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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
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $3.69B | +$4.63M | +0.1% | 0.36% | 78.1% | 543 | 23.02% | 3.5 |
|
| 902 |
902
RPOA Advisors
Plano,
Texas
| $3.68B | -$22.7M | -0.6% | 1.27% | 43.4% | 8 | 0% | 1.3 |
|
| 903 |
903
Troy Asset Management
London,
United Kingdom
| $3.65B | +$618M | +20% | 2.31% | 66.6% | 37 | 27.03% | 4.7 |
|
| 904 |
904
Meritage Group
San Francisco,
California
| $3.64B | -$556M | -13% | 7.59% | 22.1% | 23 | 39.13% | 1.7 |
|
| 905 |
905
MIRAE ASSET SECURITIES (USA) INC.
New York
| $3.63B | +$313M | +9% | 5.28% | – | 274 | 68.98% | 0.2 |
|
| 906 |
906
TD Private Client Wealth
New York
| $3.63B | +$55.1M | +2% | 0.44% | 61.6% | 1,494 | 17.4% | 3.3 |
|
| 907 |
907
Lindsell Train
London,
United Kingdom
| $3.61B | -$387M | -10% | 2.45% | 48.9% | 30 | 10% | 5.8 |
|
| 908 |
908
NEPC LLC
Boston,
Massachusetts
| $3.61B | -$113M | -3% | 1.49% | 21.3% | 50 | 12% | 2.7 |
|
| 909 |
909
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $3.59B | -$135M | -4% | 0.97% | 134% | 159 | 13.21% | 6.6 |
|
| 910 |
910
Valeo Financial Advisors
Carmel,
Indiana
| $3.59B | -$7.5M | -0.2% | 2.08% | 82.7% | 792 | 18.81% | 3.8 |
|
| 911 |
911
DRW Securities
Chicago,
Illinois
| $3.59B | +$666M | +23% | 4.15% | 96.2% | 871 | 66.48% | 0.6 |
|
| 912 |
912
AMG National Trust Bank
Greenwood Village,
Colorado
| $3.58B | -$62.1M | -2% | 1.42% | 61.4% | 467 | 9.85% | 4.6 |
|
| 913 |
913
Summit Financial
Parsippany,
New Jersey
| $3.57B | +$716M | +25% | 0.8% | 81.8% | 742 | 19.14% | 1.6 |
|
| 914 |
914
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $3.56B | -$290M | -8% | 9.63% | 2.37% | 38 | 0% | 4 |
|
| 915 |
915
Metis Global Partners
San Diego,
California
| $3.56B | +$238M | +7% | 1.33% | 117% | 816 | 6.62% | 2.4 |
|
| 916 |
916
Cassaday & Co Wealth Management
Mclean,
Virginia
| $3.56B | -$109M | -3% | 2.44% | 78.9% | 338 | 11.54% | 1.7 |
|
| 917 |
917
First Horizon Advisors
Memphis,
Tennessee
| $3.55B | -$20M | -0.6% | 0.06% | 55.2% | 2,432 | 11.02% | 4.5 |
|
| 918 |
918
Chicago Capital
Chicago,
Illinois
| $3.54B | -$231M | -6% | 3% | 137% | 355 | 14.93% | 3.6 |
|
| 919 |
919
HHLR Advisors
Grand Cayman,
Cayman Islands
| $3.54B | +$652M | +23% | 24.1% | 137% | 56 | 32.14% | 2.3 |
|
| 920 |
920
Annex Advisory Services
Brookfield,
Wisconsin
| $3.53B | +$208M | +6% | 0.27% | 85.8% | 337 | 16.02% | 3.5 |
|
| 921 |
921
Oversea-Chinese Banking Corp (OCBC)
Singapore
| $3.52B | -$40.9M | -1% | 4.01% | 143% | 441 | 32.65% | 1.1 |
|
| 922 |
922
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| $3.51B | +$10.7M | +0.3% | 3.11% | – | 99 | 31.31% | 0.2 |
|
| 923 |
923
Systematic Financial Management
Teaneck,
New Jersey
| $3.51B | -$419M | -11% | 7.23% | 120% | 254 | 4.72% | 7.2 |
|
| 924 |
924
WIT LLC
District Of Columbia,
District of Columbia
| $3.51B | +$389M | +12% | 2.19% | 48% | 14 | 7.14% | 2.8 |
|
| 925 |
925
Harbour Investments
Madison,
Wisconsin
| $3.5B | +$13.8M | +0.4% | 1.96% | 62.7% | 3,698 | 9.65% | 2.7 |
|