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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
Stairway Partners
Chicago,
Illinois
| $1.27B | +$35.3M | +3% | 0.6% | 48.1% | 15 | 0% | 7.2 |
|
| 1727 |
1727
Stone Point Capital
Greenwich,
Connecticut
| $1.27B | +$42M | +3% | 2.03% | 15.7% | 7 | 42.86% | 4 |
|
| 1728 |
1728
Roundview Capital
Princeton,
New Jersey
| $1.27B | +$46.4M | +4% | 3.16% | 77.7% | 328 | 8.23% | 5 |
|
| 1729 |
1729
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.27B | +$5.42M | +0.4% | 7.93% | 271% | 722 | 39.47% | 1.7 |
|
| 1730 |
1730
Cacti Asset Management
Atlanta,
Georgia
| $1.27B | +$15.8M | +1% | 0.31% | 171% | 80 | 1.25% | 8.2 |
|
| 1731 |
1731
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.27B | +$8.45M | +0.7% | 1.06% | 54.8% | 2,065 | 6.78% | 3.3 |
|
| 1732 |
1732
Adelante Capital Management
Alameda,
California
| $1.27B | -$252M | -17% | 1.1% | 43.2% | 45 | 11.11% | 4.1 |
|
| 1733 |
1733
Avalon Trust
Santa Fe,
New Mexico
| $1.26B | +$44.3M | +4% | 6.95% | 118% | 338 | 10.36% | 1.1 |
|
| 1734 |
1734
Mount Yale Investment Advisors
Denver,
Colorado
| $1.26B | -$41M | -3% | 4.68% | 81.9% | 584 | 15.75% | 2.6 |
|
| 1735 |
1735
NXG Investment Management
Dallas,
Texas
| $1.26B | +$80.7M | +7% | 5.35% | 136% | 69 | 33.33% | 3.3 |
|
| 1736 |
1736
Westpac Banking Corp
Sydney,
Australia
| $1.26B | -$51.6M | -4% | 6.92% | 127% | 493 | 16.43% | 7.8 |
|
| 1737 |
1737
Linonia Partnership
New York
| $1.26B | +$160M | +15% | 1.67% | – | 13 | 30.77% | 0.4 |
|
| 1738 |
1738
Trek Financial
Scottsdale,
Arizona
| $1.26B | -$4.33M | -0.3% | 4.8% | 144% | 473 | 36.58% | 1.5 |
|
| 1739 |
1739
Courier Capital
Buffalo,
New York
| $1.26B | -$124M | -9% | 2.04% | 70.8% | 370 | 12.16% | 5.9 |
|
| 1740 |
1740
Owl Creek Asset Management
New York
| $1.26B | +$308M | +32% | 9.28% | 320% | 72 | 47.22% | 1.6 |
|
| 1741 |
1741
Valley Wealth Managers
Paramus,
New Jersey
| $1.26B | -$71.7M | -5% | 2.1% | 118% | 403 | 23.33% | 2.9 |
|
| 1742 |
1742
Certuity
North Palm Beach,
Florida
| $1.26B | +$116M | +10% | 3.73% | 190% | 392 | 24.49% | 1.9 |
|
| 1743 |
1743
Berger Financial Group
Plymouth,
Minnesota
| $1.25B | +$40.7M | +3% | 2.86% | 59.9% | 382 | 10.47% | 1.8 |
|
| 1744 |
1744
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.25B | +$121M | +11% | 1.51% | 64.5% | 372 | 12.37% | 1.5 |
|
| 1745 |
1745
Crake Asset Management
London,
United Kingdom
| $1.25B | +$264M | +27% | 1.95% | 52.7% | 17 | 17.65% | 1.6 |
|
| 1746 |
1746
StoneX Group
New York
| $1.25B | +$137M | +12% | 1.99% | 85.2% | 795 | 33.58% | 2.5 |
|
| 1747 |
1747
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.25B | -$7.52M | -0.6% | 2.6% | 96% | 138 | 17.39% | 2.7 |
|
| 1748 |
1748
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.25B | +$8.23M | +0.7% | 4.79% | 90.5% | 13 | 0% | 2.7 |
|
| 1749 |
1749
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.25B | +$17.4M | +1% | 4.18% | 116% | 111 | 6.31% | 6 |
|
| 1750 |
1750
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.25B | +$37.1M | +3% | 2.98% | 93.3% | 382 | 9.16% | 4 |
|