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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
Level Four Advisory Services
Dallas,
Texas
| $962M | -$485M | -34% | 0.82% | 92.2% | 677 | 38.4% | 2.9 |
|
| 1927 |
1927
Taurus Asset Management
New York
| $961M | +$3.43M | +0.4% | 2.29% | 26.9% | 97 | 4.12% | 5.2 |
|
| 1928 |
1928
Adell Harriman & Carpenter
Houston,
Texas
| $960M | +$10.3M | +1% | 1.57% | 176% | 183 | 9.29% | 4.1 |
|
| 1929 |
1929
ShawSpring Partners
Boston,
Massachusetts
| $959M | -$94M | -9% | 5.5% | 3.53% | 6 | 16.67% | 1.8 |
|
| 1930 |
1930
Vestor Capital
Chicago,
Illinois
| $958M | +$5.8M | +0.6% | 0.27% | 188% | 248 | 18.15% | 2.4 |
|
| 1931 |
1931
Amica Mutual Insurance
Providence,
Rhode Island
| $958M | +$9.7M | +1% | 1.34% | 80.4% | 107 | 4.67% | 4.3 |
|
| 1932 |
1932
Evensky & Katz
Coral Gables,
Florida
| $957M | -$23.4M | -2% | 0.89% | 61.1% | 73 | 5.48% | 4.4 |
|
| 1933 |
1933
SP Asset Management
Cupertino,
California
| $957M | +$46.9M | +5% | 0.95% | 92.4% | 127 | 6.3% | 2 |
|
| 1934 |
1934
Bank of the West
Monterey Park,
California
| $957M | -$24.7M | -3% | 0.15% | 35.4% | 230 | 10% | 5.3 |
|
| 1935 |
1935
Bank Hapoalim BM
Tel Aviv,
Israel
| $957M | +$72.4M | +8% | 0.32% | 76.6% | 250 | 12.4% | 2.5 |
|
| 1936 |
1936
Sirios Capital Management
Boston,
Massachusetts
| $956M | -$194M | -17% | 0.58% | 177% | 92 | 18.48% | 1.5 |
|
| 1937 |
1937
Merit Financial Group
Alpharetta,
Georgia
| $955M | -$108M | -10% | 1.77% | 67.3% | 276 | 9.06% | 1.7 |
|
| 1938 |
1938
Ulysses Management
New York
| $955M | +$160M | +20% | 4.72% | 51.8% | 80 | 45% | 1.1 |
|
| 1939 |
1939
Fund Evaluation Group
Cincinnati,
Ohio
| $953M | -$83.2M | -8% | 0.1% | 51.6% | 32 | 12.5% | 2.3 |
|
| 1940 |
1940
HHR Asset Management
Berkeley Heights,
New Jersey
| $952M | -$157M | -14% | 1.91% | 76.3% | 34 | 14.71% | 2.2 |
|
| 1941 |
1941
Kore Private Wealth
New York
| $951M | +$61M | +7% | 2.35% | 35.9% | 487 | 20.74% | 1.4 |
|
| 1942 |
1942
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $948M | +$5.1M | +0.5% | 0.97% | 115% | 495 | 2.63% | 5.6 |
|
| 1943 |
AA
1943
Ancient Art
Austin,
Texas
| $947M | -$122M | -11% | 5.43% | 168% | 25 | 24% | 1.4 |
|
| 1944 |
1944
York Capital Management Global Advisors
New York
| $947M | +$55.7M | +6% | 13.1% | 74.1% | 68 | 69.12% | 0.6 |
|
| 1945 |
1945
Icon Wealth Partners
Houston,
Texas
| $947M | +$14.8M | +2% | 0.54% | – | 364 | 11.26% | 1.7 |
|
| 1946 |
1946
Southernsun Asset Management
Memphis,
Tennessee
| $947M | +$33.2M | +4% | 2.35% | 54.7% | 34 | 2.94% | 4.8 |
|
| 1947 |
1947
Summit Creek Advisors
Minneapolis,
Minnesota
| $946M | +$109M | +13% | 6.25% | 68.8% | 79 | 13.92% | 2.6 |
|
| 1948 |
1948
Connors Investor Services
Wyomissing,
Pennsylvania
| $946M | -$14.7M | -2% | 0.29% | 125% | 169 | 5.33% | 3.8 |
|
| 1949 |
WM
1949
WS Management
Jacksonville,
Florida
| $945M | -$68.5M | -7% | 0.97% | 309% | 89 | 35.96% | 2.6 |
|
| 1950 |
ICM
1950
Indaba Capital Management
San Francisco,
California
| $944M | +$18M | +2% | 2.51% | 66.7% | 76 | 52.63% | 0.4 |
|