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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
DY
1001
Dowling & Yahnke
San Diego,
California
| $2.15B | +$21.9M | +1% | 4.54% | 34.8% | 387 | 6.98% | 5.5 |
|
| 1002 |
KL
1002
KIM LLC
Wichita,
Kansas
| $2.15B | +$60.1M | +3% | 14.1% | 49.7% | 898 | 10.69% | 0.2 |
|
| 1003 |
1003
Private Management Group
Irvine,
California
| $2.15B | -$135M | -6% | 6.58% | 62.2% | 187 | 10.7% | 3.8 |
|
| 1004 |
1004
Miracle Mile Advisors
Los Angeles,
California
| $2.14B | +$16.5M | +0.8% | 5.31% | 56% | 474 | 14.98% | 2.1 |
|
| 1005 |
1005
Clifford Swan Investment Counsel
Pasadena,
California
| $2.13B | -$180M | -8% | 4.8% | 73.2% | 320 | 5.31% | 6.5 |
|
| 1006 |
1006
Signature Estate & Investment Advisors
Los Angeles,
California
| $2.13B | +$148M | +7% | 4.95% | 84.4% | 177 | 14.12% | 3.3 |
|
| 1007 |
CL
1007
CSS LLC
Chicago,
Illinois
| $2.13B | -$326M | -13% | 2.58% | 128% | 1,396 | 48.57% | 0.9 |
|
| 1008 |
PCM
1008
Palestra Capital Management
New York
| $2.13B | +$10.6M | +0.5% | 1.12% | 236% | 24 | 45.83% | 1.3 |
|
| 1009 |
1009
Nicholas Hoffman & Company
Atlanta,
Georgia
| $2.12B | -$13.3M | -0.6% | 1.75% | 65.1% | 268 | 7.84% | 3.8 |
|
| 1010 |
FTCM
1010
First Trust Capital Management
Chicago,
Illinois
| $2.12B | +$686M | +48% | 9.26% | 214% | 527 | 37.19% | 0.4 |
|
| 1011 |
1011
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $2.11B | -$87.1M | -4% | 5.04% | 98.9% | 613 | 25.77% | 0.9 |
|
| 1012 |
CT
1012
Cambridge Trust
Cambridge,
Massachusetts
| $2.11B | -$175M | -8% | 4.37% | 42.9% | 926 | 14.04% | 2.1 |
|
| 1013 |
RWJF
1013
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $2.11B | -$209M | -9% | 8.14% | 4.83% | 5 | 0% | 3.2 |
|
| 1014 |
MLICM
1014
Metropolitan Life Insurance Company (MetLife)
New York
| $2.11B | -$170M | -7% | 4.05% | 50.8% | 2,409 | 5.65% | 5.6 |
|
| 1015 |
1015
Kingsview Wealth Management
Grants Pass,
Oregon
| $2.11B | +$17.7M | +0.8% | 4.78% | 71.5% | 899 | 19.47% | 2.4 |
|
| 1016 |
1016
Valley Forge Capital Management
Miami,
Florida
| $2.11B | -$129M | -6% | 5.02% | 49% | 10 | 0% | 4.4 |
|
| 1017 |
1017
Van Berkom & Associates
Montreal,
Quebec, Canada
| $2.1B | -$285M | -12% | 2.14% | 45% | 68 | 14.71% | 4.3 |
|
| 1018 |
1018
Shelton Capital Management
Denver,
Colorado
| $2.1B | -$120M | -5% | 2.93% | 161% | 741 | 11.74% | 4.7 |
|
| 1019 |
CAM
1019
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2.1B | -$238M | -10% | 7.68% | 69.1% | 146 | 9.59% | 3.4 |
|
| 1020 |
LI
1020
Leeward Investments
Boston,
Massachusetts
| $2.1B | -$92.7M | -4% | 1.27% | 91% | 150 | 11.33% | 0.5 |
|
| 1021 |
NHAS
1021
Novo Holdings A/S
Hellerup,
Denmark
| $2.1B | +$66.6M | +3% | 1.97% | 205% | 56 | 10.71% | 1.6 |
|
| 1022 |
1022
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $2.1B | -$117M | -5% | 3.92% | 101% | 493 | 8.32% | 4.5 |
|
| 1023 |
1023
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $2.09B | +$378M | +22% | 5.85% | 602% | 46 | 56.52% | 0.8 |
|
| 1024 |
JGC
1024
J. Goldman & Co
New York
| $2.09B | +$36.8M | +2% | 2.54% | 106% | 541 | 66.36% | 0.5 |
|
| 1025 |
TAM
1025
Timucuan Asset Management
Jacksonville,
Florida
| $2.09B | -$61.2M | -3% | 1.81% | 61.6% | 33 | 0% | 3.9 |
|