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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
ARS Investment Partners
New York
| $1.51B | +$144M | +10% | 22.8% | 260% | 217 | 20.74% | 3.2 |
|
| 1777 |
1777
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.51B | +$65.3M | +5% | 9.82% | 115% | 511 | 7.44% | 6.7 |
|
| 1778 |
1778
Valley Wealth Managers
Paramus,
New Jersey
| $1.51B | +$122M | +9% | 9.4% | 118% | 334 | 15.57% | 4.1 |
|
| 1779 |
1779
Chai Trust Company
Chicago,
Illinois
| $1.51B | -$120M | -7% | 0.54% | 12.7% | 13 | 30.77% | 5.3 |
|
| 1780 |
1780
Strategy Capital
Los Altos,
California
| $1.51B | +$26.2M | +2% | 5.91% | 316% | 11 | 18.18% | 3.7 |
|
| 1781 |
1781
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.51B | -$4.58M | -0.3% | 6.9% | 66.8% | 285 | 12.28% | 6.1 |
|
| 1782 |
1782
WealthPlan Investment Management
Omaha,
Nebraska
| $1.51B | +$135M | +10% | 7.6% | 74.2% | 369 | 15.99% | 1.6 |
|
| 1783 |
1783
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $1.51B | +$707M | +89% | 55.9% | 507% | 24 | 16.67% | 3.4 |
|
| 1784 |
1784
OneAscent Financial Services
Birmingham,
Alabama
| $1.5B | +$102M | +7% | 6.49% | 63.8% | 572 | 22.55% | 0.9 |
|
| 1785 |
1785
Meritage Portfolio Management
Overland Park,
Kansas
| $1.5B | -$78.4M | -5% | 11.1% | 97.4% | 346 | 10.98% | 3.7 |
|
| 1786 |
1786
Simmons Bank
Pine Bluff,
Arkansas
| $1.5B | +$97.7M | +7% | 9% | 92.9% | 340 | 5.29% | 6.6 |
|
| 1787 |
1787
Adelante Capital Management
Alameda,
California
| $1.5B | +$137M | +10% | 4.85% | 43.2% | 48 | 22.92% | 4.4 |
|
| 1788 |
1788
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.5B | +$113M | +8% | 9% | 93.3% | 404 | 8.91% | 4.5 |
|
| 1789 |
1789
Fiduciary Alliance
Greenville,
South Carolina
| $1.49B | +$152M | +11% | 10.6% | 104% | 519 | 11.75% | 1.1 |
|
| 1790 |
1790
Lombard Odier Asset Management (USA)
New York
| $1.49B | +$177M | +13% | 11.9% | 96.8% | 492 | 41.87% | 0.6 |
|
| 1791 |
1791
KMG Fiduciary Partners
Toledo,
Ohio
| $1.49B | +$140M | +10% | 8.35% | 114% | 300 | 5% | 3.4 |
|
| 1792 |
1792
Appleton Partners
Boston,
Massachusetts
| $1.49B | +$76.8M | +5% | 8.2% | 101% | 262 | 6.49% | 6.7 |
|
| 1793 |
1793
Creative Financial Designs
Kokomo,
Indiana
| $1.49B | +$100M | +7% | 5.68% | 56.2% | 2,138 | 10.34% | 3.1 |
|
| 1794 |
1794
Asset Dedication LLC
San Francisco,
California
| $1.49B | +$111M | +8% | 6.88% | 67.8% | 1,259 | 15.49% | 3.3 |
|
| 1795 |
1795
Koshinski Asset Management
Decatur,
Illinois
| $1.49B | +$163M | +12% | 7.46% | 76.5% | 748 | 12.83% | 3 |
|
| 1796 |
1796
Hikari Tsushin Inc
Tokyo,
Japan
| $1.49B | +$69.4M | +5% | 6.8% | 59.5% | 79 | 6.33% | 5.1 |
|
| 1797 |
1797
Diversified Enterprises
Wilmington,
Delaware
| $1.48B | +$145M | +11% | 6.95% | – | 334 | 10.18% | 0.8 |
|
| 1798 |
1798
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.48B | +$93.8M | +7% | 5.45% | 51.4% | 32 | 18.75% | 6 |
|
| 1799 |
1799
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.48B | +$102M | +7% | 7.89% | 79.4% | 62 | 8.06% | 3.4 |
|
| 1800 |
1800
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.48B | +$148M | +11% | 8.29% | 96% | 365 | 15.07% | 2.1 |
|