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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $990M | -$1.85M | -0.2% | 0.28% | 87.2% | 147 | 10.2% | 4.7 |
|
| 1877 |
1877
Lavaca Capital
Houston,
Texas
| $990M | -$14.2M | -1% | 2.37% | 46.5% | 167 | 19.16% | 1.2 |
|
| 1878 |
1878
Main Management ETF Advisors
San Francisco,
California
| $990M | +$29.8M | +3% | 1.53% | 97.2% | 27 | 0% | 1.4 |
|
| 1879 |
1879
MCF Advisors
Covington,
Kentucky
| $988M | +$20.3M | +2% | 0.78% | 55.2% | 818 | 30.68% | 2.7 |
|
| 1880 |
1880
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $987M | -$171M | -15% | 0.96% | 96.6% | 194 | 23.2% | 4.1 |
|
| 1881 |
WBG
1881
Wharton Business Group
Malvern,
Pennsylvania
| $986M | -$295M | -23% | 1.32% | 72.5% | 127 | 53.54% | 3.8 |
|
| 1882 |
1882
Sequoia Financial Advisors
Akron,
Ohio
| $984M | -$1.76B | -64% | 0.65% | 78.3% | 481 | 47.19% | 4.5 |
|
| 1883 |
1883
Baymount Management
Miami,
Florida
| $983M | +$555M | +130% | 1.35% | – | 16 | 100% | 0 |
|
| 1884 |
1884
Oxbow Advisors
Austin,
Texas
| $983M | +$21.5M | +2% | 1.8% | 66.3% | 314 | 14.65% | 3.2 |
|
| 1885 |
1885
Edenbrook Capital
Mt. Kisco,
New York
| $983M | -$26.8M | -3% | 9.67% | 267% | 25 | 12% | 1.1 |
|
| 1886 |
1886
Soundwatch Capital
Rowayton,
Connecticut
| $983M | +$882M | +870% | 0.34% | 68.6% | 35 | 77.14% | 0.3 |
|
| 1887 |
1887
Bogart Wealth LLC
Mclean,
Virginia
| $982M | +$67M | +7% | 1.73% | 60.5% | 806 | 18.11% | 1.8 |
|
| 1888 |
1888
GSA Capital Partners
London,
United Kingdom
| $982M | +$92.9M | +10% | 3.68% | 94.7% | 1,940 | 63.35% | 0.3 |
|
| 1889 |
SFG
1889
Sather Financial Group
Victoria,
Texas
| $981M | +$28.5M | +3% | 0.95% | 70% | 87 | 42.53% | 2 |
|
| 1890 |
1890
Mizuho Securities USA
New York
| $980M | -$255M | -21% | 1.82% | 99% | 375 | 63.2% | 0.3 |
|
| 1891 |
SCM
1891
Somerset Capital Management
London,
United Kingdom
| $980M | -$109M | -10% | 3.17% | 7.5% | 20 | 35% | 3.1 |
|
| 1892 |
1892
Catterton Management Company
Greenwich,
Connecticut
| $980M | -$1.14B | -54% | 31.2% | 13.2% | 3 | 0% | 0.6 |
|
| 1893 |
1893
Context Capital Management
Lajolla,
California
| $979M | -$100M | -9% | 0.36% | 3.38% | 613 | 38.17% | 0.4 |
|
| 1894 |
1894
Independent Financial Group
San Diego,
California
| $979M | +$35.3M | +4% | 0.42% | 149% | 773 | 18.37% | 1 |
|
| 1895 |
1895
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $978M | +$20.2M | +2% | 0.82% | 88.1% | 191 | 14.14% | 0.6 |
|
| 1896 |
1896
Zions Bancorporation
Salt Lake City,
Utah
| $978M | -$23.9M | -2% | 0.66% | 22.9% | 1,085 | 10.78% | 2.3 |
|
| 1897 |
1897
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $978M | -$41.7M | -4% | 0.13% | 116% | 120 | 4.17% | 4.5 |
|
| 1898 |
1898
Ethic Inc
New York
| $977M | +$152M | +18% | 1% | 130% | 663 | 23.08% | 0.9 |
|
| 1899 |
1899
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $977M | +$178M | +22% | 0.18% | 81.9% | 156 | 16.03% | 1.2 |
|
| 1900 |
1900
Twin Capital Management
Mcmurray,
Pennsylvania
| $976M | -$109M | -10% | 0.87% | 132% | 323 | 20.43% | 2.9 |
|