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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
BFS
2076
Bard Financial Services
Branford,
Connecticut
| $892M | +$82.8M | +10% | 9.96% | 90.1% | 240 | 5.42% | 2.4 |
|
| 2077 |
2077
Nixon Peabody Trust
Boston,
Massachusetts
| $892M | +$772M | +647% | 11% | 101% | 131 | 41.22% | 2.5 |
|
| 2078 |
2078
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $891M | +$49.2M | +6% | 11% | 61.4% | 140 | 10.71% | 5.5 |
|
| 2079 |
2079
Connors Investor Services
Wyomissing,
Pennsylvania
| $890M | +$78.2M | +10% | 12.2% | 125% | 164 | 11.59% | 4.6 |
|
| 2080 |
2080
United Asset Strategies
Garden City,
New York
| $890M | +$117M | +15% | 11.8% | 111% | 255 | 17.25% | 3.2 |
|
| 2081 |
2081
Redpoint Management
Woodside,
California
| $890M | +$404M | +83% | 37.9% | 20.6% | 10 | 20% | 1.8 |
|
| 2082 |
2082
Pinnbrook Capital Management
New York
| $889M | +$489M | +122% | 16.4% | 913% | 94 | 77.66% | 0.2 |
|
| 2083 |
2083
Koch Industries
Wichita,
Kansas
| $889M | -$257M | -22% | 6.29% | 56.9% | 9 | 11.11% | 1.9 |
|
| 2084 |
EC
2084
Euclidean Capital
New York
| $889M | +$430M | +94% | 11.9% | 79.7% | 13 | 0% | 2 |
|
| 2085 |
2085
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $887M | +$65M | +8% | 11.5% | 96.6% | 215 | 14.88% | 1.2 |
|
| 2086 |
2086
Permian Investment Partners
Dallas,
Texas
| $887M | +$27.3M | +3% | 17.1% | 78.6% | 25 | 56% | 1.2 |
|
| 2087 |
2087
Fusion Family Wealth
Woodbury,
New York
| $887M | +$78.5M | +10% | 9.74% | 58.2% | 47 | 21.28% | 4.2 |
|
| 2088 |
2088
Zweig-DiMenna Associates
New York
| $887M | +$42.7M | +5% | 17.2% | 561% | 124 | 25% | 1.5 |
|
| 2089 |
2089
Daido Life Insurance Company
Osaka,
Japan
| $886M | +$125M | +16% | 11.4% | 68.7% | 6 | 0% | 4.6 |
|
| 2090 |
2090
Soltis Investment Advisors
St. George,
Utah
| $886M | +$109M | +14% | 11.2% | 95.1% | 306 | 22.22% | 2.2 |
|
| 2091 |
2091
Tremblant Capital Group
West Palm Beach,
Florida
| $886M | -$66.7M | -7% | 16.3% | 131% | 46 | 23.91% | 2.3 |
|
| 2092 |
2092
Stack Financial Management
Whitefish,
Montana
| $886M | +$27.2M | +3% | 7.68% | 58.4% | 46 | 21.74% | 4.7 |
|
| 2093 |
2093
StrategIQ Financial Group
Merrillville,
Indiana
| $885M | +$21.3M | +2% | 8.82% | 12.6% | 327 | 10.09% | 4 |
|
| 2094 |
2094
M Holdings Securities
Portland,
Oregon
| $885M | +$127M | +17% | 10.8% | 83.9% | 218 | 27.52% | 2 |
|
| 2095 |
2095
Bowie Capital Management
Richardson,
Texas
| $885M | -$290M | -25% | 13.9% | 31.6% | 37 | 18.92% | 4.3 |
|
| 2096 |
2096
MainStreet Investment Advisors
Chicago,
Illinois
| $885M | +$26.3M | +3% | 10.3% | 61% | 187 | 13.9% | 3.8 |
|
| 2097 |
2097
Canyon Capital Advisors
Dallas,
Texas
| $885M | -$128M | -13% | 8.69% | 78% | 24 | 20.83% | 2.1 |
|
| 2098 |
2098
Avestar Capital
New York
| $882M | +$179M | +25% | 7.86% | 112% | 447 | 30.43% | 1.8 |
|
| 2099 |
2099
Godsey & Gibb Inc
Richmond,
Virginia
| $882M | +$67.1M | +8% | 10.5% | 87.5% | 379 | 17.15% | 0.8 |
|
| 2100 |
2100
Kingswood Wealth Advisors
San Diego,
California
| $882M | +$297M | +51% | 12.3% | 134% | 679 | 44.33% | 0.2 |
|