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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
55I LLC
Boston,
Massachusetts
| $664M | +$316M | +91% | 14% | 10.2% | 220 | 32.73% | 0.6 |
|
| 1852 |
1852
Mizuho Bank
Tokyo,
Japan
| $662M | +$490M | +285% | 13.5% | 99.8% | 7 | 71.43% | 2.3 |
|
| 1853 |
1853
Hengistbury Investment Partners
London,
United Kingdom
| $662M | +$226M | +52% | 12.7% | 108% | 6 | 50% | 2.2 |
|
| 1854 |
1854
Aequim Alternative Investments
Mill Valley,
California
| $662M | +$57.9M | +10% | 8.03% | 32.3% | 76 | 26.32% | 0.6 |
|
| 1855 |
1855
EJF Capital
Arlington,
Virginia
| $662M | +$187M | +39% | 19.8% | 127% | 141 | 37.59% | 1.4 |
|
| 1856 |
1856
Equitec Specialists
Chicago,
Illinois
| $662M | +$226M | +52% | 12.8% | 65.4% | 180 | 47.22% | 0.5 |
|
| 1857 |
MG
1857
Magnolia Group
Omaha,
Nebraska
| $661M | +$26.9M | +4% | 4.48% | 9.52% | 16 | 43.75% | 1.9 |
|
| 1858 |
1858
Tensile Capital Management
Larkspur,
California
| $660M | +$153M | +30% | 49.7% | 47.7% | 22 | 13.64% | 2.4 |
|
| 1859 |
1859
Eagle Ridge Investment Management
Stamford,
Connecticut
| $660M | +$84.6M | +15% | 19.5% | 28.2% | 131 | 11.45% | 3.8 |
|
| 1860 |
1860
Stephens Group Asset Management
Little Rock,
Arkansas
| $659M | +$168M | +34% | 19.8% | 51.4% | 25 | 20% | 1.4 |
|
| 1861 |
1861
Vicus Capital
State College,
Pennsylvania
| $658M | +$122M | +23% | 16.3% | 59.6% | 214 | 20.56% | 3.3 |
|
| 1862 |
1862
Alpha Omega Wealth Management
Richmond,
Virginia
| $658M | +$115M | +21% | 23.8% | 65.9% | 198 | 9.6% | 3.1 |
|
| 1863 |
1863
Visionary Wealth Advisors
O'fallon,
Illinois
| $657M | +$126M | +24% | 18.4% | 69.4% | 241 | 22.41% | 0.4 |
|
| 1864 |
1864
Kontiki Capital Management (HK)
Hong Kong
| $657M | +$270M | +70% | 79.8% | 90.6% | 5 | 0% | 1.9 |
|
| 1865 |
1865
McDaniel Terry & Co
Austin,
Texas
| $656M | +$113M | +21% | 20.7% | 57.9% | 85 | 22.35% | 3.8 |
|
| 1866 |
1866
HighTower Trust
Houston,
Texas
| $656M | +$81.8M | +14% | 17.6% | 90.4% | 122 | 19.67% | 2.9 |
|
| 1867 |
1867
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $656M | +$583M | +793% | 79% | 82.7% | 4 | 50% | 0.9 |
|
| 1868 |
1868
BTC Capital Management
Des Moines,
Iowa
| $654M | +$130M | +25% | 20% | – | 188 | 17.55% | 2.6 |
|
| 1869 |
1869
Klingman & Associates
New York
| $654M | +$164M | +33% | 22% | 64.9% | 133 | 14.29% | 3 |
|
| 1870 |
1870
St. James Investment Company
Southlake,
Texas
| $654M | -$142M | -18% | 17.3% | 43.8% | 45 | 44.44% | 1.5 |
|
| 1871 |
1871
Krilogy Financial
St. Louis,
Missouri
| $653M | +$127M | +24% | 16.1% | 79% | 242 | 31.4% | 2.4 |
|
| 1872 |
1872
E-L Financial Corp
Toronto,
Ontario, Canada
| $653M | +$97.4M | +18% | 19.7% | 68.6% | 1 | 0% | 3.5 |
|
| 1873 |
1873
Nicolet Advisory Services
Green Bay,
Wisconsin
| $651M | +$83.1M | +15% | 15.1% | 62.7% | 218 | 14.22% | 0.9 |
|
| 1874 |
1874
Nexus Investment Management
Toronto,
Ontario, Canada
| $650M | +$83M | +15% | 21.8% | 93.5% | 67 | 10.45% | 5.4 |
|
| 1875 |
MAM
1875
Mastrapasqua Asset Management
Nashville,
Tennessee
| $650M | +$133M | +26% | 24.8% | 54.9% | 148 | 19.59% | 3.1 |
|