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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Willis Johnson & Associates
Houston,
Texas
| $762M | -$12.8M | -2% | 4.71% | 50.9% | 117 | 29.06% | 0.9 |
|
| 2252 |
2252
Circle Wealth Management
Summit,
New Jersey
| $762M | -$4.2M | -0.5% | 4.87% | 71.8% | 207 | 16.91% | 2.3 |
|
| 2253 |
2253
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $762M | -$388M | -34% | 0.21% | 25.8% | 157 | 65.61% | 0.7 |
|
| 2254 |
2254
River Global Investors
London,
United Kingdom
| $762M | -$520M | -41% | 1.45% | 49.7% | 169 | 16.57% | 2.6 |
|
| 2255 |
2255
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $761M | -$45M | -6% | 1.83% | 25.1% | 6 | 0% | 4.3 |
|
| 2256 |
2256
Ikarian Capital
Dallas,
Texas
| $760M | +$89.2M | +13% | 12% | 5,184% | 222 | 27.93% | 0.9 |
|
| 2257 |
2257
United Bank (Virginia)
Vienna,
Virginia
| $760M | -$53.5M | -7% | 2.66% | 76.1% | 170 | 10% | 3.4 |
|
| 2258 |
2258
Fiduciary Group
Savannah,
Georgia
| $758M | -$141M | -16% | 3.09% | 67.1% | 243 | 10.29% | 4.6 |
|
| 2259 |
2259
LVM Capital Management
Portage,
Michigan
| $757M | +$6.85M | +0.9% | 2.17% | 121% | 147 | 12.24% | 4.7 |
|
| 2260 |
SC
2260
Shellback Capital
Boston,
Massachusetts
| $755M | -$971M | -56% | 10.2% | 198% | 119 | 46.22% | 1.2 |
|
| 2261 |
2261
JNBA Financial Advisors
Bloomington,
Minnesota
| $755M | -$63.8M | -8% | 2.61% | 61.8% | 883 | 22.76% | 3.5 |
|
| 2262 |
AP
2262
Archon Partners
Princeton Junction,
New Jersey
| $755M | -$63.8M | -8% | 3.87% | 99.5% | 58 | 15.52% | 4.2 |
|
| 2263 |
2263
Nalanda India Equity Fund
Mauritius
| $755M | -$133M | -15% | 14.4% | 30.2% | 2 | 0% | 2.6 |
|
| 2264 |
2264
Harbor Investment Advisory
Lutherville,
Maryland
| $754M | -$35.7M | -5% | 3.41% | 97.5% | 1,428 | 11.2% | 1.7 |
|
| 2265 |
2265
Stokes Family Office
New Orleans,
Louisiana
| $754M | -$50.4M | -6% | 2.73% | 68.1% | 289 | 23.18% | 1.3 |
|
| 2266 |
2266
Southeast Asset Advisors
Thomasville,
Georgia
| $754M | +$24.7M | +3% | 4.23% | 91.5% | 154 | 9.09% | 3.5 |
|
| 2267 |
2267
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $753M | +$613M | +438% | 3.04% | 88.9% | 134 | 84.33% | 0.2 |
|
| 2268 |
2268
Stieven Capital Advisors
St. Louis,
Missouri
| $752M | -$79.4M | -10% | 4.21% | 117% | 56 | 32.14% | 3 |
|
| 2269 |
2269
Sirios Capital Management
Boston,
Massachusetts
| $751M | -$122M | -14% | 5.65% | 177% | 85 | 41.18% | 1.6 |
|
| 2270 |
2270
Barber Financial Group
Lenexa,
Kansas
| $751M | -$81.4M | -10% | 3.22% | 39% | 172 | 17.44% | 2.5 |
|
| 2271 |
2271
Brigade Capital Management
New York
| $751M | -$123M | -14% | 5.66% | 42.7% | 50 | 32% | 1.5 |
|
| 2272 |
2272
Arax Advisory Partners
Denver,
Colorado
| $751M | -$38M | -5% | 4.22% | 64.7% | 1,230 | 14.47% | 2 |
|
| 2273 |
2273
LGT Fund Management
Vaduz,
Liechtenstein
| $751M | +$404M | +116% | 6.97% | 121% | 225 | 33.33% | 0.2 |
|
| 2274 |
2274
Beacon Financial Group
Dallas,
Texas
| $751M | -$18.6M | -2% | 0.6% | 66.6% | 239 | 11.3% | 4.1 |
|
| 2275 |
2275
Zweig-DiMenna Associates
New York
| $750M | -$488M | -39% | 12.9% | 561% | 163 | 68.71% | 1 |
|