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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
Signal Advisors Wealth
Detroit,
Michigan
| $1.28B | +$257M | +25% | 7.96% | 70.5% | 551 | 37.75% | 0.6 |
|
| 1902 |
1902
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.28B | +$121M | +10% | 9.88% | 50.7% | 103 | 4.85% | 2.5 |
|
| 1903 |
1903
Discovery Capital Management
South Norwalk,
Connecticut
| $1.28B | +$443M | +53% | 39.7% | 871% | 85 | 47.06% | 0.6 |
|
| 1904 |
1904
Infrastructure Capital Advisors
New York
| $1.28B | -$83M | -6% | 1.09% | 52% | 157 | 36.94% | 1.2 |
|
| 1905 |
1905
Mill Capital Management
Concord,
North Carolina
| $1.28B | +$27.9M | +2% | 5.3% | 104% | 121 | 2.48% | 3.1 |
|
| 1906 |
1906
Landscape Capital Management
Englewood,
New Jersey
| $1.27B | +$151M | +13% | 13.9% | 92.5% | 860 | 53.72% | 0.5 |
|
| 1907 |
1907
First Long Island Investors
Jericho,
New York
| $1.27B | +$60.4M | +5% | 12.3% | 85.5% | 68 | 8.82% | 5.6 |
|
| 1908 |
1908
BSN Capital Partners
London,
United Kingdom
| $1.27B | -$780M | -38% | 18.7% | 183% | 17 | 52.94% | 0.2 |
|
| 1909 |
1909
North Peak Capital Management
New York
| $1.27B | +$277M | +28% | 12.8% | 301% | 11 | 54.55% | 1.3 |
|
| 1910 |
1910
Bronte Capital Management
Bondi Junction,
Australia
| $1.27B | +$42.1M | +3% | 8.42% | 123% | 29 | 17.24% | 3 |
|
| 1911 |
1911
Soltis Investment Advisors
St. George,
Utah
| $1.27B | +$154M | +14% | 12.1% | 80.8% | 412 | 15.05% | 2.6 |
|
| 1912 |
1912
Main Management
San Francisco,
California
| $1.27B | +$136M | +12% | 12.4% | 64.1% | 116 | 12.07% | 4.8 |
|
| 1913 |
1913
Litman Gregory Wealth Management
Larkspur,
California
| $1.27B | +$106M | +9% | 9.02% | 55.5% | 142 | 5.63% | 1.9 |
|
| 1914 |
1914
Strategic Wealth Partners
Independence,
Ohio
| $1.27B | – | – | 11.1% | – | 1,154 | – | 0.9 |
|
| 1915 |
1915
Austin Private Wealth
Austin,
Texas
| $1.27B | +$151M | +14% | 9.06% | 62.3% | 330 | 15.76% | 2.2 |
|
| 1916 |
1916
Wealthquest
Cincinnati,
Ohio
| $1.27B | +$69.5M | +6% | 7.92% | 52.1% | 143 | 10.49% | 4.4 |
|
| 1917 |
1917
Kingswood Wealth Advisors
San Diego,
California
| $1.27B | +$171M | +16% | 14.2% | 134% | 807 | 18.34% | 1.1 |
|
| 1918 |
1918
Lyell Wealth Management
Menlo Park,
California
| $1.27B | +$196M | +18% | 18.6% | 128% | 229 | 16.16% | 4 |
|
| 1919 |
1919
ProVise Management Group
Clearwater,
Florida
| $1.27B | +$87.6M | +7% | 7.71% | 66.8% | 264 | 7.58% | 6.9 |
|
| 1920 |
TFHU
1920
TLT Family Holdco ULC
Toronto,
| $1.26B | – | – | 14.4% | – | 9 | – | 0 |
|
| 1921 |
1921
Armis Advisers
Atlanta,
Georgia
| $1.26B | +$194M | +18% | 9.15% | – | 491 | 24.44% | 0.3 |
|
| 1922 |
1922
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $1.26B | +$174M | +16% | 8.44% | 65.8% | 254 | 34.25% | 0.7 |
|
| 1923 |
1923
Sixth Street Partners
Dallas,
Texas
| $1.26B | +$497M | +65% | 4.88% | 5.31% | 20 | 65% | 2.1 |
|
| 1924 |
ET
1924
Entropy Technologies
New York
| $1.26B | +$232M | +23% | 10.3% | – | 1,057 | 64.62% | 0.3 |
|
| 1925 |
1925
Deer Management Company
Larchmont,
New York
| $1.26B | +$176M | +16% | 33.8% | 154% | 9 | 0% | 2.9 |
|