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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 |
926
EA Series Trust
Newtown Square,
Pennsylvania
| $2.84B | – | – | 6.4% | – | 1,118 | – | 0 |
|
| 927 |
927
Southeastern Asset Management
Memphis,
Tennessee
| $2.83B | -$123M | -4% | 4.5% | 26.7% | 47 | 17.02% | 2.4 |
|
| 928 |
928
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| $2.83B | +$316M | +13% | 3.36% | 48.1% | 71 | 14.08% | 2.7 |
|
| 929 |
ROIC
929
Route One Investment Company
San Francisco,
California
| $2.83B | +$141M | +5% | 5.24% | 80.9% | 16 | 18.75% | 4.9 |
|
| 930 |
930
ARGA Investment Management
Stamford,
Connecticut
| $2.83B | +$154M | +6% | 0.14% | 78.1% | 132 | 15.91% | 1.7 |
|
| 931 |
931
Grimes & Company
Westborough,
Massachusetts
| $2.82B | +$380M | +16% | 3.74% | 66.2% | 326 | 10.74% | 4.6 |
|
| 932 |
932
HMI Capital Management
San Francisco,
California
| $2.82B | +$256M | +10% | 12.1% | 5.95% | 14 | 14.29% | 2 |
|
| 933 |
933
Stonegate Investment Group
Birmingham,
Alabama
| $2.81B | +$146M | +5% | 5.98% | 88.8% | 365 | 10.14% | 1.1 |
|
| 934 |
934
Miller Howard Investments
Kingston,
New York
| $2.81B | +$46.5M | +2% | 2.4% | 73.4% | 208 | 15.87% | 3 |
|
| 935 |
935
Carlyle Group
Washington,
District of Columbia
| $2.81B | -$545M | -16% | 3.42% | 7.98% | 30 | 13.33% | 0.8 |
|
| 936 |
936
Matson Money Inc
Mason,
Ohio
| $2.8B | +$89.4M | +3% | 0.61% | 34.2% | 11 | 0% | 4.3 |
|
| 937 |
937
Snowden Capital Advisors
New York
| $2.8B | +$221M | +9% | 8.42% | 100% | 1,226 | 10.77% | 2.8 |
|
| 938 |
938
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $2.79B | +$185M | +7% | 10.5% | 60% | 256 | 5.47% | 6.7 |
|
| 939 |
939
Paloma Partners
Greenwich,
Connecticut
| $2.79B | -$54.3M | -2% | 2.02% | 314% | 991 | 53.38% | 0.5 |
|
| 940 |
940
Shelton Capital Management
Denver,
Colorado
| $2.79B | +$385M | +16% | 11.5% | 161% | 768 | 10.81% | 4.6 |
|
| 941 |
941
Sigma Planning Corp
Ann Arbor,
Michigan
| $2.78B | -$224M | -7% | 6.26% | 87.3% | 1,382 | 19.25% | 4 |
|
| 942 |
942
Alesco Advisors
Pittsford,
New York
| $2.78B | +$69M | +3% | 3.68% | 46.9% | 168 | 7.74% | 5.4 |
|
| 943 |
943
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.78B | +$164M | +6% | 7.2% | 90.4% | 2,071 | 18.93% | 2.7 |
|
| 944 |
944
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $2.77B | +$224M | +9% | 10.7% | 110% | 439 | 7.06% | 4.6 |
|
| 945 |
IP
945
Interval Partners
New York
| $2.77B | +$249M | +10% | 12% | 106% | 359 | 57.94% | 0.7 |
|
| 946 |
946
Boston Financial Management
Boston,
Massachusetts
| $2.77B | +$207M | +8% | 9.04% | 30.1% | 326 | 11.04% | 5.1 |
|
| 947 |
947
Providence Equity Partners
Providence,
Rhode Island
| $2.76B | +$390M | +16% | 20.2% | 12.4% | 5 | 40% | 1.8 |
|
| 948 |
948
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.76B | +$132M | +5% | 6.87% | 57.2% | 440 | 14.77% | 3.6 |
|
| 949 |
949
Van Berkom & Associates
Montreal,
Quebec, Canada
| $2.76B | +$51M | +2% | 3.89% | 45% | 64 | 4.69% | 4.7 |
|
| 950 |
950
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.75B | +$259M | +10% | 13.5% | 181% | 1,212 | 12.87% | 3.1 |
|