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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
ROIC
926
Route One Investment Company
San Francisco,
California
| $2.69B | +$480M | +22% | 16.1% | 80.9% | 15 | 13.33% | 4.6 |
|
| 927 |
PCM
927
Polaris Capital Management
Boston,
Massachusetts
| $2.68B | -$192M | -7% | 1.32% | 94.3% | 99 | 7.07% | 3.9 |
|
| 928 |
928
ARGA Investment Management
Stamford,
Connecticut
| $2.68B | +$332M | +14% | 13.5% | 78.1% | 129 | 13.18% | 1.7 |
|
| 929 |
ACM
929
AEW Capital Management
Boston,
Massachusetts
| $2.68B | +$122M | +5% | 4.42% | 37.1% | 49 | 10.2% | 2.9 |
|
| 930 |
930
Stonegate Investment Group
Birmingham,
Alabama
| $2.67B | +$350M | +15% | 4.28% | 88.8% | 370 | 15.14% | 0.9 |
|
| 931 |
SSM
931
Sound Shore Management
Greenwich,
Connecticut
| $2.66B | -$2.43M | -0.1% | 5.54% | 91.4% | 42 | 33.33% | 1.8 |
|
| 932 |
932
Moran Wealth Management
Naples,
Florida
| $2.64B | +$9.5M | +0.4% | 4.08% | 107% | 385 | 19.74% | 0.2 |
|
| 933 |
933
Valley Forge Capital Management
Miami,
Florida
| $2.64B | +$178M | +7% | 9.86% | 49% | 10 | 10% | 4.9 |
|
| 934 |
934
Destination Wealth Management
Walnut Creek,
California
| $2.64B | +$125M | +5% | 5.92% | 52.7% | 225 | 14.67% | 4.4 |
|
| 935 |
935
Sessa Capital
New York
| $2.64B | +$1.01B | +62% | 20.8% | 147% | 49 | 57.14% | 1 |
|
| 936 |
936
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $2.63B | +$312M | +13% | 6.86% | 98.9% | 649 | 22.65% | 1.1 |
|
| 937 |
937
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.63B | +$95.3M | +4% | 6.89% | 57.2% | 439 | 14.81% | 3.5 |
|
| 938 |
TCM
938
Tekla Capital Management
Boston,
Massachusetts
| $2.63B | -$21.2M | -0.8% | 0.34% | 62.5% | 190 | 16.32% | 3.9 |
|
| 939 |
939
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.62B | +$185M | +8% | 7.23% | 90.4% | 1,968 | 17.73% | 2.6 |
|
| 940 |
940
Fidelity National Financial
Jacksonville,
Florida
| $2.61B | -$146M | -5% | 5.43% | 2.54% | 37 | 21.62% | 3.3 |
|
| 941 |
PWLP
941
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $2.61B | +$115M | +5% | 11.3% | 60% | 257 | 8.17% | 6.7 |
|
| 942 |
942
Stock Yards Bank & Trust
Louisville,
Kentucky
| $2.61B | +$60.9M | +2% | 5.17% | 82.8% | 424 | 7.55% | 4.2 |
|
| 943 |
943
GW & Wade
Wellesley,
Massachusetts
| $2.6B | +$161M | +7% | 5.22% | 32.2% | 394 | 7.87% | 4.2 |
|
| 944 |
944
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $2.6B | +$146M | +6% | 7.12% | 42.1% | 142 | 21.13% | 5 |
|
| 945 |
PRO
945
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| $2.59B | +$338M | +15% | 7.14% | 16.9% | 39 | 12.82% | 6.6 |
|
| 946 |
AGA
946
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.58B | +$238M | +10% | 1.24% | 45% | 50 | 12% | 4.5 |
|
| 947 |
947
Modera Wealth Management
Westwood,
New Jersey
| $2.58B | +$118M | +5% | 5.8% | 68.2% | 370 | 8.38% | 3.2 |
|
| 948 |
SCA
948
Snowden Capital Advisors
New York
| $2.57B | +$187M | +8% | 8.34% | 100% | 1,202 | 10.57% | 2.7 |
|
| 949 |
FP
949
Flagship Pioneering
Cambridge,
Massachusetts
| $2.57B | -$559M | -18% | 11.4% | 13.3% | 12 | 8.33% | 3.8 |
|
| 950 |
950
Diversified Trust
Memphis,
Tennessee
| $2.57B | +$168M | +7% | 6.51% | 81.5% | 935 | 27.06% | 2.6 |
|