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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
Prospera Financial Services
Dallas,
Texas
| $4.29B | +$378M | +10% | 2.56% | 97.4% | 1,195 | 11.8% | 3.1 |
|
| 827 |
827
Mission Wealth Management
Santa Barbara,
California
| $4.29B | +$158M | +4% | 3.01% | 92.1% | 731 | 13% | 3.7 |
|
| 828 |
828
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $4.29B | +$249M | +6% | 3.87% | 110% | 432 | 7.18% | 5.3 |
|
| 829 |
829
Badgley Phelps Wealth Managers
Seattle,
Washington
| $4.28B | -$19M | -0.4% | 1.46% | 88.7% | 301 | 7.97% | 2.2 |
|
| 830 |
830
Advent International
Boston,
Massachusetts
| $4.28B | -$445M | -9% | 0.85% | 15.9% | 23 | 4.35% | 2.5 |
|
| 831 |
831
DJE Kapital
82049 Pullach,
Germany
| $4.27B | – | – | 4.95% | – | 129 | – | 0 |
|
| 832 |
832
Saba Capital Management
New York
| $4.27B | -$530M | -11% | 3.79% | 35% | 370 | 26.49% | 1.7 |
|
| 833 |
833
Equity Investment Corp
Atlanta,
Georgia
| $4.27B | -$32.4M | -0.8% | 1.48% | 43% | 70 | 17.14% | 3.7 |
|
| 834 |
SCA
834
Southpoint Capital Advisors
New York
| $4.26B | +$43.7M | +1% | 6.13% | 124% | 53 | 49.06% | 1.3 |
|
| 835 |
835
Algert Global
San Francisco,
California
| $4.25B | +$531M | +14% | 5.52% | 194% | 1,379 | 32.92% | 1.1 |
|
| 836 |
836
NEOS Investment Management
Westport,
Connecticut
| $4.25B | +$935M | +28% | 4.83% | 163% | 613 | 9.62% | 1 |
|
| 837 |
837
Kayne Anderson Capital Advisors
Los Angeles,
California
| $4.24B | +$320M | +8% | 11.3% | 83% | 55 | 25.45% | 4.7 |
|
| 838 |
838
OFI Invest Asset Management
Paris,
France
| $4.23B | – | – | 3.32% | – | 369 | – | 1 |
|
| 839 |
839
Dorsal Capital Management
Redwood City,
California
| $4.23B | +$1.01B | +31% | 11.7% | 99.6% | 27 | 22.22% | 1.4 |
|
| 840 |
840
Vaughan David Investments
Peoria,
Illinois
| $4.23B | -$119M | -3% | 1.33% | 69.5% | 219 | 3.65% | 7 |
|
| 841 |
841
Old National Bancorp
Evansville,
Indiana
| $4.22B | -$112M | -3% | 0.06% | 76.6% | 695 | 12.81% | 5 |
|
| 842 |
842
Barings
Charlotte,
North Carolina
| $4.21B | -$73M | -2% | 0.28% | 58.3% | 172 | 13.95% | 3.6 |
|
| 843 |
SAM
843
Scopus Asset Management
New York
| $4.21B | -$1.44B | -25% | 5.29% | 130% | 344 | 60.17% | 0.7 |
|
| 844 |
MG
844
Meritage Group
San Francisco,
California
| $4.19B | -$84.7M | -2% | 0.96% | 22.1% | 24 | 25% | 1.7 |
|
| 845 |
845
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| $4.19B | -$86.4M | -2% | 0.6% | 25.5% | 2 | 0% | 6.3 |
|
| 846 |
846
Donald Smith & Co
New York
| $4.18B | -$55.6M | -1% | 1.72% | 152% | 64 | 6.25% | 4.6 |
|
| 847 |
847
Todd Asset Management
Louisville,
Kentucky
| $4.17B | -$124M | -3% | 0.53% | 120% | 181 | 13.26% | 5.2 |
|
| 848 |
848
Axxcess Wealth Management
Carlsbad,
California
| $4.17B | +$91M | +2% | 2.26% | 73.6% | 952 | 17.54% | 1.6 |
|
| 849 |
849
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $4.16B | +$14M | +0.3% | 0.66% | 50.3% | 274 | 14.6% | 1.5 |
|
| 850 |
NSLI
850
Nan Shan Life Insurance
Taipei City,
Taiwan
| $4.16B | -$80.4M | -2% | 4.06% | 41% | 114 | 16.67% | 3.1 |
|