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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
Bronte Capital Management
Bondi Junction,
Australia
| $1.23B | -$36.3M | -3% | 0.14% | 123% | 26 | 7.69% | 3 |
|
| 1827 |
1827
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.23B | -$27.4M | -2% | 1.45% | 69.1% | 52 | 11.54% | 5.8 |
|
| 1828 |
1828
J. Safra Asset Management
New York
| $1.23B | +$354K | +0% | 3.05% | 93.8% | 404 | 30.2% | 1 |
|
| 1829 |
1829
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.23B | -$4.76M | -0.4% | 1.05% | 87.2% | 132 | 9.09% | 6.3 |
|
| 1830 |
1830
Syon Capital
San Francisco,
California
| $1.23B | +$117M | +11% | 0.77% | 74% | 671 | 29.66% | 1 |
|
| 1831 |
1831
Rheos Capital Works
Tokyo,
Japan
| $1.23B | -$577M | -32% | 0.79% | 220% | 102 | 39.22% | 1.7 |
|
| 1832 |
1832
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.23B | -$16.9M | -1% | 2.56% | 80.1% | 220 | 7.27% | 6.8 |
|
| 1833 |
1833
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.23B | -$23M | -2% | 0.83% | 76.5% | 1,239 | 32.85% | 1.4 |
|
| 1834 |
1834
Parcion Private Wealth
Bellevue,
Washington
| $1.23B | -$82.4M | -6% | 1.92% | 114% | 312 | 30.77% | 2.3 |
|
| 1835 |
1835
FAS Wealth Partners
Leawood,
Kansas
| $1.23B | +$35M | +3% | 1.83% | 72.3% | 446 | 6.95% | 4.9 |
|
| 1836 |
1836
Kimmeridge Energy Management
New York
| $1.23B | -$295M | -19% | 2.71% | 19.7% | 3 | 0% | 2.8 |
|
| 1837 |
1837
Bristlecone Advisors
Bellevue,
Washington
| $1.22B | -$56.3M | -4% | 2.96% | 103% | 390 | 10.77% | 3.4 |
|
| 1838 |
1838
Casdin Capital
New York
| $1.22B | -$279M | -19% | 10.3% | 370% | 47 | 23.4% | 2.5 |
|
| 1839 |
1839
Journey Advisory Group
Covington,
Kentucky
| $1.22B | +$387M | +46% | 1.1% | 74.9% | 299 | 32.78% | 2.4 |
|
| 1840 |
1840
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.22B | -$45.5M | -4% | 4.2% | 79.4% | 65 | 13.85% | 2.9 |
|
| 1841 |
1841
Lutz Financial Services
Omaha,
Nebraska
| $1.22B | -$15.8M | -1% | 1.53% | 35.3% | 96 | 5.21% | 4.2 |
|
| 1842 |
1842
Trust Asset Management
Houston,
Texas
| $1.22B | -$59.5M | -5% | 3.82% | 104% | 232 | 8.19% | 3.8 |
|
| 1843 |
1843
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.22B | -$22.9M | -2% | 0.74% | 73% | 432 | 9.95% | 3.5 |
|
| 1844 |
1844
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.22B | -$19.4M | -2% | 1.8% | 89.9% | 52 | 9.62% | 3.1 |
|
| 1845 |
1845
JTC Employer Solutions Trustee
St Helier,
Jersey
| $1.22B | -$193M | -14% | 5% | 88.7% | 331 | 6.34% | 2.8 |
|
| 1846 |
1846
Mar Vista Investment Partners
Los Angeles,
California
| $1.22B | -$244M | -17% | 2.35% | 73.9% | 57 | 3.51% | 5.5 |
|
| 1847 |
1847
Sandhill Capital Partners
Buffalo,
New York
| $1.22B | -$59.3M | -5% | 3.93% | 64.9% | 104 | 19.23% | 4.8 |
|
| 1848 |
1848
Vestor Capital
Chicago,
Illinois
| $1.22B | -$94.7M | -7% | 0.99% | 202% | 287 | 16.72% | 4.1 |
|
| 1849 |
1849
Icon Wealth Advisors
Houston,
Texas
| $1.22B | -$130K | -0% | 1.4% | – | 537 | 18.06% | 1.6 |
|
| 1850 |
1850
Fairholme Capital Management
South Miami,
Florida
| $1.22B | +$33.2M | +3% | 5.5% | 36.2% | 12 | 16.67% | 2.9 |
|