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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
FJ Capital Management
Mclean,
Virginia
| $836M | -$205M | -20% | 0.08% | 97.9% | 111 | 30.63% | 2.1 |
|
| 1827 |
1827
BerganKDV Wealth Management
Bloomington,
Minnesota
| $836M | -$37.6M | -4% | 5.33% | 27.9% | 1,107 | 12.65% | 3 |
|
| 1828 |
1828
Strategic Blueprint
Atlanta,
Georgia
| $835M | +$22.9M | +3% | 4.28% | 82.1% | 547 | 19.56% | 1.4 |
|
| 1829 |
1829
Thomasville National Bank
Thomasville,
Georgia
| $834M | -$72.4M | -8% | 6% | – | 213 | 5.16% | 5 |
|
| 1830 |
1830
Cardano Risk Management
Rotterdam,
Netherlands
| $831M | -$33.2M | -4% | 3.91% | 200% | 5 | 0% | 3.6 |
|
| 1831 |
1831
TFG Asset Management
Grand Cayman,
Cayman Islands
| $830M | -$630M | -43% | 3.11% | 72.1% | 179 | 18.44% | 1.2 |
|
| 1832 |
1832
Seeyond
Paris,
France
| $830M | -$49.3M | -6% | 5.06% | 21.3% | 616 | 4.38% | 3.3 |
|
| 1833 |
1833
Fund Evaluation Group
Cincinnati,
Ohio
| $828M | +$45.8M | +6% | 5.23% | 51.6% | 24 | 4.17% | 2.8 |
|
| 1834 |
1834
Delta Asset Management
Memphis,
Tennessee
| $825M | -$58.4M | -7% | 7.08% | 53.8% | 138 | 10.14% | 8 |
|
| 1835 |
1835
Dorsey Asset Management
Chicago,
Illinois
| $825M | +$24.1M | +3% | 3.77% | 122% | 10 | 0% | 2.8 |
|
| 1836 |
1836
Icon Wealth Advisors
Houston,
Texas
| $824M | – | – | 4.83% | – | 398 | – | 0 |
|
| 1837 |
1837
Ascent Group
Virginia Beach,
Virginia
| $822M | -$14.2M | -2% | 4.7% | 83.3% | 506 | 18.38% | 0.6 |
|
| 1838 |
1838
Adell Harriman & Carpenter
Houston,
Texas
| $822M | +$6.29M | +0.8% | 5.28% | 176% | 167 | 20.36% | 4.8 |
|
| 1839 |
1839
Kontiki Capital Management (HK)
Hong Kong
| $821M | +$17.7M | +2% | 4.04% | 90.6% | 7 | 0% | 3.1 |
|
| 1840 |
1840
MainStreet Investment Advisors
Chicago,
Illinois
| $821M | -$50.7M | -6% | 5.1% | 61% | 172 | 5.23% | 3.3 |
|
| 1841 |
1841
Hikari Tsushin Inc
Tokyo,
Japan
| $820M | -$466K | -0.1% | 3.79% | 59.5% | 55 | 5.45% | 4.5 |
|
| 1842 |
1842
Kepos Capital
New York
| $820M | -$273M | -25% | 0.71% | 21.1% | 561 | 18.36% | 0.9 |
|
| 1843 |
1843
Next Century Growth Investors
Plymouth,
Minnesota
| $820M | +$55.2M | +7% | 14.7% | 447% | 117 | 17.09% | 2.9 |
|
| 1844 |
1844
Hartford Funds Management
Wayne,
Pennsylvania
| $819M | -$69.6M | -8% | 5.98% | 26.8% | 29 | 31.03% | 0.8 |
|
| 1845 |
1845
Advance Capital Management
Southfield,
Michigan
| $818M | -$17.2M | -2% | 5.98% | 54.4% | 91 | 12.09% | 0.6 |
|
| 1846 |
1846
Tang Capital Management
San Diego,
California
| $815M | +$156M | +24% | 20.4% | 493% | 100 | 38% | 0.4 |
|
| 1847 |
1847
First Financial Bank - Trust Division
Hamilton,
Ohio
| $815M | -$5.43M | -0.7% | 5.81% | 68.6% | 186 | 7.53% | 6.4 |
|
| 1848 |
1848
BRR OpCo
Columbus,
Ohio
| $814M | -$27.2M | -3% | 3.83% | 23.6% | 235 | 19.15% | 3.6 |
|
| 1849 |
1849
Logos Global Management
San Francisco,
California
| $813M | +$268M | +49% | 49.7% | 1,585% | 46 | 45.65% | 0.7 |
|
| 1850 |
1850
Quest Investment Management
Lake Oswego,
Oregon
| $811M | -$38.5M | -5% | 4.45% | 105% | 95 | 9.47% | 4.9 |
|