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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
Quadrant Capital Group
Cincinnati,
Ohio
| $1.01B | +$47.4M | +5% | 6.38% | 118% | 2,824 | 8.89% | 4.5 |
|
| 1802 |
1802
Delta Asset Management
Memphis,
Tennessee
| $1.01B | +$56.8M | +6% | 7.55% | 53.8% | 663 | 5.43% | 2.1 |
|
| 1803 |
1803
Graypoint LLC
Albany,
New York
| $1.01B | +$84.4M | +9% | 7.59% | 72.8% | 393 | 13.99% | 2 |
|
| 1804 |
1804
Sarissa Capital Management
Greenwich,
Connecticut
| $1B | +$223M | +28% | 5.6% | 80% | 12 | 16.67% | 3.7 |
|
| 1805 |
1805
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1B | +$41.8M | +4% | 5.81% | 78.9% | 285 | 7.37% | 4.1 |
|
| 1806 |
RPGK
1806
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $1B | +$63.1M | +7% | 3.94% | 54.7% | 170 | 18.82% | 2.5 |
|
| 1807 |
1807
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1B | +$112M | +13% | 9.06% | 89.9% | 48 | 8.33% | 2.7 |
|
| 1808 |
1808
Kontiki Capital Management (HK)
Hong Kong
| $1B | +$13.2M | +1% | 19.9% | 90.6% | 6 | 0% | 3.5 |
|
| 1809 |
1809
Larson Financial Group
St Louis,
Missouri
| $1B | +$80.5M | +9% | 5.18% | 81.2% | 1,648 | 11.04% | 2.1 |
|
| 1810 |
1810
GSA Capital Partners
London,
United Kingdom
| $1B | -$10.2M | -1% | 3.87% | 94.7% | 2,077 | 61% | 0.4 |
|
| 1811 |
1811
BerganKDV Wealth Management
Bloomington,
Minnesota
| $1000M | +$29M | +3% | 3.34% | 27.9% | 1,104 | 26.54% | 3.7 |
|
| 1812 |
1812
Atika Capital Management
New York
| $999M | +$322M | +48% | 20% | 811% | 110 | 54.55% | 1 |
|
| 1813 |
1813
Wintrust Investments
Chicago,
Illinois
| $997M | +$214M | +27% | 6.11% | 27.5% | 452 | 32.08% | 1.5 |
|
| 1814 |
1814
Abrams Bison Investments
Bethesda,
Maryland
| $997M | -$3.25M | -0.3% | 8.52% | 170% | 12 | 0% | 1.4 |
|
| 1815 |
1815
Principle Wealth Partners
Madison,
Connecticut
| $995M | +$59.8M | +6% | 6.68% | 79.9% | 329 | 7.29% | 2.7 |
|
| 1816 |
1816
Bristlecone Advisors
Bellevue,
Washington
| $995M | +$83.3M | +9% | 9.6% | 103% | 359 | 24.51% | 3.4 |
|
| 1817 |
1817
Clough Capital Partners
Boston,
Massachusetts
| $994M | +$66M | +7% | 11.7% | 175% | 195 | 26.15% | 0.8 |
|
| 1818 |
1818
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $994M | -$82M | -8% | 3.24% | 142% | 39 | 15.38% | 2.3 |
|
| 1819 |
1819
Elm Partners Management
Philadelphia,
Pennsylvania
| $993M | +$42M | +4% | 2.73% | 46.9% | 41 | 4.88% | 3.2 |
|
| 1820 |
1820
Parcion Private Wealth
Bellevue,
Washington
| $991M | +$33.9M | +4% | 4.67% | 103% | 194 | 11.86% | 2.4 |
|
| 1821 |
1821
Scopia Capital Management
New York
| $989M | -$62.1M | -6% | 5.01% | 58.7% | 38 | 31.58% | 1 |
|
| 1822 |
1822
Nitorum Capital
New York
| $989M | +$45.1M | +5% | 5.5% | 87.1% | 29 | 17.24% | 3.4 |
|
| 1823 |
1823
Kinetic Partners Management
Miami,
Florida
| $986M | +$258M | +35% | 19.8% | 263% | 26 | 38.46% | 0.3 |
|
| 1824 |
1824
Main Management
San Francisco,
California
| $985M | +$41.9M | +4% | 6.4% | 64.1% | 147 | 24.49% | 3.2 |
|
| 1825 |
1825
Adell Harriman & Carpenter
Houston,
Texas
| $984M | +$52.9M | +6% | 9.94% | 176% | 170 | 5.29% | 5.3 |
|