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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
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $1.5B | -$114M | -7% | 1.97% | 66.9% | 194 | 42.78% | 1.2 |
|
| 1802 |
1802
Aureus Asset Management
Boston,
Massachusetts
| $1.5B | -$68.6M | -4% | 3.66% | 93.9% | 253 | 31.62% | 4.2 |
|
| 1803 |
TP
1803
Theleme Partners
London,
United Kingdom
| $1.5B | -$35M | -2% | 5.96% | 35.5% | 10 | 20% | 1.8 |
|
| 1804 |
1804
No Street GP LP
San Francisco,
California
| $1.5B | +$14.3M | +1% | 0.63% | 246% | 41 | 41.46% | 1.1 |
|
| 1805 |
1805
Rheos Capital Works
Tokyo,
Japan
| $1.5B | -$62M | -4% | 0.13% | 220% | 87 | 39.08% | 1.3 |
|
| 1806 |
1806
Seven Grand Managers
Bronxville,
New York
| $1.5B | +$183M | +14% | 11.2% | 281% | 214 | 57.48% | 0.3 |
|
| 1807 |
CPA
1807
Capital Performance Advisors
Walnut Creek,
California
| $1.5B | +$85.2M | +6% | 0.19% | 71% | 523 | 25.05% | 1 |
|
| 1808 |
1808
Maple Capital Management
Montpelier,
Vermont
| $1.49B | -$94.8M | -6% | 3.05% | 114% | 123 | 8.94% | 6 |
|
| 1809 |
1809
Simmons Bank
Pine Bluff,
Arkansas
| $1.49B | -$2.56M | -0.2% | 2.26% | 92.9% | 351 | 9.12% | 6.6 |
|
| 1810 |
1810
Quintet Private Bank (Europe)
Luxembourg
| $1.49B | -$230M | -13% | 6.24% | 111% | 211 | 18.01% | 2.8 |
|
| 1811 |
1811
Armstrong Advisory Group
Needham,
Massachusetts
| $1.49B | +$11.2M | +0.8% | 0.91% | 55.6% | 1,004 | 9.66% | 2.3 |
|
| 1812 |
1812
Rush Island Management
New York
| $1.49B | -$110M | -7% | 5.12% | 15.5% | 26 | 50% | 1 |
|
| 1813 |
1813
Nexpoint Asset Management
Dallas,
Texas
| $1.49B | +$55.4M | +4% | 7.68% | 253% | 111 | 50.45% | 1.2 |
|
| 1814 |
1814
Tema ETFs
New York
| $1.49B | +$201M | +16% | 10.6% | – | 590 | 8.14% | 0.6 |
|
| 1815 |
1815
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $1.49B | +$1.32B | +783% | 17.5% | – | 263 | 28.52% | 1 |
|
| 1816 |
1816
Plato Investment Management
Sydney, NSW,
Australia
| $1.49B | -$41.2M | -3% | 2.32% | – | 554 | 14.26% | 1.7 |
|
| 1817 |
1817
Lutz Financial Services
Omaha,
Nebraska
| $1.49B | +$17.6M | +1% | 0.37% | 35.3% | 102 | 1.96% | 4.9 |
|
| 1818 |
1818
Angeles Investment Advisors
Santa Monica,
California
| $1.49B | -$11.1M | -0.7% | 1.18% | 78.3% | 33 | 24.24% | 2.6 |
|
| 1819 |
1819
First American Trust
Santa Ana,
California
| $1.49B | +$31.3M | +2% | 0.44% | 84.6% | 313 | 15.65% | 3.5 |
|
| 1820 |
1820
Oak Associates
Akron,
Ohio
| $1.49B | -$178M | -11% | 3.44% | 152% | 152 | 21.71% | 5.6 |
|
| 1821 |
1821
Ally Invest Advisors
Charlotte,
North Carolina
| $1.49B | +$36.8M | +3% | 0.73% | 41.1% | 76 | 1.32% | 3.5 |
|
| 1822 |
1822
M Holdings Securities
Portland,
Oregon
| $1.48B | +$82.4M | +6% | 0.1% | 83.9% | 319 | 16.61% | 0.5 |
|
| 1823 |
1823
BTC Capital Management
Des Moines,
Iowa
| $1.48B | +$44.2M | +3% | 2.44% | – | 214 | 6.54% | 5.1 |
|
| 1824 |
1824
SFMG Wealth Advisors
Plano,
Texas
| $1.48B | -$14.8M | -1% | 0.42% | 76.1% | 341 | 13.49% | 4 |
|
| 1825 |
1825
American Assets Investment Management
San Diego,
California
| $1.47B | +$24.8M | +2% | 5.88% | 520% | 149 | 4.7% | 7.3 |
|