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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
876
Fidelity National Financial
Jacksonville,
Florida
| $2.76B | +$2.1B | +322% | 16.9% | 2.54% | 35 | 11.43% | 3.5 |
|
| 877 |
877
Hood River Capital Management
Palm Beach Gardens,
Florida
| $2.75B | +$137M | +5% | 10.3% | 696% | 141 | 40.43% | 1.1 |
|
| 878 |
SCM
878
Segantii Capital Management
Hong Kong
| $2.75B | -$736M | -21% | 2.24% | 33.1% | 599 | 38.23% | 1 |
|
| 879 |
879
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $2.75B | +$176M | +7% | 8.49% | 95.6% | 421 | 11.88% | 3.7 |
|
| 880 |
BCMIO
880
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $2.74B | +$6.46M | +0.2% | 1.99% | 46.4% | 116 | 43.1% | 2.3 |
|
| 881 |
AOI
881
Auto-Owners Insurance
Lansing,
Michigan
| $2.74B | – | – | 11.6% | 82.2% | 113 | – | 0 |
|
| 882 |
882
InterOcean Capital Group
Nashville,
Tennessee
| $2.73B | +$296M | +12% | 9.88% | 40.8% | 448 | 14.73% | 1.2 |
|
| 883 |
883
Coldstream Capital Management
Bellevue,
Washington
| $2.73B | – | – | 7.48% | 71% | 810 | – | 2.2 |
|
| 884 |
884
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $2.72B | +$83.2M | +3% | 8.84% | 101% | 1,498 | 20.63% | 1.8 |
|
| 885 |
885
Bridges Investment Management
Omaha,
Nebraska
| $2.72B | +$129M | +5% | 8.41% | 77.9% | 219 | 4.11% | 5.8 |
|
| 886 |
E
886
Ergoteles
New York
| $2.72B | -$123M | -4% | 13.3% | 76.4% | 2,200 | 68.32% | 0.2 |
|
| 887 |
887
Waverton Investment Management
London,
United Kingdom
| $2.72B | +$277M | +11% | 7.95% | 129% | 85 | 14.12% | 3.1 |
|
| 888 |
888
First Horizon Advisors
Memphis,
Tennessee
| $2.71B | +$218M | +9% | 10.5% | 55.2% | 2,599 | 11.27% | 2.9 |
|
| 889 |
889
Leonteq Securities AG
Zurich,
Switzerland
| $2.7B | +$121M | +5% | 0.82% | 74.7% | 1,394 | 15.78% | 1.4 |
|
| 890 |
890
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $2.69B | +$1.88B | +232% | 7.36% | 45.9% | 190 | 56.32% | 1.5 |
|
| 891 |
SSM
891
Sound Shore Management
Greenwich,
Connecticut
| $2.66B | +$188M | +8% | 16.7% | 91.4% | 38 | 15.79% | 2.3 |
|
| 892 |
SSG
892
Summit Securities Group
New York
| $2.66B | +$1.32B | +99% | 8.94% | 136% | 1,511 | 53.61% | 0.6 |
|
| 893 |
893
Vident Investment Advisory
Alpharetta,
Georgia
| $2.65B | -$418M | -14% | 11.4% | 82.6% | 1,386 | 29.94% | 2 |
|
| 894 |
TP
894
Theleme Partners
London,
United Kingdom
| $2.65B | +$601M | +29% | 30.3% | 35.5% | 12 | 25% | 1.8 |
|
| 895 |
TCM
895
Tekla Capital Management
Boston,
Massachusetts
| $2.65B | +$205M | +8% | 14.3% | 62.5% | 181 | 12.15% | 3.9 |
|
| 896 |
BOI
896
Bank of Italy
Rome,
Italy
| $2.65B | +$373M | +16% | 16.2% | 20.9% | 9 | 0% | 4.1 |
|
| 897 |
897
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $2.64B | +$267M | +11% | 8.51% | 55.6% | 200 | 20.5% | 2.8 |
|
| 898 |
898
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $2.64B | +$305M | +13% | 8.91% | 25.2% | 524 | 16.03% | 4.4 |
|
| 899 |
899
Prime Capital Investment Advisors
Overland Park,
Kansas
| $2.63B | +$895M | +51% | 8.64% | 71.3% | 551 | 31.58% | 1.7 |
|
| 900 |
900
Moran Wealth Management
Naples,
Florida
| $2.63B | – | – | 13% | 107% | 339 | – | 0 |
|