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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1001 |
MAI
1001
Marble Arch Investments
New York
| $1.49B | +$53.3M | +4% | 6.69% | 48.7% | 16 | 12.5% |
|
| 1002 |
WIM
1002
Waverton Investment Management
London,
United Kingdom
| $1.49B | +$154M | +12% | 4.91% | 129% | 106 | 16.98% |
|
| 1003 |
ESG
1003
Emerging Sovereign Group
New York
| $1.49B | +$30.7M | +2% | 9.47% | 66.1% | 24 | 20.83% |
|
| 1004 |
BM
1004
Bridger Management
New York
| $1.48B | -$64.4M | -4% | 12.6% | 103% | 44 | 29.55% |
|
| 1005 |
SWP
1005
Stratos Wealth Partners
Beachwood,
Ohio
| $1.48B | +$134M | +10% | 2.54% | 83.3% | 738 | 23.98% |
|
| 1006 |
PRA
1006
Parametric Risk Advisors
Westport,
Connecticut
| $1.48B | -$38.7M | -3% | 7.04% | 67.7% | 140 | 22.14% |
|
| 1007 |
CSIC
1007
Clifford Swan Investment Counsel
Pasadena,
California
| $1.48B | +$34.3M | +2% | 2.44% | 73.2% | 290 | 12.76% |
|
| 1008 |
1008
Simplex Trading
Chicago,
Illinois
| $1.48B | -$21.1M | -1% | 8.02% | 183% | 7,235 | 40.62% |
|
| 1009 |
LCP
1009
Lombardia Capital Partners
Pasadena,
California
| $1.47B | -$46M | -3% | 4.64% | 5.59% | 217 | 29.49% |
|
| 1010 |
PCM
1010
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.47B | -$285M | -16% | 10.9% | 181% | 329 | 26.75% |
|
| 1011 |
DS
1011
DRW Securities
Chicago,
Illinois
| $1.47B | -$187M | -11% | 1.23% | 96.2% | 118 | 67.8% |
|
| 1012 |
CCA
1012
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $1.46B | +$106M | +8% | 7.97% | 47.8% | 121 | 9.92% |
|
| 1013 |
KIA
1013
KCM Investment Advisors
Greenbrae,
California
| $1.46B | +$28M | +2% | 1.12% | 85.7% | 560 | 9.82% |
|
| 1014 |
HI
1014
Horizon Investments
Charlotte,
North Carolina
| $1.46B | +$124M | +9% | 4.88% | 89.1% | 156 | 59.62% |
|
| 1015 |
AAM
1015
AMI Asset Management
Los Angeles,
California
| $1.45B | +$14.7M | +1% | 3.69% | 81.6% | 80 | 27.5% |
|
| 1016 |
1016
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.45B | +$77.7M | +6% | 3.27% | 52.7% | 1,141 | 32.25% |
|
| 1017 |
DWA
1017
Douglass Winthrop Advisors
New York
| $1.45B | +$29M | +2% | 3.62% | 64.4% | 253 | 9.09% |
|
| 1018 |
FFA
1018
First Foundation Advisors
Irvine,
California
| $1.45B | +$52.5M | +4% | 3.23% | 70.4% | 331 | 24.17% |
|
| 1019 |
AACR
1019
ACR Alpine Capital Research
St. Louis,
Missouri
| $1.44B | +$138M | +11% | 3.37% | 58.1% | 29 | 6.9% |
|
| 1020 |
MGA
1020
MatlinPatterson Global Advisers
New York
| $1.44B | -$147M | -9% | 8.9% | 4.97% | 13 | 61.54% |
|
| 1021 |
RCWMU
1021
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $1.44B | +$50.3M | +4% | 3.23% | 43.3% | 43 | 13.95% |
|
| 1022 |
PFC
1022
Phocas Financial Corp
Alameda,
California
| $1.43B | +$61M | +4% | 6.83% | – | 262 | 20.23% |
|
| 1023 |
AB
1023
Aozora Bank
Tokyo,
Japan
| $1.43B | -$132M | -8% | 0.63% | 5.45% | 7 | 42.86% |
|
| 1024 |
BOI
1024
Bank of Italy
Rome,
Italy
| $1.43B | -$2.9M | -0.2% | 3.88% | 20.9% | 5 | 0% |
|
| 1025 |
NEI
1025
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.42B | +$98.4M | +7% | 4.25% | 78.1% | 364 | 49.73% |
|