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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
Ancora Advisors
Cleveland,
Ohio
| $4.48B | +$90.2M | +2% | 2.48% | 74.2% | 2,013 | 14.8% | 3.5 |
|
| 802 |
802
Bridgeway Capital Management
Houston,
Texas
| $4.47B | -$156M | -3% | 4.69% | 144% | 1,336 | 16.99% | 4 |
|
| 803 |
803
Great Valley Advisor Group
Wilmington,
Delaware
| $4.47B | +$397M | +10% | 0.55% | 73.9% | 884 | 10.97% | 2.8 |
|
| 804 |
804
Folketrygdfondet
Oslo Norway,
Norway
| $4.45B | -$641M | -13% | 10.7% | 30.6% | 12 | 8.33% | 5.5 |
|
| 805 |
805
Parallel Advisors
San Francisco,
California
| $4.45B | +$192M | +5% | 3.63% | 109% | 3,677 | 11.78% | 4.4 |
|
| 806 |
806
Principal Securities
Des Moines,
Iowa
| $4.44B | +$306M | +7% | 0.44% | – | 3,675 | 10.1% | 0.9 |
|
| 807 |
RBA
807
Richard Bernstein Advisors
New York
| $4.41B | -$250M | -5% | 1.89% | 33.9% | 238 | 13.03% | 3 |
|
| 808 |
808
Sit Investment Associates
Minneapolis,
Minnesota
| $4.41B | -$73.3M | -2% | 0.13% | 49.6% | 560 | 8.93% | 5.1 |
|
| 809 |
AOI
809
Auto-Owners Insurance
Lansing,
Michigan
| $4.4B | +$313M | +8% | 4.1% | 76.5% | 122 | 18.03% | 1.8 |
|
| 810 |
810
Pure Financial Advisors
San Diego,
California
| $4.4B | +$233M | +6% | 2.31% | 47.2% | 366 | 15.57% | 3.2 |
|
| 811 |
DACG
811
Donor Advised Charitable Giving
San Francisco,
California
| $4.4B | +$320M | +8% | 10.5% | 365% | 40 | 12.5% | 2.5 |
|
| 812 |
812
RiverFront Investment Group
Richmond,
Virginia
| $4.39B | +$144M | +3% | 0.52% | 57.1% | 258 | 18.99% | 1.7 |
|
| 813 |
813
Causeway Capital Management
Los Angeles,
California
| $4.39B | +$322M | +8% | 5.89% | 72.8% | 119 | 28.57% | 2.7 |
|
| 814 |
814
ValueAct Holdings
San Francisco,
California
| $4.39B | +$15.2M | +0.3% | 15.5% | 78.7% | 12 | 8.33% | 0.9 |
|
| 815 |
KCM
815
Kensico Capital Management
Greenwich,
Connecticut
| $4.38B | +$613M | +16% | 33.7% | 304% | 28 | 25% | 2.9 |
|
| 816 |
816
Magnetar Financial
Evanston,
Illinois
| $4.36B | -$261M | -6% | 1.51% | 334% | 833 | 68.67% | 0.3 |
|
| 817 |
817
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $4.35B | -$77.1M | -2% | 0.1% | 112% | 807 | 15.74% | 2.4 |
|
| 818 |
818
Curi RMB Capital
Chicago,
Illinois
| $4.34B | -$64.1M | -1% | 1.3% | 81.4% | 563 | 13.32% | 4.7 |
|
| 819 |
819
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $4.34B | -$11.9M | -0.3% | 0.55% | 68.2% | 438 | 7.53% | 4.7 |
|
| 820 |
820
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $4.34B | +$800M | +23% | 2.08% | 87.5% | 1,282 | 18.49% | 2.1 |
|
| 821 |
821
Advent Capital Management
New York
| $4.33B | +$229M | +6% | 0.06% | 2.9% | 264 | 34.85% | 1.2 |
|
| 822 |
822
Capital International Sarl
Los Angeles,
California
| $4.33B | +$440M | +11% | 6.73% | 149% | 297 | 11.78% | 3.1 |
|
| 823 |
CCM
823
Candlestick Capital Management
Greenwich,
Connecticut
| $4.33B | +$750M | +21% | 20% | 244% | 98 | 64.29% | 0.5 |
|
| 824 |
CCM
824
Camber Capital Management
Boston,
Massachusetts
| $4.32B | +$1.17B | +37% | 8.81% | 26.6% | 43 | 32.56% | 1.6 |
|
| 825 |
BCM
825
Brown Capital Management
Baltimore,
Maryland
| $4.32B | -$332M | -7% | 12.8% | 79.2% | 136 | 15.44% | 6.3 |
|