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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
Keystone Investors
Singapore
| $1.15B | -$35.3M | -3% | 26.2% | – | 85 | 56.47% | 0.3 |
|
| 1852 |
1852
Willis Johnson & Associates
Houston,
Texas
| $1.15B | +$54.1M | +5% | 6.27% | 55.9% | 165 | 16.36% | 1.6 |
|
| 1853 |
1853
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.15B | -$307M | -21% | 8.79% | 79.4% | 82 | 37.8% | 3.2 |
|
| 1854 |
1854
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.15B | -$145M | -11% | 0.04% | 98.1% | 114 | 63.16% | 0.5 |
|
| 1855 |
1855
FJ Investments
Salt Lake City,
Utah
| $1.15B | -$958M | -46% | 10.6% | – | 427 | 98.83% | 0.3 |
|
| 1856 |
1856
Zweig-DiMenna Associates
New York
| $1.15B | +$258M | +29% | 18.8% | 561% | 130 | 23.85% | 1.5 |
|
| 1857 |
1857
Lutz Financial Services
Omaha,
Nebraska
| $1.14B | +$79M | +7% | 4.86% | 35.3% | 86 | 2.33% | 3.7 |
|
| 1858 |
1858
Landscape Capital Management
Englewood,
New Jersey
| $1.14B | +$24.7M | +2% | 10.8% | 92.5% | 1,043 | 52.35% | 0.6 |
|
| 1859 |
1859
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.14B | +$54.1M | +5% | 9.75% | 98.6% | 413 | 21.55% | 3.8 |
|
| 1860 |
1860
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.14B | -$399M | -26% | 9.38% | 142% | 39 | 35.9% | 2.8 |
|
| 1861 |
1861
Trust Asset Management
Houston,
Texas
| $1.14B | +$106M | +10% | 11.5% | 104% | 228 | 8.33% | 2.9 |
|
| 1862 |
1862
Executive Wealth Management
Brighton,
Michigan
| $1.14B | +$78.2M | +7% | 7.53% | 18.4% | 258 | 22.87% | 2.5 |
|
| 1863 |
1863
Certuity
North Palm Beach,
Florida
| $1.14B | +$151M | +15% | 10.9% | 197% | 380 | 21.58% | 1.9 |
|
| 1864 |
1864
Callan Capital
La Jolla,
California
| $1.14B | +$78M | +7% | 7.05% | 20.1% | 304 | 25.33% | 2.1 |
|
| 1865 |
1865
Bristlecone Advisors
Bellevue,
Washington
| $1.14B | +$147M | +15% | 10.1% | 103% | 282 | 7.8% | 4 |
|
| 1866 |
1866
Parcion Private Wealth
Bellevue,
Washington
| $1.14B | +$43.3M | +4% | 11.3% | 114% | 204 | 13.73% | 2.7 |
|
| 1867 |
1867
Ascent Group
Virginia Beach,
Virginia
| $1.14B | +$80.9M | +8% | 10% | 91.7% | 524 | 11.83% | 1.6 |
|
| 1868 |
1868
Provident Investment Management
Novi,
Michigan
| $1.13B | +$75.9M | +7% | 11.2% | 90.8% | 82 | 14.63% | 4.2 |
|
| 1869 |
1869
Wintrust Investments
Chicago,
Illinois
| $1.13B | +$101M | +10% | 9.1% | 27.5% | 485 | 12.99% | 1.9 |
|
| 1870 |
1870
DigitalBridge Group
Boca Raton,
Florida
| $1.13B | +$66.2M | +6% | 2.18% | 161% | 80 | 30% | 1.2 |
|
| 1871 |
1871
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.13B | +$221M | +24% | 8.14% | 64.5% | 350 | 20.57% | 1.4 |
|
| 1872 |
1872
Crestline Management
Fort Worth,
Texas
| $1.13B | -$41.7M | -4% | 11% | 80.2% | 239 | 68.62% | 0.5 |
|
| 1873 |
1873
Delta Asset Management
Memphis,
Tennessee
| $1.13B | +$81.2M | +8% | 9.65% | 53.8% | 697 | 7.75% | 2.7 |
|
| 1874 |
1874
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.13B | +$82.1M | +8% | 7.62% | 76.5% | 537 | 25.33% | 3.5 |
|
| 1875 |
1875
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.13B | +$119M | +12% | 11% | 102% | 103 | 0.97% | 4.2 |
|