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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
Glenorchy Capital
Boorolite,
Australia
| $1.65B | +$969M | +143% | 20.1% | – | 68 | 5.88% | 1.7 |
|
| 1727 |
1727
True Link Financial Advisors
San Francisco,
California
| $1.65B | +$92.4M | +6% | 0.95% | 27.3% | 120 | 28.33% | 1.4 |
|
| 1728 |
1728
NFP Retirement Inc
Aliso Viejo,
California
| $1.64B | +$78.5M | +5% | 1.46% | 46.7% | 318 | 10.06% | 3 |
|
| 1729 |
1729
Parcion Private Wealth
Bellevue,
Washington
| $1.64B | +$40.5M | +3% | 1.96% | 114% | 450 | 27.33% | 2 |
|
| 1730 |
1730
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.64B | -$110M | -6% | 6.37% | 80.4% | 65 | 27.69% | 3.5 |
|
| 1731 |
1731
BOK Financial Private Wealth
Denver,
Colorado
| $1.63B | +$44.8M | +3% | 2.37% | 61.8% | 471 | 22.51% | 3.6 |
|
| 1732 |
1732
Cumberland Partners
Toronto,
Ontario, Canada
| $1.63B | +$103M | +7% | 3.71% | 101% | 186 | 20.43% | 2.5 |
|
| 1733 |
1733
MFF Capital Investments Ltd
Sydney,
| $1.63B | – | – | 3.18% | – | 19 | – | 0 |
|
| 1734 |
MCI
1734
McDonald Capital Investors
Orinda,
California
| $1.63B | +$21.7M | +1% | 1.54% | 60.1% | 22 | 9.09% | 7.2 |
|
| 1735 |
1735
Greenspring Advisors
Towson,
Maryland
| $1.63B | +$1.06B | +188% | 2.12% | – | 282 | 59.57% | 1 |
|
| 1736 |
1736
Easterly Investment Partners
Beverly,
Massachusetts
| $1.63B | +$151M | +10% | 4.39% | 57.6% | 229 | 20.96% | 2.3 |
|
| 1737 |
1737
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.63B | +$103M | +7% | 3.4% | 81.1% | 448 | 32.59% | 1.6 |
|
| 1738 |
1738
Roundview Capital
Princeton,
New Jersey
| $1.63B | +$43.9M | +3% | 2.84% | 77.7% | 353 | 11.05% | 5.8 |
|
| 1739 |
1739
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.63B | +$56.2M | +4% | 1.63% | 52.8% | 242 | 10.74% | 4.9 |
|
| 1740 |
1740
Willis Johnson & Associates
Houston,
Texas
| $1.62B | +$6.43M | +0.4% | 2.33% | 50.9% | 203 | 14.78% | 2.5 |
|
| 1741 |
1741
Himension Capital (Singapore)
Singapore
| $1.62B | -$10.6M | -0.6% | 10.5% | 492% | 114 | 35.96% | 0.8 |
|
| 1742 |
MA
1742
Madrone Advisors
Menlo Park,
California
| $1.62B | -$415M | -20% | 17.6% | 10.4% | 6 | 16.67% | 1.6 |
|
| 1743 |
1743
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $1.62B | +$522M | +48% | 2.07% | 58.7% | 132 | 40.91% | 1.6 |
|
| 1744 |
1744
Thomasville National Bank
Thomasville,
Georgia
| $1.61B | +$25.2M | +2% | 2.95% | – | 257 | 10.89% | 6.6 |
|
| 1745 |
1745
Zweig-DiMenna Associates
New York
| $1.61B | +$182M | +13% | 13.6% | 561% | 129 | 41.09% | 1.3 |
|
| 1746 |
1746
Casdin Capital
New York
| $1.61B | +$411M | +34% | 34.7% | 370% | 39 | 20.51% | 2.4 |
|
| 1747 |
SCI
1747
S&CO Inc
Boston,
Massachusetts
| $1.61B | -$23.6M | -1% | 3.42% | 68.8% | 228 | 7.02% | 6.8 |
|
| 1748 |
1748
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.61B | +$67.8M | +4% | 2.04% | 58.9% | 385 | 12.21% | 2.4 |
|
| 1749 |
1749
Albion Financial Group
Salt Lake City,
Utah
| $1.61B | -$49.1M | -3% | 2.01% | 79.6% | 689 | 11.32% | 3.8 |
|
| 1750 |
1750
MUFG Securities Americas
New York
| $1.61B | +$56.8M | +4% | 3.96% | – | 514 | 2.53% | 1 |
|