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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
BIP Wealth
Atlanta,
Georgia
| $909M | – | – | 5.04% | 51.8% | 175 | – | 0 |
|
| 1852 |
1852
Next Century Growth Investors
Plymouth,
Minnesota
| $909M | +$75.8M | +9% | 17.3% | 447% | 112 | 17.86% | 2.6 |
|
| 1853 |
CCA
1853
Castle Creek Arbitrage
Avon,
Colorado
| $908M | -$227M | -20% | 2.67% | 17.2% | 625 | 40% | 0.8 |
|
| 1854 |
NM
1854
NWI Management
New York
| $908M | +$456M | +101% | 21.4% | 230% | 50 | 28% | 2.6 |
|
| 1855 |
1855
Nexus Investment Management
Toronto,
Ontario, Canada
| $906M | +$20.6M | +2% | 4.06% | 93.5% | 73 | 0% | 6.4 |
|
| 1856 |
1856
Edgestream Partners
Princeton,
New Jersey
| $906M | +$16.3M | +2% | 5.35% | 41.7% | 685 | 50.66% | 0.5 |
|
| 1857 |
1857
Courier Capital
Buffalo,
New York
| $905M | +$37.3M | +4% | 5.84% | 70.8% | 302 | 8.61% | 6.3 |
|
| 1858 |
1858
Girard Partners
King Of Prussia,
Pennsylvania
| $904M | +$21.8M | +2% | 8.3% | 25.7% | 271 | 11.07% | 4.4 |
|
| 1859 |
1859
PSG Equity
Boston,
Massachusetts
| $904M | +$268M | +42% | 42.2% | 13.7% | 1 | 0% | 1.3 |
|
| 1860 |
1860
Motley Fool Asset Management
Alexandria,
Virginia
| $904M | +$16.7M | +2% | 16.7% | 135% | 213 | 49.3% | 4.1 |
|
| 1861 |
1861
Executive Wealth Management
Brighton,
Michigan
| $901M | +$87M | +11% | 6.13% | 18.4% | 207 | 14.49% | 2.4 |
|
| 1862 |
1862
Ninepoint Partners
Toronto,
Ontario, Canada
| $901M | +$117M | +15% | 6.15% | 82.6% | 100 | 37% | 1.2 |
|
| 1863 |
1863
TCV Trust & Wealth Management
Richmond,
Virginia
| $901M | +$20.5M | +2% | 3.45% | 75.3% | 199 | 12.56% | 5.9 |
|
| 1864 |
1864
Unison Advisors
Washington,
District of Columbia
| $900M | +$132M | +17% | 4.23% | 57.8% | 181 | 1.1% | 2.8 |
|
| 1865 |
1865
Amica Mutual Insurance
Providence,
Rhode Island
| $897M | +$105M | +13% | 9.54% | 80.4% | 99 | 9.09% | 4.8 |
|
| 1866 |
1866
Blackhill Capital
Morristown,
New Jersey
| $896M | +$33.1M | +4% | 3.91% | 212% | 52 | 0% | 8.5 |
|
| 1867 |
1867
Alphadyne Asset Management
New York
| $896M | +$214M | +31% | 10.8% | 159% | 49 | 51.02% | 0.3 |
|
| 1868 |
1868
Trinity Street Asset Management
London,
United Kingdom
| $893M | +$276M | +45% | 10.5% | 76.9% | 22 | 18.18% | 2.1 |
|
| 1869 |
1869
North Reef Capital Management
Laguna Beach,
California
| $893M | -$19.8M | -2% | 10.4% | 81.9% | 49 | 42.86% | 0.5 |
|
| 1870 |
1870
Oxford Financial Group
Carmel,
Indiana
| $891M | +$32.7M | +4% | 3.19% | 77.2% | 283 | 15.55% | 2.4 |
|
| 1871 |
1871
Mount Yale Investment Advisors
Denver,
Colorado
| $891M | +$9.2M | +1% | 9.53% | 81.9% | 540 | 27.04% | 2.2 |
|
| 1872 |
1872
Baker Tilly Wealth Management
Madison,
Wisconsin
| $889M | +$77.4M | +10% | 9.83% | 96.9% | 587 | 14.99% | 1.6 |
|
| 1873 |
1873
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $889M | +$130M | +17% | 13.6% | 89.9% | 48 | 12.5% | 2.6 |
|
| 1874 |
1874
Eagle Ridge Investment Management
Stamford,
Connecticut
| $889M | +$31.9M | +4% | 4.83% | 28.2% | 160 | 7.5% | 4.4 |
|
| 1875 |
1875
Trust Asset Management
Houston,
Texas
| $889M | +$85.1M | +11% | 8.53% | 91.1% | 214 | 12.62% | 2.2 |
|