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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
Hartford Funds Management
Wayne,
Pennsylvania
| $940M | -$26.9M | -3% | 3.8% | 26.8% | 94 | 19.15% | 1 |
|
| 1852 |
1852
LBMC Investment Advisors
Brentwood,
Tennessee
| $940M | -$77.3M | -8% | 4.55% | 52.8% | 167 | 5.99% | 4.8 |
|
| 1853 |
1853
Trigran Investments
Northbrook,
Illinois
| $938M | -$97.1M | -9% | 11.1% | 30.2% | 23 | 13.04% | 3.5 |
|
| 1854 |
1854
Resonant Capital Advisors
Madison,
Wisconsin
| $938M | +$17.8M | +2% | 2.09% | 56.5% | 286 | 11.54% | 2.3 |
|
| 1855 |
1855
Azora Capital LP
Miami,
Florida
| $936M | +$384M | +69% | 2.95% | 175% | 58 | 63.79% | 0.5 |
|
| 1856 |
1856
FAS Wealth Partners
Leawood,
Kansas
| $935M | +$145M | +18% | 3.45% | 72.3% | 439 | 15.03% | 3.9 |
|
| 1857 |
1857
Global Endowment Management
Charlotte,
North Carolina
| $934M | +$92.4M | +11% | 3.88% | 46.1% | 127 | 40.16% | 2.6 |
|
| 1858 |
1858
Petrus Trust Company
Dallas,
Texas
| $934M | +$44.6M | +5% | 1.12% | 36.9% | 769 | 54.1% | 0.5 |
|
| 1859 |
1859
Callan Capital
La Jolla,
California
| $934M | +$29.8M | +3% | 3.38% | 20.1% | 212 | 17.45% | 2.6 |
|
| 1860 |
1860
HSG Holding
Na,
Hong Kong
| $933M | +$58.3M | +7% | 11% | 2.94% | 21 | 9.52% | 3.4 |
|
| 1861 |
1861
Clough Capital Partners
Boston,
Massachusetts
| $932M | -$61.9M | -6% | 3.21% | 175% | 242 | 44.21% | 0.6 |
|
| 1862 |
1862
HITE Hedge Asset Management
Braintree,
Massachusetts
| $931M | +$65.5M | +8% | 1.2% | 54.4% | 122 | 40.98% | 0.9 |
|
| 1863 |
1863
Stairway Partners
Chicago,
Illinois
| $931M | -$237M | -20% | 4.06% | 48.1% | 15 | 0% | 6.5 |
|
| 1864 |
1864
DLD Asset Management
New York
| $930M | +$10.3M | +1% | 0.04% | 10.3% | 112 | 48.21% | 0.5 |
|
| 1865 |
1865
Great Mountain Partners
New Haven,
Connecticut
| $929M | +$163M | +21% | 21.4% | 95.3% | 2 | 0% | 2.3 |
|
| 1866 |
1866
Stephens Group Asset Management
Little Rock,
Arkansas
| $929M | -$90M | -9% | 3.78% | 51.4% | 24 | 0% | 4.4 |
|
| 1867 |
1867
Trust Asset Management
Houston,
Texas
| $928M | -$36.6M | -4% | 3.28% | 91.1% | 205 | 5.37% | 2.8 |
|
| 1868 |
1868
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $928M | -$21.2M | -2% | 3.83% | 131% | 87 | 6.9% | 3.2 |
|
| 1869 |
1869
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $927M | -$90.8M | -9% | 3.72% | 56.1% | 117 | 17.95% | 2.2 |
|
| 1870 |
1870
Americana Partners
Houston,
Texas
| $926M | +$148M | +19% | 1.52% | 82.9% | 333 | 26.73% | 1.6 |
|
| 1871 |
1871
StoneX Group
New York
| $924M | -$39.7M | -4% | 3.21% | 85.2% | 787 | 37.36% | 2.2 |
|
| 1872 |
1872
Vestor Capital
Chicago,
Illinois
| $921M | -$27.1M | -3% | 2.3% | 188% | 286 | 23.08% | 3.4 |
|
| 1873 |
1873
Verdence Capital Advisors
Hunt Valley,
Maryland
| $921M | +$59.9M | +7% | 2.56% | 104% | 580 | 11.55% | 2.7 |
|
| 1874 |
1874
Parkwood LLC
Cleveland,
Ohio
| $921M | +$372M | +68% | 0.33% | 120% | 174 | 32.18% | 1.4 |
|
| 1875 |
1875
Perella Weinberg Partners Capital Management
New York
| $920M | -$37.5M | -4% | 3.23% | 1.52% | 24 | 8.33% | 3.1 |
|