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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
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.27B | +$112M | +10% | 7.88% | 52.8% | 198 | 7.07% | 4.7 |
|
| 1802 |
1802
Kontiki Capital Management (HK)
Hong Kong
| $1.26B | +$258M | +26% | 16.1% | 90.6% | 9 | 0% | 3.4 |
|
| 1803 |
1803
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.26B | +$95.9M | +8% | 6.21% | 87.2% | 141 | 12.77% | 6 |
|
| 1804 |
1804
Philosophy Capital Management
Alamo,
California
| $1.26B | -$453M | -26% | 9.72% | 77.5% | 38 | 36.84% | 1 |
|
| 1805 |
1805
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.26B | +$93.7M | +8% | 6.28% | 42.8% | 42 | 21.43% | 3.7 |
|
| 1806 |
KNB
1806
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| $1.26B | +$232M | +22% | 6.73% | 73.6% | 36 | 61.11% | 0.9 |
|
| 1807 |
1807
Invictus Private Wealth
Denver,
Colorado
| $1.26B | +$71.7M | +6% | 5.1% | 84.2% | 88 | 7.95% | 1.6 |
|
| 1808 |
1808
ProVise Management Group
Clearwater,
Florida
| $1.26B | +$87.2M | +7% | 6.89% | 66.8% | 306 | 6.86% | 6.2 |
|
| 1809 |
1809
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.26B | +$107M | +9% | 7.65% | 102% | 106 | 2.83% | 4.5 |
|
| 1810 |
1810
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.26B | +$10.7M | +0.9% | 4.52% | 90.5% | 13 | 0% | 2.9 |
|
| 1811 |
1811
London & Capital Asset Management
London,
United Kingdom
| $1.26B | +$77.4M | +7% | 6.79% | 88.8% | 86 | 15.12% | 2.6 |
|
| 1812 |
1812
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.26B | +$178M | +16% | 5.82% | 69.5% | 389 | 25.71% | 2 |
|
| 1813 |
1813
General Electric
Evendale,
Ohio
| $1.26B | -$1.13B | -47% | 20.8% | 23.2% | 2 | 0% | 1.8 |
|
| 1814 |
1814
Sofinnova Investments
Menlo Park,
California
| $1.26B | -$664M | -35% | 8.88% | 450% | 95 | 51.58% | 1 |
|
| 1815 |
1815
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.26B | +$140M | +13% | 10.6% | 56.1% | 112 | 10.71% | 2.4 |
|
| 1816 |
1816
FAS Wealth Partners
Leawood,
Kansas
| $1.26B | +$100M | +9% | 6.81% | 72.3% | 460 | 9.13% | 4.5 |
|
| 1817 |
1817
Siemens Fonds Invest
Munich,
Germany
| $1.26B | -$78.7M | -6% | 6.89% | 126% | 463 | 13.39% | 2.5 |
|
| 1818 |
1818
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.26B | +$95M | +8% | 6.52% | 76.5% | 389 | 21.59% | 4.2 |
|
| 1819 |
ACM
1819
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.26B | +$44.1M | +4% | 4.83% | 70.7% | 7 | 0% | 5.5 |
|
| 1820 |
1820
Freedom Investment Management
Hartford,
Connecticut
| $1.26B | +$33.7M | +3% | 6.47% | 68.5% | 845 | 18.93% | 3.2 |
|
| 1821 |
1821
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.26B | +$132M | +12% | 7.12% | 104% | 662 | 14.35% | 2.9 |
|
| 1822 |
1822
Private Wealth Partners
Mill Valley,
California
| $1.25B | -$93.7M | -7% | 3.57% | 132% | 178 | 11.8% | 3.7 |
|
| 1823 |
1823
GAM Holding
Zurich,
Switzerland
| $1.25B | -$49.1M | -4% | 5.5% | 130% | 174 | 21.26% | 3.9 |
|
| 1824 |
1824
Trust Asset Management
Houston,
Texas
| $1.25B | +$66.7M | +6% | 5.93% | 91.1% | 232 | 6.03% | 3.2 |
|
| 1825 |
1825
Kimelman & Baird
New York
| $1.25B | +$40.9M | +3% | 4.81% | – | 376 | 4.26% | 2.4 |
|