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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
FAS Wealth Partners
Leawood,
Kansas
| $1.13B | +$75.9M | +7% | 7.18% | 72.3% | 465 | 10.75% | 4 |
|
| 1877 |
1877
YHB Investment Advisors
West Hartford,
Connecticut
| $1.13B | +$94.7M | +9% | 10.3% | 96.2% | 279 | 7.53% | 5.3 |
|
| 1878 |
1878
Good Life Advisors
Reading,
Pennsylvania
| $1.13B | +$116M | +11% | 9.52% | 60% | 487 | 15.81% | 3.1 |
|
| 1879 |
1879
Invictus Private Wealth
Denver,
Colorado
| $1.13B | +$105M | +10% | 9.22% | 84.2% | 92 | 4.35% | 1.1 |
|
| 1880 |
1880
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.13B | +$34.2M | +3% | 6.09% | 170% | 168 | 27.98% | 2 |
|
| 1881 |
1881
Mesirow Institutional Investment Management
Chicago,
Illinois
| $1.12B | +$55.6M | +5% | 7.52% | – | 139 | 34.53% | 0.8 |
|
| 1882 |
1882
McDaniel Terry & Co
Austin,
Texas
| $1.12B | +$79.1M | +8% | 9.3% | 57.9% | 103 | 18.45% | 4.9 |
|
| 1883 |
1883
Point72 Europe
London,
United Kingdom
| $1.12B | +$323M | +40% | 11.3% | 95.4% | 463 | 88.34% | 0.3 |
|
| 1884 |
1884
Abrams Bison Investments
Bethesda,
Maryland
| $1.12B | +$123M | +12% | 17.7% | 170% | 13 | 30.77% | 1.9 |
|
| 1885 |
LCM
1885
Lonestar Capital Management
San Francisco,
California
| $1.12B | +$436M | +64% | 2.44% | 260% | 27 | 40.74% | 1.2 |
|
| 1886 |
1886
Vantage Investment Partners
Kansas City,
Missouri
| $1.12B | +$116M | +12% | 8.5% | 77.4% | 70 | 18.57% | 4.6 |
|
| 1887 |
1887
StoneX Group
New York
| $1.12B | +$110M | +11% | 8.69% | 92.5% | 763 | 32.5% | 2.5 |
|
| 1888 |
1888
CAS Investment Partners
Westport,
Connecticut
| $1.12B | +$289M | +35% | 45.1% | 527% | 5 | 0% | 4.2 |
|
| 1889 |
1889
TOBAM
Paris,
France
| $1.12B | -$27.7M | -2% | 10.7% | 76.5% | 403 | 13.65% | 2.5 |
|
| 1890 |
1890
Hilton Capital Management
Garden City,
New York
| $1.12B | +$183M | +20% | 8.21% | 58.2% | 183 | 14.75% | 1.8 |
|
| 1891 |
1891
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.12B | +$90M | +9% | 10.4% | 88.1% | 398 | 22.61% | 2.8 |
|
| 1892 |
1892
Harvest Fund Management
Beijing,
China
| $1.11B | +$472M | +73% | 15.9% | 327% | 797 | 34.5% | 2 |
|
| 1893 |
1893
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.11B | +$116M | +12% | 9.1% | 80.1% | 229 | 7.86% | 6 |
|
| 1894 |
1894
Waterfront Capital Partners
New York
| $1.11B | -$104M | -9% | 2.85% | 88.3% | 59 | 69.49% | 0.8 |
|
| 1895 |
1895
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $1.11B | +$84.5M | +8% | 8.37% | 67% | 102 | 0.98% | 3.6 |
|
| 1896 |
1896
Parkwood LLC
Cleveland,
Ohio
| $1.11B | +$273M | +33% | 11.2% | 120% | 211 | 44.55% | 1.2 |
|
| 1897 |
1WCM
1897
12 West Capital Management
New York
| $1.11B | -$15.2M | -1% | 21.2% | 169% | 28 | 39.29% | 1.7 |
|
| 1898 |
1898
Novare Capital Management
Charlotte,
North Carolina
| $1.11B | +$124M | +13% | 9.28% | 76.5% | 195 | 20% | 4.3 |
|
| 1899 |
1899
Petrus Trust Company
Dallas,
Texas
| $1.11B | +$51.7M | +5% | 11% | 36.9% | 819 | 54.09% | 0.5 |
|
| 1900 |
1900
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.11B | +$82.5M | +8% | 12.2% | 89.9% | 49 | 10.2% | 3.1 |
|