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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
Foundations Investment Advisors
Phoenix,
Arizona
| $2.8B | +$284M | +11% | 3.51% | 80.9% | 544 | 23.9% | 1.4 |
|
| 902 |
902
Orgel Wealth Management
Altoona,
Wisconsin
| $2.8B | +$196M | +8% | 3% | 39.6% | 78 | 11.54% | 2.8 |
|
| 903 |
903
Bailard
Foster City,
California
| $2.79B | +$166M | +6% | 8.43% | 105% | 816 | 27.08% | 2.7 |
|
| 904 |
904
W.H. Reaves & Co
Jersey City,
New Jersey
| $2.78B | -$21.6M | -0.8% | 2.13% | 111% | 69 | 8.7% | 5 |
|
| 905 |
BG
905
Bollard Group
Boston,
Massachusetts
| $2.77B | +$151M | +6% | 5.03% | 64.4% | 299 | 6.02% | 5.9 |
|
| 906 |
FAM
906
Foxhaven Asset Management
Charlottesville,
Virginia
| $2.77B | +$422M | +18% | 21% | 88.2% | 30 | 33.33% | 2.2 |
|
| 907 |
907
Miller Howard Investments
Kingston,
New York
| $2.76B | +$3.52M | +0.1% | 0.58% | 73.4% | 209 | 13.4% | 2.9 |
|
| 908 |
SM
908
Senvest Management
New York
| $2.75B | -$188M | -6% | 3.86% | 92.7% | 54 | 24.07% | 2.3 |
|
| 909 |
909
Merit Financial Group
Alpharetta,
Georgia
| $2.75B | -$14.3M | -0.5% | 6.89% | 67.3% | 748 | 22.19% | 1.5 |
|
| 910 |
EW
910
Evoke Wealth
Los Angeles,
California
| $2.75B | -$16.9M | -0.6% | 5.55% | 65.2% | 381 | 14.17% | 2.6 |
|
| 911 |
911
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $2.74B | +$13.6M | +0.5% | 6.29% | 101% | 1,381 | 18.54% | 2 |
|
| 912 |
912
BVF Inc
San Francisco,
California
| $2.74B | +$366M | +15% | 21.9% | 592% | 82 | 17.07% | 2.4 |
|
| 913 |
913
Citizens Financial Group
Providence,
Rhode Island
| $2.73B | +$170M | +7% | 6.57% | 83.7% | 476 | 17.86% | 3.5 |
|
| 914 |
914
WhitTier Trust Company
Reno,
Nevada
| $2.72B | +$186M | +7% | 9.48% | 96.9% | 1,243 | 12.23% | 5.5 |
|
| 915 |
915
Highbridge Capital Management
New York
| $2.72B | -$912M | -25% | 6.94% | 55.8% | 580 | 29.83% | 0.8 |
|
| 916 |
916
Badgley Phelps Wealth Managers
Seattle,
Washington
| $2.72B | +$219M | +9% | 8.54% | 88.7% | 225 | 13.33% | 1.2 |
|
| 917 |
917
PAR Capital Management
Boston,
Massachusetts
| $2.72B | -$63.1M | -2% | 10.9% | 138% | 49 | 30.61% | 2.9 |
|
| 918 |
BCIM
918
Black Creek Investment Management
Toronto,
Ontario, Canada
| $2.72B | +$371M | +16% | 8.96% | 11.1% | 40 | 10% | 3.8 |
|
| 919 |
919
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| $2.72B | +$307M | +13% | 6.16% | 50.3% | 258 | 15.89% | 0.2 |
|
| 920 |
920
Kentucky Retirement Systems
Frankfort,
Kentucky
| $2.72B | +$180M | +7% | 10.5% | 137% | 508 | 2.36% | 7.8 |
|
| 921 |
921
Alesco Advisors
Pittsford,
New York
| $2.72B | +$131M | +5% | 4.92% | 46.9% | 167 | 7.19% | 5.4 |
|
| 922 |
922
Donald Smith & Co
New York
| $2.71B | +$158M | +6% | 8.82% | 152% | 68 | 8.82% | 4.4 |
|
| 923 |
923
Lazard Frères Gestion
Paris,
France
| $2.71B | -$50.1M | -2% | 6.94% | 77.6% | 80 | 10% | 1.7 |
|
| 924 |
924
Matson Money Inc
Mason,
Ohio
| $2.71B | +$80.4M | +3% | 3.37% | 34.2% | 11 | 0% | 4.1 |
|
| 925 |
925
Van Berkom & Associates
Montreal,
Quebec, Canada
| $2.7B | +$371M | +16% | 11.9% | 45% | 67 | 13.43% | 4.6 |
|