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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Joel Isaacson & Co
New York
| $702M | +$128M | +22% | 20.5% | 72.5% | 219 | 15.07% | 4.4 |
|
| 1777 |
1777
Money Design
Tokyo,
Japan
| $702M | +$137M | +24% | 12.1% | 26.4% | 69 | 20.29% | 1.4 |
|
| 1778 |
1778
SFMG Wealth Advisors
Plano,
Texas
| $702M | +$34.9M | +5% | 12.8% | 76.1% | 177 | 25.99% | 2.6 |
|
| 1779 |
1779
YCG LLC
Austin,
Texas
| $702M | +$106M | +18% | 18.1% | 27% | 43 | 4.65% | 4.5 |
|
| 1780 |
1780
HGC Investment Management
Toronto,
Ontario, Canada
| $702M | +$124M | +21% | 7.86% | 33.2% | 164 | 48.17% | 0.5 |
|
| 1781 |
TP
1781
Thunderbird Partners
London,
United Kingdom
| $701M | +$62.1M | +10% | 22.5% | 38% | 10 | 50% | 1.1 |
|
| 1782 |
1782
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $701M | -$313M | -31% | 17.2% | 47.9% | 15 | 40% | 1.9 |
|
| 1783 |
1783
Full Sail Capital
Oklahoma City,
Oklahoma
| $701M | +$140M | +25% | 19.2% | 55.4% | 157 | 8.92% | 1.2 |
|
| 1784 |
1784
Ulysses Management
New York
| $700M | +$202M | +41% | 42.7% | 51.8% | 51 | 45.1% | 1.4 |
|
| 1785 |
1785
Fidelity National Financial
Jacksonville,
Florida
| $700M | +$72.5M | +12% | 24.2% | 2.54% | 34 | 8.82% | 2.3 |
|
| 1786 |
1786
Portfolio Solutions
Royal Oak,
Michigan
| $700M | +$84.3M | +14% | 18% | 11.6% | 51 | 15.69% | 2.3 |
|
| 1787 |
1787
Cardan Capital Partners
Denver,
Colorado
| $699M | +$97M | +16% | 16.6% | 64% | 252 | 32.94% | 1.4 |
|
| 1788 |
1788
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $699M | +$95.2M | +16% | 17.8% | 58.6% | 74 | 12.16% | 2.5 |
|
| 1789 |
1789
Shenkman Capital Management
New York
| $699M | +$29.9M | +4% | 0.04% | 3.15% | 91 | 1.1% | 1.3 |
|
| 1790 |
1790
ORIX Corp
Tokyo,
Japan
| $698M | -$45.8M | -6% | 6.16% | 11.7% | 1 | 0% | 2.5 |
|
| 1791 |
1791
Pictet North America Advisors
Geneva 73,
Switzerland
| $697M | +$113M | +19% | 23.9% | 67.7% | 144 | 20.14% | 2.8 |
|
| 1792 |
1792
One Capital Management
Westlake Village,
California
| $697M | +$107M | +18% | 16.6% | 50.5% | 194 | 12.89% | 3.8 |
|
| 1793 |
1793
ProVise Management Group
Clearwater,
Florida
| $697M | +$100M | +17% | 17.2% | 66.8% | 294 | 17.35% | 4.3 |
|
| 1794 |
1794
Csenge Advisory Group
Clearwater,
Florida
| $696M | +$316M | +83% | 18.3% | 66.3% | 427 | 43.56% | 0.9 |
|
| 1795 |
1795
Versant Venture Management
San Francisco,
California
| $696M | +$331M | +91% | 63.3% | 409% | 12 | 25% | 2 |
|
| 1796 |
1796
WealthSource Partners
San Luis Obispo,
California
| $695M | +$60.6M | +10% | 15.4% | 16.8% | 398 | 26.38% | 1.8 |
|
| 1797 |
1797
Middleton & Co
Boston,
Massachusetts
| $694M | +$123M | +21% | 24.3% | 81.8% | 146 | 7.53% | 4.9 |
|
| 1798 |
1798
Grassi Investment Management
Santa Clara,
California
| $694M | +$122M | +21% | 19.9% | 170% | 134 | 23.13% | 3.7 |
|
| 1799 |
1799
Evensky & Katz
Coral Gables,
Florida
| $693M | +$56.7M | +9% | 18.8% | 61.1% | 103 | 16.5% | 3.3 |
|
| 1800 |
1800
YHB Investment Advisors
West Hartford,
Connecticut
| $693M | +$113M | +19% | 21.7% | 96.2% | 179 | 8.94% | 4.5 |
|