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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
Pacific Life Fund Advisors
Newport Beach,
California
| $984M | +$701M | +248% | 2.77% | 47.6% | 19 | 57.89% | 0.2 |
|
| 1827 |
ACG
1827
Aventail Capital Group
New York
| $983M | -$197M | -17% | 5.61% | 154% | 75 | 68% | 0.3 |
|
| 1828 |
1828
McDaniel Terry & Co
Austin,
Texas
| $983M | +$65M | +7% | 8.51% | 57.9% | 97 | 14.43% | 5.4 |
|
| 1829 |
1829
Money Concepts Capital
Palm Beach Gardens,
Florida
| $982M | -$810M | -45% | 6.61% | 74.5% | 509 | 38.31% | 1.9 |
|
| 1830 |
1830
Alta Park Capital
San Francisco,
California
| $981M | -$93.6M | -9% | 22.2% | 1,071% | 41 | 34.15% | 1 |
|
| 1831 |
1831
Washington Trust Bank
Spokane,
Washington
| $980M | +$44.9M | +5% | 7.42% | 80.5% | 234 | 14.1% | 5.1 |
|
| 1832 |
1832
Kryger Capital
London,
United Kingdom
| $978M | +$405M | +71% | 11.8% | 421% | 25 | 80% | 0.2 |
|
| 1833 |
1833
MKP Capital Management
New York
| $977M | +$233M | +31% | 5.07% | 69.8% | 20 | 85% | 0.2 |
|
| 1834 |
1834
Kopernik Global Investors
Tampa,
Florida
| $976M | +$15.3M | +2% | 0.93% | 128% | 33 | 12.12% | 3.3 |
|
| 1835 |
1835
Zhang Financial
Portage,
Michigan
| $975M | +$98.9M | +11% | 6.31% | 67.9% | 255 | 13.33% | 3.3 |
|
| 1836 |
1836
FIFTHDELTA
London,
United Kingdom
| $974M | -$550M | -36% | 3.48% | 16.6% | 16 | 56.25% | 0.8 |
|
| 1837 |
1837
Sound Income Strategies
Ft Lauderdale,
Florida
| $973M | +$53M | +6% | 1.45% | 31.4% | 1,184 | 16.39% | 2.7 |
|
| 1838 |
1838
Segment Wealth Management
Houston,
Texas
| $972M | +$88.4M | +10% | 7.73% | 102% | 223 | 9.87% | 4.7 |
|
| 1839 |
1839
SFMG Wealth Advisors
Plano,
Texas
| $972M | +$43.3M | +5% | 7.7% | 76.1% | 274 | 9.49% | 3.4 |
|
| 1840 |
1840
1900 Wealth Management
San Antonio,
Texas
| $972M | +$40.7M | +4% | 4.13% | 61% | 262 | 17.56% | 1.8 |
|
| 1841 |
1841
Nationwide Fund Advisors
Columbus,
Ohio
| $971M | -$22.1M | -2% | 0.61% | 28.3% | 5 | 0% | 3 |
|
| 1842 |
1842
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $971M | +$171M | +21% | 32.5% | 507% | 35 | 11.43% | 2.2 |
|
| 1843 |
1843
Mesirow Institutional Investment Management
Chicago,
Illinois
| $970M | +$49.2M | +5% | 6.7% | – | 159 | 37.74% | 0.5 |
|
| 1844 |
1844
Redwood Investment Management
Scottsdale,
Arizona
| $969M | +$39.1M | +4% | 4.4% | 62.5% | 277 | 36.82% | 1 |
|
| 1845 |
1845
Hartford Funds Management
Wayne,
Pennsylvania
| $967M | -$25.2M | -3% | 0.51% | 26.8% | 95 | 16.84% | 0.8 |
|
| 1846 |
1846
Executive Wealth Management
Brighton,
Michigan
| $966M | +$64.9M | +7% | 4.53% | 18.4% | 208 | 10.58% | 2.6 |
|
| 1847 |
1847
OEP Capital Advisors
New York
| $965M | -$53.9M | -5% | 5.27% | 23.2% | 2 | 0% | 2.5 |
|
| 1848 |
1848
Trust Asset Management
Houston,
Texas
| $965M | +$75.9M | +9% | 9.08% | 91.1% | 211 | 6.64% | 2.4 |
|
| 1849 |
1849
Woodmont Investment Counsel
Nashville,
Tennessee
| $964M | +$23.7M | +3% | 5.88% | 66.8% | 250 | 6.8% | 5.2 |
|
| 1850 |
1850
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $964M | +$9.6M | +1% | 11.6% | 181% | 594 | 4.21% | 6.7 |
|