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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
Estate Counselors
Thiensville,
Wisconsin
| $965M | +$52.1M | +6% | 6.19% | 60% | 126 | 25.4% | 1.8 |
|
| 2152 |
2152
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $965M | +$80.8M | +9% | 11.5% | 22.7% | 32 | 3.13% | 5.6 |
|
| 2153 |
2153
LGT Fund Management
Vaduz,
Liechtenstein
| $964M | +$162M | +20% | 7.59% | 121% | 228 | 18.86% | 1 |
|
| 2154 |
2154
Washington State Investment Board
Olympia,
Washington
| $964M | +$4.61M | +0.5% | 26.4% | 567% | 2 | 0% | 3.1 |
|
| 2155 |
2155
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $964M | +$63.9M | +7% | 8.27% | 78.9% | 197 | 7.11% | 6.3 |
|
| 2156 |
2156
Ausdal Financial Partners
Davenport,
Iowa
| $963M | +$26.5M | +3% | 5.53% | 63.2% | 550 | 15.09% | 3.6 |
|
| 2157 |
2157
PrairieView Partners
St. Paul,
Minnesota
| $962M | +$71.4M | +8% | 6.29% | 34% | 423 | 13.24% | 3.6 |
|
| 2158 |
2158
Asset Advisors Investment Management
Augusta,
Georgia
| $961M | +$42.9M | +5% | 6.25% | 67.5% | 108 | 5.56% | 4 |
|
| 2159 |
2159
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $961M | +$38.7M | +4% | 6.18% | 96.6% | 188 | 9.57% | 1.8 |
|
| 2160 |
2160
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $961M | +$50.3M | +6% | 9.6% | 507% | 26 | 11.54% | 3 |
|
| 2161 |
2161
IQ EQ Fund Management
Dublin 2,
Ireland
| $961M | +$87M | +10% | 8.75% | 109% | 338 | 10.95% | 2.7 |
|
| 2162 |
2162
Miller Investment Management
West Conshohocken,
Pennsylvania
| $960M | +$123M | +15% | 6.7% | 60.2% | 105 | 2.86% | 5.6 |
|
| 2163 |
2163
MMBG Investment Advisors
Miami,
Florida
| $958M | +$25.4M | +3% | 2.97% | 118% | 171 | 14.04% | 2.1 |
|
| 2164 |
2164
Tortoise Investment Management
White Plains,
New York
| $957M | +$80.3M | +9% | 5.85% | 40.2% | 931 | 10.1% | 4.8 |
|
| 2165 |
2165
L & S Advisors
Los Angeles,
California
| $957M | +$79.6M | +9% | 8.6% | 231% | 384 | 24.74% | 1.8 |
|
| 2166 |
2166
Prospector Partners
Guilford,
Connecticut
| $956M | +$61.3M | +7% | 11.4% | 53.6% | 103 | 11.65% | 4.6 |
|
| 2167 |
2167
Atom Investors
Austin,
Texas
| $955M | -$44.9M | -4% | 9.87% | 83.4% | 646 | 58.67% | 0.5 |
|
| 2168 |
2168
Y.D. More Investments
Ramat Gan,
Israel
| $955M | -$25.6M | -3% | 3.37% | 305% | 475 | 9.47% | 1.1 |
|
| 2169 |
SBCM
2169
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $955M | +$1.26M | +0.1% | 7.18% | 72.3% | 58 | 20.69% | 5.7 |
|
| 2170 |
2170
FJ Capital Management
Mclean,
Virginia
| $954M | -$2.17M | -0.2% | 18.9% | 97.9% | 158 | 55.06% | 1.8 |
|
| 2171 |
2171
Carlyle Group
Washington,
District of Columbia
| $954M | -$98.7M | -9% | 32.5% | 7.98% | 33 | 27.27% | 1.5 |
|
| 2172 |
2172
Bridgewater Advisors
New York
| $954M | +$146M | +18% | 5.19% | 61% | 143 | 12.59% | 2.8 |
|
| 2173 |
2173
Telos Capital Management
San Diego,
California
| $953M | +$50.6M | +6% | 6.85% | 71.1% | 202 | 7.92% | 6 |
|
| 2174 |
ET
2174
Entropy Technologies
New York
| $952M | +$27.2M | +3% | 9.13% | – | 973 | 63.51% | 0.2 |
|
| 2175 |
2175
Caldwell Trust
Venice,
Florida
| $952M | +$48.6M | +5% | 6.84% | 87% | 728 | 8.65% | 3.8 |
|