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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Abdiel Capital Advisors
New York
| $611M | +$62.6M | +11% | 19.5% | 43.7% | 8 | 12.5% | 1 |
|
| 1802 |
1802
Acropolis Investment Management
St. Louis,
Missouri
| $611M | +$20.6M | +3% | 3.13% | 51% | 145 | 4.14% | 3.2 |
|
| 1803 |
1803
Windward Capital Management
Los Angeles,
California
| $610M | +$21.6M | +4% | 3.54% | 78.5% | 82 | 12.2% | 2.9 |
|
| 1804 |
1804
Oracle Investment Management
Greenwich,
Connecticut
| $610M | -$23.3M | -4% | 17.4% | 865% | 23 | 17.39% | 2.6 |
|
| 1805 |
1805
Franklin Street Advisors
Chapel Hill,
North Carolina
| $609M | +$24.7M | +4% | 5.21% | 130% | 182 | 15.38% | 2.8 |
|
| 1806 |
1806
Dragoneer Investment Group
San Francisco,
California
| $609M | +$28M | +5% | 14.8% | 77.3% | 27 | 40.74% | 1.1 |
|
| 1807 |
1807
Wellington Shields Capital Management
New York
| $609M | -$3.82M | -0.6% | 5.66% | 137% | 350 | 15.14% | 2.7 |
|
| 1808 |
1808
Aisling Capital
New York
| $609M | +$24.8M | +4% | 14.3% | 386% | 17 | 23.53% | 2.4 |
|
| 1809 |
1809
BOK Financial Private Wealth
Denver,
Colorado
| $608M | -$84.1M | -12% | 3.9% | 61.8% | 149 | 22.82% | 2.3 |
|
| 1810 |
1810
Dubuque Bank & Trust
Dubuque,
Iowa
| $607M | +$148M | +32% | 5.22% | 24% | 692 | 18.35% | 2 |
|
| 1811 |
1811
Matrix Asset Advisors
White Plains,
New York
| $607M | +$23.5M | +4% | 3.64% | 84.9% | 70 | 5.71% | 3.4 |
|
| 1812 |
1812
Strategic Financial Services
Utica,
New York
| $605M | +$33.6M | +6% | 4.12% | 58.7% | 123 | 11.38% | 2.8 |
|
| 1813 |
1813
Denali Advisors
San Diego,
California
| $605M | -$7.37M | -1% | 4.14% | 106% | 311 | 29.58% | 1.5 |
|
| 1814 |
1814
Nitorum Capital
New York
| $604M | +$101M | +20% | 5.77% | 87.1% | 29 | 10.34% | 1.3 |
|
| 1815 |
1815
Broadwood Capital
New York
| $604M | +$59.9M | +11% | 8.84% | 110% | 8 | 12.5% | 3.1 |
|
| 1816 |
1816
Foundation Resource Management
Little Rock,
Arkansas
| $604M | +$45.7M | +8% | 8.81% | 84.5% | 61 | 3.28% | 3.7 |
|
| 1817 |
1817
Eagle Ridge Investment Management
Stamford,
Connecticut
| $604M | +$77.3M | +15% | 5.63% | 28.2% | 177 | 27.68% | 1.5 |
|
| 1818 |
1818
Endurance Wealth Management
Providence,
Rhode Island
| $603M | +$11.5M | +2% | 3.11% | 59% | 536 | 8.4% | 2.4 |
|
| 1819 |
1819
Thomasville National Bank
Thomasville,
Georgia
| $603M | +$56.1M | +10% | 3.8% | – | 270 | 12.22% | 1.1 |
|
| 1820 |
1820
IberiaBank
Lafayette,
Louisiana
| $603M | +$267M | +79% | 3.72% | 39.6% | 235 | 32.77% | 1.7 |
|
| 1821 |
CEI
1821
Clark Estates Inc
New York
| $602M | +$20.6M | +4% | 1.73% | 34.5% | 98 | 20.41% | 1.8 |
|
| 1822 |
1822
Partners Capital Investment Group
Boston,
Massachusetts
| $602M | +$80.5M | +15% | 2.63% | 47.5% | 81 | 40.74% | 0.9 |
|
| 1823 |
1823
B. Riley Wealth Advisors
Boca Raton,
Florida
| $602M | +$50.5M | +9% | 5.05% | 118% | 610 | 25.57% | 2 |
|
| 1824 |
1824
Boothbay Fund Management
New York
| $602M | +$121M | +25% | 6.82% | 328% | 889 | 61.75% | 0.5 |
|
| 1825 |
1825
E-L Financial Corp
Toronto,
Ontario, Canada
| $601M | +$496K | +0.1% | 4.15% | 68.6% | 2 | 0% | 0.8 |
|