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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
Mizuho Securities USA
New York
| $4.93B | +$250M | +5% | 7.78% | 99% | 790 | 20.38% | 1 |
|
| 827 |
827
Sit Investment Associates
Minneapolis,
Minnesota
| $4.93B | +$245M | +5% | 5.43% | 49.6% | 554 | 12.45% | 5.4 |
|
| 828 |
828
Chilton Investment Company
Stamford,
Connecticut
| $4.91B | +$403M | +9% | 1.9% | 55.1% | 288 | 29.51% | 2.8 |
|
| 829 |
829
Perigon Wealth Management
San Francisco,
California
| $4.9B | +$622M | +15% | 9.17% | 93.8% | 1,255 | 18.57% | 2.7 |
|
| 830 |
830
World Investment Advisors
Santa Barbara,
California
| $4.89B | +$481M | +11% | 7.21% | 65.4% | 1,288 | 15.37% | 1.3 |
|
| 831 |
831
ABN AMRO Investment Solutions
Paris Cedex 008,
| $4.88B | -$110M | -2% | 6.1% | 103% | 462 | 12.55% | 1.7 |
|
| 832 |
832
Junto Capital Management
New York
| $4.88B | +$82M | +2% | 6.66% | 122% | 111 | 71.17% | 0.4 |
|
| 833 |
833
First Financial Bankshares
Abilene,
Texas
| $4.87B | +$404M | +9% | 8.55% | – | 253 | 26.48% | 1.1 |
|
| 834 |
IVAV
834
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $4.86B | +$3.5B | +258% | 13.6% | 312% | 3 | 66.67% | 1.3 |
|
| 835 |
835
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $4.86B | +$346M | +8% | 7.09% | 50.3% | 277 | 7.22% | 2 |
|
| 836 |
836
RFG Advisory
Birmingham,
Alabama
| $4.84B | +$581M | +14% | 6.18% | 52.3% | 1,034 | 19.15% | 2.7 |
|
| 837 |
837
Choate Investment Advisors
Boston,
Massachusetts
| $4.83B | +$223M | +5% | 7.27% | 70% | 500 | 19.8% | 5 |
|
| 838 |
838
Facet Wealth Inc
Baltimore,
Maryland
| $4.83B | +$433M | +10% | 5.55% | 48.1% | 217 | 20.74% | 1.7 |
|
| 839 |
839
Summit Partners Public Asset Management
Boston,
Massachusetts
| $4.82B | +$868M | +22% | 28.4% | 1,167% | 233 | 71.67% | 0.4 |
|
| 840 |
840
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $4.81B | +$451M | +10% | 9.04% | 92.4% | 367 | 8.45% | 2.8 |
|
| 841 |
841
Bellevue Group
Kuesnacht,
Switzerland
| $4.81B | +$276M | +6% | 15.9% | 159% | 159 | 17.61% | 4.1 |
|
| 842 |
WAP
842
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $4.8B | +$417M | +10% | 6.61% | 60.4% | 1,064 | 13.35% | 3.1 |
|
| 843 |
843
Copeland Capital Management
Conshohocken,
Pennsylvania
| $4.8B | -$61M | -1% | 5.47% | 56.7% | 307 | 12.7% | 3.3 |
|
| 844 |
844
Baupost Group
Boston,
Massachusetts
| $4.79B | +$661M | +16% | 7.14% | 47.9% | 27 | 29.63% | 1.8 |
|
| 845 |
845
Central Trust Company
Jefferson City,
Missouri
| $4.78B | +$450M | +10% | 9.47% | 84% | 1,535 | 14.72% | 6.2 |
|
| 846 |
846
Equity Investment Corp
Atlanta,
Georgia
| $4.77B | +$206M | +5% | 3.67% | 43% | 66 | 9.09% | 4.1 |
|
| 847 |
847
Maryland State Retirement & Pension System
Baltimore,
Maryland
| $4.76B | +$195M | +4% | 8.8% | 115% | 1,510 | 10.86% | 2.9 |
|
| 848 |
848
Badgley Phelps Wealth Managers
Seattle,
Washington
| $4.75B | +$238M | +5% | 7.19% | 88.7% | 304 | 5.26% | 2.8 |
|
| 849 |
849
OFI Invest Asset Management
Paris,
France
| $4.75B | +$716M | +18% | 8.77% | – | 336 | 17.86% | 1.6 |
|
| 850 |
850
Axxcess Wealth Management
Carlsbad,
California
| $4.73B | +$453M | +11% | 8.13% | 73.6% | 979 | 15.53% | 1.9 |
|