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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
Vaughan David Investments
Peoria,
Illinois
| $4.35B | +$398M | +10% | 10.3% | 69.5% | 222 | 7.66% | 6.7 |
|
| 802 |
802
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $4.34B | -$324M | -7% | 5.41% | 45.9% | 196 | 14.8% | 2.7 |
|
| 803 |
803
Signature Estate & Investment Advisors
Los Angeles,
California
| $4.34B | +$339M | +8% | 5.58% | 84.4% | 541 | 10.54% | 1.5 |
|
| 804 |
804
Old National Bancorp
Evansville,
Indiana
| $4.33B | +$86.3M | +2% | 4.55% | 76.6% | 671 | 10.88% | 4.9 |
|
| 805 |
805
Miracle Mile Advisors
Los Angeles,
California
| $4.32B | +$222M | +5% | 4.8% | 56% | 551 | 12.7% | 2.9 |
|
| 806 |
806
Badgley Phelps Wealth Managers
Seattle,
Washington
| $4.3B | +$262M | +6% | 5.92% | 88.7% | 293 | 14.33% | 1.9 |
|
| 807 |
807
Todd Asset Management
Louisville,
Kentucky
| $4.3B | -$518M | -11% | 9.27% | 120% | 220 | 25.91% | 5 |
|
| 808 |
808
Equity Investment Corp
Atlanta,
Georgia
| $4.3B | +$383M | +10% | 9.09% | 43% | 69 | 11.59% | 3.7 |
|
| 809 |
809
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| $4.29B | +$421M | +11% | 7.06% | 73.8% | 887 | 2.71% | 7.3 |
|
| 810 |
810
Barings
Charlotte,
North Carolina
| $4.28B | +$169M | +4% | 5.87% | 58.3% | 175 | 20.57% | 3.5 |
|
| 811 |
MG
811
Meritage Group
San Francisco,
California
| $4.28B | +$344M | +9% | 13.4% | 22.1% | 64 | 71.88% | 1.4 |
|
| 812 |
812
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.28B | +$1.1B | +35% | 38% | 25.5% | 2 | 0% | 6 |
|
| 813 |
813
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $4.28B | +$322M | +8% | 6.52% | 159% | 1,463 | 27.07% | 1.8 |
|
| 814 |
814
Central Trust Company
Jefferson City,
Missouri
| $4.27B | +$185M | +5% | 7.06% | 84% | 1,544 | 16.26% | 5.5 |
|
| 815 |
815
Investor AB
Stockholm,
Sweden
| $4.27B | +$758M | +22% | 21.1% | 86.6% | 7 | 14.29% | 2.1 |
|
| 816 |
816
Parallel Advisors
San Francisco,
California
| $4.25B | +$350M | +9% | 7.69% | 109% | 3,532 | 9.6% | 4.4 |
|
| 817 |
817
RiverFront Investment Group
Richmond,
Virginia
| $4.25B | +$501M | +13% | 4.86% | 57.1% | 230 | 32.17% | 1.8 |
|
| 818 |
NSLI
818
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.24B | +$15.1M | +0.4% | 3.99% | 41% | 114 | 22.81% | 3.3 |
|
| 819 |
819
Donald Smith & Co
New York
| $4.24B | +$315M | +8% | 10.9% | 152% | 66 | 10.61% | 4.6 |
|
| 820 |
820
Norinchukin Bank
Tokyo,
Japan
| $4.24B | +$733M | +21% | 6.37% | 93.3% | 557 | 3.59% | 8.2 |
|
| 821 |
821
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $4.23B | +$121M | +3% | 3.38% | 99.4% | 162 | 10.49% | 4.2 |
|
| 822 |
SCA
822
Southpoint Capital Advisors
New York
| $4.22B | +$200M | +5% | 5.98% | 124% | 56 | 44.64% | 1.4 |
|
| 823 |
823
Homestead Advisers
Arlington,
Virginia
| $4.2B | +$145M | +4% | 7.16% | 92.1% | 103 | 9.71% | 4.2 |
|
| 824 |
CM
824
Cercano Management
Bellevue,
Washington
| $4.18B | +$427M | +11% | 1.96% | 101% | 180 | 58.33% | 0.5 |
|
| 825 |
TCAM
825
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $4.17B | +$283M | +7% | 9.62% | 2.37% | 42 | 16.67% | 3.7 |
|