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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%
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 826 |
EWA
826
EP Wealth Advisors
Torrance,
California
| $3.15B | +$301M | +11% | 5.91% | – | 529 | 21.17% |
|
| 827 |
USGIU
827
U.S. Global Investors (USGI)
San Antonio,
Texas
| $3.14B | +$842M | +37% | 29.5% | 101% | 199 | 45.23% |
|
| 828 |
CTB
828
Country Trust Bank
Bloomington,
Illinois
| $3.13B | +$227M | +8% | 5.23% | 76.2% | 400 | 23% |
|
| 829 |
SPC
829
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.13B | +$190M | +6% | 6.51% | 69.9% | 1,432 | 24.02% |
|
| 830 |
BHC
830
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $3.13B | +$121M | +4% | 6.6% | 120% | 152 | 8.55% |
|
| 831 |
AC
831
Alleghany Corporation
New York
| $3.12B | +$611M | +24% | 4.84% | 33.7% | 34 | 17.65% |
|
| 832 |
SCM
832
Saba Capital Management
New York
| $3.12B | +$681M | +28% | 2.6% | 26.5% | 501 | 80.64% |
|
| 833 |
ACA
833
Abdiel Capital Advisors
New York
| $3.11B | -$431M | -12% | 10.2% | 58.5% | 10 | 0% |
|
| 834 |
JGC
834
J. Goldman & Co
New York
| $3.11B | +$1.14B | +58% | 13.5% | 89.5% | 625 | 75.52% |
|
| 835 |
HRCM
835
Hood River Capital Management
Palm Beach Gardens,
Florida
| $3.11B | +$87.9M | +3% | 18.5% | 585% | 131 | 31.3% |
|
| 836 |
RIM
836
Rakuten Investment Management
Tokyo,
Japan
| $3.11B | +$610M | +24% | 5.81% | – | 16 | 0% |
|
| 837 |
KCM
837
Kensico Capital Management
Greenwich,
Connecticut
| $3.1B | -$1.21B | -28% | 5.68% | 277% | 33 | 24.24% |
|
| 838 |
GI
838
Gradient Investments
Arden Hills,
Minnesota
| $3.08B | +$719M | +31% | 7.03% | 60.5% | 1,365 | 22.27% |
|
| 839 |
LPU
839
Lansdowne Partners (UK)
London,
United Kingdom
| $3.07B | -$15.7M | -0.5% | 18.6% | 201% | 49 | 42.86% |
|
| 840 |
MBI
840
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $3.07B | +$794M | +35% | 6.34% | 88.9% | 66 | 13.64% |
|
| 841 |
RHJA
841
Rice Hall James & Associates
San Diego,
California
| $3.07B | +$226M | +8% | 11.2% | 117% | 329 | 13.07% |
|
| 842 |
WA
842
Whitebox Advisors
Minneapolis,
Minnesota
| $3.06B | -$122M | -4% | 1.56% | 25.7% | 444 | 79.95% |
|
| 843 |
CWP
843
Capital Wealth Planning
Naples,
Florida
| $3.06B | +$467M | +18% | 6.45% | 66% | 137 | 23.36% |
|
| 844 |
BWA
844
Brave Warrior Advisors
New York
| $3.06B | +$343M | +13% | 12.6% | 55.5% | 24 | 8.33% |
|
| 845 |
DVF
845
Discovery Value Fund
Singapore
| $3.06B | -$1.2B | -28% | 7.9% | 207% | 27 | 55.56% |
|
| 846 |
LCP
846
LGT Capital Partners
Pfaeffikon,
Switzerland
| $3.06B | +$168M | +6% | 6.62% | 55.1% | 74 | 12.16% |
|
| 847 |
CAI
847
Capital Advisors Inc
Tulsa,
Oklahoma
| $3.05B | +$250M | +9% | 5.2% | 82.7% | 248 | 19.76% |
|
| 848 |
PCM
848
Polaris Capital Management
Boston,
Massachusetts
| $3.05B | +$387M | +15% | 13.5% | 71.7% | 111 | 18.02% |
|
| 849 |
FP
849
Foundry Partners
Minneapolis,
Minnesota
| $3.04B | +$491M | +19% | 21.2% | 44.4% | 460 | 16.09% |
|
| 850 |
IHG
850
Insight Holdings Group
New York
| $3.04B | -$701M | -19% | 11.3% | 103% | 6 | 16.67% |
|