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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
First Trust Capital Management
Chicago,
Illinois
| $1.18B | -$127M | -10% | 10.1% | 214% | 168 | 51.79% | 0.6 |
|
| 1827 |
1827
Ulysses Management
New York
| $1.17B | +$31.7M | +3% | 10.8% | 51.8% | 67 | 43.28% | 1.9 |
|
| 1828 |
1828
Main Management
San Francisco,
California
| $1.17B | +$153M | +15% | 7.18% | 64.1% | 162 | 16.05% | 3.1 |
|
| 1829 |
1829
Resonant Capital Advisors
Madison,
Wisconsin
| $1.17B | +$135M | +13% | 6.44% | 56.5% | 346 | 18.21% | 2.2 |
|
| 1830 |
1830
Avenir Corporation
Alexandria,
Virginia
| $1.17B | +$12M | +1% | 7.22% | 34.4% | 67 | 8.96% | 5.8 |
|
| 1831 |
1831
Sepio Capital
Salt Lake City,
Utah
| $1.17B | -$24.4M | -2% | 9.85% | 92% | 306 | 13.07% | 3.4 |
|
| 1832 |
1832
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $1.16B | -$206M | -15% | 0.95% | 2.63% | 9 | 0% | 2.8 |
|
| 1833 |
1833
Sienna Gestion
Paris,
France
| $1.16B | – | – | 10.7% | – | 160 | – | 0 |
|
| 1834 |
1834
Hikari Power
Tokyo,
Japan
| $1.16B | +$114M | +11% | 12% | 53.9% | 64 | 1.56% | 5.9 |
|
| 1835 |
1835
Advocacy Wealth Management Services
Atlanta,
Georgia
| $1.16B | +$110M | +10% | 6.01% | 48.3% | 59 | 22.03% | 1.9 |
|
| 1836 |
1836
SFMG Wealth Advisors
Plano,
Texas
| $1.16B | +$84M | +8% | 9.42% | 76.1% | 297 | 13.47% | 3.4 |
|
| 1837 |
1837
Bell Bank
Fargo,
North Dakota
| $1.16B | +$125M | +12% | 7.47% | 71% | 188 | 10.11% | 4.8 |
|
| 1838 |
1838
Salomon & Ludwin
Richmond,
Virginia
| $1.16B | +$204M | +21% | 7.17% | 58.7% | 903 | 20.71% | 0.9 |
|
| 1839 |
1839
FFT Wealth Management
Philadelphia,
Pennsylvania
| $1.16B | +$6.23M | +0.5% | 8.74% | 65.6% | 159 | 16.98% | 1.6 |
|
| 1840 |
1840
NFP Retirement Inc
Aliso Viejo,
California
| $1.16B | +$570M | +96% | 5.89% | 46.7% | 293 | 21.5% | 2.1 |
|
| 1841 |
1841
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $1.16B | +$50.4M | +5% | 4.76% | 31% | 1,430 | 50.7% | 0.4 |
|
| 1842 |
1842
Helikon Investments
London,
United Kingdom
| $1.16B | +$137M | +13% | 15.7% | 282% | 18 | 16.67% | 1.2 |
|
| 1843 |
1843
ProVise Management Group
Clearwater,
Florida
| $1.16B | -$24.5M | -2% | 7.59% | 66.8% | 359 | 21.73% | 5.9 |
|
| 1844 |
1844
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.15B | +$109M | +10% | 10.5% | 87.2% | 142 | 14.08% | 6 |
|
| 1845 |
1845
Rush Island Management
New York
| $1.15B | -$153M | -12% | 5.44% | 15.5% | 20 | 40% | 0.9 |
|
| 1846 |
1846
BC Partners Advisors
New York
| $1.15B | -$165M | -13% | 0.03% | 25.6% | 4 | 0% | 2.9 |
|
| 1847 |
1847
Traynor Capital Management
Malvern,
Pennsylvania
| $1.15B | +$181M | +19% | 25.3% | 244% | 308 | 29.55% | 2.7 |
|
| 1848 |
1848
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.15B | +$101M | +10% | 7.16% | 52.8% | 188 | 13.83% | 4.5 |
|
| 1849 |
1849
QV Investors
Calgary,
Alberta, Canada
| $1.15B | +$42.5M | +4% | 5.96% | 68.3% | 68 | 7.35% | 3.9 |
|
| 1850 |
1850
Next Century Growth Investors
Plymouth,
Minnesota
| $1.15B | +$123M | +12% | 14% | 447% | 130 | 18.46% | 2.2 |
|