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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
626
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $5.88B | -$110M | -2% | 0.05% | 66.5% | 722 | 13.99% | 4 |
|
| 627 |
627
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $5.87B | -$161M | -3% | 1.64% | 41.7% | 33 | 0% | 5.7 |
|
| 628 |
628
Clearstead Advisors
Cleveland,
Ohio
| $5.86B | +$3.84B | +190% | 2.15% | 71.4% | 2,087 | 28.99% | 2.2 |
|
| 629 |
629
Eventide Asset Management
Boston,
Massachusetts
| $5.84B | -$535M | -8% | 2.78% | 313% | 175 | 17.71% | 2.2 |
|
| 630 |
630
Carmignac Gestion
Paris,
France
| $5.83B | -$491M | -8% | 4.86% | 85.1% | 185 | 32.97% | 2.2 |
|
| 631 |
631
Empowered Funds
Havertown,
Pennsylvania
| $5.78B | +$240M | +4% | 0.02% | 127% | 1,488 | 15.79% | 0.9 |
|
| 632 |
632
Moore Capital Management
New York
| $5.76B | -$502M | -8% | 5.86% | 195% | 587 | 50.26% | 0.8 |
|
| 633 |
633
Advisors Capital Management
Ridgewood,
New Jersey
| $5.73B | +$266M | +5% | 3.55% | 92.3% | 494 | 8.91% | 3.3 |
|
| 634 |
634
Horizon Kinetics Asset Management
New York
| $5.72B | +$434M | +8% | 10.5% | 192% | 334 | 6.59% | 3.7 |
|
| 635 |
635
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $5.69B | +$183M | +3% | 0.48% | 19.7% | 2,276 | 10.98% | 4.4 |
|
| 636 |
636
Aptus Capital Advisors
Fairhope,
Alabama
| $5.68B | +$304M | +6% | 2.49% | 67% | 1,247 | 13.15% | 2 |
|
| 637 |
637
Folketrygdfondet
Oslo Norway,
Norway
| $5.66B | +$1.06B | +23% | 6.29% | 30.6% | 14 | 28.57% | 4.3 |
|
| 638 |
638
Wedge Capital Management
Charlotte,
North Carolina
| $5.64B | -$533M | -9% | 0.6% | 150% | 517 | 11.61% | 3.5 |
|
| 639 |
639
Segall Bryant & Hamill
Chicago,
Illinois
| $5.64B | +$304M | +6% | 0.62% | 115% | 440 | 38.64% | 2.7 |
|
| 640 |
640
Eisler Capital (US)
New York
| $5.63B | +$1.6B | +40% | 1.95% | – | 714 | 40.76% | 0.4 |
|
| 641 |
641
Meitav Investment House
Bene-Beraq,
Israel
| $5.62B | +$512M | +10% | 4.74% | 131% | 240 | 12.08% | 3 |
|
| 642 |
642
Achmea Investment Management
Zeist,
Netherlands
| $5.59B | +$339M | +6% | 4.65% | 114% | 438 | 10.5% | 2.7 |
|
| 643 |
643
BOK Financial
Tulsa,
Oklahoma
| $5.57B | +$78.6M | +1% | 2.91% | 91.8% | 1,285 | 17.43% | 4.7 |
|
| 644 |
644
Soros Fund Management
New York
| $5.57B | -$450M | -7% | 2.35% | 90.1% | 243 | 50.62% | 0.8 |
|
| 645 |
645
Quantinno Capital Management
New York
| $5.56B | +$960M | +21% | 3.75% | 119% | 1,340 | 11.34% | 1.5 |
|
| 646 |
646
Bradley Foster & Sargent
Hartford,
Connecticut
| $5.55B | +$9.32M | +0.2% | 2.81% | 83.7% | 464 | 9.7% | 6.1 |
|
| 647 |
647
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $5.53B | +$1.61B | +41% | 5.41% | 4.24% | 12 | 16.67% | 4.9 |
|
| 648 |
648
Forum Financial Management
Lombard,
Illinois
| $5.53B | -$325M | -6% | 0.34% | 56.7% | 782 | 13.68% | 1.8 |
|
| 649 |
649
ABN AMRO Investment Solutions
Paris Cedex 008,
| $5.51B | -$261M | -5% | 3.43% | 119% | 500 | 22.2% | 0.9 |
|
| 650 |
650
HM Payson & Co
Portland,
Maine
| $5.5B | +$123M | +2% | 4.12% | 94.4% | 1,042 | 12.48% | 4 |
|