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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 |
KCM
1026
Kensico Capital Management
Greenwich,
Connecticut
| $2.64B | +$281M | +12% | 19.8% | 304% | 27 | 29.63% | 2.5 |
|
| 1027 |
SC
1027
Sylebra Capital
Palo Alto,
California
| $2.64B | +$758M | +40% | 36.2% | 362% | 24 | 16.67% | 0.2 |
|
| 1028 |
1028
Meag Munich Ergo
Munich,
Germany
| $2.63B | +$342M | +15% | 10.5% | 82.8% | 195 | 20% | 2.7 |
|
| 1029 |
1029
SigFig Wealth Management
San Francisco,
California
| $2.63B | +$139M | +6% | 8.83% | 49.3% | 118 | 10.17% | 3 |
|
| 1030 |
1030
Locust Wood Capital Advisers
New York
| $2.63B | +$281M | +12% | 13.1% | 111% | 58 | 37.93% | 3.4 |
|
| 1031 |
SCA
1031
Snowden Capital Advisors
New York
| $2.63B | +$275M | +12% | 12.1% | 100% | 1,149 | 11.75% | 3.2 |
|
| 1032 |
1032
Avantax Planning Partners
Dubuque,
Iowa
| $2.62B | +$234M | +10% | 9.59% | 51% | 391 | 12.28% | 4 |
|
| 1033 |
1033
Private Management Group
Irvine,
California
| $2.61B | +$174M | +7% | 10.9% | 62.2% | 206 | 9.22% | 3.9 |
|
| 1034 |
1034
BlueCrest Capital Management
St Helier,
Jersey
| $2.61B | +$341M | +15% | 1.59% | 59.1% | 266 | 33.08% | 0.6 |
|
| 1035 |
1035
Facet Wealth Inc
Baltimore,
Maryland
| $2.61B | +$574M | +28% | 9.19% | 48.1% | 115 | 20% | 1.4 |
|
| 1036 |
1036
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $2.61B | +$273M | +12% | 12.5% | 126% | 919 | 3.05% | 6.7 |
|
| 1037 |
SAM
1037
Southeastern Asset Management
Memphis,
Tennessee
| $2.6B | -$98.6M | -4% | 9.21% | 26.7% | 46 | 6.52% | 2.6 |
|
| 1038 |
SM
1038
Senvest Management
New York
| $2.6B | +$25.7M | +1% | 15.3% | 92.7% | 65 | 46.15% | 2.2 |
|
| 1039 |
1039
Busey Bank
Urbana,
Illinois
| $2.6B | +$258M | +11% | 10% | 94.2% | 345 | 12.17% | 5.4 |
|
| 1040 |
1040
WIT LLC
District Of Columbia,
District of Columbia
| $2.6B | -$854M | -25% | 5.8% | 48% | 17 | 17.65% | 1.8 |
|
| 1041 |
1041
HBK Sorce Advisory
Erie,
Pennsylvania
| $2.59B | +$319M | +14% | 10.2% | 58.2% | 611 | 14.24% | 3.8 |
|
| 1042 |
1042
Quotient Wealth Partners
Dallas,
Texas
| $2.58B | – | – | 7.91% | – | 279 | – | 0 |
|
| 1043 |
1043
Ritholtz Wealth Management
New York
| $2.58B | +$351M | +16% | 10.4% | 93% | 797 | 17.57% | 2 |
|
| 1044 |
1044
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $2.57B | +$308M | +14% | 11.1% | 112% | 723 | 18.53% | 2.1 |
|
| 1045 |
1045
Clifford Swan Investment Counsel
Pasadena,
California
| $2.57B | +$188M | +8% | 9.85% | 73.2% | 308 | 6.17% | 7.3 |
|
| 1046 |
GIP
1046
Granite Investment Partners
El Segundo,
California
| $2.57B | +$181M | +8% | 14.1% | 131% | 281 | 14.59% | 4.5 |
|
| 1047 |
1047
Meyer Handelman Company
Rye Brook,
New York
| $2.57B | +$86.1M | +3% | 9.96% | 83.8% | 201 | 10.45% | 8.2 |
|
| 1048 |
1048
RFG Advisory
Birmingham,
Alabama
| $2.57B | +$328M | +15% | 9.13% | 52.3% | 697 | 18.08% | 2.7 |
|
| 1049 |
SIC
1049
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.56B | +$221M | +9% | 11.8% | 87.8% | 144 | 8.33% | 4.5 |
|
| 1050 |
1050
Addenda Capital
Montreal,
Quebec, Canada
| $2.56B | +$263M | +11% | 12.8% | 100% | 132 | 2.27% | 5.5 |
|