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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
Homestead Advisers
Arlington,
Virginia
| $4.06B | -$206M | -5% | 1.94% | 92.1% | 137 | 31.39% | 4.1 |
|
| 802 |
HA
802
HHLR Advisors
Grand Cayman,
Cayman Islands
| $4.05B | -$550M | -12% | 0.46% | 137% | 87 | 37.93% | 1.6 |
|
| 803 |
803
Badgley Phelps Wealth Managers
Seattle,
Washington
| $4.04B | +$43.6M | +1% | 3.54% | 88.7% | 273 | 11.72% | 2 |
|
| 804 |
SW
804
SVB Wealth
Boston,
Massachusetts
| $4.04B | -$445M | -10% | 5.43% | 170% | 888 | 17.34% | 4.4 |
|
| 805 |
805
Ancora Advisors
Cleveland,
Ohio
| $4.04B | -$364M | -8% | 0.67% | 74.2% | 2,051 | 16.28% | 3.3 |
|
| 806 |
806
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $4.03B | +$108M | +3% | 5.63% | 110% | 435 | 7.59% | 5.2 |
|
| 807 |
SCA
807
Southpoint Capital Advisors
New York
| $4.02B | -$1.03B | -20% | 4.47% | 124% | 60 | 40% | 1.3 |
|
| 808 |
808
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $4.01B | +$71.4M | +2% | 1.76% | 68.2% | 415 | 10.12% | 4.6 |
|
| 809 |
809
Signature Estate & Investment Advisors
Los Angeles,
California
| $4B | +$458M | +13% | 2.45% | 84.4% | 509 | 66.6% | 1.4 |
|
| 810 |
PH
810
Permira Holdings
St. Peter Port,
Guernsey
| $3.99B | -$560M | -12% | 10.2% | – | 2 | 0% | 0.5 |
|
| 811 |
811
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $3.97B | -$59.5M | -1% | 0.84% | 48.1% | 63 | 3.17% | 3.6 |
|
| 812 |
812
Gulf International Bank (UK)
London,
United Kingdom
| $3.97B | -$5.31M | -0.1% | 5.7% | 135% | 667 | 3.15% | 7.9 |
|
| 813 |
813
Trillium Asset Management
Boston,
Massachusetts
| $3.96B | +$30.5M | +0.8% | 4.83% | 81.7% | 245 | 7.76% | 6.1 |
|
| 814 |
814
Country Trust Bank
Bloomington,
Illinois
| $3.96B | +$101M | +3% | 3.91% | 76.2% | 406 | 30.79% | 4.2 |
|
| 815 |
815
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $3.96B | +$78.3M | +2% | 2.42% | 159% | 1,323 | 15.57% | 1.9 |
|
| 816 |
816
Vaughan David Investments
Peoria,
Illinois
| $3.95B | -$69.5M | -2% | 0.68% | 69.5% | 226 | 9.73% | 6.6 |
|
| 817 |
USAA
817
United Services Automobile Association
San Antonio,
Texas
| $3.95B | -$121M | -3% | 1.62% | 31.8% | 474 | 10.55% | 2.6 |
|
| 818 |
MG
818
Meritage Group
San Francisco,
California
| $3.94B | -$310M | -7% | 5.04% | 22.1% | 76 | 46.05% | 0.9 |
|
| 819 |
BRWA
819
B. Riley Wealth Advisors
Boca Raton,
Florida
| $3.93B | +$231M | +6% | 4.52% | 118% | 1,651 | 28.95% | 3.8 |
|
| 820 |
820
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $3.93B | +$243M | +7% | 1.99% | 50.3% | 264 | 10.98% | 1.2 |
|
| 821 |
821
Donald Smith & Co
New York
| $3.92B | -$379M | -9% | 0.07% | 152% | 65 | 7.69% | 4.7 |
|
| 822 |
AG
822
Artal Group
Luxembourg
| $3.92B | -$2.46M | -0.1% | 11.9% | 181% | 132 | 31.06% | 1.8 |
|
| 823 |
823
Equity Investment Corp
Atlanta,
Georgia
| $3.92B | -$82.3M | -2% | 3.79% | 43% | 66 | 6.06% | 3.5 |
|
| 824 |
824
RK Capital Management (Florida)
Weston,
Florida
| $3.91B | -$8.32B | -68% | 14.3% | – | 30 | 73.33% | 0.1 |
|
| 825 |
825
Parallel Advisors
San Francisco,
California
| $3.9B | +$213M | +6% | 4.9% | 109% | 3,497 | 10.61% | 4.3 |
|