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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
Delta Global Management
New York
| $1.36B | -$133M | -9% | 5.71% | – | 248 | 58.87% | 0.3 |
|
| 1902 |
1902
Washington Trust Bank
Spokane,
Washington
| $1.36B | +$177M | +15% | 7.37% | 80.5% | 210 | 10.95% | 6.3 |
|
| 1903 |
1903
Ulysses Management
New York
| $1.36B | +$371M | +37% | 2.51% | 51.8% | 67 | 43.28% | 2.1 |
|
| 1904 |
1904
American Assets Investment Management
San Diego,
California
| $1.36B | +$117M | +9% | 16.1% | 507% | 145 | 3.45% | 7.3 |
|
| 1905 |
1905
Clean Energy Transition
London,
United Kingdom
| $1.36B | +$113M | +9% | 14% | 129% | 21 | 47.62% | 1.2 |
|
| 1906 |
1906
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.36B | +$38M | +3% | 4.07% | 69.1% | 52 | 0% | 5.9 |
|
| 1907 |
1907
Styrax Capital
New York
| $1.36B | -$45M | -3% | 2.42% | 310% | 12 | 41.67% | 1.7 |
|
| 1908 |
1908
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.36B | +$69M | +5% | 5.11% | 42.8% | 45 | 20% | 3.9 |
|
| 1909 |
1909
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.36B | -$239M | -15% | 13.3% | 121% | 2 | 0% | 3.6 |
|
| 1910 |
1910
Hardy Reed
Tupelo,
Mississippi
| $1.36B | +$110M | +9% | 7.75% | 69.7% | 261 | 13.41% | 2.3 |
|
| 1911 |
1911
Forest Avenue Capital Management
Miami,
Florida
| $1.36B | +$75.2M | +6% | 9.86% | 415% | 27 | 55.56% | 0.6 |
|
| 1912 |
1912
Avenir Tech
Hong Kong
| $1.36B | +$43.9M | +3% | 6.78% | – | 46 | 52.17% | 0.5 |
|
| 1913 |
1913
ProVise Management Group
Clearwater,
Florida
| $1.36B | +$90.6M | +7% | 7.16% | 66.8% | 268 | 7.84% | 7.1 |
|
| 1914 |
1914
City of London Investment Management
London,
United Kingdom
| $1.35B | +$277M | +26% | 12.9% | 102% | 98 | 32.65% | 3 |
|
| 1915 |
1915
Mangrove Partners
Greenwich,
Connecticut
| $1.35B | +$422M | +45% | 13.4% | 185% | 264 | 74.62% | 0.4 |
|
| 1916 |
1916
Tradition Wealth Management
Edina,
Minnesota
| $1.35B | +$100M | +8% | 8.86% | 69.6% | 512 | 15.04% | 2.8 |
|
| 1917 |
1917
Journey Advisory Group
Covington,
Kentucky
| $1.35B | +$64.3M | +5% | 7.57% | 66.2% | 289 | 11.76% | 2.7 |
|
| 1918 |
1918
Narwhal Capital Management
Marietta,
Georgia
| $1.35B | +$105M | +8% | 10.7% | 93.8% | 171 | 9.36% | 5.8 |
|
| 1919 |
1919
Mill Capital Management
Concord,
North Carolina
| $1.35B | +$73.5M | +6% | 7.76% | 119% | 123 | 3.25% | 3.2 |
|
| 1920 |
1920
Warburg Pincus
New York
| $1.35B | +$170M | +14% | 32.7% | 3.59% | 5 | 20% | 2.3 |
|
| 1921 |
1921
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.35B | +$125M | +10% | 6.67% | 59.7% | 349 | 9.46% | 1.6 |
|
| 1922 |
1922
Lyell Wealth Management
Menlo Park,
California
| $1.35B | +$80.2M | +6% | 8.68% | 128% | 224 | 8.04% | 4.3 |
|
| 1923 |
1923
Litman Gregory Wealth Management
Larkspur,
California
| $1.35B | +$74.5M | +6% | 7.25% | 55.5% | 151 | 11.26% | 2 |
|
| 1924 |
1924
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.35B | +$147M | +12% | 8.9% | 86.3% | 349 | 10.6% | 3.8 |
|
| 1925 |
1925
Waterloo Capital
Austin,
Texas
| $1.34B | +$107M | +9% | 7.13% | 79.8% | 501 | 18.16% | 1.7 |
|