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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Resource Management
Metairie,
Louisiana
| $477M | -$70.1M | -13% | 15.5% | 82.7% | 144 | 15.97% | 0.9 |
|
| 2052 |
2052
Adams Street Partners
Chicago,
Illinois
| $477M | -$158M | -25% | 24.3% | 399% | 18 | 50% | 1.3 |
|
| 2053 |
2053
B. Riley Wealth Management
Memphis,
Tennessee
| $477M | +$69.9M | +17% | 11.2% | 32.2% | 423 | 40.19% | 1.1 |
|
| 2054 |
2054
Cabana LLC
Fayetteville,
Arkansas
| $476M | +$42.4M | +10% | 9% | 58.3% | 76 | 69.74% | 0.3 |
|
| 2055 |
2055
Bell Asset Management
Melbourne,
Australia
| $476M | -$4.93M | -1% | 11.4% | 45.3% | 66 | 7.58% | 0.9 |
|
| 2056 |
2056
Granite Investment Advisors
Concord,
New Hampshire
| $476M | -$93.7M | -16% | 12.7% | 55.6% | 170 | 15.88% | 2.9 |
|
| 2057 |
2057
Girard Partners
King Of Prussia,
Pennsylvania
| $476M | -$87.9M | -16% | 10.6% | 25.7% | 980 | 75.31% | 2.7 |
|
| 2058 |
2058
BTR Capital Management
Oakland,
California
| $475M | -$100M | -17% | 11.7% | 35% | 184 | 18.48% | 3.7 |
|
| 2059 |
2059
Harvard Management Company
Boston,
Massachusetts
| $475M | +$82.6M | +21% | 19.3% | 123% | 20 | 20% | 2.5 |
|
| 2060 |
AIM
2060
Axiom Investment Management
New York
| $474M | – | – | 12.5% | – | 352 | – | 0 |
|
| 2061 |
2061
Sun Life Financial
Toronto,
Ontario, Canada
| $474M | -$77.4M | -14% | 12.9% | 65.7% | 646 | 8.98% | 1.7 |
|
| 2062 |
2062
CX Institutional
Auburn,
Indiana
| $474M | +$171M | +57% | 9.91% | 62.9% | 573 | 48.17% | 0.3 |
|
| 2063 |
2063
NewSquare Capital
Newtown Square,
Pennsylvania
| $473M | -$53.5M | -10% | 9.19% | 76.5% | 379 | 27.44% | 2.4 |
|
| 2064 |
2064
Canandaigua National Bank & Trust
Canandaigua,
New York
| $473M | -$88.7M | -16% | 10.9% | – | 367 | 24.25% | 2.8 |
|
| 2065 |
2065
Foundations Investment Advisors
Phoenix,
Arizona
| $473M | +$62.1M | +15% | 7.7% | 80.9% | 138 | 52.9% | 0.3 |
|
| 2066 |
2066
Howe & Rusling
Rochester,
New York
| $473M | -$126M | -21% | 13% | 82% | 955 | 21.88% | 2.7 |
|
| 2067 |
2067
ARS Investment Partners
New York
| $473M | -$173M | -27% | 15.7% | 260% | 125 | 16.8% | 2.7 |
|
| 2068 |
2068
PagnatoKarp Partners
Reston,
Virginia
| $472M | +$130M | +38% | 11.8% | 2.06% | 204 | 27.45% | 1.1 |
|
| 2069 |
BC
2069
Blackstart Capital
New York
| $472M | +$33.1M | +8% | 1.91% | 9% | 37 | 59.46% | 0.4 |
|
| 2070 |
PP
2070
Parplus Partners
New York
| $471M | – | – | 14% | – | 1 | – | 0 |
|
| 2071 |
2071
Lenox Wealth Advisors
New York
| $471M | -$21.5M | -4% | 12.7% | 35.7% | 440 | 17.95% | 1.3 |
|
| 2072 |
2072
Dynamic Advisor Solutions
Phoenix,
Arizona
| $471M | -$11.4M | -2% | 8.67% | 70.9% | 463 | 25.7% | 1.7 |
|
| 2073 |
2073
SigFig Wealth Management
San Francisco,
California
| $470M | -$13.6M | -3% | 9.39% | 49.3% | 47 | 8.51% | 1.1 |
|
| 2074 |
2074
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $470M | – | – | 2.11% | 312% | 1 | – | 0 |
|
| 2075 |
BC
2075
Bruce & Co
Chicago,
Illinois
| $470M | -$46.4M | -9% | 6.38% | 94.5% | 50 | 20% | 3.6 |
|