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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
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $3.53B | +$97.3M | +3% | 7.4% | 77.8% | 1,780 | 5.28% | 5.1 |
|
| 1027 |
1027
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $3.53B | +$82.1M | +2% | 5.95% | 74.9% | 229 | 11.79% | 2.6 |
|
| 1028 |
1028
Evelyn Partners Investment Management
London,
| $3.52B | +$250M | +8% | 8.62% | – | 424 | 5.66% | 0.7 |
|
| 1029 |
1029
Krane Funds Advisors
New York
| $3.52B | +$974M | +38% | 18.3% | 72.6% | 152 | 19.08% | 1.8 |
|
| 1030 |
1030
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.52B | +$192M | +6% | 9.64% | 87.3% | 1,390 | 17.7% | 4.1 |
|
| 1031 |
1031
Paradigm Biocapital Advisors
New York
| $3.52B | +$1.17B | +50% | 77% | 803% | 41 | 43.9% | 0.9 |
|
| 1032 |
SP
1032
SIH Partners
Wilmington,
Delaware
| $3.51B | +$827M | +31% | 11.6% | – | 275 | 61.09% | 0.3 |
|
| 1033 |
1033
JMG Financial Group
Downers Grove,
Illinois
| $3.51B | +$214M | +6% | 6.66% | 58.7% | 129 | 9.3% | 6.3 |
|
| 1034 |
1034
Sanibel Captiva Trust Company
Sanibel,
Florida
| $3.51B | +$259M | +8% | 8.86% | – | 412 | 6.8% | 1.5 |
|
| 1035 |
1035
Lincoln National Corp
Radnor,
Pennsylvania
| $3.51B | +$209M | +6% | 4.98% | 42.9% | 20 | 0% | 7.1 |
|
| 1036 |
RBA
1036
Richard Bernstein Advisors
New York
| $3.51B | -$546M | -13% | 4.99% | 33.9% | 213 | 4.69% | 3.5 |
|
| 1037 |
MG
1037
Meritage Group
San Francisco,
California
| $3.5B | -$148M | -4% | 2.32% | 22.1% | 14 | 28.57% | 1.7 |
|
| 1038 |
1038
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.49B | +$338M | +11% | 13.3% | 181% | 1,263 | 11.16% | 4.4 |
|
| 1039 |
1039
Avantax Planning Partners
Dubuque,
Iowa
| $3.49B | +$336M | +11% | 5.74% | 51% | 463 | 8.86% | 4.4 |
|
| 1040 |
1040
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $3.48B | +$117M | +3% | 3.45% | 27.5% | 258 | 25.97% | 5.1 |
|
| 1041 |
1041
SIG Brokerage
New York
| $3.47B | -$368M | -10% | 9.4% | – | 999 | 59.56% | 0.3 |
|
| 1042 |
1042
Perceptive Advisors
New York
| $3.46B | +$766M | +28% | 60.4% | 1,707% | 104 | 28.85% | 1.9 |
|
| 1043 |
CCMIC
1043
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $3.46B | +$267M | +8% | 7.01% | 85.6% | 77 | 11.69% | 4.2 |
|
| 1044 |
1044
Van Berkom & Associates
Montreal,
Quebec, Canada
| $3.46B | +$97.8M | +3% | 5.84% | 45% | 68 | 14.71% | 4.3 |
|
| 1045 |
1045
Anchor Capital Advisors
Boston,
Massachusetts
| $3.46B | +$48.6M | +1% | 4.45% | 64.3% | 246 | 4.07% | 5.6 |
|
| 1046 |
1046
Aristotle Atlantic Partners
Sarasota,
Florida
| $3.45B | +$159M | +5% | 9.91% | 144% | 90 | 11.11% | 5.3 |
|
| 1047 |
1047
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.45B | +$208M | +6% | 7.13% | 70.9% | 963 | 9.76% | 2.9 |
|
| 1048 |
1048
CapitalatWork SA
Auderghem,
| $3.44B | +$148M | +4% | 11% | – | 87 | 8.05% | 1.4 |
|
| 1049 |
1049
Banque de Luxembourg Investments (BLI)
Luxembourg City,
Luxembourg
| $3.43B | -$60.5M | -2% | 6.58% | – | 186 | 14.52% | 0.6 |
|
| 1050 |
1050
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $3.43B | +$426M | +14% | 5.95% | 51.3% | 1,492 | 11.66% | 3.7 |
|