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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
VA
601
Valmark Advisers
Akron,
Ohio
| $4.91B | +$512M | +12% | 11.7% | 34.7% | 352 | 18.47% |
|
| 602 |
TAM
602
Troy Asset Management
London,
United Kingdom
| $4.91B | +$785M | +19% | 10.1% | 49.9% | 47 | 8.51% |
|
| 603 |
AIA
603
Avalon Investment & Advisory
Houston,
Texas
| $4.91B | +$407M | +9% | 14.7% | 93.5% | 358 | 17.04% |
|
| 604 |
GAM
604
GuardCap Asset Management
London,
United Kingdom
| $4.9B | +$1.82B | +59% | 14.8% | 18.5% | 27 | 0% |
|
| 605 |
UOC
605
UBS O'Connor
Chicago,
Illinois
| $4.9B | +$958M | +24% | 16.5% | 181% | 685 | 68.32% |
|
| 606 |
JWBC
606
John W. Bristol & Co
New York
| $4.85B | +$435M | +10% | 11.3% | 77.3% | 79 | 2.53% |
|
| 607 |
SAM
607
Shell Asset Management
The Hague,
Netherlands
| $4.84B | +$542M | +13% | 14.4% | – | 1,490 | 8.46% |
|
| 608 |
NSLI
608
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.84B | +$1.03B | +27% | 19.5% | 15.5% | 125 | 21.6% |
|
| 609 |
PWAM
609
Park West Asset Management
San Francisco,
California
| $4.83B | +$2.25B | +87% | 31.2% | 118% | 152 | 53.95% |
|
| 610 |
NLI
610
Nippon Life Insurance
Tokyo,
Japan
| $4.82B | +$305M | +7% | 12.8% | 26% | 11 | 9.09% |
|
| 611 |
TCM
611
Tybourne Capital Management
Hong Kong
| $4.81B | +$745M | +18% | 37% | 109% | 35 | 28.57% |
|
| 612 |
FT
612
Fiduciary Trust
Boston,
Massachusetts
| $4.8B | +$554M | +13% | 14.6% | 65.4% | 591 | 11.34% |
|
| 613 |
613
Lido Advisors
Los Angeles,
California
| $4.8B | +$889M | +23% | 15% | 58.4% | 869 | 33.95% |
|
| 614 |
FI
614
FormulaFolio Investments
Grand Rapids,
Michigan
| $4.77B | +$2.17B | +84% | 11.8% | 41.4% | 682 | 55.57% |
|
| 615 |
GP
615
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $4.76B | +$3.87B | +436% | 9.15% | 145% | 8 | 75% |
|
| 616 |
OC
616
Oppenheimer & Co
New York
| $4.74B | +$743M | +19% | 15.6% | 92.5% | 1,440 | 18.4% |
|
| 617 |
CCP
617
Clarkston Capital Partners
Rochester,
Michigan
| $4.73B | +$986M | +26% | 25.7% | 10.2% | 138 | 15.22% |
|
| 618 |
BCM
618
Bridgeway Capital Management
Houston,
Texas
| $4.73B | +$371M | +9% | 27.4% | 114% | 1,405 | 13.81% |
|
| 619 |
3SCA
619
36 South Capital Advisors
London,
United Kingdom
| $4.73B | – | – | – | – | 16 | – |
|
| 620 |
MIHAS
620
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $4.72B | +$2.02B | +75% | 15.2% | 92.8% | 37 | 16.22% |
|
| 621 |
RSCM
621
Rock Springs Capital Management
Baltimore,
Maryland
| $4.72B | +$775M | +20% | 29.5% | 228% | 169 | 20.71% |
|
| 622 |
DCM
622
Dupont Capital Management
Wilmington,
Delaware
| $4.7B | +$158M | +3% | 16.8% | 89.7% | 1,556 | 32.39% |
|
| 623 |
ACM
623
Advent Capital Management
New York
| $4.69B | +$159M | +4% | 1.04% | 1.05% | 220 | 20.45% |
|
| 624 |
BCWM
624
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $4.69B | +$425M | +10% | 10.1% | 62.3% | 1,244 | 33.92% |
|
| 625 |
BC
625
Bartlett & Co
Cincinnati,
Ohio
| $4.69B | +$425M | +10% | 10.1% | 30.8% | 1,244 | 33.92% |
|