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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
Zevenbergen Capital Investments
Edmonds,
Washington
| $2.19B | -$1.53B | -41% | 35.5% | 273% | 92 | 15.22% | 4 |
|
| 1027 |
1027
Parallel Advisors
San Francisco,
California
| $2.18B | -$341M | -14% | 13.9% | 109% | 3,540 | 17.03% | 3.1 |
|
| 1028 |
1028
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $2.18B | -$386M | -15% | 10.6% | 113% | 106 | 16.98% | 2.5 |
|
| 1029 |
1029
Wilmington Savings Fund Society
Wilmington,
Delaware
| $2.17B | -$388M | -15% | 12.9% | – | 394 | 8.88% | 6.1 |
|
| 1030 |
1030
Stone Point Capital
Greenwich,
Connecticut
| $2.17B | -$342M | -14% | 7.04% | 15.7% | 10 | 10% | 2.6 |
|
| 1031 |
1031
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $2.16B | -$442M | -17% | 16.4% | 119% | 180 | 16.11% | 3.2 |
|
| 1032 |
1032
Vanguard Personalized Indexing Management
Oakland,
California
| $2.16B | +$93.2M | +5% | 14.7% | 147% | 1,358 | 17.82% | 1.1 |
|
| 1033 |
1033
Timucuan Asset Management
Jacksonville,
Florida
| $2.15B | -$422M | -16% | 16.2% | 61.6% | 33 | 6.06% | 3.6 |
|
| 1034 |
1034
Busey Bank
Urbana,
Illinois
| $2.15B | -$350M | -14% | 13.2% | 94.2% | 354 | 12.43% | 4.7 |
|
| 1035 |
1035
Masters Capital Management
Atlanta,
Georgia
| $2.14B | -$346M | -14% | 23.6% | 142% | 68 | 33.82% | 1 |
|
| 1036 |
1036
Nicholas Hoffman & Company
Atlanta,
Georgia
| $2.14B | -$370M | -15% | 18% | 65.1% | 286 | 12.94% | 3.5 |
|
| 1037 |
DCM
1037
Dupont Capital Management
Wilmington,
Delaware
| $2.14B | -$346M | -14% | 10.6% | 100% | 1,960 | 17.55% | 2.1 |
|
| 1038 |
1038
Heitman Real Estate Securities
Chicago,
Illinois
| $2.13B | -$400M | -16% | 15.8% | 48.3% | 55 | 12.73% | 2.9 |
|
| 1039 |
1039
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.13B | -$367M | -15% | 13.9% | 99.7% | 276 | 7.97% | 5.2 |
|
| 1040 |
1040
Electron Capital Partners
New York
| $2.13B | -$380M | -15% | 12.2% | 333% | 62 | 35.48% | 0.8 |
|
| 1041 |
1041
Washington Trust
Westerly,
Rhode Island
| $2.13B | -$398M | -16% | 14.5% | 104% | 973 | 6.17% | 2.6 |
|
| 1042 |
1042
Miracle Mile Advisors
Los Angeles,
California
| $2.13B | -$217M | -9% | 13.4% | 56% | 504 | 21.83% | 1.9 |
|
| 1043 |
1043
Dowling & Yahnke
San Diego,
California
| $2.13B | -$175M | -8% | 11.8% | 34.8% | 393 | 9.41% | 5.3 |
|
| 1044 |
PCM
1044
Palestra Capital Management
New York
| $2.12B | -$1.1B | -34% | 24.6% | 236% | 24 | 25% | 1.4 |
|
| 1045 |
1045
SB Global Advisers
London,
United Kingdom
| $2.11B | -$1.08B | -34% | 24.6% | – | 11 | 27.27% | 0.6 |
|
| 1046 |
1046
Close Asset Management
London,
United Kingdom
| $2.11B | -$692M | -25% | 15.7% | 114% | 228 | 22.81% | 2.9 |
|
| 1047 |
1047
Lodbrok Capital
London,
United Kingdom
| $2.11B | +$1.68B | +388% | 2.43% | 25.9% | 8 | 50% | 0.3 |
|
| 1048 |
1048
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.1B | -$411M | -16% | 14% | 165% | 106 | 31.13% | 2.6 |
|
| 1049 |
1049
Modera Wealth Management
Westwood,
New Jersey
| $2.1B | -$160M | -7% | 13.9% | 68.2% | 369 | 14.36% | 2.9 |
|
| 1050 |
1050
Kingsview Wealth Management
Grants Pass,
Oregon
| $2.09B | -$181M | -8% | 12.2% | 71.5% | 944 | 24.05% | 2.3 |
|