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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 |
1001
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $2.45B | +$569M | +30% | 5.1% | 96.2% | 445 | 66.29% | 0.2 |
|
| 1002 |
1002
Pure Financial Advisors
San Diego,
California
| $2.45B | +$88.4M | +4% | 3.24% | 47.2% | 271 | 9.23% | 3 |
|
| 1003 |
1003
Private Management Group
Irvine,
California
| $2.44B | +$86.9M | +4% | 4.56% | 62.2% | 200 | 10% | 4 |
|
| 1004 |
1004
Krane Funds Advisors
New York
| $2.44B | +$539M | +28% | 13.8% | 72.6% | 123 | 35.77% | 1.7 |
|
| 1005 |
1005
Hancock Whitney
Gulfport,
Mississippi
| $2.43B | -$118M | -5% | 2.3% | 100% | 653 | 10.41% | 3.9 |
|
| 1006 |
1006
SONA Asset Management (US)
New York
| $2.42B | +$1.94B | +403% | 1.81% | 41% | 152 | 45.39% | 1.1 |
|
| 1007 |
BCA
1007
Boundary Creek Advisors
New York
| $2.42B | +$419M | +21% | 4.19% | 15% | 52 | 42.31% | 0.6 |
|
| 1008 |
SAM
1008
Shell Asset Management
The Hague,
Netherlands
| $2.42B | -$115M | -5% | 2.64% | – | 1,298 | 4.85% | 5.4 |
|
| 1009 |
1009
Great Valley Advisor Group
Wilmington,
Delaware
| $2.41B | +$26.3M | +1% | 3.23% | 73.9% | 740 | 13.92% | 2.5 |
|
| 1010 |
1010
Highbridge Capital Management
New York
| $2.41B | +$138M | +6% | 2.98% | 55.8% | 453 | 13.02% | 1 |
|
| 1011 |
1011
Aquatic Capital Management
Chicago,
Illinois
| $2.4B | +$548M | +30% | 7.16% | 51.9% | 1,768 | 59.84% | 0.3 |
|
| 1012 |
GCM
1012
Gladius Capital Management
Chicago,
Illinois
| $2.4B | +$350M | +17% | 3.42% | 78% | 464 | 40.3% | 0.7 |
|
| 1013 |
1013
Cassaday & Co Wealth Management
Mclean,
Virginia
| $2.39B | -$130M | -5% | 4.13% | 70% | 283 | 17.67% | 0.6 |
|
| 1014 |
1014
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.39B | -$105M | -4% | 2.75% | 99.7% | 249 | 3.21% | 6.3 |
|
| 1015 |
1015
Avantax Planning Partners
Dubuque,
Iowa
| $2.39B | -$125M | -5% | 3.56% | 51% | 392 | 12.5% | 4 |
|
| 1016 |
ACM
1016
AEW Capital Management
Boston,
Massachusetts
| $2.39B | -$209M | -8% | 8.46% | 37.1% | 46 | 4.35% | 3.6 |
|
| 1017 |
GIP
1017
Granite Investment Partners
El Segundo,
California
| $2.39B | -$122M | -5% | 2.77% | 131% | 274 | 10.58% | 4.5 |
|
| 1018 |
1018
Clifford Swan Investment Counsel
Pasadena,
California
| $2.38B | -$93.6M | -4% | 3.17% | 73.2% | 305 | 4.26% | 7.2 |
|
| 1019 |
ICM
1019
Invenomic Capital Management
Boston,
Massachusetts
| $2.38B | +$407M | +21% | 3.31% | 6.61% | 169 | 34.91% | 0.8 |
|
| 1020 |
1020
Cevian Capital II
St. Helier,
Jersey
| $2.38B | +$1.84B | +344% | 2.1% | 105% | 2 | 50% | 2.8 |
|
| 1021 |
TIA
1021
Tandem Investment Advisors
Charleston,
South Carolina
| $2.37B | +$91.2M | +4% | 4.22% | 10.4% | 85 | 18.82% | 3.6 |
|
| 1022 |
KCM
1022
Kensico Capital Management
Greenwich,
Connecticut
| $2.36B | -$115M | -5% | 0.81% | 304% | 31 | 29.03% | 2.3 |
|
| 1023 |
1023
Cambiar Investors
Denver,
Colorado
| $2.35B | -$15.3M | -0.6% | 2.11% | 59.2% | 159 | 16.98% | 2.6 |
|
| 1024 |
SCA
1024
Snowden Capital Advisors
New York
| $2.35B | -$444M | -16% | 2.74% | 100% | 1,221 | 17.85% | 3.2 |
|
| 1025 |
1025
Locust Wood Capital Advisers
New York
| $2.35B | +$198M | +9% | 0.97% | 111% | 58 | 32.76% | 3.2 |
|