We are live on
!
Find out more
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
Great Valley Advisor Group
Wilmington,
Delaware
| $3.57B | +$281M | +9% | 2.88% | 73.9% | 817 | 13.71% | 2.6 |
|
| 877 |
FAM
877
Foxhaven Asset Management
Charlottesville,
Virginia
| $3.57B | -$138M | -4% | 2.78% | 88.2% | 25 | 24% | 3.1 |
|
| 878 |
878
BVF Inc
San Francisco,
California
| $3.57B | -$69.4M | -2% | 2.59% | 592% | 66 | 15.15% | 2.7 |
|
| 879 |
879
ValueAct Holdings
San Francisco,
California
| $3.56B | -$987M | -22% | 5.66% | 78.7% | 12 | 16.67% | 2.1 |
|
| 880 |
880
Anchor Capital Advisors
Boston,
Massachusetts
| $3.56B | -$260M | -7% | 1.39% | 64.3% | 251 | 9.96% | 5.1 |
|
| 881 |
PP
881
Paloma Partners
Greenwich,
Connecticut
| $3.55B | +$1.66B | +88% | 0.54% | 314% | 1,519 | 70.77% | 0.3 |
|
| 882 |
882
Karpus Investment Management
Pittsford,
New York
| $3.55B | +$85.1M | +2% | 1.72% | 24.7% | 252 | 13.89% | 2.4 |
|
| 883 |
883
UBS O'Connor
Chicago,
Illinois
| $3.55B | +$59.4M | +2% | 0.05% | 180% | 665 | 42.71% | 1 |
|
| 884 |
884
Chilton Investment Company
Stamford,
Connecticut
| $3.55B | -$101M | -3% | 0.26% | 55.1% | 186 | 16.13% | 3.9 |
|
| 885 |
BG
885
Bollard Group
Boston,
Massachusetts
| $3.54B | +$238M | +7% | 7.56% | 64.4% | 306 | 2.29% | 6.6 |
|
| 886 |
886
Diversified Trust
Memphis,
Tennessee
| $3.54B | +$221M | +7% | 3.78% | 81.5% | 957 | 21.53% | 2.9 |
|
| 887 |
JGC
887
J. Goldman & Co
New York
| $3.53B | +$430M | +14% | 0.69% | 106% | 632 | 69.46% | 0.4 |
|
| 888 |
888
RPOA Advisors
Plano,
Texas
| $3.53B | +$6.94M | +0.2% | 0.55% | – | 9 | 11.11% | 0.4 |
|
| 889 |
889
Investor AB
Stockholm,
Sweden
| $3.51B | -$168M | -5% | 4.49% | 86.6% | 10 | 40% | 2.3 |
|
| 890 |
890
Truepoint Inc
Cincinnati,
Ohio
| $3.51B | -$13.5M | -0.4% | 0.42% | 43.4% | 126 | 9.52% | 3.9 |
|
| 891 |
891
Scharf Investments
Los Gatos,
California
| $3.51B | -$188M | -5% | 1.11% | 55% | 64 | 14.06% | 3.4 |
|
| 892 |
892
Whitebox Advisors
Minneapolis,
Minnesota
| $3.5B | -$532M | -13% | 2.02% | 24.2% | 385 | 18.96% | 1.4 |
|
| 893 |
893
Norinchukin Bank
Tokyo,
Japan
| $3.5B | +$161M | +5% | 4.01% | 93.3% | 556 | 3.6% | 8.2 |
|
| 894 |
NEI
894
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $3.49B | +$13.5M | +0.4% | 1.85% | 78.1% | 535 | 19.07% | 3.3 |
|
| 895 |
895
Bleakley Financial Group
Fairfield,
New Jersey
| $3.47B | +$11.2M | +0.3% | 3.57% | 93.8% | 1,082 | 13.96% | 1.2 |
|
| 896 |
896
Stonegate Investment Group
Birmingham,
Alabama
| $3.46B | +$272M | +9% | 2.65% | 88.8% | 417 | 15.59% | 1.6 |
|
| 897 |
897
Kentucky Retirement Systems
Frankfort,
Kentucky
| $3.45B | +$105M | +3% | 5.75% | 137% | 508 | 2.17% | 8.7 |
|
| 898 |
898
Perigon Wealth Management
San Francisco,
California
| $3.45B | +$152M | +5% | 5.94% | 93.8% | 938 | 15.88% | 2.7 |
|
| 899 |
SAM
899
Securian Asset Management
St Paul,
Minnesota
| $3.43B | +$16.8M | +0.5% | 4.26% | 104% | 942 | 3.4% | 8.1 |
|
| 900 |
900
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.42B | -$64.1M | -2% | 0.88% | 95% | 344 | 12.79% | 3.3 |
|