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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
976
Baker Avenue Asset Management
San Francisco,
California
| $3.52B | +$323M | +10% | 12.3% | 95.6% | 547 | 23.95% | 2.9 |
|
| 977 |
SAM
977
Securian Asset Management
St Paul,
Minnesota
| $3.51B | +$217M | +7% | 12.2% | 104% | 933 | 0.86% | 8.7 |
|
| 978 |
CM
978
Cercano Management
Bellevue,
Washington
| $3.5B | +$101M | +3% | 18.9% | 101% | 175 | 27.43% | 0.9 |
|
| 979 |
DCP
979
Darsana Capital Partners
New York
| $3.5B | +$61.2M | +2% | 11.4% | 144% | 14 | 0% | 1.8 |
|
| 980 |
ACM
980
Argent Capital Management
St Louis,
Missouri
| $3.5B | +$230M | +7% | 12.8% | 123% | 165 | 12.12% | 4.4 |
|
| 981 |
981
Banque de Luxembourg Investments (BLI)
Luxembourg City,
Luxembourg
| $3.49B | +$194M | +6% | 7.43% | – | 179 | 25.14% | 0.4 |
|
| 982 |
982
Alesco Advisors
Pittsford,
New York
| $3.48B | +$291M | +9% | 7.1% | 46.9% | 197 | 5.08% | 6 |
|
| 983 |
983
SBI Securities
Tokyo,
Japan
| $3.48B | +$478M | +16% | 20.3% | – | 4,285 | 6.84% | 0.5 |
|
| 984 |
984
Merewether Investment Management
Dallas,
Texas
| $3.47B | +$719M | +26% | 13.2% | 262% | 76 | 46.05% | 0.7 |
|
| 985 |
985
Scharf Investments
Los Gatos,
California
| $3.47B | +$164M | +5% | 5.99% | 55% | 74 | 17.57% | 3.5 |
|
| 986 |
986
Chicago Partners Investment Group
Chicago,
Illinois
| $3.47B | +$462M | +15% | 8.85% | 75.8% | 1,122 | 19.25% | 3.1 |
|
| 987 |
987
Independent Advisor Alliance
Charlotte,
North Carolina
| $3.47B | +$440M | +15% | 16.3% | 135% | 937 | 18.36% | 2.7 |
|
| 988 |
TCAM
988
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $3.44B | -$112M | -3% | 5.17% | 2.37% | 42 | 11.9% | 3.7 |
|
| 989 |
989
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $3.44B | +$596M | +21% | 15.3% | 74.9% | 236 | 30.08% | 2.5 |
|
| 990 |
PCM
990
Palestra Capital Management
New York
| $3.44B | +$900M | +35% | 16.3% | 236% | 34 | 32.35% | 1.3 |
|
| 991 |
BCM
991
Brown Capital Management
Baltimore,
Maryland
| $3.44B | +$120M | +4% | 14.7% | 79.2% | 106 | 22.64% | 6.3 |
|
| 992 |
992
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $3.43B | +$282M | +9% | 9.38% | 77.8% | 1,779 | 4.61% | 5 |
|
| 993 |
993
CSM Advisors
Warrendale,
Pennsylvania
| $3.43B | +$1.59B | +87% | 9.53% | 105% | 381 | 68.5% | 0.9 |
|
| 994 |
994
U.S. Capital Wealth Advisors
Austin,
Texas
| $3.42B | +$158M | +5% | 7.08% | 64.6% | 938 | 16.63% | 2 |
|
| 995 |
995
Close Asset Management
London,
United Kingdom
| $3.42B | -$58.9M | -2% | 9.13% | 114% | 284 | 10.92% | 3.9 |
|
| 996 |
PSC
996
Portman Square Capital
London,
United Kingdom
| $3.42B | -$343M | -9% | 7.16% | 25.4% | 247 | 40.49% | 0.6 |
|
| 997 |
TAM
997
Timucuan Asset Management
Jacksonville,
Florida
| $3.42B | +$203M | +6% | 8.62% | 61.6% | 30 | 6.67% | 4.8 |
|
| 998 |
998
Kentucky Retirement Systems
Frankfort,
Kentucky
| $3.42B | +$138M | +4% | 14.6% | 137% | 505 | 0.79% | 8.5 |
|
| 999 |
999
Sessa Capital
New York
| $3.41B | +$852M | +33% | 4.7% | 147% | 36 | 36.11% | 1.5 |
|
| 1000 |
1000
Destination Wealth Management
Walnut Creek,
California
| $3.41B | +$237M | +7% | 5.44% | 52.7% | 288 | 16.32% | 5 |
|