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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $487M | +$25.2M | +5% | 7.96% | 127% | 388 | 2.58% | 2.3 |
|
| 1827 |
1827
Mizuho Asset Management
Tokyo,
Japan
| $487M | +$50.7M | +12% | 5.77% | 41.7% | 700 | 6.71% | 2.1 |
|
| 1828 |
1828
Nine Masts Capital
Central,
Hong Kong
| $487M | +$97.8M | +25% | 7.24% | 88.1% | 106 | 62.26% | 0.2 |
|
| 1829 |
1829
Kanaly Trust
Houston,
Texas
| $487M | +$34M | +7% | 4.07% | 11.6% | 957 | 12.43% | 1.4 |
|
| 1830 |
1830
Braver Wealth Management
Needham,
Massachusetts
| $486M | +$83.1M | +21% | 4.09% | 20.4% | 94 | 37.23% | 1.2 |
|
| 1831 |
1831
Balentine LLC
Atlanta,
Georgia
| $486M | -$60.4M | -11% | 5.35% | 59.8% | 504 | 27.38% | 0.6 |
|
| 1832 |
1832
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $485M | +$37.4M | +8% | 2.4% | 96% | 134 | 30.6% | 1.2 |
|
| 1833 |
TM
1833
Thrax Management
New York
| $485M | – | – | 19.9% | – | 84 | – | 0 |
|
| 1834 |
1834
Smithfield Trust
Pittsburgh,
Pennsylvania
| $485M | +$15.8M | +3% | 4.74% | 50% | 885 | 15.59% | 1.8 |
|
| 1835 |
1835
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $484M | +$23.2M | +5% | 6.26% | 23.7% | 234 | 14.96% | 2 |
|
| 1836 |
AR
1836
Argyll Research
Wilmington,
Delaware
| $484M | -$22.7M | -4% | 0.47% | 0.8% | 7 | 14.29% | 1.4 |
|
| 1837 |
SCM
1837
Schneider Capital Management
Berwyn,
Pennsylvania
| $484M | +$6.64M | +1% | 0.49% | 52.5% | 90 | 32.22% | 1.6 |
|
| 1838 |
1838
Turner Investments
Berwyn,
Pennsylvania
| $483M | -$11M | -2% | 12.3% | 6.36% | 311 | 54.66% | 0.7 |
|
| 1839 |
1839
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $483M | -$63.5M | -12% | 0.89% | 141% | 21 | 28.57% | 2.2 |
|
| 1840 |
PWM
1840
Patriot Wealth Management
Houston,
Texas
| $483M | +$50.2M | +12% | 5.46% | 24.3% | 72 | 13.89% | 1.7 |
|
| 1841 |
1841
First Interstate Bank
Billings,
Montana
| $482M | +$13.1M | +3% | 4.66% | 48.2% | 846 | 12.77% | 0.4 |
|
| 1842 |
1842
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $481M | +$24.3M | +5% | 6.32% | 58.1% | 845 | 8.4% | 1.9 |
|
| 1843 |
1843
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $481M | -$2.83M | -0.6% | 1.9% | 26.1% | 180 | 8.89% | 2.1 |
|
| 1844 |
PFMOSF
1844
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $481M | +$12.2M | +3% | 2.91% | 209% | 49 | 40.82% | 0.6 |
|
| 1845 |
1845
Carroll Financial Associates
Charlotte,
North Carolina
| $480M | +$29.3M | +7% | 5.33% | 79.9% | 1,246 | 11.32% | 1.4 |
|
| 1846 |
1846
Stewart & Patten Company
Lafayette,
California
| $480M | +$33.3M | +7% | 8.43% | 27.5% | 97 | 10.31% | 2.3 |
|
| 1847 |
1847
Thompson Investment Management
Madison,
Wisconsin
| $480M | +$16.8M | +4% | 5.94% | 100% | 176 | 6.25% | 2.1 |
|
| 1848 |
1848
Petrus Trust Company
Dallas,
Texas
| $480M | +$8.48M | +2% | 3.09% | 36.9% | 204 | 55.88% | 0.7 |
|
| 1849 |
1849
Norris Perne & French
Grand Rapids,
Michigan
| $478M | +$59.6M | +14% | 6.34% | 79.9% | 165 | 18.79% | 1.8 |
|
| 1850 |
CC
1850
ClearArc Capital
Cincinnati,
Ohio
| $477M | -$3.9M | -0.8% | 7.36% | 63.4% | 458 | 10.92% | 2 |
|