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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Pure Financial Advisors
San Diego,
California
| $4.17B | +$561M | +16% | 6.32% | 47.2% | 343 | 13.7% | 3.2 |
|
| 827 |
827
AlTi Global
New York
| $4.16B | +$437M | +12% | 6.37% | – | 415 | 15.66% | 0.6 |
|
| 828 |
828
Canoe Financial
Calgary,
Alberta, Canada
| $4.16B | -$1.24B | -23% | 8.41% | 76.5% | 117 | 45.3% | 0.7 |
|
| 829 |
829
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $4.15B | +$223M | +6% | 6.33% | 50.3% | 275 | 15.27% | 1.4 |
|
| 830 |
830
Jericho Capital Asset Management
New York
| $4.15B | +$822M | +25% | 13.5% | 573% | 30 | 46.67% | 0.6 |
|
| 831 |
831
Skye Global Management
West Palm Beach,
Florida
| $4.14B | -$278M | -6% | 1.88% | 77.8% | 40 | 30% | 1.4 |
|
| 832 |
832
Principal Securities
Des Moines,
Iowa
| $4.14B | +$507M | +14% | 6.11% | – | 3,578 | 9.28% | 0.7 |
|
| 833 |
833
Mission Wealth Management
Santa Barbara,
California
| $4.13B | +$356M | +9% | 6.41% | 92.1% | 719 | 9.32% | 3.5 |
|
| 834 |
834
EULAV Asset Management
Sarasota,
Florida
| $4.11B | +$409M | +11% | 10% | 90.7% | 173 | 6.36% | 6.4 |
|
| 835 |
835
Advent Capital Management
New York
| $4.11B | -$58.7M | -1% | 1.18% | 2.9% | 249 | 30.92% | 1.1 |
|
| 836 |
836
Country Trust Bank
Bloomington,
Illinois
| $4.09B | +$134M | +3% | 5.19% | 76.2% | 403 | 12.9% | 4.3 |
|
| 837 |
AOI
837
Auto-Owners Insurance
Lansing,
Michigan
| $4.09B | +$301M | +8% | 8% | 82.2% | 116 | 0.86% | 1.7 |
|
| 838 |
DACG
838
Donor Advised Charitable Giving
San Francisco,
California
| $4.08B | -$182M | -4% | 1.54% | 365% | 40 | 22.5% | 2.7 |
|
| 839 |
839
WestEnd Advisors
Charlotte,
North Carolina
| $4.08B | +$206M | +5% | 6.76% | 59.9% | 404 | 11.14% | 0.8 |
|
| 840 |
840
Axxcess Wealth Management
Carlsbad,
California
| $4.07B | +$296M | +8% | 6.55% | 73.6% | 955 | 19.06% | 1.4 |
|
| 841 |
841
Trillium Asset Management
Boston,
Massachusetts
| $4.07B | +$113M | +3% | 5.89% | 81.7% | 248 | 8.06% | 6.1 |
|
| 842 |
842
Causeway Capital Management
Los Angeles,
California
| $4.07B | +$401M | +11% | 11.3% | 72.8% | 105 | 21.9% | 2.9 |
|
| 843 |
843
Great Valley Advisor Group
Wilmington,
Delaware
| $4.07B | +$495M | +14% | 5.82% | 73.9% | 850 | 11.06% | 2.7 |
|
| 844 |
DCP
844
Darsana Capital Partners
New York
| $4.06B | +$403M | +11% | 13% | 144% | 17 | 29.41% | 1.5 |
|
| 845 |
845
UBS O'Connor
Chicago,
Illinois
| $4.05B | +$503M | +14% | 6.07% | 180% | 654 | 42.05% | 1 |
|
| 846 |
846
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $4.04B | +$9.94M | +0.2% | 5.33% | 110% | 430 | 8.6% | 5.3 |
|
| 847 |
847
Summit Trail Advisors
New York
| $4.03B | +$229M | +6% | 4.76% | 74.8% | 747 | 21.29% | 1.7 |
|
| 848 |
848
Orgel Wealth Management
Altoona,
Wisconsin
| $4B | +$291M | +8% | 5.36% | 39.6% | 81 | 3.7% | 3.5 |
|
| 849 |
849
ClearBridge Investments (Australia)
Sydney,
Australia
| $3.99B | +$570M | +17% | 16.7% | 27.2% | 28 | 25% | 3.8 |
|
| 850 |
850
Hamlin Capital Management
New York
| $3.98B | +$587M | +17% | 10.6% | 67.9% | 26 | 3.85% | 4.1 |
|