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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
Perpetual Investment Management
Sydney,
Australia
| $838M | +$154M | +23% | 16.7% | – | 225 | 13.33% | 1.5 |
|
| 1877 |
1877
Larson Financial Group
St Louis,
Missouri
| $835M | +$132M | +19% | 8.95% | 81.2% | 1,550 | 12.19% | 1.8 |
|
| 1878 |
1878
Howard Capital Management Group
Los Angeles,
California
| $834M | +$42.9M | +5% | 7.33% | 114% | 102 | 8.82% | 1.5 |
|
| 1879 |
1879
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $833M | +$98.8M | +13% | 9.73% | 77.5% | 170 | 14.12% | 6.6 |
|
| 1880 |
1880
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $833M | -$229M | -22% | 2.56% | 219% | 101 | 21.78% | 1.6 |
|
| 1881 |
1881
Next Century Growth Investors
Plymouth,
Minnesota
| $833M | +$13M | +2% | 9.98% | 447% | 127 | 40.16% | 2.6 |
|
| 1882 |
1882
Garde Capital
Seattle,
Washington
| $833M | +$59.3M | +8% | 7.5% | 57.6% | 262 | 12.6% | 3.5 |
|
| 1883 |
ACG
1883
Aventail Capital Group
New York
| $832M | -$475M | -36% | 13.2% | 154% | 69 | 57.97% | 0.4 |
|
| 1884 |
1884
BTC Capital Management
Des Moines,
Iowa
| $832M | +$66.4M | +9% | 10.8% | – | 258 | 11.63% | 3.2 |
|
| 1885 |
1885
Beese Fulmer Investment Management
Canton,
Ohio
| $831M | +$86.7M | +12% | 11.7% | 124% | 224 | 8.93% | 5.5 |
|
| 1886 |
1886
Adero Partners
Pleasanton,
California
| $830M | +$39M | +5% | 8.35% | 27.7% | 170 | 14.71% | 1.6 |
|
| 1887 |
1887
Broad Run Investment Management
Arlington,
Virginia
| $830M | -$82.6M | -9% | 6.96% | 202% | 29 | 27.59% | 4.5 |
|
| 1888 |
1888
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $830M | -$75.9M | -8% | 7.32% | 484% | 17 | 0% | 0.9 |
|
| 1889 |
1889
Poplar Forest Capital
Pasadena,
California
| $830M | +$45.2M | +6% | 15.2% | 30% | 64 | 25% | 3.6 |
|
| 1890 |
1890
Vestor Capital
Chicago,
Illinois
| $829M | +$66.7M | +9% | 13.5% | 188% | 243 | 14.4% | 3.1 |
|
| 1891 |
1891
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $827M | +$20.9M | +3% | 10.5% | 94.5% | 57 | 26.32% | 1.4 |
|
| 1892 |
1892
Redwood Capital Management
New York
| $827M | +$156M | +23% | 14.1% | 313% | 42 | 11.9% | 3 |
|
| 1893 |
TA
1893
Trivest Advisors
Hong Kong
| $824M | +$534M | +184% | 14.6% | 2,977% | 27 | 62.96% | 0.5 |
|
| 1894 |
1894
Wellington Shields Capital Management
New York
| $824M | +$403M | +96% | 12.3% | 137% | 326 | 11.35% | 3.9 |
|
| 1895 |
1895
Quest Investment Management
Lake Oswego,
Oregon
| $822M | +$11.7M | +1% | 8.26% | 105% | 99 | 18.18% | 4.8 |
|
| 1896 |
CM
1896
Conifer Management
New York
| $822M | +$119M | +17% | 10.1% | 22.7% | 12 | 25% | 1.9 |
|
| 1897 |
1897
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $821M | +$45.2M | +6% | 10.1% | 81.9% | 180 | 22.78% | 1.8 |
|
| 1898 |
1898
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $821M | +$90.6M | +12% | 7.17% | 67% | 99 | 16.16% | 2.9 |
|
| 1899 |
1899
Rock Creek Group
Washington,
District of Columbia
| $820M | +$58.2M | +8% | 9.78% | 37.2% | 186 | 19.89% | 1.9 |
|
| 1900 |
1900
III Capital Management
Boca Raton,
Florida
| $820M | -$223M | -21% | 0.27% | 28.7% | 153 | 24.18% | 0.7 |
|