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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
851
OneDigital Investment Advisors
Overland Park,
Kansas
| $2.7B | +$369M | +16% | 4.54% | 57.3% | 809 | 18.91% | 2.5 |
|
| 852 |
852
PAR Capital Management
Boston,
Massachusetts
| $2.7B | -$286M | -10% | 0.71% | 138% | 47 | 25.53% | 2.8 |
|
| 853 |
SAM
853
Scopus Asset Management
New York
| $2.7B | +$880M | +48% | 5.26% | 130% | 259 | 71.04% | 0.5 |
|
| 854 |
W
854
Wealthsimple
Toronto,
Ontario, Canada
| $2.69B | -$172M | -6% | 7.11% | – | 39 | 12.82% | 0.6 |
|
| 855 |
855
Curi RMB Capital
Chicago,
Illinois
| $2.68B | -$221M | -8% | 3.72% | 81.4% | 496 | 12.1% | 3.9 |
|
| 856 |
856
Sachem Head Capital Management
New York
| $2.68B | -$637M | -19% | 11.7% | 172% | 24 | 29.17% | 1 |
|
| 857 |
857
Raymond James Trust
St. Petersburg,
Florida
| $2.68B | -$112M | -4% | 5.37% | 41.3% | 1,136 | 10.74% | 4.6 |
|
| 858 |
858
RiverFront Investment Group
Richmond,
Virginia
| $2.67B | +$5.01M | +0.2% | 5.35% | 57.1% | 102 | 16.67% | 2.5 |
|
| 859 |
859
AMG National Trust Bank
Greenwood Village,
Colorado
| $2.66B | -$25.5M | -0.9% | 5.84% | 61.4% | 462 | 13.42% | 3.2 |
|
| 860 |
860
W.H. Reaves & Co
Jersey City,
New Jersey
| $2.66B | -$254M | -9% | 8.05% | 111% | 71 | 9.86% | 4.7 |
|
| 861 |
861
Marshfield Associates
Washington,
District of Columbia
| $2.66B | +$8.76M | +0.3% | 0.27% | 59.7% | 19 | 0% | 6.4 |
|
| 862 |
HCM
862
HMI Capital Management
San Francisco,
California
| $2.66B | +$165M | +7% | 5.02% | 5.95% | 15 | 6.67% | 1.2 |
|
| 863 |
863
Catalyst Capital Advisors
Huntington,
New York
| $2.65B | +$261M | +11% | 4.45% | 62.7% | 356 | 10.96% | 2.9 |
|
| 864 |
864
Scharf Investments
Los Gatos,
California
| $2.65B | -$279M | -10% | 7.97% | 55% | 52 | 9.62% | 3.2 |
|
| 865 |
865
Elo Mutual Pension Insurance
Espoo,
Finland
| $2.65B | -$322M | -11% | 5.22% | 117% | 474 | 4.01% | 1.6 |
|
| 866 |
866
Lazard Frères Gestion
Paris,
France
| $2.64B | -$138M | -5% | 5.8% | 77.6% | 75 | 14.67% | 1.3 |
|
| 867 |
ROIC
867
Route One Investment Company
San Francisco,
California
| $2.64B | -$118M | -4% | 0.22% | 80.9% | 15 | 0% | 4.5 |
|
| 868 |
868
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $2.64B | -$46.3M | -2% | 3.24% | 101% | 1,497 | 15.36% | 1.6 |
|
| 869 |
869
Glenview Trust
Louisville,
Kentucky
| $2.64B | -$83M | -3% | 4.97% | 99.2% | 421 | 8.31% | 4.8 |
|
| 870 |
870
Balentine LLC
Atlanta,
Georgia
| $2.63B | -$94M | -3% | 4.84% | 59.8% | 741 | 31.98% | 1.3 |
|
| 871 |
871
Moneta Group Investment Advisors
St Louis,
Missouri
| $2.63B | -$304M | -10% | 5.65% | 64% | 476 | 10.71% | 3.2 |
|
| 872 |
872
Sigma Planning Corp
Ann Arbor,
Michigan
| $2.62B | -$254M | -9% | 4.66% | 87.3% | 1,363 | 12.99% | 3.6 |
|
| 873 |
873
Hood River Capital Management
Palm Beach Gardens,
Florida
| $2.62B | +$99.5M | +4% | 11.2% | 696% | 147 | 36.05% | 1.1 |
|
| 874 |
874
Equity Investment Corp
Atlanta,
Georgia
| $2.61B | -$93.4M | -3% | 7.18% | 43% | 61 | 21.31% | 2.8 |
|
| 875 |
CC
875
Cannell & Co
New York
| $2.61B | -$176M | -6% | 3.98% | 51.6% | 278 | 8.99% | 5.2 |
|