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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
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.19B | +$72.3M | +6% | 4.34% | 42.8% | 36 | 16.67% | 4 |
|
| 1777 |
1777
Robertson Stephens Wealth Management
San Francisco,
California
| $1.19B | +$303M | +34% | 9.6% | 109% | 400 | 27.75% | 1.1 |
|
| 1778 |
1778
Pacific Heights Asset Management
San Francisco,
California
| $1.19B | +$134M | +13% | 11.4% | 186% | 83 | 4.82% | 6.4 |
|
| 1779 |
1779
AGF Investments LLC
Toronto,
Ontario, Canada
| $1.19B | +$175M | +17% | 9.54% | 28.5% | 504 | 27.98% | 1.9 |
|
| 1780 |
1780
Kanawha Capital Management
Richmond,
Virginia
| $1.18B | +$104M | +10% | 11.8% | 74.5% | 202 | 1.98% | 5.9 |
|
| 1781 |
1781
Oak Ridge Investments
Chicago,
Illinois
| $1.18B | +$48.8M | +4% | 12% | 223% | 188 | 19.15% | 3.1 |
|
| 1782 |
1782
Private Wealth Partners
Mill Valley,
California
| $1.18B | +$107M | +10% | 12.8% | 132% | 88 | 17.05% | 4.9 |
|
| 1783 |
1783
Goodnow Investment Group
Darien,
Connecticut
| $1.18B | -$17.5M | -1% | 3.29% | 131% | 22 | 9.09% | 3.5 |
|
| 1784 |
1784
Amica Mutual Insurance
Providence,
Rhode Island
| $1.18B | +$225M | +23% | 10% | 80.4% | 108 | 9.26% | 4.3 |
|
| 1785 |
1785
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.18B | – | – | 7.5% | 74.5% | 746 | – | 0.8 |
|
| 1786 |
PIMG
1786
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.18B | +$72.3M | +7% | 5.38% | 52.9% | 254 | 5.91% | 1.9 |
|
| 1787 |
1787
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.18B | +$117M | +11% | 12% | 78.9% | 274 | 8.76% | 3.4 |
|
| 1788 |
1788
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.18B | +$109M | +10% | 11.2% | 85% | 255 | 10.59% | 6 |
|
| 1789 |
1789
Oakworth Capital
Birmingham,
Alabama
| $1.18B | +$141M | +14% | 9.56% | 70% | 608 | 7.89% | 4.9 |
|
| 1790 |
1790
Arete Wealth Advisors
Chicago,
Illinois
| $1.17B | +$266M | +29% | 7.25% | 85.3% | 536 | 29.48% | 1.9 |
|
| 1791 |
1791
Dorsey Asset Management
Chicago,
Illinois
| $1.17B | +$26.5M | +2% | 7.62% | 122% | 10 | 10% | 2.2 |
|
| 1792 |
1792
Quest Investment Management
Lake Oswego,
Oregon
| $1.17B | +$81.3M | +7% | 10.1% | 105% | 99 | 8.08% | 4.5 |
|
| 1793 |
1793
Blackhill Capital
Morristown,
New Jersey
| $1.17B | +$14.6M | +1% | 3% | 212% | 56 | 3.57% | 7.2 |
|
| 1794 |
1794
Lee, Danner & Bass
Nashville,
Tennessee
| $1.17B | +$84.1M | +8% | 8.08% | – | 208 | 5.29% | 5.6 |
|
| 1795 |
1795
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $1.17B | – | – | 12.2% | – | 461 | – | 0 |
|
| 1796 |
1796
3EDGE Asset Management
Naples,
Florida
| $1.17B | -$100M | -8% | 1.99% | 47.9% | 50 | 36% | 1.1 |
|
| 1797 |
1797
Meristem Family Wealth
Minnetonka,
Minnesota
| $1.17B | +$130M | +13% | 10.8% | 67.7% | 441 | 17.69% | 2.2 |
|
| 1798 |
1798
Klingman & Associates
New York
| $1.16B | +$93.4M | +9% | 7.3% | 64.9% | 184 | 7.07% | 3.2 |
|
| 1799 |
GPCM
1799
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.16B | +$69.1M | +6% | 9.23% | 96.1% | 16 | 6.25% | 6.7 |
|
| 1800 |
1800
Stack Financial Management
Whitefish,
Montana
| $1.16B | +$111M | +11% | 11.8% | 70% | 50 | 8% | 4.2 |
|