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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
EK
1876
Evensky & Katz
Coral Gables,
Florida
| $1.01B | -$26.4M | -3% | 5.13% | 57.1% | 77 | 6.49% |
|
| 1877 |
SWA
1877
SFMG Wealth Advisors
Plano,
Texas
| $1.01B | -$17.5M | -2% | 0.57% | 76.1% | 330 | 19.09% |
|
| 1878 |
JCM
1878
Jag Capital Management
St Louis,
Missouri
| $1.01B | -$294M | -23% | 11.5% | 230% | 270 | 42.22% |
|
| 1879 |
MFM
1879
MHR Fund Management
New York
| $1.01B | -$209M | -17% | 10.2% | 332% | 30 | 3.33% |
|
| 1880 |
VC
1880
Vestor Capital
Chicago,
Illinois
| $1.01B | -$41M | -4% | 0.99% | 186% | 258 | 20.54% |
|
| 1881 |
NCA
1881
Newbrook Capital Advisors
New York
| $1.01B | -$275M | -21% | 3.69% | 299% | 28 | 57.14% |
|
| 1882 |
IWP
1882
Icon Wealth Partners
Houston,
Texas
| $1.01B | +$8.15M | +0.8% | 3.93% | – | 358 | 18.44% |
|
| 1883 |
S
1883
Seeyond
Paris,
France
| $1B | -$74.2M | -7% | 2.65% | 21.3% | 611 | 5.07% |
|
| 1884 |
FPAS
1884
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $1B | +$525M | +110% | 3.4% | 63.9% | 357 | 66.11% |
|
| 1885 |
MCM
1885
McKinley Capital Management
Anchorage,
Alaska
| $1B | -$115M | -10% | 3.4% | 63.3% | 193 | 21.24% |
|
| 1886 |
FNF
1886
Fidelity National Financial
Jacksonville,
Florida
| $1B | -$200M | -17% | 9.77% | 2.54% | 37 | 13.51% |
|
| 1887 |
KGI
1887
Kopernik Global Investors
Tampa,
Florida
| $1B | -$46.1M | -4% | 36.8% | 128% | 32 | 9.38% |
|
| 1888 |
PA
1888
PFG Advisors
Phoenix,
Arizona
| $1B | -$13.9M | -1% | 4.32% | 77.4% | 567 | 34.74% |
|
| 1889 |
NCGI
1889
Next Century Growth Investors
Plymouth,
Minnesota
| $1B | -$110M | -10% | 7.71% | 447% | 128 | 14.06% |
|
| 1890 |
CC
1890
Courier Capital
Buffalo,
New York
| $1B | -$75.2M | -7% | 3.41% | 64.1% | 318 | 9.12% |
|
| 1891 |
LNB
1891
Ledyard National Bank
| $1,000M | -$44.6M | -4% | 5.06% | 69.8% | 252 | 14.29% |
|
| 1892 |
RIM
1892
Redpoint Investment Management
Sydney, NSW,
Australia
| $1,000M | -$261M | -21% | 4.06% | 35.9% | 686 | 15.16% |
|
| 1893 |
DHFB
1893
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $999M | -$39.8M | -4% | 2.33% | 63.5% | 320 | 11.25% |
|
| 1894 |
HPM
1894
H. Partners Management
New York
| $999M | -$80M | -7% | 1.55% | 13.5% | 3 | 0% |
|
| 1895 |
VC
1895
Vicus Capital
State College,
Pennsylvania
| $997M | +$15.5M | +2% | 3.13% | 59.6% | 243 | 11.93% |
|
| 1896 |
SGAM
1896
Stephens Group Asset Management
Little Rock,
Arkansas
| $996M | -$47M | -5% | 4.92% | 48.3% | 25 | 0% |
|
| 1897 |
HTI
1897
Hikari Tsushin Inc
Tokyo,
Japan
| $995M | +$80.7M | +9% | 10.3% | 59.5% | 50 | 12% |
|
| 1898 |
OA
1898
Oxbow Advisors
Austin,
Texas
| $995M | -$49.7M | -5% | 0.46% | 66.3% | 303 | 19.8% |
|
| 1899 |
FBA
1899
Front Barnett Associates
Chicago,
Illinois
| $994M | -$73.7M | -7% | 4.48% | 40.5% | 122 | 7.38% |
|
| 1900 |
TAM
1900
Taurus Asset Management
New York
| $993M | -$67.9M | -6% | 6.04% | 26.9% | 98 | 13.27% |
|