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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
Gillson Capital
Chicago,
Illinois
| $1.17B | +$62.8M | +6% | 3.56% | 84.9% | 90 | 58.89% | 0.4 |
|
| 1902 |
1902
Himension Capital (Singapore)
Singapore
| $1.17B | -$272M | -19% | 12.5% | 492% | 68 | 41.18% | 0.8 |
|
| 1903 |
1903
Zazove Associates
Incline Village,
Nevada
| $1.17B | +$130M | +12% | 0.45% | 11% | 157 | 19.11% | 1.3 |
|
| 1904 |
1904
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.17B | -$195M | -14% | 2.49% | 173% | 252 | 7.14% | 5.1 |
|
| 1905 |
1905
Ally Invest Advisors
Charlotte,
North Carolina
| $1.17B | +$13.7M | +1% | 0.23% | 41.1% | 72 | 6.94% | 2.6 |
|
| 1906 |
1906
Pine Ridge Advisers
New York
| $1.17B | +$43.2M | +4% | 5.14% | 90.1% | 36 | 5.56% | 2.8 |
|
| 1907 |
1907
Mount Yale Investment Advisors
Denver,
Colorado
| $1.17B | -$71.5M | -6% | 2.29% | 92.1% | 596 | 17.28% | 2.8 |
|
| 1908 |
1908
London & Capital Asset Management
London,
United Kingdom
| $1.17B | -$7.82M | -0.7% | 0.56% | 88.8% | 111 | 32.43% | 2.3 |
|
| 1909 |
1909
BIT Capital
Berlin,
Germany
| $1.17B | -$93.8M | -7% | 6.58% | 1,162% | 148 | 51.35% | 0.9 |
|
| 1910 |
1910
Litman Gregory Wealth Management
Larkspur,
California
| $1.17B | +$12.1M | +1% | 2.03% | 55.5% | 145 | 11.03% | 1.7 |
|
| 1911 |
1911
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $1.16B | -$1.84B | -61% | 0.97% | 43.7% | 11 | 63.64% | 2.2 |
|
| 1912 |
1912
Payden & Rygel
Los Angeles,
California
| $1.16B | +$2.45M | +0.2% | 1.56% | 113% | 134 | 14.18% | 4.2 |
|
| 1913 |
1913
NWAM LLC
Mercer Island,
Washington
| $1.16B | -$455M | -28% | 2.32% | 112% | 623 | 23.92% | 1.4 |
|
| 1914 |
1914
Plante Moran Financial Advisors
Southfield,
Michigan
| $1.16B | -$41.4M | -3% | 3.75% | 69.2% | 991 | 28.76% | 5.3 |
|
| 1915 |
1915
Beese Fulmer Investment Management
Canton,
Ohio
| $1.16B | -$10.3M | -0.9% | 0.32% | 124% | 253 | 10.28% | 6.4 |
|
| 1916 |
1916
Blue Chip Partners
Farmington Hills,
Michigan
| $1.16B | -$3.36M | -0.3% | 0.14% | 81.2% | 172 | 18.02% | 5.1 |
|
| 1917 |
1917
Windward Capital Management
Los Angeles,
California
| $1.16B | -$149M | -11% | 4.3% | 78.5% | 84 | 15.48% | 7.5 |
|
| 1918 |
1918
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.16B | +$981M | +554% | 1.19% | 50.7% | 102 | 26.47% | 2.3 |
|
| 1919 |
1919
Marcum Wealth
Cleveland,
Ohio
| $1.16B | +$3.19M | +0.3% | 1.9% | 20% | 425 | 10.35% | 2.9 |
|
| 1920 |
1920
Parsifal Capital Management
Greenwich,
Connecticut
| $1.16B | -$42.8M | -4% | 1.95% | 154% | 24 | 45.83% | 0.9 |
|
| 1921 |
1921
Bridgewater Advisors
New York
| $1.16B | +$198M | +21% | 0.8% | 61% | 401 | 68.33% | 1.1 |
|
| 1922 |
1922
Avestar Capital
New York
| $1.15B | -$24.7M | -2% | 5.85% | 112% | 559 | 20.39% | 2.1 |
|
| 1923 |
1923
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.15B | +$137M | +13% | 1.63% | 75.4% | 564 | 23.23% | 2.6 |
|
| 1924 |
1924
Technology Crossover Management IX
Menlo Park,
California
| $1.15B | +$137M | +13% | 15.6% | 13% | 6 | 0% | 5.4 |
|
| 1925 |
1925
Ghisallo Capital Management
Boston,
Massachusetts
| $1.15B | -$584M | -34% | 3.67% | 122% | 160 | 63.13% | 0.4 |
|