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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $602M | +$8.98M | +2% | 1.61% | 116% | 135 | 9.63% | 2.5 |
|
| 1902 |
1902
EAM Investors
Solana Beach,
California
| $601M | +$42.3M | +8% | 25.1% | 6,012% | 415 | 60.72% | 0.4 |
|
| 1903 |
1903
EnCap Energy Capital Fund IX
Houston,
Texas
| $599M | -$245M | -29% | 25% | 69.2% | 3 | 0% | 0.6 |
|
| 1904 |
CCP
1904
Caymus Capital Partners
The Woodlands,
Texas
| $598M | -$119M | -17% | 2.51% | 57.3% | 22 | 22.73% | 1.5 |
|
| 1905 |
1905
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $597M | -$28.5M | -5% | 4.65% | 44.2% | 262 | 40.08% | 1.1 |
|
| 1906 |
1906
Front Barnett Associates
Chicago,
Illinois
| $596M | -$6.64M | -1% | 0.59% | 40.5% | 125 | 7.2% | 4 |
|
| 1907 |
1907
First Merchants Corp
Muncie,
Indiana
| $596M | +$9.07M | +2% | 1.75% | 55.6% | 217 | 8.29% | 2.7 |
|
| 1908 |
1908
Ithaka Group
Arlington,
Virginia
| $595M | +$37.6M | +7% | 10.8% | 143% | 42 | 11.9% | 2.8 |
|
| 1909 |
1909
Muzinich & Co
New York
| $595M | -$176M | -23% | 3.34% | 13.5% | 43 | 6.98% | 2.4 |
|
| 1910 |
1910
Endurance Wealth Management
Providence,
Rhode Island
| $595M | -$27.4M | -4% | 3.67% | 59% | 551 | 10.71% | 2.8 |
|
| 1911 |
1911
Asset Advisors Corp
Augusta,
Georgia
| $594M | -$17M | -3% | 1.14% | 41.4% | 174 | 9.2% | 3.4 |
|
| 1912 |
1912
Doyle Wealth Management
St. Petersburg,
Florida
| $594M | +$2.49M | +0.4% | 3.41% | 32.3% | 184 | 17.39% | 0.8 |
|
| 1913 |
1913
AGF Investments LLC
Toronto,
Ontario, Canada
| $593M | +$14.2M | +2% | 2.71% | 28.5% | 875 | 38.86% | 0.8 |
|
| 1914 |
1914
Efficient Advisors
Mason,
Ohio
| $593M | -$7.33M | -1% | 1.28% | 30.6% | 52 | 13.46% | 3 |
|
| 1915 |
1915
White Mountains Advisors
Guilford,
Connecticut
| $592M | -$100M | -14% | 1.38% | 33.4% | 4 | 25% | 3.1 |
|
| 1916 |
RI
1916
RPTC Inc
Jackson,
Wyoming
| $590M | +$97.8M | +20% | 11.5% | 66.4% | 15 | 6.67% | 0.5 |
|
| 1917 |
1917
SFMG Wealth Advisors
Plano,
Texas
| $590M | -$12.6M | -2% | 0.98% | 76.1% | 168 | 18.45% | 2 |
|
| 1918 |
1918
YHB Investment Advisors
West Hartford,
Connecticut
| $590M | +$2.92M | +0.5% | 0.14% | 96.2% | 197 | 11.68% | 3.3 |
|
| 1919 |
DP
1919
DSAM Partners
London,
United Kingdom
| $589M | -$5.17M | -0.9% | 11.4% | 343% | 68 | 66.18% | 0.4 |
|
| 1920 |
1920
Summit Trail Advisors
New York
| $589M | -$203M | -26% | 0.61% | 74.8% | 2,203 | 81.34% | 0.2 |
|
| 1921 |
1921
Citizens Business Bank
Ontario,
California
| $588M | -$25.4M | -4% | 2.01% | 108% | 293 | 11.6% | 3 |
|
| 1922 |
1922
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $587M | -$10.4M | -2% | 0.74% | 34% | 103 | 8.74% | 3.2 |
|
| 1923 |
1923
Legato Capital Management
San Francisco,
California
| $587M | -$107M | -15% | 0.62% | 243% | 271 | 57.2% | 0.6 |
|
| 1924 |
1924
Beacon Financial Group
Dallas,
Texas
| $586M | +$12.2M | +2% | 3.4% | 66.6% | 219 | 23.74% | 2.3 |
|
| 1925 |
1925
1834 Investment Advisors
Milwaukee,
Wisconsin
| $585M | -$49.4M | -8% | 1.2% | 68.7% | 500 | 17.6% | 1.2 |
|