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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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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 |
PP
1876
PDS Planning
Dublin,
Ohio
| $1.19B | +$60.7M | +5% | 0.32% | 62.7% | 491 | 12.63% |
|
| 1877 |
APCM
1877
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.19B | -$30.7M | -3% | 0.21% | 42.8% | 46 | 36.96% |
|
| 1878 |
FTS
1878
Fifth Third Securities
Cincinnati,
Ohio
| $1.19B | +$8.26M | +0.7% | 1.99% | 58.9% | 305 | 9.18% |
|
| 1879 |
GS
1879
Gilead Sciences
Foster City,
California
| $1.18B | -$370M | -24% | 20.2% | – | 16 | 12.5% |
|
| 1880 |
BOTOTLSJU
1880
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.18B | +$9.96M | +0.9% | 5.82% | 142% | 23 | 13.04% |
|
| 1881 |
RIA
1881
Recurrent Investment Advisors
Houston,
Texas
| $1.18B | +$90.9M | +8% | 4.54% | 99.7% | 68 | 8.82% |
|
| 1882 |
FFS
1882
Founders Financial Securities
Towson,
Maryland
| $1.18B | +$70.9M | +6% | 1.18% | 64.3% | 510 | 24.51% |
|
| 1883 |
TA
1883
Trivest Advisors
Hong Kong
| $1.18B | -$1.02B | -46% | 20.1% | 2,977% | 54 | 77.78% |
|
| 1884 |
CNAM
1884
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.18B | -$62.2M | -5% | 0.31% | 108% | 108 | 7.41% |
|
| 1885 |
PMG
1885
ProVise Management Group
Clearwater,
Florida
| $1.18B | +$11.9M | +1% | 0.93% | 66.8% | 263 | 7.22% |
|
| 1886 |
KCM
1886
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.18B | +$63.1M | +6% | 0.72% | 62.3% | 459 | 15.9% |
|
| 1887 |
1887
Koshinski Asset Management
Decatur,
Illinois
| $1.18B | +$9.11M | +0.8% | 1.5% | 76.5% | 666 | 11.11% |
|
| 1888 |
NPT
1888
Nixon Peabody Trust
Boston,
Massachusetts
| $1.18B | -$35.9M | -3% | 2.78% | 85.3% | 162 | 14.81% |
|
| 1889 |
MAP
1889
Madison Avenue Partners
New York
| $1.18B | +$233M | +25% | 5.09% | 284% | 23 | 39.13% |
|
| 1890 |
KB
1890
Kimelman & Baird
New York
| $1.18B | -$81.2M | -6% | 1.69% | – | 361 | 4.99% |
|
| 1891 |
HCM
1891
Hilton Capital Management
Garden City,
New York
| $1.18B | +$20.9M | +2% | 1.4% | 58.2% | 182 | 21.98% |
|
| 1892 |
BHWM
1892
Beaird Harris Wealth Management
Dallas,
Texas
| $1.18B | +$18.6M | +2% | 0.43% | 41.3% | 546 | 15.93% |
|
| 1893 |
AC
1893
AlphaCore Capital
La Jolla,
California
| $1.18B | +$714M | +154% | 1.32% | 85.9% | 788 | 69.42% |
|
| 1894 |
VA
1894
VR Adviser
New York
| $1.18B | -$282M | -19% | 17.8% | 1,698% | 41 | 19.51% |
|
| 1895 |
MIM
1895
Morningstar Investment Management
Chicago,
Illinois
| $1.17B | -$93.7M | -7% | 1.36% | 48.2% | 216 | 68.98% |
|
| 1896 |
GWM
1896
GDS Wealth Management
Flower Mound,
Texas
| $1.17B | +$75.3M | +7% | 2.1% | 82.2% | 186 | 18.28% |
|
| 1897 |
NFA
1897
Nationwide Fund Advisors
Columbus,
Ohio
| $1.17B | -$76.8M | -6% | 0.09% | 28.3% | 7 | 0% |
|
| 1898 |
NS
1898
NBC Securities
Birmingham,
Alabama
| $1.17B | +$1.17B | +107,204% | 0.49% | 86.6% | 2,157 | 43.95% |
|
| 1899 |
GC
1899
Gillson Capital
Chicago,
Illinois
| $1.17B | +$62.8M | +6% | 3.56% | 84.9% | 90 | 58.89% |
|
| 1900 |
HCS
1900
Himension Capital (Singapore)
Singapore
| $1.17B | -$272M | -19% | 12.5% | 492% | 68 | 41.18% |
|