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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
Unison Advisors
Washington,
District of Columbia
| $1.43B | +$116M | +9% | 9.18% | 57.8% | 185 | 11.89% | 3.6 |
|
| 2052 |
2052
Harbor Investment Advisory
Lutherville,
Maryland
| $1.43B | +$163M | +13% | 15% | 97.5% | 1,388 | 16.35% | 3.8 |
|
| 2053 |
2053
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.43B | +$121M | +9% | 9.35% | 50.7% | 110 | 10% | 2.8 |
|
| 2054 |
2054
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.43B | +$188M | +15% | 26.5% | 87.2% | 141 | 8.51% | 6.6 |
|
| 2055 |
2055
Washington Trust Bank
Spokane,
Washington
| $1.43B | +$75.2M | +6% | 14.5% | 80.5% | 218 | 10.55% | 6.2 |
|
| 2056 |
AL
2056
Arnhold LLC
New York
| $1.43B | +$67.5M | +5% | 15.8% | 164% | 122 | 10.66% | 5.2 |
|
| 2057 |
VH
2057
V3 Holding
Rye,
New York
| $1.43B | +$640M | +81% | 90.4% | – | 1 | 0% | 1.5 |
|
| 2058 |
2058
Tompkins Financial
Ithaca,
New York
| $1.43B | +$173M | +14% | 13.2% | 84.4% | 601 | 14.81% | 5.6 |
|
| 2059 |
2059
Summit Financial Strategies
Columbus,
Ohio
| $1.42B | +$156M | +12% | 11.5% | 59.4% | 189 | 18.52% | 4.2 |
|
| 2060 |
2060
United Asset Strategies
Garden City,
New York
| $1.41B | +$158M | +13% | 15.8% | 111% | 277 | 13.72% | 4.4 |
|
| 2061 |
2061
Pale Fire Capital SE
Prague,
Czech Republic
| $1.41B | +$276M | +24% | 20.9% | 223% | 85 | 44.71% | 0.6 |
|
| 2062 |
2062
Main Management Fund Advisors
San Francisco,
California
| $1.41B | +$223M | +19% | 10.4% | 80% | 10 | 60% | 0.5 |
|
| 2063 |
2063
Nixon Peabody Trust
Boston,
Massachusetts
| $1.41B | +$155M | +12% | 15.5% | 101% | 186 | 18.28% | 3.2 |
|
| 2064 |
2064
Magnus Financial Group
New York
| $1.41B | +$182M | +15% | 13% | 78.2% | 417 | 16.79% | 3.5 |
|
| 2065 |
2065
First Long Island Investors
Jericho,
New York
| $1.41B | +$178M | +14% | 20.4% | 85.5% | 80 | 21.25% | 5.2 |
|
| 2066 |
2066
MidFirst Bank
Oklahoma City,
Oklahoma
| $1.41B | +$202M | +17% | 22.1% | – | 975 | 8.31% | 0.4 |
|
| 2067 |
2067
Sava Infond
Maribor,
Slovenia
| $1.41B | +$705M | +100% | 45.6% | – | 249 | 10.44% | 1.2 |
|
| 2068 |
2068
Rizvi Traverse Management
West Palm Beach,
Florida
| $1.41B | – | – | 6% | – | 3 | – | 3.2 |
|
| 2069 |
2069
Novare Capital Management
Charlotte,
North Carolina
| $1.41B | +$147M | +12% | 14.5% | 76.5% | 217 | 13.36% | 4.6 |
|
| 2070 |
2070
GuardCap Asset Management
London,
United Kingdom
| $1.41B | -$340M | -19% | 2.97% | 21.9% | 27 | 33.33% | 6.6 |
|
| 2071 |
2071
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.41B | +$59.7M | +4% | 13.9% | 86.3% | 414 | 18.84% | 3.7 |
|
| 2072 |
2072
Axxion S.A.
Grevenmacher,
Luxembourg
| $1.41B | – | – | 18.6% | – | 529 | – | 0 |
|
| 2073 |
2073
Weatherly Asset Management
Del Mar,
California
| $1.4B | +$169M | +14% | 20.6% | 116% | 196 | 9.18% | 7.9 |
|
| 2074 |
2074
Private Wealth Partners
Mill Valley,
California
| $1.4B | +$105M | +8% | 21.6% | 132% | 195 | 19.49% | 4.4 |
|
| 2075 |
2075
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.4B | +$160M | +13% | 10.4% | – | 71 | 12.68% | 2.4 |
|