We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $847M | +$231M | +38% | 0.14% | 68.3% | 201 | 32.84% | 0.9 |
|
| 2402 |
2402
Sierra Capital
Miami,
Florida
| $843M | +$5.1M | +0.6% | 1.22% | 32.4% | 205 | 9.27% | 2.5 |
|
| 2403 |
2403
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $843M | +$25.7M | +3% | 3.01% | 75.6% | 272 | 9.56% | 1.6 |
|
| 2404 |
2404
Hackensack Meridian Health
Edison,
New Jersey
| $842M | -$132M | -14% | 3.08% | 53.4% | 6 | 0% | 1.4 |
|
| 2405 |
2405
Bensler
Bellevue,
Washington
| $841M | +$48.4M | +6% | 1.29% | 106% | 175 | 12.57% | 2.1 |
|
| 2406 |
2406
Talbot Financial
Bellevue,
Washington
| $841M | +$19.4M | +2% | 3.64% | 118% | 67 | 11.94% | 1.5 |
|
| 2407 |
2407
Unison Advisors
Washington,
District of Columbia
| $840M | +$8.71M | +1% | 4.03% | 57.8% | 180 | 0.56% | 3.3 |
|
| 2408 |
2408
Private Capital Advisors
Darien,
Connecticut
| $840M | -$73.3M | -8% | 2.27% | 132% | 87 | 24.14% | 5.7 |
|
| 2409 |
2409
James Investment Research
Alpha,
Ohio
| $840M | -$26.7M | -3% | 1.2% | 110% | 346 | 8.67% | 4.8 |
|
| 2410 |
2410
Rodgers & Associates
Lancaster,
Pennsylvania
| $839M | +$1.04M | +0.1% | 0.08% | 56.3% | 101 | 8.91% | 3 |
|
| 2411 |
2411
Savoie Capital
Chicago,
Illinois
| $839M | +$20.9M | +3% | 4.64% | – | 106 | 19.81% | 0.9 |
|
| 2412 |
2412
United Bank (Virginia)
Vienna,
Virginia
| $839M | -$20.3M | -2% | 1.11% | 76.1% | 146 | 10.96% | 5.3 |
|
| 2413 |
2413
Biglari Capital Corp
San Antonio,
Texas
| $839M | +$187M | +29% | 32.5% | 72.7% | 13 | 0% | 5.1 |
|
| 2414 |
CF
2414
Clarity Financial
Houston,
Texas
| $837M | -$25.5M | -3% | 0.1% | 56.8% | 164 | 30.49% | 1.5 |
|
| 2415 |
2415
Shepherd Financial Partners
Winchester,
Massachusetts
| $836M | +$4.84M | +0.6% | 1.27% | 78% | 225 | 6.22% | 3.7 |
|
| 2416 |
2416
Wealth Alliance
Mellville,
New York
| $836M | -$1.13M | -0.1% | 1.46% | 75.7% | 549 | 15.66% | 3 |
|
| 2417 |
1SP
2417
140 Summer Partners
New York
| $836M | -$92.1M | -10% | 2.75% | 202% | 24 | 41.67% | 1 |
|
| 2418 |
2418
Caledonia Investments plc (UK)
London England,
United Kingdom
| $836M | -$75.7M | -8% | 4.41% | 61.9% | 14 | 0% | 6.6 |
|
| 2419 |
2419
Sunriver Management
Greenwich,
Connecticut
| $836M | +$22.3M | +3% | 0.53% | 9.27% | 20 | 20% | 1.9 |
|
| 2420 |
2420
Glencore
Baar,
Switzerland
| $836M | – | – | 7.74% | – | 3 | – | 0 |
|
| 2421 |
2421
Journey Advisory Group
Covington,
Kentucky
| $835M | -$77.2K | -0% | 1.18% | 66.2% | 228 | 1.75% | 2.8 |
|
| 2422 |
2422
Dock Street Asset Management
Palm Beach,
Florida
| $835M | +$93.8M | +13% | 16.2% | 175% | 51 | 11.76% | 5.2 |
|
| 2423 |
2423
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $834M | -$20.4M | -2% | 2.66% | 87.8% | 115 | 7.83% | 4.5 |
|
| 2424 |
2424
Allen Capital Group
Grand Island,
Nebraska
| $834M | +$27.2M | +3% | 0.54% | 62.8% | 236 | 11.86% | 1.6 |
|
| 2425 |
2425
Navellier & Associates
Reno,
Nevada
| $834M | +$96.3M | +13% | 4.8% | 361% | 371 | 25.88% | 1.7 |
|