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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
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.25B | +$98.6M | +9% | 8.09% | 94.2% | 152 | 5.26% | 6.2 |
|
| 1827 |
1827
Goldentree Asset Management
New York
| $1.25B | +$47.2M | +4% | 10.4% | 27.7% | 48 | 50% | 1.1 |
|
| 1828 |
1828
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.25B | +$51.7M | +4% | 6.46% | 78.2% | 200 | 9.5% | 3 |
|
| 1829 |
1829
Easterly Investment Partners
Beverly,
Massachusetts
| $1.25B | +$110M | +10% | 6.07% | 57.6% | 218 | 17.43% | 2 |
|
| 1830 |
1830
Bristlecone Advisors
Bellevue,
Washington
| $1.25B | +$71.4M | +6% | 5.31% | 103% | 372 | 24.19% | 3.3 |
|
| 1831 |
1831
Cerity Partners OCIO
New York
| $1.24B | -$62.4M | -5% | 5.78% | – | 28 | 17.86% | 3.8 |
|
| 1832 |
SC
1832
Shellback Capital
Boston,
Massachusetts
| $1.24B | -$125M | -9% | 10.1% | 198% | 141 | 46.1% | 1.2 |
|
| 1833 |
1833
Sourcerock Group
Denver,
Colorado
| $1.24B | -$175M | -12% | 7.56% | 59.1% | 44 | 45.45% | 0.9 |
|
| 1834 |
1834
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.24B | +$82.6M | +7% | 9.68% | 50.7% | 91 | 7.69% | 2.5 |
|
| 1835 |
1835
NFP Retirement Inc
Aliso Viejo,
California
| $1.24B | +$41.9M | +4% | 5.2% | 46.7% | 294 | 9.18% | 2.4 |
|
| 1836 |
1836
Next Century Growth Investors
Plymouth,
Minnesota
| $1.23B | +$30.6M | +3% | 11.2% | 447% | 143 | 25.87% | 2.1 |
|
| 1837 |
1837
SFMG Wealth Advisors
Plano,
Texas
| $1.23B | +$83.4M | +7% | 7.6% | 76.1% | 288 | 10.42% | 3.9 |
|
| 1838 |
1838
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.23B | +$104M | +9% | 5.75% | 64.3% | 666 | 27.33% | 1.9 |
|
| 1839 |
1839
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $1.23B | +$348M | +39% | 21.4% | 2,136% | 17 | 35.29% | 1.7 |
|
| 1840 |
1840
Plato Investment Management
Sydney, NSW,
Australia
| $1.23B | +$159M | +15% | 7.45% | – | 582 | 20.96% | 0.6 |
|
| 1841 |
1841
Shufro Rose & Co
New York
| $1.23B | $0 | 0% | 4.83% | 68.1% | 313 | 0% | 5 |
|
| 1842 |
1842
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.23B | +$191M | +18% | 12.1% | 131% | 101 | 13.86% | 2.9 |
|
| 1843 |
1843
Lutz Financial Services
Omaha,
Nebraska
| $1.23B | +$84.2M | +7% | 5.83% | 35.3% | 88 | 2.27% | 4.1 |
|
| 1844 |
IAIM
1844
International Assets Investment Management
Orlando,
Florida
| $1.23B | +$169M | +16% | 5.72% | 88.5% | 2,733 | 50.46% | 0.9 |
|
| 1845 |
1845
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.23B | +$66.1M | +6% | 6.74% | 98.6% | 402 | 17.91% | 4 |
|
| 1846 |
1846
Bronte Capital Management
Bondi Junction,
Australia
| $1.23B | -$47M | -4% | 4.41% | 123% | 28 | 10.71% | 2.6 |
|
| 1847 |
1847
Taconic Capital Advisors
New York
| $1.23B | -$64.8M | -5% | 2.49% | 273% | 113 | 25.66% | 1.7 |
|
| 1848 |
DGM
1848
Darwin Global Management
St. Helier,
Jersey
| $1.23B | +$370M | +43% | 22.1% | 2,582% | 10 | 60% | 0.4 |
|
| 1849 |
1849
Diameter Capital Partners
New York
| $1.23B | +$379M | +45% | 19.5% | 378% | 38 | 73.68% | 0.7 |
|
| 1850 |
1850
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.23B | +$44.4M | +4% | 7.76% | 32.6% | 94 | 17.02% | 3.8 |
|