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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
IFG Advisory
Atlanta,
Georgia
| $991M | -$35.2M | -3% | 2.87% | 70.1% | 535 | 15.51% | 2.4 |
|
| 1902 |
1902
Harvard Management Company
Boston,
Massachusetts
| $991M | -$74.7M | -7% | 20.9% | 123% | 48 | 12.5% | 0.9 |
|
| 1903 |
1903
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $991M | -$53.3M | -5% | 4.08% | – | 208 | 12.02% | 5.4 |
|
| 1904 |
1904
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| $991M | +$119M | +14% | 4.04% | – | 100 | 58% | 0.4 |
|
| 1905 |
1905
Greenhouse Funds
Baltimore,
Maryland
| $990M | -$79.4M | -7% | 2.5% | 90.7% | 55 | 41.82% | 0.8 |
|
| 1906 |
1906
NZS Capital
Denver,
Colorado
| $989M | -$151M | -13% | 10.4% | 134% | 74 | 20.27% | 0.6 |
|
| 1907 |
1907
Brightworth
Atlanta,
Georgia
| $987M | -$106M | -10% | 4.04% | 21.7% | 131 | 14.5% | 3 |
|
| 1908 |
MIM
1908
Marco Investment Management
Atlanta,
Georgia
| $985M | -$31.7M | -3% | 2.18% | 127% | 229 | 11.79% | 5.3 |
|
| 1909 |
1909
Trigran Investments
Northbrook,
Illinois
| $985M | -$62.3M | -6% | 12.1% | 30.2% | 22 | 9.09% | 3.3 |
|
| 1910 |
1910
Merewether Investment Management
Dallas,
Texas
| $984M | +$41.6M | +4% | 35.8% | 262% | 49 | 48.98% | 0.5 |
|
| 1911 |
1911
FIFTHDELTA
London,
United Kingdom
| $980M | +$231M | +31% | 14.4% | 16.6% | 15 | 33.33% | 0.2 |
|
| 1912 |
1912
Greenwich Wealth Management
Greenwich,
Connecticut
| $979M | -$245M | -20% | 7.42% | 198% | 255 | 12.16% | 4 |
|
| 1913 |
1913
Krilogy Financial
St. Louis,
Missouri
| $979M | -$13.9M | -1% | 5.89% | 79% | 334 | 23.95% | 2.8 |
|
| 1914 |
1914
Northcape Capital
Sydney,
Australia
| $978M | -$3.64M | -0.4% | 3.97% | – | 26 | 7.69% | 2.8 |
|
| 1915 |
1915
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $977M | -$307M | -24% | 23.9% | 312% | 1 | 0% | 0.5 |
|
| 1916 |
1916
CapWealth Advisors
Franklin,
Tennessee
| $977M | -$5.96M | -0.6% | 1.06% | 152% | 138 | 21.01% | 4.1 |
|
| 1917 |
1917
MIG Capital
Newport Beach,
California
| $975M | -$27.6M | -3% | 7.84% | 118% | 29 | 27.59% | 1.9 |
|
| 1918 |
1918
Penn Capital Management
Philadelphia,
Pennsylvania
| $974M | -$23.1M | -2% | 2.18% | 181% | 229 | 30.13% | 1.9 |
|
| 1919 |
1919
Garde Capital
Seattle,
Washington
| $974M | -$48.7M | -5% | 4.47% | 57.6% | 301 | 14.29% | 2.8 |
|
| 1920 |
1920
Donor Advised Charitable Giving
San Francisco,
California
| $974M | -$64M | -6% | 7.42% | 418% | 60 | 30% | 1.7 |
|
| 1921 |
1921
Kovack Advisors
Ft. Lauderdale,
Florida
| $974M | -$61.6M | -6% | 3.51% | 118% | 861 | 31.01% | 2.2 |
|
| 1922 |
1922
Roundview Capital
Princeton,
New Jersey
| $973M | -$29.5M | -3% | 2.48% | 77.7% | 313 | 12.46% | 4.1 |
|
| 1923 |
CCPM
1923
Cooper Creek Partners Management
New York
| $971M | +$105M | +12% | 0.79% | 86.4% | 156 | 58.97% | 0.7 |
|
| 1924 |
1924
Segment Wealth Management
Houston,
Texas
| $970M | +$17M | +2% | 0.4% | 108% | 271 | 10.33% | 3.6 |
|
| 1925 |
1925
Main Management
San Francisco,
California
| $969M | -$28.9M | -3% | 3.22% | 64.1% | 156 | 23.08% | 3.1 |
|