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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
Boston Financial Management
Boston,
Massachusetts
| $2.3B | -$17.6M | -0.8% | 4.95% | 30.1% | 313 | 12.14% | 4.7 |
|
| 952 |
952
Foundations Investment Advisors
Phoenix,
Arizona
| $2.29B | -$98.7M | -4% | 3.07% | 80.9% | 450 | 23.56% | 1.4 |
|
| 953 |
953
Hosking Partners
London,
United Kingdom
| $2.29B | -$241M | -10% | 2.73% | 192% | 163 | 6.75% | 5.5 |
|
| 954 |
THLTP
954
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $2.29B | -$748M | -25% | 23.4% | 37.2% | 3 | 0% | 1.4 |
|
| 955 |
955
Mizuho Markets Americas
New York
| $2.28B | +$924M | +68% | 1.13% | 121% | 125 | 47.2% | 0.5 |
|
| 956 |
ZCM
956
Ziegler Capital Management
Chicago,
Illinois
| $2.28B | -$152M | -6% | 2.82% | 56% | 413 | 13.8% | 2.8 |
|
| 957 |
BOI
957
Bank of Italy
Rome,
Italy
| $2.27B | -$88.2M | -4% | 4.59% | 20.9% | 9 | 0% | 3.9 |
|
| 958 |
TBC
958
Tweedy, Browne Co
Stamford,
Connecticut
| $2.27B | -$174M | -7% | 4.99% | 70.3% | 46 | 2.17% | 5.3 |
|
| 959 |
ECP
959
Electron Capital Partners
New York
| $2.27B | +$142M | +7% | 20.6% | 333% | 62 | 30.65% | 0.9 |
|
| 960 |
GCM
960
Gladius Capital Management
Chicago,
Illinois
| $2.27B | +$344M | +18% | 7.54% | 78% | 527 | 64.52% | 0.4 |
|
| 961 |
DP
961
Dearborn Partners
Chicago,
Illinois
| $2.27B | -$100M | -4% | 4.1% | 46.1% | 274 | 12.77% | 5 |
|
| 962 |
IP
962
Interval Partners
New York
| $2.27B | +$332M | +17% | 0.09% | 106% | 374 | 59.63% | 0.6 |
|
| 963 |
963
EULAV Asset Management
Sarasota,
Florida
| $2.26B | -$164M | -7% | 2.45% | 90.7% | 207 | 6.76% | 5.1 |
|
| 964 |
964
Citizens Financial Group
Providence,
Rhode Island
| $2.25B | -$133M | -6% | 5.02% | 83.7% | 439 | 10.93% | 3.5 |
|
| 965 |
FAM
965
Foxhaven Asset Management
Charlottesville,
Virginia
| $2.25B | +$34.5M | +2% | 7.34% | 88.2% | 25 | 24% | 2.1 |
|
| 966 |
966
Donald Smith & Co
New York
| $2.24B | +$21.7M | +1% | 4.19% | 152% | 63 | 6.35% | 4.6 |
|
| 967 |
MVIP
967
Mar Vista Investment Partners
Los Angeles,
California
| $2.24B | -$192M | -8% | 5.67% | 73.9% | 65 | 7.69% | 4.5 |
|
| 968 |
968
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.23B | -$84.9M | -4% | 2.77% | 120% | 3,081 | 2.47% | 4.8 |
|
| 969 |
FA
969
FDx Advisors
Chicago,
Illinois
| $2.23B | -$434M | -16% | 4.62% | 66.2% | 833 | 16.81% | 3.5 |
|
| 970 |
KEM
970
Kimmeridge Energy Management
New York
| $2.23B | +$185M | +9% | 3.93% | 19.7% | 7 | 0% | 0.6 |
|
| 971 |
RCM
971
Rivernorth Capital Management
West Palm Beach,
Florida
| $2.23B | -$240M | -10% | 4.74% | 9.04% | 940 | 20.11% | 0.8 |
|
| 972 |
972
Hardman Johnston Global Advisors
Stamford,
Connecticut
| $2.22B | -$134M | -6% | 2.26% | 129% | 80 | 5% | 5 |
|
| 973 |
973
Avantax Planning Partners
Dubuque,
Iowa
| $2.22B | -$120M | -5% | 5.07% | 51% | 366 | 11.48% | 3.4 |
|
| 974 |
974
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2.22B | -$121M | -5% | 5.02% | 77.8% | 1,829 | 52.71% | 2.7 |
|
| 975 |
975
Freestone Capital Holdings
Seattle,
Washington
| $2.22B | -$403M | -15% | 4.24% | 86.9% | 448 | 21.43% | 3.4 |
|