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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
MKP Capital Management
New York
| $1.17B | -$474M | -29% | 1.28% | 69.8% | 33 | 75.76% | 0.4 |
|
| 1902 |
1902
Plante Moran Financial Advisors
Southfield,
Michigan
| $1.17B | +$172M | +17% | 6.01% | 62.8% | 934 | 22.27% | 4.7 |
|
| 1903 |
1903
DNCA Finance
Paris,
France
| $1.17B | +$816K | +0.1% | 10.4% | – | 130 | 10.77% | 0.2 |
|
| 1904 |
1904
1900 Wealth Management
San Antonio,
Texas
| $1.17B | +$97.2M | +9% | 5.49% | 61% | 226 | 3.54% | 2.7 |
|
| 1905 |
1905
Arete Wealth Advisors
Chicago,
Illinois
| $1.17B | -$51.6M | -4% | 5.8% | 85.3% | 840 | 29.76% | 1.4 |
|
| 1906 |
1906
Beese Fulmer Investment Management
Canton,
Ohio
| $1.16B | +$65.6M | +6% | 6.53% | 124% | 236 | 6.78% | 6.4 |
|
| 1907 |
1907
Mangrove Partners
Greenwich,
Connecticut
| $1.16B | -$141M | -11% | 16% | 185% | 202 | 50.5% | 0.9 |
|
| 1908 |
1908
Atalan Capital Partners
New York
| $1.16B | +$90.3M | +8% | 14% | 319% | 10 | 20% | 1.8 |
|
| 1909 |
1909
BTG Pactual Asset Management US
New York
| $1.16B | +$484M | +71% | 7.25% | – | 276 | 65.22% | 0.1 |
|
| 1910 |
1910
Howe & Rusling
Rochester,
New York
| $1.16B | +$66.4M | +6% | 5.19% | 82% | 426 | 18.54% | 4.2 |
|
| 1911 |
1911
L1 Capital
Melbourne VIC 3000,
Australia
| $1.16B | +$67.8M | +6% | 4.39% | 127% | 13 | 46.15% | 1.2 |
|
| 1912 |
1912
QVT Financial
New York
| $1.16B | +$98.6M | +9% | 12.8% | 267% | 38 | 13.16% | 3.5 |
|
| 1913 |
1913
Angeles Wealth Management
Santa Monica,
California
| $1.16B | +$95.5M | +9% | 5.72% | 80.6% | 356 | 22.19% | 1.4 |
|
| 1914 |
1914
Delta Asset Management
Memphis,
Tennessee
| $1.16B | +$54.4M | +5% | 8.14% | 53.8% | 639 | 4.38% | 3.3 |
|
| 1915 |
1915
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.16B | +$72.5M | +7% | 7.8% | 106% | 689 | 8.27% | 2.3 |
|
| 1916 |
1916
Jackson Square Partners
Larkspur,
California
| $1.16B | -$480M | -29% | 5.73% | 102% | 95 | 34.74% | 2.6 |
|
| 1917 |
1917
Abrams Bison Investments
Bethesda,
Maryland
| $1.16B | +$139M | +14% | 10.4% | 170% | 10 | 0% | 2.4 |
|
| 1918 |
1918
Charles Schwab Trust
Henderson,
Nevada
| $1.16B | +$77.6M | +7% | 6.18% | 52.7% | 165 | 16.97% | 3.1 |
|
| 1919 |
1919
KMG Fiduciary Partners
Toledo,
Ohio
| $1.16B | +$141M | +14% | 5.49% | 114% | 272 | 13.97% | 2.9 |
|
| 1920 |
MIM
1920
Marco Investment Management
Atlanta,
Georgia
| $1.16B | +$73.3M | +7% | 6.65% | 127% | 231 | 11.26% | 6.6 |
|
| 1921 |
1921
Grassi Investment Management
Santa Clara,
California
| $1.16B | +$29.5M | +3% | 3.88% | 170% | 135 | 8.89% | 6.2 |
|
| 1922 |
1922
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.16B | +$112M | +11% | 6.85% | 80% | 783 | 7.66% | 2.8 |
|
| 1923 |
1923
Koshinski Asset Management
Decatur,
Illinois
| $1.16B | +$77.4M | +7% | 6.48% | 76.5% | 664 | 13.86% | 2.6 |
|
| 1924 |
1924
Hamilton Capital Partners (Canada)
Toronto,
| $1.16B | +$222M | +24% | 5.81% | 143% | 187 | 11.76% | 0.9 |
|
| 1925 |
1925
Koss-Olinger Consulting
Gainesville,
Florida
| $1.15B | +$69.6M | +6% | 7.86% | 57.9% | 285 | 9.47% | 0.4 |
|