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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
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.38B | +$160M | +13% | 13.7% | 79.4% | 64 | 9.38% | 3.3 |
|
| 1802 |
1802
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.38B | +$227M | +20% | 9.66% | 75.4% | 582 | 16.84% | 2.6 |
|
| 1803 |
1803
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.38B | +$33.3M | +2% | 9.92% | 79.5% | 145 | 7.59% | 7.6 |
|
| 1804 |
1804
Phillips Financial Management
Fort Wayne,
Indiana
| $1.38B | +$84.3M | +7% | 6.09% | 45.6% | 288 | 13.54% | 4 |
|
| 1805 |
1805
Asset Dedication LLC
San Francisco,
California
| $1.38B | +$145M | +12% | 9.47% | 67.8% | 1,243 | 14.16% | 3 |
|
| 1806 |
1806
Vantage Investment Partners
Kansas City,
Missouri
| $1.37B | +$183M | +15% | 8.48% | 66.8% | 67 | 7.46% | 4.8 |
|
| 1807 |
1807
WealthPlan Investment Management
Omaha,
Nebraska
| $1.37B | +$358M | +35% | 7.26% | 74.2% | 355 | 27.61% | 1.4 |
|
| 1808 |
1808
ARS Investment Partners
New York
| $1.37B | +$266M | +24% | 18.6% | 260% | 211 | 29.86% | 3.4 |
|
| 1809 |
1809
GDS Wealth Management
Flower Mound,
Texas
| $1.37B | +$198M | +17% | 11.2% | 82.2% | 180 | 10% | 2.1 |
|
| 1810 |
1810
Prosperity Consulting Group
Owings Mills,
Maryland
| $1.37B | +$76.8M | +6% | 7.98% | 66.8% | 484 | 12.6% | 1.4 |
|
| 1811 |
1811
Carrhae Capital
London,
United Kingdom
| $1.37B | +$851K | +0.1% | 12.3% | 182% | 35 | 51.43% | 0.7 |
|
| 1812 |
1812
Avalon Trust
Santa Fe,
New Mexico
| $1.37B | +$110M | +9% | 15.4% | 118% | 476 | 25.84% | 1.5 |
|
| 1813 |
SH
1813
Spear Holdings
Dubai,
United Arab Emirates
| $1.37B | +$67.1M | +5% | 13.1% | – | 22 | 50% | 0.1 |
|
| 1814 |
GPCM
1814
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.36B | +$87M | +7% | 11.3% | 96.1% | 14 | 7.14% | 9.7 |
|
| 1815 |
1815
Corda Investment Management
Houston,
Texas
| $1.36B | +$102M | +8% | 3.47% | 85% | 78 | 10.26% | 5.3 |
|
| 1816 |
1816
Adelante Capital Management
Alameda,
California
| $1.36B | +$37.1M | +3% | 1.2% | 43.2% | 42 | 2.38% | 4.3 |
|
| 1817 |
1817
No Street GP LP
San Francisco,
California
| $1.36B | +$74.9M | +6% | 17.1% | 246% | 32 | 31.25% | 1.4 |
|
| 1818 |
1818
Luxor Capital Group
New York
| $1.36B | -$394M | -22% | 14.9% | 131% | 74 | 45.95% | 1.1 |
|
| 1819 |
1819
Finepoint Capital
Boston,
Massachusetts
| $1.36B | +$44.3M | +3% | 55.3% | 27.4% | 25 | 60% | 1.2 |
|
| 1820 |
1820
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $1.35B | +$752M | +125% | 125% | 312% | 1 | 0% | 3.8 |
|
| 1821 |
1821
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.35B | +$116M | +9% | 9.2% | 62% | 107 | 10.28% | 4.6 |
|
| 1822 |
1822
Burkehill Global Management
New York
| $1.35B | +$9.5M | +0.7% | 33% | – | 120 | 66.67% | 0.2 |
|
| 1823 |
1823
Howe & Rusling
Rochester,
New York
| $1.35B | +$165M | +14% | 11.9% | 82% | 496 | 18.35% | 4 |
|
| 1824 |
1824
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.35B | +$135M | +11% | 7.6% | 73% | 435 | 9.43% | 3.6 |
|
| 1825 |
1825
FAS Wealth Partners
Leawood,
Kansas
| $1.35B | +$126M | +10% | 8.1% | 72.3% | 471 | 11.68% | 4.8 |
|