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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
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50
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250
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1,000
2,500
5,000
10
50
100
250
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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
SFMG Wealth Advisors
Plano,
Texas
| $1.27B | +$34.9M | +3% | 1.89% | 76.1% | 290 | 11.38% | 4.1 |
|
| 1852 |
1852
Morningstar Investment Management
Chicago,
Illinois
| $1.27B | +$258M | +25% | 1.02% | 48.2% | 225 | 10.67% | 1.5 |
|
| 1853 |
1853
Bronte Capital Management
Bondi Junction,
Australia
| $1.27B | +$36.7M | +3% | 2.35% | 123% | 25 | 4% | 3 |
|
| 1854 |
1854
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.27B | +$62.9M | +5% | 1.7% | 79.4% | 67 | 28.36% | 3 |
|
| 1855 |
1855
NFP Retirement Inc
Aliso Viejo,
California
| $1.27B | +$31.2M | +3% | 0.38% | 46.7% | 302 | 8.94% | 2.5 |
|
| 1856 |
1856
Mill Capital Management
Concord,
North Carolina
| $1.27B | -$13.1M | -1% | 1.53% | 119% | 126 | 3.17% | 2.6 |
|
| 1857 |
1857
Elequin Capital
New York
| $1.26B | +$366M | +41% | 13.8% | 52.4% | 653 | 63.4% | 0.2 |
|
| 1858 |
1858
Lee, Danner & Bass
Nashville,
Tennessee
| $1.26B | -$158M | -11% | 0.19% | – | 755 | 71.92% | 2.1 |
|
| 1859 |
1859
BIT Capital
Berlin,
Germany
| $1.26B | +$183M | +17% | 23.1% | 1,162% | 146 | 47.95% | 0.9 |
|
| 1860 |
1860
Progeny 3 Inc
Kirkland,
Washington
| $1.26B | +$68.6M | +6% | 7% | 96.8% | 37 | 21.62% | 1.9 |
|
| 1861 |
1861
YCG LLC
Austin,
Texas
| $1.26B | -$37.1M | -3% | 1.58% | 27% | 40 | 12.5% | 6.5 |
|
| 1862 |
1862
Kimelman & Baird
New York
| $1.26B | +$4.87M | +0.4% | 3.43% | – | 372 | 6.99% | 2.6 |
|
| 1863 |
1863
First Long Island Investors
Jericho,
New York
| $1.26B | -$11M | -0.9% | 1.31% | 85.5% | 70 | 7.14% | 5.4 |
|
| 1864 |
1864
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.26B | +$35.7M | +3% | 3.67% | 69.1% | 51 | 5.88% | 5.6 |
|
| 1865 |
1865
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.25B | +$23.5M | +2% | 0.99% | 98.6% | 425 | 21.41% | 3.9 |
|
| 1866 |
1866
Armstrong Advisory Group
Needham,
Massachusetts
| $1.25B | +$45M | +4% | 0.12% | 55.6% | 867 | 12.46% | 1.6 |
|
| 1867 |
1867
Corda Investment Management
Houston,
Texas
| $1.25B | -$29.7M | -2% | 1.4% | 85% | 74 | 8.11% | 5.4 |
|
| 1868 |
1868
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.25B | -$6.12M | -0.5% | 0.54% | 76.5% | 933 | 66.67% | 1.6 |
|
| 1869 |
1869
Nationwide Fund Advisors
Columbus,
Ohio
| $1.25B | -$16.8M | -1% | 4.43% | 34.1% | 7 | 0% | 3.3 |
|
| 1870 |
1870
Sepio Capital
Salt Lake City,
Utah
| $1.25B | -$34.9M | -3% | 4.06% | 92% | 312 | 12.18% | 3.7 |
|
| 1871 |
1871
Keel Point
Huntsville,
Alabama
| $1.25B | +$49.2M | +4% | 2.87% | 76.4% | 476 | 15.34% | 2.8 |
|
| 1872 |
1872
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.25B | -$7.14M | -0.6% | 1.52% | 94.2% | 153 | 4.58% | 6.4 |
|
| 1873 |
1873
Park West Asset Management
San Francisco,
California
| $1.25B | -$153M | -11% | 1.49% | 181% | 56 | 42.86% | 1.3 |
|
| 1874 |
1874
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.24B | +$18.4M | +1% | 2.3% | 80.1% | 233 | 12.45% | 6.5 |
|
| 1875 |
1875
1607 Capital Partners
Richmond,
Virginia
| $1.24B | +$151M | +14% | 4.98% | 28.5% | 147 | 18.37% | 4.3 |
|