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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Anderson Hoagland & Co
St Louis,
Missouri
| $952M | +$60.6M | +7% | 3.48% | 104% | 138 | 7.25% | 3.5 |
|
| 2102 |
2102
Nexus Investment Management
Toronto,
Ontario, Canada
| $952M | -$85.7M | -8% | 2.69% | 77.5% | 78 | 7.69% | 7 |
|
| 2103 |
2103
Texas Permanent School Fund
Austin,
Texas
| $951M | -$11.7B | -92% | 0.53% | 44.6% | 1,518 | 99.93% | 0.3 |
|
| 2104 |
2104
Recurrent Investment Advisors
Houston,
Texas
| $950M | +$87.4M | +10% | 2.79% | 99.7% | 52 | 5.77% | 3.4 |
|
| 2105 |
2105
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $950M | -$134M | -12% | 1.09% | 484% | 16 | 6.25% | 2.2 |
|
| 2106 |
2106
Marks Group Wealth Management
Minnetonka,
Minnesota
| $949M | -$7.24M | -0.8% | 0.14% | 62.8% | 308 | 9.42% | 2.9 |
|
| 2107 |
2107
Jay A. Fishman Ltd
Troy,
Michigan
| $949M | +$43.9M | +5% | 7.38% | 105% | 93 | 10.75% | 6.4 |
|
| 2108 |
2108
Maple-Brown Abbott
Barangaroo,
Australia
| $948M | -$29M | -3% | 0.56% | 7.92% | 16 | 12.5% | 4.1 |
|
| 2109 |
2109
JNBA Financial Advisors
Bloomington,
Minnesota
| $948M | -$4.39M | -0.5% | 0.22% | 61.8% | 685 | 8.91% | 5.4 |
|
| 2110 |
2110
Sagefield Capital
Dallas,
Texas
| $948M | +$130M | +16% | 2.79% | 115% | 119 | 41.18% | 1.1 |
|
| 2111 |
AL
2111
Arnhold LLC
New York
| $947M | +$2.22M | +0.2% | 2.19% | 156% | 122 | 4.1% | 4 |
|
| 2112 |
2112
Soltis Investment Advisors
St. George,
Utah
| $945M | +$51.5M | +6% | 2.89% | 80.8% | 348 | 19.54% | 2.3 |
|
| 2113 |
2113
Global Endowment Management
Charlotte,
North Carolina
| $945M | -$14.9M | -2% | 2.26% | 46.1% | 140 | 21.43% | 2.6 |
|
| 2114 |
2114
Wellesley Asset Management
Portsmouth,
New Hampshire
| $944M | -$45.8M | -5% | 0% | 0% | 48 | 0% | 0.9 |
|
| 2115 |
2115
Kathmere Capital Management
Wayne,
Pennsylvania
| $944M | +$69.9M | +8% | 0.71% | 68.3% | 363 | 19.28% | 1.6 |
|
| 2116 |
2116
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $944M | +$6.48M | +0.7% | 0.54% | 44.7% | 162 | 5.56% | 4.7 |
|
| 2117 |
2117
First Business Financial Services
Madison,
Wisconsin
| $943M | +$10.7M | +1% | 1.77% | 74% | 173 | 13.87% | 4.5 |
|
| 2118 |
2118
Headlands Technologies
Chicago,
Illinois
| $943M | +$526M | +126% | 2.51% | 158% | 1,712 | 64.31% | 0.3 |
|
| 2119 |
2119
Wealthcare Capital Management
Richmond,
Virginia
| $942M | +$42.1M | +5% | 1.95% | 46.2% | 88 | 11.36% | 4.7 |
|
| 2120 |
2120
Intrust Bank
Wichita,
Kansas
| $940M | +$6.84M | +0.7% | 3.15% | 102% | 398 | 7.79% | 5.9 |
|
| 2121 |
2121
Bath Savings Trust
Bath,
Maine
| $940M | -$1.8M | -0.2% | 2% | 57.8% | 172 | 5.81% | 6.4 |
|
| 2122 |
2122
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $939M | +$11.2M | +1% | 0.94% | 26.1% | 178 | 7.87% | 6.1 |
|
| 2123 |
2123
PSG Equity
Boston,
Massachusetts
| $938M | +$133M | +17% | 16.6% | 13.7% | 1 | 0% | 2.5 |
|
| 2124 |
2124
Wealthquest
Cincinnati,
Ohio
| $938M | +$5.19M | +0.6% | 1.77% | 52.1% | 133 | 9.77% | 4.4 |
|
| 2125 |
2125
Pine Ridge Advisers
New York
| $938M | +$82.9M | +10% | 0.32% | 90.1% | 34 | 8.82% | 2.3 |
|