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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
Dundas Partners
Edinburgh,
United Kingdom
| $924M | -$176M | -16% | 15% | 87.6% | 57 | 5.26% | 2.5 |
|
| 1777 |
1777
Baskin Financial Services
Toronto,
Ontario, Canada
| $923M | -$213M | -19% | 17.8% | 69.1% | 62 | 12.9% | 4.3 |
|
| 1778 |
1778
Phillips Financial Management
Fort Wayne,
Indiana
| $923M | -$134M | -13% | 11.5% | 45.6% | 144 | 31.25% | 5 |
|
| 1779 |
1779
Oribel Capital Management
New York
| $922M | -$667M | -42% | 6.71% | 337% | 169 | 61.54% | 0.7 |
|
| 1780 |
1780
LBMC Investment Advisors
Brentwood,
Tennessee
| $921M | -$209M | -18% | 14.7% | 52.8% | 171 | 19.88% | 4.1 |
|
| 1781 |
1781
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| $920M | -$70.8M | -7% | 14.4% | – | 105 | 27.62% | 0.6 |
|
| 1782 |
1782
Greenvale Capital
London,
United Kingdom
| $917M | +$30.7M | +3% | 23.6% | 101% | 20 | 45% | 0.8 |
|
| 1783 |
1783
1900 Wealth Management
San Antonio,
Texas
| $917M | -$135M | -13% | 12.7% | 61% | 244 | 11.48% | 1.1 |
|
| 1784 |
1784
Forward Management
San Francisco,
California
| $917M | -$42.4M | -4% | 0.64% | 36.9% | 36 | 41.67% | 0.9 |
|
| 1785 |
1785
HighPoint Advisor Group
Downers Grove,
Illinois
| $914M | – | – | 13.9% | – | 541 | – | 3 |
|
| 1786 |
1786
Lincluden Management
Mississauga,
Ontario, Canada
| $914M | -$216M | -19% | 12.8% | 56.6% | 75 | 8% | 5.2 |
|
| 1787 |
1787
Sand Grove Capital Management
London,
United Kingdom
| $913M | +$76.5M | +9% | 0.54% | 410% | 23 | 47.83% | 0.3 |
|
| 1788 |
1788
Wealthcare Capital Management
Richmond,
Virginia
| $913M | -$116M | -11% | 11.1% | 46.2% | 83 | 27.71% | 5 |
|
| 1789 |
1789
Evanson Asset Management
Carmel,
California
| $909M | -$120M | -12% | 15% | 66.6% | 313 | 20.77% | 4.7 |
|
| 1790 |
1790
Rehmann Capital Advisory Group
Lansing,
Michigan
| $909M | -$144M | -14% | 12.8% | 64.6% | 570 | 16.84% | 3.1 |
|
| 1791 |
1791
Capital Asset Advisory Services
Williamston,
Michigan
| $908M | -$32.2M | -3% | 12.2% | 51% | 630 | 19.21% | 2 |
|
| 1792 |
1792
Greenhouse Funds
Baltimore,
Maryland
| $908M | -$82.7M | -8% | 11.8% | 90.7% | 56 | 44.64% | 0.9 |
|
| 1793 |
1793
Thomasville National Bank
Thomasville,
Georgia
| $907M | -$128M | -12% | 12.1% | – | 225 | 7.11% | 4.6 |
|
| 1794 |
KPF
1794
K2 Principal Fund
Toronto,
Ontario, Canada
| $907M | -$253M | -22% | 19.6% | 76.5% | 435 | 48.28% | 0.4 |
|
| 1795 |
1795
Bernzott Capital Advisors
Camarillo,
California
| $905M | -$186M | -17% | 14.8% | 46.6% | 55 | 18.18% | 3.8 |
|
| 1796 |
BCM
1796
Bluefin Capital Management
New York
| $904M | -$192M | -18% | 8.19% | – | 853 | 53.22% | 0.5 |
|
| 1797 |
1797
Mill Capital Management
Concord,
North Carolina
| $903M | -$144M | -14% | 14.4% | 104% | 140 | 15% | 0.5 |
|
| 1798 |
1798
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $902M | -$330M | -27% | 24.6% | 219% | 123 | 30.08% | 1.2 |
|
| 1799 |
CWM
1799
Cornerstone Wealth Management
St. Peters,
Missouri
| $902M | -$127M | -12% | 13.3% | 69.8% | 494 | 16.6% | 3.2 |
|
| 1800 |
1800
Main Management ETF Advisors
San Francisco,
California
| $901M | -$176M | -16% | 15.8% | 97.2% | 28 | 17.86% | 1.8 |
|