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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
Caxton Associates (UK)
London,
| $4.42B | -$690M | -14% | 3.97% | – | 1,042 | 55.37% | 0.4 |
|
| 902 |
902
Callan Family Office
Radnor,
Pennsylvania
| $4.41B | -$248M | -5% | 1.03% | 93.4% | 1,194 | 12.23% | 1 |
|
| 903 |
903
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $4.41B | -$1.06B | -19% | 7.34% | 53.6% | 26 | 7.69% | 3.1 |
|
| 904 |
EQF
904
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| $4.37B | -$697M | -14% | 14.1% | – | 53 | 45.28% | 0.4 |
|
| 905 |
SFM
905
Systematic Financial Management
Teaneck,
New Jersey
| $4.36B | +$119M | +3% | 9.68% | 120% | 259 | 7.34% | 7.5 |
|
| 906 |
EC
906
Eminence Capital
New York
| $4.36B | -$1.96B | -31% | 13.1% | 37.2% | 47 | 46.81% | 2.4 |
|
| 907 |
907
Bailard
Foster City,
California
| $4.35B | -$166M | -4% | 1.1% | 105% | 855 | 26.9% | 3.8 |
|
| 908 |
908
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| $4.34B | -$20.6B | -83% | 10.2% | 111% | 737 | 81.55% | 4.9 |
|
| 909 |
909
Nicholas Hoffman & Company
Atlanta,
Georgia
| $4.33B | +$20.5M | +0.5% | 1.99% | 65.1% | 341 | 10.56% | 5.2 |
|
| 910 |
910
Context Capital Management
Lajolla,
California
| $4.33B | +$446M | +11% | 0.22% | 3.38% | 427 | 29.98% | 0.6 |
|
| 911 |
NEI
911
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $4.32B | -$121M | -3% | 0.37% | 78.1% | 618 | 34.14% | 3.2 |
|
| 912 |
912
Kovitz Investment Group Partners
Chicago,
Illinois
| $4.31B | -$202M | -4% | 3% | 87.5% | 528 | 19.13% | 3.2 |
|
| 913 |
913
Mount Yale Investment Advisors
Denver,
Colorado
| $4.31B | +$2.23B | +108% | 0.36% | 81.9% | 1,135 | 40.18% | 1.3 |
|
| 914 |
914
Geneos Wealth Management
Englewood,
Colorado
| $4.31B | +$222M | +5% | 0.12% | 66.7% | 2,575 | 8.78% | 5.2 |
|
| 915 |
915
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $4.31B | +$137M | +3% | 11.7% | 105% | 462 | 48.27% | 1.2 |
|
| 916 |
916
CreativeOne Wealth
Overland Park,
Kansas
| $4.31B | +$182M | +4% | 0.88% | 67.6% | 1,285 | 17.82% | 2.4 |
|
| 917 |
917
IHT Wealth Management
Chicago,
Illinois
| $4.3B | +$187M | +5% | 0.81% | 74.8% | 1,349 | 18.9% | 3.6 |
|
| 918 |
918
Chilton Investment Company
Stamford,
Connecticut
| $4.26B | -$528M | -11% | 5.81% | 55.1% | 326 | 27.61% | 3 |
|
| 919 |
919
Sumitomo Life Insurance
Tokyo,
Japan
| $4.25B | +$603M | +17% | 1.8% | 69.6% | 293 | 7.85% | 7.5 |
|
| 920 |
920
Advent International
Boston,
Massachusetts
| $4.24B | -$588M | -12% | 0.15% | 15.9% | 30 | 20% | 2.2 |
|
| 921 |
921
Mizuho Securities USA
New York
| $4.24B | -$1.81B | -30% | 1.19% | 99% | 753 | 15.27% | 1.4 |
|
| 922 |
922
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| $4.24B | -$1.61B | -28% | 6.87% | – | 146 | 72.6% | 0.3 |
|
| 923 |
923
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $4.23B | +$123M | +3% | 0.39% | 77.5% | 1,563 | 39.99% | 1.6 |
|
| 924 |
924
DV Trading
Chicago,
Illinois
| $4.22B | +$671M | +19% | 3.01% | – | 1,280 | 78.05% | 0.2 |
|
| 925 |
925
AlphaCore Capital
La Jolla,
California
| $4.22B | -$265M | -6% | 0.49% | 85.9% | 1,540 | 29.68% | 1 |
|