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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
Choate Investment Advisors
Boston,
Massachusetts
| $5.1B | +$261M | +5% | 3.33% | 70% | 464 | 12.93% | 4.9 |
|
| 827 |
827
Milford Funds
Auckland,
| $5.09B | – | – | 4.06% | – | 76 | – | 0 |
|
| 828 |
WAP
828
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5.09B | +$290M | +6% | 2.07% | 60.4% | 1,123 | 14.51% | 3.2 |
|
| 829 |
829
Sit Investment Associates
Minneapolis,
Minnesota
| $5.08B | +$151M | +3% | 0.84% | 49.6% | 545 | 11.38% | 5.5 |
|
| 830 |
EQF
830
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| $5.07B | +$562M | +12% | 25.1% | – | 56 | 60.71% | 0.2 |
|
| 831 |
831
Shelton Capital Management
Denver,
Colorado
| $5.07B | +$395M | +8% | 4.6% | 161% | 772 | 15.16% | 5.4 |
|
| 832 |
832
Apella Capital
West Hartford,
Connecticut
| $5.06B | +$568M | +13% | 1.86% | 48.6% | 539 | 13.73% | 2.3 |
|
| 833 |
833
Aequim Alternative Investments
Mill Valley,
California
| $5.06B | +$551M | +12% | 0.37% | 32.3% | 112 | 16.96% | 1.1 |
|
| 834 |
834
Silver Lake Group
Menlo Park,
California
| $5.03B | -$105M | -2% | 2.28% | 82.8% | 13 | 15.38% | 3.7 |
|
| 835 |
DCP
835
Darsana Capital Partners
New York
| $5.02B | +$772M | +18% | 8.46% | 144% | 16 | 12.5% | 1.8 |
|
| 836 |
836
Mission Wealth Management
Santa Barbara,
California
| $5.01B | -$23.3M | -0.5% | 2.48% | 92.1% | 769 | 13% | 4.1 |
|
| 837 |
837
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $5.01B | +$1.87M | +0% | 4.62% | 99.4% | 214 | 14.02% | 3.8 |
|
| 838 |
838
Ossiam
Paris,
France
| $5.01B | -$2.76B | -36% | 5.38% | 155% | 724 | 50.55% | 3.2 |
|
| 839 |
839
WIT LLC
District Of Columbia,
District of Columbia
| $4.99B | +$575M | +13% | 0.73% | 48% | 21 | 19.05% | 2.6 |
|
| 840 |
840
Advent Capital Management
New York
| $4.98B | +$390M | +8% | 0.31% | 2.9% | 255 | 21.96% | 1.1 |
|
| 841 |
841
First Financial Bankshares
Abilene,
Texas
| $4.97B | +$100M | +2% | 3.27% | – | 245 | 17.96% | 1.4 |
|
| 842 |
842
Signature Estate & Investment Advisors
Los Angeles,
California
| $4.97B | +$279M | +6% | 4.19% | 84.4% | 630 | 9.21% | 2.3 |
|
| 843 |
843
Equity Investment Corp
Atlanta,
Georgia
| $4.95B | +$180M | +4% | 2.46% | 43% | 72 | 11.11% | 3.9 |
|
| 844 |
844
Aspex Management (HK)
Central,
Hong Kong
| $4.94B | +$219M | +5% | 0.11% | 209% | 29 | 27.59% | 1.9 |
|
| 845 |
DGM
845
Darwin Global Management
St. Helier,
Jersey
| $4.94B | +$1.34B | +37% | 42.7% | 2,582% | 8 | 62.5% | 0.4 |
|
| 846 |
846
Harbour Investments
Madison,
Wisconsin
| $4.93B | +$521M | +12% | 1.99% | 62.7% | 4,056 | 12.43% | 2.9 |
|
| 847 |
847
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $4.91B | +$100M | +2% | 4% | 92.4% | 390 | 13.33% | 2.8 |
|
| 848 |
848
Glenview Capital Management
New York
| $4.91B | +$422M | +9% | 11.7% | 94.3% | 72 | 45.83% | 1.9 |
|
| 849 |
849
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $4.91B | +$51.9M | +1% | 2.07% | 50.3% | 281 | 14.23% | 2.3 |
|
| 850 |
850
MGO One Seven
Beachwood,
Ohio
| $4.9B | +$572M | +13% | 2.24% | 90.7% | 1,490 | 17.79% | 2.4 |
|