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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
Traynor Capital Management
Malvern,
Pennsylvania
| $1.19B | -$310M | -21% | 8.2% | 244% | 332 | 32.23% | 3.4 |
|
| 1877 |
1877
Plato Investment Management
Sydney, NSW,
Australia
| $1.19B | -$174M | -13% | 2.39% | 156% | 629 | 23.21% | 0.9 |
|
| 1878 |
1878
PDS Planning
Dublin,
Ohio
| $1.19B | +$60.7M | +5% | 0.32% | 69.1% | 491 | 12.63% | 2.7 |
|
| 1879 |
1879
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.19B | -$30.7M | -3% | 0.21% | 42.8% | 46 | 36.96% | 4.6 |
|
| 1880 |
1880
Fifth Third Securities
Cincinnati,
Ohio
| $1.19B | +$8.26M | +0.7% | 1.99% | 62.7% | 305 | 9.18% | 1.9 |
|
| 1881 |
1881
Gilead Sciences
Foster City,
California
| $1.18B | -$370M | -24% | 20.2% | – | 16 | 12.5% | 0.3 |
|
| 1882 |
1882
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.18B | +$10M | +0.9% | 5.82% | 142% | 23 | 13.04% | 3.4 |
|
| 1883 |
1883
Recurrent Investment Advisors
Houston,
Texas
| $1.18B | +$90.9M | +8% | 4.54% | 99.7% | 68 | 8.82% | 3 |
|
| 1884 |
1884
Founders Financial Securities
Towson,
Maryland
| $1.18B | +$70.9M | +6% | 1.18% | 71% | 510 | 24.51% | 2.2 |
|
| 1885 |
TA
1885
Trivest Advisors
Hong Kong
| $1.18B | -$1.02B | -46% | 20.1% | 2,977% | 54 | 77.78% | 0.6 |
|
| 1886 |
1886
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.18B | -$62.2M | -5% | 0.31% | 116% | 108 | 7.41% | 6.3 |
|
| 1887 |
1887
ProVise Management Group
Clearwater,
Florida
| $1.18B | +$11.9M | +1% | 0.93% | 66.8% | 263 | 7.22% | 7 |
|
| 1888 |
1888
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.18B | +$63.1M | +6% | 0.72% | 68.3% | 459 | 15.9% | 1.8 |
|
| 1889 |
1889
Koshinski Asset Management
Decatur,
Illinois
| $1.18B | +$9.11M | +0.8% | 1.5% | 82.9% | 666 | 11.11% | 3 |
|
| 1890 |
1890
Nixon Peabody Trust
Boston,
Massachusetts
| $1.18B | -$35.9M | -3% | 2.78% | 101% | 162 | 14.81% | 2.9 |
|
| 1891 |
1891
Madison Avenue Partners
New York
| $1.18B | +$233M | +25% | 5.09% | 284% | 23 | 39.13% | 1.2 |
|
| 1892 |
1892
Kimelman & Baird
New York
| $1.18B | -$81.2M | -6% | 1.69% | – | 361 | 4.99% | 2.9 |
|
| 1893 |
1893
Hilton Capital Management
Garden City,
New York
| $1.18B | +$20.9M | +2% | 1.4% | 58.2% | 182 | 21.98% | 2.3 |
|
| 1894 |
1894
Beaird Harris Wealth Management
Dallas,
Texas
| $1.18B | +$18.6M | +2% | 0.43% | 41.3% | 546 | 15.93% | 2 |
|
| 1895 |
1895
AlphaCore Capital
La Jolla,
California
| $1.18B | +$714M | +154% | 1.32% | 91.5% | 788 | 69.42% | 0.6 |
|
| 1896 |
1896
VR Adviser
New York
| $1.18B | -$282M | -19% | 17.8% | 1,698% | 41 | 19.51% | 1.2 |
|
| 1897 |
1897
Morningstar Investment Management
Chicago,
Illinois
| $1.17B | -$93.7M | -7% | 1.36% | 48.2% | 216 | 68.98% | 2.3 |
|
| 1898 |
1898
GDS Wealth Management
Flower Mound,
Texas
| $1.17B | +$75.3M | +7% | 2.1% | 95.1% | 186 | 18.28% | 2 |
|
| 1899 |
1899
Nationwide Fund Advisors
Columbus,
Ohio
| $1.17B | -$76.8M | -6% | 0.09% | 34.1% | 7 | 0% | 3.5 |
|
| 1900 |
1900
NBC Securities
Birmingham,
Alabama
| $1.17B | +$1.17B | +107,204% | 0.49% | 93.1% | 2,157 | 44% | 0.8 |
|