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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.35B | -$326M | -9% | 2.76% | 95% | 330 | 6.67% | 3.1 |
|
| 802 |
SAM
802
Securian Asset Management
St Paul,
Minnesota
| $3.35B | -$546M | -14% | 2.75% | 104% | 956 | 4.92% | 7.6 |
|
| 803 |
803
Scharf Investments
Los Gatos,
California
| $3.35B | +$12.3M | +0.4% | 1.09% | 55% | 54 | 14.81% | 3.6 |
|
| 804 |
804
Vanguard Personalized Indexing Management
Oakland,
California
| $3.35B | +$81M | +2% | 1.98% | 147% | 1,575 | 12.7% | 1.8 |
|
| 805 |
805
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $3.34B | +$1.02B | +44% | 2.86% | 210% | 551 | 43.92% | 1.4 |
|
| 806 |
CFM
806
Coronation Fund Managers
Cape Town,
South Africa
| $3.33B | -$385M | -10% | 1.2% | 47.5% | 192 | 16.67% | 1.5 |
|
| 807 |
IP
807
Interval Partners
New York
| $3.33B | +$555M | +20% | 1.96% | 106% | 385 | 61.04% | 0.6 |
|
| 808 |
808
Mizuho Securities USA
New York
| $3.33B | +$308M | +10% | 2.53% | 99% | 272 | 47.43% | 0.4 |
|
| 809 |
809
WestEnd Advisors
Charlotte,
North Carolina
| $3.33B | -$68M | -2% | 4.27% | 59.9% | 301 | 86.05% | 0 |
|
| 810 |
810
Trillium Asset Management
Boston,
Massachusetts
| $3.32B | -$249M | -7% | 5.7% | 81.7% | 228 | 5.26% | 6 |
|
| 811 |
811
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $3.31B | -$98.9M | -3% | 3.5% | 68.2% | 414 | 8.7% | 4.3 |
|
| 812 |
812
Vaughan David Investments
Peoria,
Illinois
| $3.3B | -$120M | -4% | 3.73% | 69.5% | 206 | 5.34% | 6.4 |
|
| 813 |
GP
813
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $3.29B | -$965M | -23% | 4.01% | 82.7% | 8 | 12.5% | 2 |
|
| 814 |
814
Horizon Investments
Charlotte,
North Carolina
| $3.29B | -$189M | -5% | 3.24% | 89.1% | 836 | 13.88% | 1.4 |
|
| 815 |
815
Tidal Investments
Milwaukee,
Wisconsin
| $3.29B | -$115M | -3% | 2.96% | 208% | 1,463 | 22.35% | 1.6 |
|
| 816 |
816
InterOcean Capital Group
Nashville,
Tennessee
| $3.27B | +$83.4M | +3% | 2.65% | 40.8% | 500 | 16.4% | 1.6 |
|
| 817 |
817
Aspex Management (HK)
Central,
Hong Kong
| $3.25B | -$189M | -5% | 1.52% | 209% | 33 | 18.18% | 1.4 |
|
| 818 |
818
Foundations Investment Advisors
Phoenix,
Arizona
| $3.25B | +$227M | +8% | 2.43% | 80.9% | 688 | 23.84% | 1.4 |
|
| 819 |
819
Miracle Mile Advisors
Los Angeles,
California
| $3.24B | -$46.5M | -1% | 2.55% | 56% | 518 | 10.04% | 2.6 |
|
| 820 |
820
Elo Mutual Pension Insurance
Espoo,
Finland
| $3.24B | -$154M | -5% | 2.47% | 117% | 483 | 5.38% | 2.3 |
|
| 821 |
ORAM
821
One River Asset Management
Stamford,
Connecticut
| $3.23B | +$2.36B | +272% | 4.52% | 24% | 338 | 23.08% | 0.6 |
|
| 822 |
822
Vident Advisory
Alpharetta,
Georgia
| $3.23B | – | – | 1% | 164% | 1,252 | – | 0 |
|
| 823 |
MAMU
823
Marathon Asset Management (UK)
London,
United Kingdom
| $3.22B | -$339M | -10% | 3.02% | 80.8% | 89 | 3.37% | 3.9 |
|
| 824 |
824
Kayne Anderson Capital Advisors
Los Angeles,
California
| $3.22B | -$102M | -3% | 1.48% | 83% | 102 | 24.51% | 3.6 |
|
| 825 |
825
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $3.21B | -$474M | -13% | 11.7% | 25.5% | 1 | 0% | 10.3 |
|