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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 |
BFO
1776
Boston Family Office
Boston,
Massachusetts
| $1.58B | +$6M | +0.4% | 2.64% | 53.4% | 323 | 12.38% | 6.7 |
|
| 1777 |
1777
DDD Partners
Bellevue,
Washington
| $1.57B | -$2.85M | -0.2% | 0.1% | 62.1% | 144 | 20.14% | 2.5 |
|
| 1778 |
1778
Impactive Capital
New York City,
New York
| $1.57B | -$509M | -24% | 6.48% | 25% | 9 | 11.11% | 3 |
|
| 1779 |
1779
Aureus Asset Management
Boston,
Massachusetts
| $1.57B | +$34.1M | +2% | 4.19% | 93.9% | 218 | 16.51% | 4.8 |
|
| 1780 |
1780
WealthPlan Investment Management
Omaha,
Nebraska
| $1.57B | +$61.5M | +4% | 2.61% | 74.2% | 392 | 18.62% | 1.6 |
|
| 1781 |
1781
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.57B | -$275M | -15% | 0.76% | 54.4% | 161 | 53.42% | 0.8 |
|
| 1782 |
1782
GAM Holding
Zurich,
Switzerland
| $1.57B | -$51M | -3% | 4.02% | 130% | 347 | 35.16% | 2.2 |
|
| 1783 |
KCM
1783
Kynam Capital Management
Princeton,
New Jersey
| $1.57B | +$222M | +17% | 55.7% | 320% | 41 | 24.39% | 1.7 |
|
| 1784 |
1784
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.56B | +$28.6M | +2% | 3.87% | 94.5% | 252 | 11.51% | 6.7 |
|
| 1785 |
1785
Alaska Permanent Fund
Juneau,
Alaska
| $1.56B | -$106M | -6% | 2.51% | 69.2% | 7 | 14.29% | 5 |
|
| 1786 |
1786
Valley Wealth Managers
Paramus,
New Jersey
| $1.56B | +$47.9M | +3% | 3.21% | 118% | 372 | 20.43% | 3.7 |
|
| 1787 |
1787
Rheos Capital Works
Tokyo,
Japan
| $1.56B | -$227M | -13% | 1.03% | 220% | 81 | 40.74% | 1.2 |
|
| 1788 |
1788
1900 Wealth Management
San Antonio,
Texas
| $1.56B | +$83.6M | +6% | 1.81% | 61% | 251 | 11.16% | 3.4 |
|
| 1789 |
1789
Hill Path Capital
New York
| $1.55B | -$486M | -24% | 19.5% | 5.23% | 8 | 12.5% | 4 |
|
| 1790 |
1790
Koshinski Asset Management
Decatur,
Illinois
| $1.55B | +$64.5M | +4% | 2.38% | 82.9% | 755 | 10.86% | 3.1 |
|
| 1791 |
1791
Phillips Financial Management
Fort Wayne,
Indiana
| $1.55B | +$35.9M | +2% | 1.71% | 45.6% | 327 | 12.84% | 4.1 |
|
| 1792 |
1792
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.55B | -$54.4M | -3% | 8.07% | 113% | 104 | 25% | 2.5 |
|
| 1793 |
1793
NBT Bank
Norwich,
New York
| $1.55B | +$13.4M | +0.9% | 3.21% | 77% | 857 | 10.04% | 3.6 |
|
| 1794 |
1794
FAS Wealth Partners
Leawood,
Kansas
| $1.55B | +$71M | +5% | 2.37% | 72.3% | 532 | 15.98% | 4.6 |
|
| 1795 |
1795
Vivo Capital
Palo Alto,
California
| $1.55B | +$304M | +24% | 146% | 7,491% | 54 | 25.93% | 1.8 |
|
| 1796 |
1796
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.55B | +$32.1M | +2% | 3.85% | 115% | 498 | 1.2% | 6.9 |
|
| 1797 |
1797
Avalon Trust
Santa Fe,
New Mexico
| $1.55B | +$6.01M | +0.4% | 3.45% | 118% | 634 | 35.65% | 1.7 |
|
| 1798 |
1798
Long Corridor Asset Management
Hong Kong
| $1.54B | +$1.3B | +531% | 0.2% | 73.6% | 25 | 28% | 1.1 |
|
| 1799 |
1799
Bridgewater Advisors
New York
| $1.54B | +$101M | +7% | 3.29% | 61% | 470 | 12.34% | 1.6 |
|
| 1800 |
1800
Avestar Capital
New York
| $1.54B | +$15.8M | +1% | 4.67% | 112% | 519 | 14.26% | 2.5 |
|