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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
TCI Wealth Advisors
Tucson,
Arizona
| $1.25B | +$52.2M | +4% | 1.36% | 68.2% | 245 | 13.88% | 7.2 |
|
| 1802 |
1802
Alerus Financial
Grand Forks,
North Dakota
| $1.25B | -$56.8M | -4% | 1.49% | 97.1% | 173 | 16.76% | 4.1 |
|
| 1803 |
1803
Mill Capital Management
Concord,
North Carolina
| $1.25B | -$17.7M | -1% | 1.72% | 119% | 126 | 7.14% | 2.9 |
|
| 1804 |
1804
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.25B | -$307M | -20% | 1.7% | 79.7% | 206 | 35.92% | 1.5 |
|
| 1805 |
1805
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.25B | -$36.7M | -3% | 2.61% | 81.1% | 388 | 14.18% | 1 |
|
| 1806 |
1806
DigitalBridge Group
Boca Raton,
Florida
| $1.24B | -$154M | -11% | 5.72% | 161% | 78 | 32.05% | 1.4 |
|
| 1807 |
1807
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.24B | -$61.9M | -5% | 0.01% | 78.2% | 211 | 16.59% | 3.2 |
|
| 1808 |
1808
RWWM Inc
Rocklin,
California
| $1.24B | +$148M | +13% | 8.3% | 40.6% | 21 | 9.52% | 5.7 |
|
| 1809 |
1809
1607 Capital Partners
Richmond,
Virginia
| $1.24B | -$3.12M | -0.3% | 2.25% | 28.5% | 135 | 13.33% | 4.6 |
|
| 1810 |
1810
Crake Asset Management
London,
United Kingdom
| $1.24B | +$314M | +34% | 10.3% | 52.7% | 17 | 58.82% | 1.3 |
|
| 1811 |
1811
Advisor Resource Council
Dallas,
Texas
| $1.24B | +$1.1B | +790% | 1.01% | 74.7% | 607 | 90.61% | 0.1 |
|
| 1812 |
1812
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.24B | +$39.1M | +3% | 2.08% | 51.4% | 34 | 5.88% | 4.6 |
|
| 1813 |
1813
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.24B | -$4.31M | -0.3% | 4.05% | 67% | 105 | 7.62% | 4.4 |
|
| 1814 |
1814
Park West Asset Management
San Francisco,
California
| $1.24B | -$7.26M | -0.6% | 4.9% | 181% | 61 | 47.54% | 1.2 |
|
| 1815 |
1815
Avity Investment Management
Greenwich,
Connecticut
| $1.24B | -$38.5M | -3% | 1.82% | 119% | 112 | 13.39% | 5.6 |
|
| 1816 |
1816
Lee, Danner & Bass
Nashville,
Tennessee
| $1.24B | -$25.5M | -2% | 3.3% | – | 746 | 70.64% | 7.4 |
|
| 1817 |
1817
HS Management Partners
New York
| $1.24B | -$219M | -15% | 5.25% | 36.2% | 24 | 8.33% | 3.3 |
|
| 1818 |
1818
Sienna Gestion
Paris,
France
| $1.24B | -$246M | -17% | 3.34% | – | 205 | 24.39% | 0.8 |
|
| 1819 |
1819
Regal Investment Advisors
Kentwood,
Michigan
| $1.24B | -$94.3M | -7% | 0.31% | 64.7% | 498 | 14.06% | 3.1 |
|
| 1820 |
1820
Blue Whale Capital
London,
United Kingdom
| $1.24B | -$111M | -8% | 8.45% | 409% | 22 | 18.18% | 1.5 |
|
| 1821 |
1821
Broadwood Capital
New York
| $1.23B | -$45.6M | -4% | 4.13% | 110% | 8 | 12.5% | 8.4 |
|
| 1822 |
1822
Regeneron Pharmaceuticals
Tarrytown,
New York
| $1.23B | +$140M | +13% | 13.8% | – | 6 | 0% | 0.3 |
|
| 1823 |
1823
Analog Century Management
New York
| $1.23B | -$261M | -17% | 15.9% | 785% | 26 | 23.08% | 2.1 |
|
| 1824 |
1824
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.23B | -$13.8M | -1% | 0.1% | 94.2% | 151 | 2.65% | 6.7 |
|
| 1825 |
1825
Asset Dedication LLC
San Francisco,
California
| $1.23B | -$38.9M | -3% | 1.11% | 71.9% | 1,183 | 12% | 3 |
|