We are live on !
Find out more
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
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $879M | -$162M | -16% | 13.1% | 87.2% | 135 | 8.89% | 5.6 |
|
| 1827 |
LPC
1827
Lion Point Capital
New York
| $878M | +$448M | +104% | 13.3% | 319% | 45 | 33.33% | 0.9 |
|
| 1828 |
1828
Evensky & Katz
Coral Gables,
Florida
| $876M | -$136M | -13% | 14.8% | 57.1% | 83 | 16.87% | 4.5 |
|
| 1829 |
1829
Tran Capital Management
San Rafael,
California
| $875M | -$265M | -23% | 17.6% | 173% | 56 | 33.93% | 2.5 |
|
| 1830 |
1830
BerganKDV Wealth Management
Bloomington,
Minnesota
| $873M | -$61.9M | -7% | 9.97% | 27.9% | 1,098 | 10.84% | 2.9 |
|
| 1831 |
1831
Bronte Capital Management
Bondi Junction,
Australia
| $873M | -$318M | -27% | 16.3% | 123% | 33 | 9.09% | 1.5 |
|
| 1832 |
1832
MainStreet Investment Advisors
Chicago,
Illinois
| $872M | -$199M | -19% | 12.3% | 61% | 186 | 12.37% | 3.1 |
|
| 1833 |
1833
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $871M | -$154M | -15% | 11.6% | 26.1% | 175 | 12.57% | 5.6 |
|
| 1834 |
1834
Poplar Forest Capital
Pasadena,
California
| $871M | -$89.7M | -9% | 6.2% | 30% | 55 | 5.45% | 4.2 |
|
| 1835 |
1835
Nexus Investment Management
Toronto,
Ontario, Canada
| $871M | -$80.8M | -8% | 10.4% | 77.5% | 69 | 10.14% | 6.7 |
|
| 1836 |
1836
Kopernik Global Investors
Tampa,
Florida
| $866M | -$137M | -14% | 21.7% | 128% | 34 | 14.71% | 3 |
|
| 1837 |
GJL
1837
Gendell Jeffrey L
| $866M | -$528M | -38% | 18.9% | 748% | 72 | 26.39% | 2.9 |
|
| 1838 |
1838
Cardano Risk Management
Rotterdam,
Netherlands
| $865M | -$236M | -21% | 21.9% | 200% | 5 | 0% | 3.3 |
|
| 1839 |
1839
Harvard Management Company
Boston,
Massachusetts
| $864M | -$127M | -13% | 20.4% | 123% | 45 | 2.22% | 1.2 |
|
| 1840 |
1840
Stephens Group Asset Management
Little Rock,
Arkansas
| $863M | -$133M | -13% | 13.9% | 51.4% | 25 | 0% | 3.2 |
|
| 1841 |
1841
Blackhill Capital
Morristown,
New Jersey
| $863M | -$188M | -18% | 15.1% | 212% | 55 | 5.45% | 7.7 |
|
| 1842 |
1842
Rock Creek Group
Washington,
District of Columbia
| $862M | +$128M | +17% | 11.9% | 37.2% | 194 | 21.13% | 1.6 |
|
| 1843 |
1843
SFMG Wealth Advisors
Plano,
Texas
| $862M | -$149M | -15% | 12.4% | 76.1% | 318 | 19.81% | 2.6 |
|
| 1844 |
SM
1844
SG3 Management
Dorado,
Puerto Rico
| $862M | -$2.7B | -76% | 19.2% | 38.7% | 1,001 | 71.13% | 0.5 |
|
| 1845 |
1845
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $861M | -$236M | -21% | 15% | 81.9% | 179 | 24.02% | 1.8 |
|
| 1846 |
1846
Krilogy Financial
St. Louis,
Missouri
| $861M | -$117M | -12% | 14.1% | 79% | 333 | 14.11% | 2.9 |
|
| 1847 |
1847
ORIX Corp
Tokyo,
Japan
| $861M | -$38.2M | -4% | 4.25% | 11.7% | 1 | 0% | 4.5 |
|
| 1848 |
1848
Private Wealth Partners
Mill Valley,
California
| $860M | -$256M | -23% | 15.2% | 132% | 85 | 15.29% | 5.5 |
|
| 1849 |
1849
First Light Asset Management
Edina,
Minnesota
| $859M | -$274M | -24% | 18.3% | 364% | 76 | 7.89% | 2.3 |
|
| 1850 |
MIM
1850
Marco Investment Management
Atlanta,
Georgia
| $859M | -$126M | -13% | 13.6% | 127% | 217 | 11.98% | 5.8 |
|