We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Alaska Permanent Capital Management
Anchorage,
Alaska
| $400M | +$19.3M | +5% | 4.62% | 42.8% | 27 | 3.7% | 0.5 |
|
| 1927 |
1927
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $399M | +$30.8M | +8% | 5.49% | 45.9% | 85 | 22.35% | 0.3 |
|
| 1928 |
1928
Barometer Capital Management
Toronto,
Ontario, Canada
| $399M | – | – | 18.5% | 339% | 82 | – | 0 |
|
| 1929 |
SC
1929
Selz Capital
New York
| $399M | +$56.2M | +16% | 12.8% | 10.2% | 60 | 31.67% | 0.3 |
|
| 1930 |
1930
Parkwood LLC
Cleveland,
Ohio
| $399M | – | – | 7.89% | 120% | 605 | – | 0 |
|
| 1931 |
IMS
1931
Index Management Solutions
Philadelphia,
Pennsylvania
| $398M | +$62.1M | +18% | 6.13% | – | 716 | 11.87% | 0.2 |
|
| 1932 |
CC
1932
Cambrian Capital
San Francisco,
California
| $398M | -$61.1M | -13% | 3.81% | 17.3% | 62 | 22.58% | 0.4 |
|
| 1933 |
1933
Clear Harbor Asset Management
Stamford,
Connecticut
| $398M | +$29.6M | +8% | 5.81% | 98.6% | 241 | 33.2% | 0.4 |
|
| 1934 |
SCI
1934
Seneca Capital Investments
New York
| $398M | +$164M | +70% | 14% | – | 55 | 56.36% | 0.2 |
|
| 1935 |
1935
Motley Fool Asset Management
Alexandria,
Virginia
| $398M | +$61.8M | +18% | 9.16% | 117% | 88 | 18.18% | 0.4 |
|
| 1936 |
1936
Ecofin Advisors
London,
United Kingdom
| $397M | +$388M | +4,084% | 6.88% | 77% | 58 | 25.86% | 0.4 |
|
| 1937 |
1937
Howe & Rusling
Rochester,
New York
| $397M | +$123M | +45% | 10.9% | 82% | 962 | 24.74% | 0.4 |
|
| 1938 |
AGCJ
1938
Alden Global Capital (Jersey)
St. Helier,
Jersey
| $397M | +$122M | +44% | 7% | – | 38 | 73.68% | 0.1 |
|
| 1939 |
1939
CapWealth Advisors
Franklin,
Tennessee
| $397M | +$37.2M | +10% | 8.59% | 152% | 475 | 20.21% | 0.5 |
|
| 1940 |
1940
Foster & Motley
Cincinnati,
Ohio
| $396M | +$21.6M | +6% | 7.16% | 68.8% | 166 | 13.25% | 0.4 |
|
| 1941 |
1941
Capital Investment Services of America
Milwaukee,
Wisconsin
| $396M | +$20.1M | +5% | 9.34% | 50.7% | 58 | 3.45% | 0.5 |
|
| 1942 |
1942
McDaniel Terry & Co
Austin,
Texas
| $396M | +$31.2M | +9% | 8.35% | 57.9% | 51 | 5.88% | 0.5 |
|
| 1943 |
1943
Steel Grove Capital Advisors
Memphis,
Tennessee
| $396M | +$40.9M | +12% | 4.84% | 106% | 141 | 14.18% | 0.4 |
|
| 1944 |
1944
First Long Island Investors
Jericho,
New York
| $395M | +$38.9M | +11% | 11.4% | 85.5% | 56 | 12.5% | 0.4 |
|
| 1945 |
1945
J.M. Forbes & Co
Boston,
Massachusetts
| $395M | +$42.1M | +12% | 9.21% | 112% | 91 | 8.79% | 0.5 |
|
| 1946 |
1946
Provident Investment Management
Novi,
Michigan
| $394M | +$27.4M | +7% | 9.64% | 90.8% | 49 | 6.12% | 0.5 |
|
| 1947 |
1947
Davidson & Garrard
Lynchburg,
Virginia
| $394M | +$39.2M | +11% | 8.72% | 25.2% | 203 | 10.34% | 0.4 |
|
| 1948 |
1948
Constellation Investments
Montgomery,
Ohio
| $393M | +$67.6M | +21% | 11.2% | – | 387 | 10.59% | 0.4 |
|
| 1949 |
1949
RRJ Capital
Grand Cayman,
Cayman Islands
| $393M | – | – | 10.7% | – | 4 | – | 0 |
|
| 1950 |
ACM
1950
Acertus Capital Management
Morristown,
New Jersey
| $392M | – | – | 9.85% | 23.5% | 4 | – | 0 |
|