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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
Keel Point
Huntsville,
Alabama
| $1.2B | +$92.8M | +8% | 6.86% | 76.4% | 468 | 11.75% | 2.6 |
|
| 1877 |
DCM
1877
Dupont Capital Management
Wilmington,
Delaware
| $1.2B | +$48.7M | +4% | 6.95% | 100% | 150 | 17.33% | 4.1 |
|
| 1878 |
1878
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.2B | +$100M | +9% | 6.92% | 51.4% | 34 | 20.59% | 3.9 |
|
| 1879 |
1879
Litman Gregory Wealth Management
Larkspur,
California
| $1.2B | +$69M | +6% | 6% | 55.5% | 143 | 9.79% | 1.3 |
|
| 1880 |
1880
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.2B | +$213M | +22% | 7.17% | 135% | 240 | 19.58% | 1.7 |
|
| 1881 |
1881
McDaniel Terry & Co
Austin,
Texas
| $1.19B | +$48.5M | +4% | 5.4% | 57.9% | 100 | 8% | 5.5 |
|
| 1882 |
1882
NAYA Capital Management (UK)
London,
United Kingdom
| $1.19B | -$48.6M | -4% | 0.07% | 121% | 7 | 28.57% | 1.3 |
|
| 1883 |
1883
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.19B | +$73.5M | +7% | 5.17% | – | 528 | 38.64% | 0.4 |
|
| 1884 |
1884
NBC Securities
Birmingham,
Alabama
| $1.19B | +$91.9M | +8% | 9.1% | 93.1% | 2,201 | 9.81% | 0.9 |
|
| 1885 |
1885
Vantage Investment Partners
Kansas City,
Missouri
| $1.19B | +$87.7M | +8% | 7.85% | 77.4% | 65 | 7.69% | 4.6 |
|
| 1886 |
1886
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.19B | -$43M | -3% | 6.17% | 59.7% | 297 | 15.82% | 1.1 |
|
| 1887 |
1887
Progeny 3 Inc
Kirkland,
Washington
| $1.19B | +$147M | +14% | 5.67% | 96.8% | 35 | 20% | 1.7 |
|
| 1888 |
1888
Gladstone Capital Management
London,
United Kingdom
| $1.19B | +$57M | +5% | 14.4% | 304% | 25 | 40% | 1 |
|
| 1889 |
1889
TCI Wealth Advisors
Tucson,
Arizona
| $1.19B | +$126M | +12% | 7% | 65% | 248 | 12.9% | 6.7 |
|
| 1890 |
1890
Creative Financial Designs
Kokomo,
Indiana
| $1.19B | +$63.3M | +6% | 5.52% | 56.2% | 1,750 | 10.17% | 3 |
|
| 1891 |
1891
Platinum Equity Advisors
Beverly Hills,
California
| $1.18B | -$207M | -15% | 14.5% | 7.18% | 3 | 0% | 3.7 |
|
| 1892 |
1892
TCG Crossover Management
Palo Alto,
California
| $1.18B | +$221M | +23% | 18.8% | 3,013% | 38 | 21.05% | 1 |
|
| 1893 |
1893
Novare Capital Management
Charlotte,
North Carolina
| $1.18B | +$68.1M | +6% | 6.89% | 76.5% | 195 | 6.15% | 4.5 |
|
| 1894 |
1894
Ensemble Capital Management
San Francisco,
California
| $1.18B | -$105M | -8% | 13.5% | 36.2% | 24 | 8.33% | 6.1 |
|
| 1895 |
1895
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.18B | +$47.6M | +4% | 5.51% | 68.6% | 1 | 0% | 7.8 |
|
| 1896 |
1896
Strategic Value Partners
Greenwich,
Connecticut
| $1.18B | +$1.08B | +1,115% | 6.95% | – | 3 | 33.33% | 1.2 |
|
| 1897 |
1897
True Link Financial Advisors
San Francisco,
California
| $1.18B | +$100M | +9% | 4.6% | 27.3% | 72 | 19.44% | 1.6 |
|
| 1898 |
1898
Prosperity Capital Advisors
Westlake,
Ohio
| $1.18B | +$271M | +30% | 5.48% | 72.2% | 359 | 20.33% | 1.1 |
|
| 1899 |
1899
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.17B | -$298M | -20% | 5.96% | 142% | 28 | 10.71% | 2.8 |
|
| 1900 |
1900
Sage Mountain Advisors
Atlanta,
Georgia
| $1.17B | +$91.6M | +8% | 5.06% | 62.5% | 502 | 19.52% | 1.6 |
|