 20.75% | 3.8 |
|
| 1748 |
1748
Point Break Capital Management
Miami,
Florida
| $1.14B | -$1.09B | -49% | 18.5% | – | 31 | 70.97% | 1.1 |
|
| 1749 |
1749
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.14B | -$49M | -4% | 5.63% | 86% | 605 | 13.39% | 3.5 |
|
| 1750 |
1750
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.14B | +$113M | +11% | 3.69% | 77.5% | 497 | 17.3% | 1.3 |
|