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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 |
2076
Cable Hill Partners
Portland,
Oregon
| $1.02B | +$95.1M | +10% | 6.92% | 20.3% | 249 | 21.29% | 1 |
|
| 2077 |
2077
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $1.02B | +$54.7M | +6% | 5.9% | 81.9% | 238 | 30.67% | 2.3 |
|
| 2078 |
2078
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $1.02B | +$76.6M | +8% | 9.74% | 26.1% | 176 | 7.39% | 6.5 |
|
| 2079 |
2079
Quantitative Investment Management
Charlottesville,
Virginia
| $1.01B | +$97.5M | +11% | 9.39% | 24.6% | 468 | 69.66% | 0.2 |
|
| 2080 |
NEWAS
2080
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.01B | +$87.7M | +9% | 6.66% | 51.1% | 188 | 5.85% | 2.7 |
|
| 2081 |
2081
Harbor Investment Advisory
Lutherville,
Maryland
| $1.01B | +$55.9M | +6% | 6.07% | 97.5% | 1,329 | 15.27% | 3.6 |
|
| 2082 |
2082
Pacific Life Fund Advisors
Newport Beach,
California
| $1.01B | +$10.5M | +1% | 7.76% | 47.6% | 23 | 13.04% | 1 |
|
| 2083 |
2083
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $1.01B | +$34.2M | +3% | 5.36% | 77.5% | 169 | 4.73% | 8.1 |
|
| 2084 |
2084
Keywise Capital Management (HK)
Hong Kong
| $1.01B | +$179M | +22% | 18.1% | 684% | 15 | 13.33% | 1.4 |
|
| 2085 |
2085
Morningstar Investment Management
Chicago,
Illinois
| $1.01B | +$53.8M | +6% | 5.16% | 48.2% | 243 | 31.69% | 1.3 |
|
| 2086 |
2086
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.01B | +$89.4M | +10% | 6.03% | 67.7% | 144 | 4.86% | 3.9 |
|
| 2087 |
2087
FJ Investments
Salt Lake City,
Utah
| $1.01B | -$16.7M | -2% | 4.28% | – | 4 | 0% | 0.8 |
|
| 2088 |
2088
Siemens
Munich,
Germany
| $1.01B | +$252M | +33% | 33.6% | 16.8% | 2 | 0% | 2.4 |
|
| 2089 |
2089
GAMMA Investing
Foster City,
California
| $1.01B | +$275M | +37% | 7.19% | 139% | 3,706 | 10.2% | 0.7 |
|
| 2090 |
2090
First American Trust
Santa Ana,
California
| $1.01B | +$11M | +1% | 6.23% | 84.6% | 233 | 12.02% | 3.5 |
|
| 2091 |
2091
Maple-Brown Abbott
Barangaroo,
Australia
| $1.01B | +$59.7M | +6% | 16.8% | 7.92% | 17 | 11.76% | 4.3 |
|
| 2092 |
2092
Oxbow Advisors
Austin,
Texas
| $1.01B | +$156M | +18% | 5.77% | 66.3% | 245 | 17.55% | 4.4 |
|
| 2093 |
2093
Jay A. Fishman Ltd
Troy,
Michigan
| $1.01B | +$57.6M | +6% | 6.5% | 119% | 93 | 16.13% | 6.5 |
|
| 2094 |
2094
Bath Savings Trust
Bath,
Maine
| $1.01B | +$66.2M | +7% | 7.91% | 57.8% | 173 | 4.62% | 6.4 |
|
| 2095 |
2095
Recurrent Investment Advisors
Houston,
Texas
| $1.01B | +$55.8M | +6% | 1.66% | 99.7% | 56 | 12.5% | 3.2 |
|
| 2096 |
2096
Proficio Capital Partners
Newton,
Massachusetts
| $1.01B | +$53.1M | +6% | 6.28% | 97% | 349 | 26.65% | 3.2 |
|
| 2097 |
2097
Pine Ridge Advisers
New York
| $1B | +$66.2M | +7% | 5.46% | 90.1% | 36 | 8.33% | 2.3 |
|
| 2098 |
2098
Advisor OS
Chicago,
Illinois
| $1B | +$91.4M | +10% | 6.35% | 61.2% | 432 | 15.28% | 1.8 |
|
| 2099 |
2099
Artemis Wealth Advisors
New York
| $1B | -$59.9M | -6% | 1.91% | 174% | 37 | 18.92% | 2.4 |
|
| 2100 |
2100
Thrive Capital Management (New York)
New York
| $1B | +$151M | +18% | 19.8% | 205% | 4 | 0% | 2.9 |
|