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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $446M | -$80.4M | -15% | 15.3% | 133% | 953 | 65.48% | 0.4 |
|
| 2152 |
2152
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $446M | -$42.2M | -9% | 13.3% | 58.7% | 29 | 6.9% | 3.6 |
|
| 2153 |
2153
De Burlo Group
Boston,
Massachusetts
| $445M | -$87.7M | -16% | 6.47% | 147% | 123 | 37.4% | 2.5 |
|
| 2154 |
2154
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $445M | – | – | 8.83% | 62.2% | 736 | – | 0 |
|
| 2155 |
2155
Beese Fulmer Investment Management
Canton,
Ohio
| $445M | -$64.4M | -13% | 10.7% | 124% | 199 | 15.08% | 3.8 |
|
| 2156 |
2156
Weld Capital Management
New York
| $445M | – | – | 16.7% | – | 624 | – | 0 |
|
| 2157 |
2157
Decatur Capital Management
Decatur,
Georgia
| $444M | +$10.4M | +2% | 14.3% | 135% | 64 | 37.5% | 1.5 |
|
| 2158 |
2158
Klingman & Associates
New York
| $444M | -$44.5M | -9% | 13.3% | 64.9% | 114 | 14.04% | 2.7 |
|
| 2159 |
2159
Windham Capital Management
Boston,
Massachusetts
| $444M | -$42.2M | -9% | 6.49% | 8.3% | 35 | 34.29% | 2.2 |
|
| 2160 |
NC
2160
Northpointe Capital
Bloomfield Hills,
Michigan
| $443M | -$250M | -36% | 16.3% | 33% | 202 | 32.18% | 1.4 |
|
| 2161 |
2161
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $442M | -$3.37M | -0.8% | 10.7% | 112% | 301 | 14.62% | 1 |
|
| 2162 |
2162
Salesforce Inc
San Francisco,
California
| $441M | -$63.4M | -13% | 12.9% | 33.9% | 6 | 33.33% | 0.5 |
|
| 2163 |
2163
Ritholtz Wealth Management
New York
| $441M | +$46.4M | +12% | 5.83% | 93% | 136 | 27.94% | 1.1 |
|
| 2164 |
2164
JNBA Financial Advisors
Bloomington,
Minnesota
| $441M | +$218M | +98% | 9.77% | 61.8% | 803 | 71.86% | 1.8 |
|
| 2165 |
SHCM
2165
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $441M | -$41.2M | -9% | 11.4% | 31.2% | 131 | 11.45% | 2.3 |
|
| 2166 |
2166
JOYN Advisors
Atlanta,
Georgia
| $441M | -$91.8M | -17% | 13.8% | 0.77% | 1,984 | 13.81% | 0.7 |
|
| 2167 |
2167
QVR
San Francisco,
California
| $441M | -$309M | -41% | 10.2% | – | 115 | 79.13% | 0.2 |
|
| 2168 |
2168
Kays Financial Advisory
Atlanta,
Georgia
| $441M | -$28.8M | -6% | 9.95% | 23.3% | 114 | 32.46% | 1.8 |
|
| 2169 |
2169
Sunriver Management
Greenwich,
Connecticut
| $440M | -$44.4M | -9% | 17.8% | 9.27% | 22 | 27.27% | 1.1 |
|
| 2170 |
2170
Oakworth Capital
Birmingham,
Alabama
| $439M | -$61.2M | -12% | 13% | 64.3% | 635 | 8.98% | 3.4 |
|
| 2171 |
2171
Columbus Macro
New Castle,
Pennsylvania
| $438M | +$34.8M | +9% | 8.26% | 48.7% | 152 | 36.18% | 0.7 |
|
| 2172 |
2172
IBM Retirement Fund
Armonk,
New York
| $438M | +$1.2M | +0.3% | 14% | 54.4% | 454 | 19.16% | 4.3 |
|
| 2173 |
2173
Evanson Asset Management
Carmel,
California
| $438M | -$54.3M | -11% | 11.8% | 66.6% | 247 | 12.15% | 3.3 |
|
| 2174 |
VCM
2174
V3 Capital Management
Dallas,
Texas
| $438M | -$23.1M | -5% | 10.1% | 20.5% | 19 | 36.84% | 0.8 |
|
| 2175 |
2175
FAS Wealth Partners
Leawood,
Kansas
| $437M | -$2.43M | -0.6% | 12.2% | 72.3% | 196 | 13.78% | 2.9 |
|