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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
Kensington Asset Management
Austin,
Texas
| $958M | – | – | 14.7% | 38.1% | 5 | – | 0 |
|
| 1777 |
1777
Transcend Capital Advisors
Madison,
New Jersey
| $958M | +$37.7M | +4% | 7.38% | 71.6% | 534 | 17.98% | 1.7 |
|
| 1778 |
1778
Hikari Tsushin Inc
Tokyo,
Japan
| $957M | +$16.1M | +2% | 1.94% | 59.5% | 58 | 3.45% | 4.7 |
|
| 1779 |
1779
Parcion Private Wealth
Bellevue,
Washington
| $957M | +$35M | +4% | 7.9% | 114% | 203 | 13.79% | 2.2 |
|
| 1780 |
1780
EMG Holdings
Old Greenwich,
Connecticut
| $957M | +$306M | +47% | 3.18% | 4.17% | 109 | 54.13% | 0.7 |
|
| 1781 |
1781
Dundas Partners
Edinburgh,
United Kingdom
| $956M | +$36.2M | +4% | 8.77% | 87.6% | 52 | 3.85% | 3 |
|
| 1782 |
1782
Roundview Capital
Princeton,
New Jersey
| $956M | +$79.6M | +9% | 7.27% | 77.7% | 315 | 9.52% | 4.5 |
|
| 1783 |
1783
Siemens Fonds Invest
Munich,
Germany
| $955M | -$44.6M | -4% | 11.2% | 126% | 382 | 5.5% | 1.7 |
|
| 1784 |
1784
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $954M | +$83.2M | +10% | 12% | 181% | 599 | 5.68% | 6.5 |
|
| 1785 |
1785
Ion Asset Management
Herzliya,
Israel
| $954M | +$215M | +29% | 1.98% | 125% | 38 | 21.05% | 1.3 |
|
| 1786 |
1786
Nations Financial Group
Cedar Rapids,
Iowa
| $953M | +$62.1M | +7% | 6.1% | 105% | 644 | 11.8% | 2.3 |
|
| 1787 |
1787
Baskin Financial Services
Toronto,
Ontario, Canada
| $952M | +$88M | +10% | 11.9% | 69.1% | 56 | 3.57% | 4.7 |
|
| 1788 |
1788
Harvard Management Company
Boston,
Massachusetts
| $952M | +$145M | +18% | 28.1% | 123% | 48 | 4.17% | 1.8 |
|
| 1789 |
1789
HSG Holding
Na,
Hong Kong
| $952M | -$34.9M | -4% | 1.2% | 2.94% | 19 | 0% | 3.3 |
|
| 1790 |
1790
Journey Strategic Wealth
Summit,
New Jersey
| $952M | +$101M | +12% | 9.25% | 62.2% | 287 | 26.83% | 0.6 |
|
| 1791 |
1791
Delta Asset Management
Memphis,
Tennessee
| $951M | +$32.7M | +4% | 4.9% | 53.8% | 676 | 7.25% | 1.9 |
|
| 1792 |
1792
Elm Partners Management
Philadelphia,
Pennsylvania
| $951M | +$86.4M | +10% | 4.41% | 46.9% | 39 | 12.82% | 3.2 |
|
| 1793 |
1793
Essex Financial Services
Essex,
Connecticut
| $950M | +$6.27M | +0.7% | 3.57% | 87.7% | 512 | 12.7% | 3.7 |
|
| 1794 |
WM
1794
WS Management
Jacksonville,
Florida
| $946M | -$220M | -19% | 9.18% | 309% | 77 | 35.06% | 3.2 |
|
| 1795 |
1795
Howard Capital Management Group
Los Angeles,
California
| $946M | +$111M | +13% | 15% | 114% | 113 | 12.39% | 1.6 |
|
| 1796 |
1796
Bell Bank
Fargo,
North Dakota
| $945M | +$84.4M | +10% | 7.17% | 71% | 196 | 11.22% | 4.3 |
|
| 1797 |
1797
Nitorum Capital
New York
| $944M | -$117M | -11% | 7.75% | 87.1% | 30 | 26.67% | 3.5 |
|
| 1798 |
1798
Tremblant Capital Group
West Palm Beach,
Florida
| $944M | -$225M | -19% | 20% | 131% | 42 | 14.29% | 1.9 |
|
| 1799 |
1799
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $944M | +$44.1M | +5% | 7.25% | 87.2% | 145 | 9.66% | 5.6 |
|
| 1800 |
1800
Main Management
San Francisco,
California
| $943M | +$75.4M | +9% | 7.28% | 64.1% | 144 | 20.83% | 3.2 |
|