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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
Stokes Family Office
New Orleans,
Louisiana
| $701M | -$32.1M | -4% | 5.51% | 68.1% | 296 | 16.55% | 1.6 |
|
| 2052 |
2052
First Business Financial Services
Madison,
Wisconsin
| $700M | -$42.1M | -6% | 5.54% | 74% | 171 | 12.87% | 3.3 |
|
| 2053 |
2053
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $700M | -$80.8M | -10% | 4.5% | 96.6% | 158 | 10.13% | 0.5 |
|
| 2054 |
2054
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $700M | -$10.3M | -1% | 0.44% | 89.9% | 48 | 6.25% | 2.7 |
|
| 2055 |
2055
Ulysses Management
New York
| $699M | +$56.8M | +9% | 4.6% | 51.8% | 63 | 41.27% | 1.7 |
|
| 2056 |
2056
RWWM Inc
Rocklin,
California
| $699M | -$51.8M | -7% | 9.27% | 40.6% | 14 | 0% | 5 |
|
| 2057 |
HEC
2057
Hudson Executive Capital
New York
| $698M | -$90M | -11% | 10.7% | 127% | 9 | 11.11% | 2.3 |
|
| 2058 |
2058
First Nebraska Trust
Lincoln,
Nebraska
| $698M | -$64.2M | -8% | 6.56% | 67.9% | 167 | 6.59% | 5.7 |
|
| 2059 |
AIM
2059
Aigen Investment Management
New York
| $697M | +$102M | +17% | 5.18% | 55.5% | 823 | 70.96% | 0.2 |
|
| 2060 |
2060
Callahan Advisors
Houston,
Texas
| $696M | -$54.9M | -7% | 5.41% | 87.7% | 147 | 6.12% | 5.6 |
|
| 2061 |
2061
Weatherly Asset Management
Del Mar,
California
| $696M | -$22.2M | -3% | 1.88% | 116% | 182 | 4.95% | 6.4 |
|
| 2062 |
2062
Jacobs & Co
San Francisco,
California
| $696M | -$51.1M | -7% | 6.28% | 105% | 125 | 8% | 6.3 |
|
| 2063 |
2063
SNS Financial Group
Minneapolis,
Minnesota
| $695M | -$72.2M | -9% | 5.72% | 54.2% | 203 | 6.4% | 4.2 |
|
| 2064 |
2064
RKL Wealth Management
Lancaster,
Pennsylvania
| $694M | -$34.8M | -5% | 5.84% | 76.8% | 139 | 8.63% | 4.8 |
|
| 2065 |
2065
Perella Weinberg Partners Capital Management
New York
| $694M | -$78.5M | -10% | 5.34% | 1.52% | 30 | 30% | 2.3 |
|
| 2066 |
2066
Nottingham Advisors
Amherst,
New York
| $694M | -$43.4M | -6% | 5.77% | 44.3% | 135 | 9.63% | 3.9 |
|
| 2067 |
2067
WBH Advisory
Baltimore,
Maryland
| $693M | -$56.4M | -8% | 5.42% | 57.6% | 309 | 10.36% | 5.3 |
|
| 2068 |
2068
Fifth Third Securities
Cincinnati,
Ohio
| $692M | -$36.7M | -5% | 5.41% | 62.7% | 199 | 4.02% | 0.5 |
|
| 2069 |
2069
Campbell Wealth Management
Alexandria,
Virginia
| $692M | -$22.1M | -3% | 4.41% | 11.2% | 77 | 32.47% | 2 |
|
| 2070 |
2070
Private Capital Management (Florida)
Naples,
Florida
| $692M | +$35.4M | +5% | 13.9% | 118% | 163 | 51.53% | 1.3 |
|
| 2071 |
SC
2071
Shellback Capital
Boston,
Massachusetts
| $692M | +$116M | +20% | 3.72% | 198% | 102 | 50.98% | 1 |
|
| 2072 |
2072
Jay A. Fishman Ltd
Troy,
Michigan
| $691M | -$42.5M | -6% | 5.24% | 105% | 92 | 5.43% | 5.5 |
|
| 2073 |
MAM
2073
Mastrapasqua Asset Management
Nashville,
Tennessee
| $691M | -$42.8M | -6% | 4.48% | 54.9% | 155 | 12.9% | 3.8 |
|
| 2074 |
2074
Nations Financial Group
Cedar Rapids,
Iowa
| $691M | -$54.3M | -7% | 4.66% | 105% | 568 | 14.96% | 2.2 |
|
| 2075 |
2075
Narwhal Capital Management
Marietta,
Georgia
| $691M | -$39M | -5% | 5.06% | 93.8% | 162 | 8.64% | 4.7 |
|