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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
Matson Money Inc
Mason,
Ohio
| $2.59B | +$52.1M | +2% | 0.94% | 34.2% | 11 | 0% | 2.6 |
|
| 1027 |
TAM
1027
Timucuan Asset Management
Jacksonville,
Florida
| $2.58B | +$56.2M | +2% | 0.04% | 61.6% | 32 | 6.25% | 3.4 |
|
| 1028 |
1028
Eisler Capital (UK)
London,
United Kingdom
| $2.58B | +$808M | +46% | 0.09% | 3.95% | 373 | 53.08% | 0.1 |
|
| 1029 |
1029
Destination Wealth Management
Walnut Creek,
California
| $2.58B | -$15.9M | -0.6% | 0.07% | 52.7% | 187 | 10.16% | 4.6 |
|
| 1030 |
6CM
1030
683 Capital Management
New York
| $2.56B | -$331M | -11% | 7.29% | 311% | 254 | 35.04% | 0.9 |
|
| 1031 |
1031
BVF Inc
San Francisco,
California
| $2.56B | -$105M | -4% | 2.94% | 592% | 79 | 16.46% | 1.8 |
|
| 1032 |
1032
Shelton Capital Management
Denver,
Colorado
| $2.56B | -$90M | -3% | 0.35% | 161% | 860 | 10.47% | 3.7 |
|
| 1033 |
1033
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $2.55B | +$113M | +5% | 1.05% | 45.9% | 311 | 6.75% | 2.1 |
|
| 1034 |
1034
Balentine LLC
Atlanta,
Georgia
| $2.55B | +$34.4M | +1% | 0.87% | 59.8% | 355 | 45.07% | 1.2 |
|
| 1035 |
1035
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $2.55B | -$3.38M | -0.1% | 0.75% | 25.2% | 534 | 13.3% | 3.6 |
|
| 1036 |
BCF
1036
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.54B | +$17.4M | +0.7% | 4.11% | 2.43% | 12 | 8.33% | 2.8 |
|
| 1037 |
CAM
1037
Camden Asset Management
Los Angeles,
California
| $2.54B | +$127M | +5% | 0.02% | 15.2% | 92 | 7.61% | 1.1 |
|
| 1038 |
1038
Waverton Investment Management
London,
United Kingdom
| $2.54B | -$38.2M | -1% | 0.01% | 129% | 54 | 7.41% | 3.6 |
|
| 1039 |
1039
Associated Banc-Corp
Green Bay,
Wisconsin
| $2.53B | +$3M | +0.1% | 0.36% | 88.8% | 341 | 9.68% | 5.1 |
|
| 1040 |
1040
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.53B | -$7.23M | -0.3% | 1.05% | 150% | 115 | 29.57% | 2.6 |
|
| 1041 |
DVI
1041
Deccan Value Investors
Greenwich,
Connecticut
| $2.53B | -$8.8M | -0.3% | 0.76% | 66.5% | 9 | 0% | 2.6 |
|
| 1042 |
RHBC
1042
R.H. Bluestein & Co
Birmingham,
Michigan
| $2.52B | -$52.8M | -2% | 1.39% | 69% | 452 | 13.27% | 3.4 |
|
| 1043 |
1043
OneDigital Investment Advisors
Overland Park,
Kansas
| $2.52B | +$93.8M | +4% | 1.02% | 57.3% | 820 | 16.59% | 2 |
|
| 1044 |
1044
Valley Forge Capital Management
Miami,
Florida
| $2.52B | -$56.7M | -2% | 3.45% | 49% | 9 | 0% | 3.8 |
|
| 1045 |
KIA
1045
KCM Investment Advisors
Greenbrae,
California
| $2.51B | +$40.7M | +2% | 0.09% | 85.7% | 403 | 5.96% | 4.8 |
|
| 1046 |
1046
Hamlin Capital Management
New York
| $2.51B | -$24.7M | -1% | 1.08% | 67.9% | 28 | 0% | 2.5 |
|
| 1047 |
FAS
1047
Formuepleje A/S
Aarhus C,
Denmark
| $2.5B | -$87.3M | -3% | 0.84% | 92.1% | 103 | 45.63% | 2.5 |
|
| 1048 |
1048
Braun Stacey Associates
New York
| $2.5B | -$70.3M | -3% | 1.51% | 231% | 144 | 15.97% | 3.4 |
|
| 1049 |
1049
Flow Traders U.S.
New York
| $2.49B | +$486M | +24% | 2.12% | 86.5% | 1,318 | 55.77% | 0.3 |
|
| 1050 |
1050
Busey Bank
Urbana,
Illinois
| $2.48B | +$345M | +16% | 0.25% | 94.2% | 371 | 15.9% | 3.7 |
|