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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
Close Asset Management
London,
United Kingdom
| $4.51B | +$13.5M | +0.3% | 6.51% | 114% | 287 | 11.15% | 4.1 |
|
| 902 |
902
Valeo Financial Advisors
Carmel,
Indiana
| $4.5B | +$110M | +3% | 3.91% | 82.7% | 922 | 19.85% | 3.7 |
|
| 903 |
903
Zevenbergen Capital Investments
Edmonds,
Washington
| $4.5B | -$648M | -13% | 2.67% | 273% | 111 | 12.61% | 4.9 |
|
| 904 |
DFO
904
Duquesne Family Office
New York
| $4.49B | +$432M | +11% | 16.3% | 345% | 93 | 63.44% | 0.5 |
|
| 905 |
905
AlphaCore Capital
La Jolla,
California
| $4.48B | +$1.51B | +51% | 2.87% | 85.9% | 1,465 | 29.15% | 0.8 |
|
| 906 |
NAM
906
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $4.48B | +$297M | +7% | 4.19% | 135% | 858 | 18.41% | 2 |
|
| 907 |
907
Independent Financial Group
San Diego,
California
| $4.48B | +$316M | +8% | 2.67% | 149% | 1,509 | 17.03% | 2.5 |
|
| 908 |
908
Copeland Capital Management
Conshohocken,
Pennsylvania
| $4.48B | -$320M | -7% | 0.04% | 56.7% | 311 | 10.93% | 3.4 |
|
| 909 |
909
Evergreen Capital Management
Bellevue,
Washington
| $4.48B | +$269M | +6% | 4.1% | 77.2% | 1,535 | 22.8% | 2.6 |
|
| 910 |
FC
910
Freemont Capital
Singapore
| $4.47B | -$105M | -2% | 1.33% | 31.6% | 11 | 54.55% | 1.1 |
|
| 911 |
911
Y-Intercept (HK)
Hong Kong
| $4.47B | +$303M | +7% | 1.63% | 34.4% | 2,087 | 56.68% | 0.4 |
|
| 912 |
912
Robeco Schweiz
Zurich,
Switzerland
| $4.46B | +$14.9M | +0.3% | 7.15% | 148% | 139 | 15.11% | 4.3 |
|
| 913 |
DACG
913
Donor Advised Charitable Giving
San Francisco,
California
| $4.46B | -$502M | -10% | 0.13% | 365% | 53 | 41.51% | 2.8 |
|
| 914 |
914
IFP Advisors
Tampa,
Florida
| $4.45B | +$604M | +16% | 2.63% | 73.2% | 5,084 | 8.97% | 3.6 |
|
| 915 |
CCMIC
915
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $4.45B | +$991M | +29% | 4.53% | 77.8% | 78 | 11.54% | 4.8 |
|
| 916 |
NEI
916
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $4.44B | +$206M | +5% | 2.94% | 78.1% | 559 | 21.29% | 3.4 |
|
| 917 |
917
Truepoint Inc
Cincinnati,
Ohio
| $4.44B | +$145M | +3% | 1.27% | 43.4% | 155 | 12.9% | 4.3 |
|
| 918 |
918
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $4.43B | +$2.14B | +94% | 5.18% | 95.1% | 248 | 69.76% | 0.5 |
|
| 919 |
LP
919
Linonia Partnership
New York
| $4.42B | +$601M | +16% | 1.4% | – | 12 | 16.67% | 1.6 |
|
| 920 |
920
Valley Forge Capital Management
Miami,
Florida
| $4.41B | +$254M | +6% | 6.85% | 49% | 9 | 0% | 6.3 |
|
| 921 |
MTIM
921
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $4.41B | +$2.96B | +204% | 3.4% | 143% | 413 | 41.16% | 1.2 |
|
| 922 |
922
Kayne Anderson Capital Advisors
Los Angeles,
California
| $4.4B | -$152M | -3% | 2.09% | 83% | 55 | 29.09% | 5.1 |
|
| 923 |
923
SONA Asset Management (US)
New York
| $4.39B | +$292M | +7% | 2.2% | 41% | 207 | 55.07% | 0.4 |
|
| 924 |
924
Caisse Des Depots Et Consignations
Paris,
France
| $4.39B | +$2.04B | +87% | 6.23% | – | 237 | 19.83% | 0.8 |
|
| 925 |
925
SCGE Management
Menlo Park,
California
| $4.39B | -$733M | -14% | 0.26% | 154% | 27 | 37.04% | 1.9 |
|