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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
GenTrust
Miami,
Florida
| $612M | +$53M | +9% | 9.42% | 53% | 101 | 17.82% | 1.5 |
|
| 1902 |
1902
First Reserve GP XI
Stamford,
Connecticut
| $612M | +$127M | +26% | 26.1% | 26.4% | 1 | 0% | 5.3 |
|
| 1903 |
1903
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $612M | +$24.7M | +4% | 0% | 4.8% | 31 | 29.03% | 1.1 |
|
| 1904 |
1904
Azora Capital LP
Miami,
Florida
| $611M | -$15.6M | -2% | 15.1% | 175% | 48 | 62.5% | 0.3 |
|
| 1905 |
ALAM
1905
Asahi Life Asset Management
Tokyo,
Japan
| $611M | -$28.2M | -4% | 12.1% | 122% | 238 | 46.64% | 0.2 |
|
| 1906 |
1906
Beacon Financial Group
Dallas,
Texas
| $611M | +$77.7M | +15% | 10.3% | 66.6% | 176 | 5.68% | 3.3 |
|
| 1907 |
1907
Endurance Wealth Management
Providence,
Rhode Island
| $611M | +$74.5M | +14% | 16.8% | 59% | 500 | 4.8% | 3.6 |
|
| 1908 |
DTL
1908
Dynamic Technology Lab
Singapore
| $610M | +$32M | +6% | 14% | 30.8% | 1,509 | 76.21% | 0.2 |
|
| 1909 |
1909
Halsey Associates
New Haven,
Connecticut
| $609M | +$78.8M | +15% | 16.8% | 63.8% | 110 | 7.27% | 3.7 |
|
| 1910 |
1910
Provident Investment Management
Novi,
Michigan
| $609M | +$49.4M | +9% | 15.2% | 90.8% | 62 | 16.13% | 4 |
|
| 1911 |
1911
Heritage Wealth Advisors
Richmond,
Virginia
| $609M | +$96.8M | +19% | 12.2% | 65% | 476 | 17.86% | 1.1 |
|
| 1912 |
1912
Private Wealth Partners
Mill Valley,
California
| $608M | +$91.2M | +18% | 14.4% | 132% | 122 | 27.05% | 3.1 |
|
| 1913 |
1913
Walleye Capital
New York
| $607M | – | – | 18.6% | 129% | 1,467 | – | 0 |
|
| 1914 |
AAM
1914
Autus Asset Management
Scottsdale,
Arizona
| $606M | +$85.5M | +16% | 13.3% | 26.3% | 160 | 13.75% | 4.1 |
|
| 1915 |
1915
Olstein Capital Management
Purchase,
New York
| $606M | -$6.33M | -1% | 12.9% | 16.6% | 113 | 3.54% | 3 |
|
| 1916 |
1916
ORIX Corp
Tokyo,
Japan
| $606M | +$31.3M | +5% | 5.45% | 11.7% | 1 | 0% | 1.3 |
|
| 1917 |
1917
Bramshill Investments
Naples,
Florida
| $606M | -$28.7M | -5% | 12.6% | 3.6% | 202 | 58.91% | 0.8 |
|
| 1918 |
1918
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $605M | +$87.3M | +17% | 15.6% | 146% | 37 | 10.81% | 3.8 |
|
| 1919 |
CC
1919
Cornerstone Capital
Palo Alto,
California
| $605M | +$43.8M | +8% | 10.4% | 91.2% | 80 | 11.25% | 4 |
|
| 1920 |
1920
Astor Investment Management
Chicago,
Illinois
| $605M | +$52.8M | +10% | 10.8% | 23.3% | 60 | 31.67% | 1.4 |
|
| 1921 |
1921
AJ Wealth Strategies
New York
| $605M | +$86.2M | +17% | 9.53% | 32.2% | 113 | 21.24% | 1.4 |
|
| 1922 |
1922
Mount Lucas Management
Newtown,
Pennsylvania
| $604M | -$184M | -23% | 8.53% | 109% | 101 | 62.38% | 0.6 |
|
| 1923 |
1923
Estabrook Capital Management
New York
| $603M | +$63.9M | +12% | 12% | 87.2% | 348 | 5.46% | 4.7 |
|
| 1924 |
AH
1924
Allen Holding
New York
| $603M | +$16.1M | +3% | 3.19% | 135% | 11 | 9.09% | 3.8 |
|
| 1925 |
1925
La Financiere de L'Echiquier
Paris,
France
| $602M | +$89.9M | +18% | 21.9% | 28.1% | 59 | 23.73% | 0.8 |
|