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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Destination Wealth Management
Walnut Creek,
California
| $1.64B | -$2.81M | -0.2% | 0.8% | 52.7% | 593 | 74.2% | 0.8 |
|
| 1027 |
SIM
1027
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.63B | -$113M | -6% | 2.37% | 45.5% | 55 | 1.82% | 3.9 |
|
| 1028 |
MWAC
1028
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $1.63B | -$26.7M | -2% | 1.32% | 54.1% | 294 | 12.24% | 2.6 |
|
| 1029 |
1029
Mariner Independent Advisor Network
Overland Park,
Kansas
| $1.63B | +$669M | +70% | 0.86% | 39.5% | 346 | 24.86% | 0.5 |
|
| 1030 |
1030
New York Life Investment Management
New York
| $1.62B | +$181M | +13% | 2.42% | 100% | 41 | 43.9% | 2.3 |
|
| 1031 |
1031
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1.62B | -$35.5M | -2% | 1.17% | 72.7% | 1,478 | 18.34% | 0.5 |
|
| 1032 |
1032
Burney Company
Reston,
Virginia
| $1.62B | -$154M | -9% | 0.86% | 129% | 461 | 16.27% | 3.2 |
|
| 1033 |
OI
1033
Oakbrook Investments
Lisle,
Illinois
| $1.61B | +$36.1M | +2% | 0.41% | 26.1% | 641 | 23.56% | 2.2 |
|
| 1034 |
ACM
1034
Alta Capital Management
Salt Lake City,
Utah
| $1.61B | +$20.5M | +1% | 0.05% | 76.3% | 85 | 23.53% | 3.1 |
|
| 1035 |
DCM
1035
Daruma Capital Management
New York
| $1.6B | +$1.51M | +0.1% | 1.91% | 55.4% | 64 | 35.94% | 1.9 |
|
| 1036 |
1036
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.6B | -$51.3M | -3% | 1.32% | 99.7% | 195 | 6.67% | 3.7 |
|
| 1037 |
1037
Mizuho Securities USA
New York
| $1.6B | -$290M | -15% | 0.2% | 99% | 244 | 64.75% | 0.4 |
|
| 1038 |
ICM
1038
Ionic Capital Management
New York
| $1.6B | -$819M | -34% | 1.06% | 163% | 374 | 48.93% | 0.7 |
|
| 1039 |
FI
1039
Fosun International
Hong Kong,
China
| $1.59B | +$450M | +39% | 2.55% | 41.3% | 75 | 25.33% | 0.8 |
|
| 1040 |
OAM
1040
Origin Asset Management
London,
United Kingdom
| $1.59B | -$157M | -9% | 2.73% | 59.3% | 138 | 31.88% | 1.3 |
|
| 1041 |
FCIM
1041
Fairview Capital Investment Management
Greenbrae,
California
| $1.59B | -$60.3M | -4% | 1.73% | 61.7% | 134 | 13.43% | 2.6 |
|
| 1042 |
1042
Tenor Capital Management
New York
| $1.58B | +$265M | +20% | 0.12% | 4.73% | 72 | 18.06% | 0.7 |
|
| 1043 |
DPRC
1043
Deer Park Road Corp
Steamboat Springs,
Colorado
| $1.58B | +$1.26B | +401% | 2.28% | 20.8% | 20 | 70% | 0.1 |
|
| 1044 |
1044
Central Trust Company
Jefferson City,
Missouri
| $1.57B | -$67.8M | -4% | 1.46% | 84% | 1,416 | 13.98% | 2.9 |
|
| 1045 |
TCG
1045
Tremblant Capital Group
West Palm Beach,
Florida
| $1.57B | -$495M | -24% | 3.05% | 131% | 52 | 53.85% | 1.5 |
|
| 1046 |
1046
FineMark National Bank & Trust
Fort Myers,
Florida
| $1.57B | -$3.4M | -0.2% | 2.68% | 69.8% | 412 | 16.75% | 3.3 |
|
| 1047 |
1047
Westwood Global Investments
Boston,
Massachusetts
| $1.57B | +$237M | +18% | 17.8% | 112% | 15 | 6.67% | 3.1 |
|
| 1048 |
CT
1048
Cambridge Trust
Cambridge,
Massachusetts
| $1.57B | -$16.6M | -1% | 1.68% | 42.9% | 267 | 12.73% | 3.1 |
|
| 1049 |
SRAIM
1049
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.57B | -$146M | -9% | 6.87% | 74.2% | 28 | 7.14% | 3.5 |
|
| 1050 |
1050
Bailard
Foster City,
California
| $1.57B | -$22.5M | -1% | 0.77% | 105% | 528 | 28.79% | 1 |
|