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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
Millburn Ridgefield Corp
New York
| $4.65B | +$451M | +11% | 0.66% | 53.2% | 39 | 0% | 7.5 |
|
| 877 |
877
Orgel Wealth Management
Altoona,
Wisconsin
| $4.64B | +$108M | +2% | 1.48% | 39.6% | 100 | 13% | 3.9 |
|
| 878 |
878
Abrams Capital Management
Boston,
Massachusetts
| $4.64B | -$1.04B | -18% | 15.9% | 81.6% | 12 | 8.33% | 6.3 |
|
| 879 |
879
Voleon Capital Management
Berkeley,
California
| $4.64B | -$11.3M | -0.2% | 0.89% | – | 940 | 35.11% | 0.6 |
|
| 880 |
880
Local Pensions Partnership Investment
London,
United Kingdom
| $4.63B | -$1.05B | -19% | 10.5% | – | 32 | 0% | 1.2 |
|
| 881 |
881
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $4.62B | -$1.01B | -18% | 1.31% | 112% | 852 | 18.9% | 2.8 |
|
| 882 |
882
Evergreen Capital Management
Bellevue,
Washington
| $4.62B | +$138M | +3% | 2.45% | 77.2% | 1,633 | 21.31% | 2.6 |
|
| 883 |
883
AMG National Trust Bank
Greenwood Village,
Colorado
| $4.61B | +$364M | +9% | 0.25% | 61.4% | 497 | 13.08% | 4.9 |
|
| 884 |
884
AlTi Global
New York
| $4.6B | -$64.1M | -1% | 1.37% | – | 487 | 17.66% | 1.6 |
|
| 885 |
885
Smead Capital Management
Phoenix,
Arizona
| $4.6B | -$222M | -5% | 15.7% | 72.5% | 32 | 0% | 6 |
|
| 886 |
886
Comgest Global Investors
Paris,
France
| $4.59B | -$1.02B | -18% | 7.15% | 60.2% | 58 | 15.52% | 5 |
|
| 887 |
887
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $4.58B | -$227M | -5% | 1.84% | 88.1% | 1,057 | 10.6% | 0.4 |
|
| 888 |
888
Starboard Value
New York
| $4.57B | -$705M | -13% | 2.7% | 56% | 29 | 34.48% | 1.3 |
|
| 889 |
889
Shelton Capital Management
Denver,
Colorado
| $4.57B | -$494M | -10% | 2.49% | 161% | 795 | 21.38% | 5.3 |
|
| 890 |
890
Brighton Jones LLC
Seattle,
Washington
| $4.53B | +$1.82B | +67% | 3.57% | 97.9% | 1,200 | 95.42% | 0.3 |
|
| 891 |
891
DJE Kapital
82049 Pullach,
Germany
| $4.51B | +$893M | +25% | 10.3% | – | 144 | 46.53% | 0.7 |
|
| 892 |
892
Copeland Capital Management
Conshohocken,
Pennsylvania
| $4.5B | +$18.1M | +0.4% | 5% | 56.7% | 313 | 23% | 4 |
|
| 893 |
893
Jasper Ridge Partners
Menlo Park,
California
| $4.49B | -$20M | -0.4% | 2.75% | 84.2% | 146 | 6.16% | 5.4 |
|
| 894 |
894
Truepoint Inc
Cincinnati,
Ohio
| $4.48B | +$40.5M | +0.9% | 0.86% | 43.4% | 156 | 10.9% | 4.4 |
|
| 895 |
895
Fenimore Asset Management
Cobleskill,
New York
| $4.48B | -$318M | -7% | 1.94% | 54.8% | 96 | 8.33% | 6.7 |
|
| 896 |
896
Chicago Partners Investment Group
Chicago,
Illinois
| $4.48B | +$420M | +10% | 0.1% | 75.8% | 1,554 | 20.85% | 2.8 |
|
| 897 |
897
Gulf International Bank (UK)
London,
United Kingdom
| $4.47B | +$1.39B | +45% | 1.99% | 135% | 603 | 4.31% | 9.3 |
|
| 898 |
898
Iconiq Capital
San Francisco,
California
| $4.46B | -$2.16B | -33% | 26.4% | 0.21% | 87 | 8.05% | 4.5 |
|
| 899 |
899
Independent Financial Group
San Diego,
California
| $4.46B | -$23.9M | -0.5% | 1.28% | 149% | 1,557 | 16.83% | 2.6 |
|
| 900 |
900
Baker Avenue Asset Management
San Francisco,
California
| $4.43B | +$89.9M | +2% | 1.34% | 95.6% | 790 | 25.82% | 2.4 |
|