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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
AGF Investments LLC
Toronto,
Ontario, Canada
| $968M | +$132M | +16% | 7.9% | 28.5% | 526 | 37.64% | 1.8 |
|
| 1927 |
1927
Stephens Group Asset Management
Little Rock,
Arkansas
| $967M | -$55.3M | -5% | 6.13% | 51.4% | 23 | 0% | 2.4 |
|
| 1928 |
1928
Nexus Investment Management
Toronto,
Ontario, Canada
| $967M | +$90.2M | +10% | 8.53% | 77.5% | 69 | 2.9% | 5.6 |
|
| 1929 |
1929
MCF Advisors
Covington,
Kentucky
| $967M | +$80.3M | +9% | 5.37% | 50.2% | 632 | 15.03% | 3.4 |
|
| 1930 |
1930
Garde Capital
Seattle,
Washington
| $967M | +$102M | +12% | 6.26% | 57.6% | 284 | 11.97% | 2.1 |
|
| 1931 |
1931
Black-and-white Capital
Los Angeles,
California
| $967M | -$573M | -37% | 13.3% | 265% | 36 | 47.22% | 0.5 |
|
| 1932 |
1932
Permian Investment Partners
Dallas,
Texas
| $966M | +$163M | +20% | 10.3% | 78.6% | 13 | 30.77% | 0.9 |
|
| 1933 |
1933
Alpine Woods Capital Investors
Purchase,
New York
| $965M | +$63.9M | +7% | 8.03% | 105% | 242 | 9.92% | 3.4 |
|
| 1934 |
1934
FundX Investment Group
San Francisco,
California
| $964M | +$786M | +444% | 9.05% | 94.6% | 48 | 41.67% | 0.8 |
|
| 1935 |
1935
Atlas Venture Advisors
Boston,
Massachusetts
| $963M | +$422M | +78% | 0.8% | 29.2% | 9 | 11.11% | 1.7 |
|
| 1936 |
1936
Oxbow Advisors
Austin,
Texas
| $962M | +$140M | +17% | 8.22% | 66.3% | 309 | 11.65% | 3.1 |
|
| 1937 |
1937
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $962M | +$70.9M | +8% | 1.86% | 140% | 32 | 9.38% | 3 |
|
| 1938 |
1938
Evanson Asset Management
Carmel,
California
| $961M | +$284M | +42% | 6.37% | 66.6% | 296 | 13.85% | 4.1 |
|
| 1939 |
1939
Northcape Capital
Sydney,
Australia
| $961M | +$85.5M | +10% | 5.25% | – | 24 | 4.17% | 2.4 |
|
| 1940 |
1940
Connors Investor Services
Wyomissing,
Pennsylvania
| $960M | +$77.2M | +9% | 8.74% | 125% | 176 | 11.36% | 3.6 |
|
| 1941 |
1941
Main Management ETF Advisors
San Francisco,
California
| $960M | +$113M | +13% | 6.74% | 97.2% | 27 | 3.7% | 1.2 |
|
| 1942 |
1942
Ionic Capital Management
New York
| $959M | +$174M | +22% | 25.8% | 163% | 462 | 45.24% | 0.3 |
|
| 1943 |
1943
Advisor Resource Council
Dallas,
Texas
| $958M | – | – | 7.13% | 74.7% | 496 | – | 0 |
|
| 1944 |
1944
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $958M | +$49.6M | +5% | 9.17% | 88.1% | 178 | 14.04% | 0.4 |
|
| 1945 |
1945
Taurus Asset Management
New York
| $958M | +$91.2M | +11% | 9.14% | 26.9% | 96 | 14.58% | 5 |
|
| 1946 |
ECG
1946
EPIQ Capital Group
San Francisco,
California
| $957M | +$61.7M | +7% | 9.1% | 6.25% | 56 | 12.5% | 1.1 |
|
| 1947 |
1947
Cortland Associates
St Louis,
Missouri
| $956M | +$79.1M | +9% | 8.86% | 57.1% | 63 | 3.17% | 4 |
|
| 1948 |
1948
Vanguard Personalized Indexing Management
Oakland,
California
| $955M | +$295M | +45% | 9.52% | 147% | 1,008 | 39.29% | 0.5 |
|
| 1949 |
1949
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $955M | +$308M | +48% | 9.45% | 140% | 418 | 33.01% | 1.3 |
|
| 1950 |
1950
Kopernik Global Investors
Tampa,
Florida
| $954M | +$65.5M | +7% | 14.3% | 128% | 24 | 20.83% | 3.9 |
|