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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
KP
1051
Kiltearn Partners
Edinburgh,
United Kingdom
| $2.5B | -$122M | -5% | 8.14% | 41% | 35 | 14.29% | 2.8 |
|
| 1052 |
DP
1052
Dearborn Partners
Chicago,
Illinois
| $2.49B | +$140M | +6% | 5.38% | 46.1% | 258 | 6.59% | 4.3 |
|
| 1053 |
YCM
1053
Yiheng Capital Management
San Francisco,
California
| $2.48B | +$280M | +13% | 1.61% | 82% | 32 | 31.25% | 2.3 |
|
| 1054 |
1054
Coldstream Capital Management
Bellevue,
Washington
| $2.48B | +$776M | +45% | 7.24% | 71% | 551 | 24.5% | 2.1 |
|
| 1055 |
SIC
1055
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.48B | +$180M | +8% | 7.56% | 87.8% | 141 | 12.06% | 3.4 |
|
| 1056 |
1056
Maven Securities
St Helier,
Jersey
| $2.48B | +$249M | +11% | 9.57% | 135% | 1,560 | 61.73% | 0.2 |
|
| 1057 |
1057
Savant Capital
Rockford,
Illinois
| $2.48B | +$612M | +33% | 4.51% | 61.2% | 507 | 9.07% | 3.5 |
|
| 1058 |
1058
Boston Financial Management
Boston,
Massachusetts
| $2.47B | +$199M | +9% | 9.29% | 30.1% | 247 | 7.29% | 4.8 |
|
| 1059 |
KIA
1059
KCM Investment Advisors
Greenbrae,
California
| $2.47B | +$215M | +10% | 7.15% | 85.7% | 398 | 10.3% | 4.7 |
|
| 1060 |
1060
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $2.47B | +$258M | +12% | 6.62% | 86% | 482 | 16.8% | 3.5 |
|
| 1061 |
PWA
1061
Pinnacle Wealth Advisors
Nashville,
Tennessee
| $2.47B | – | – | 6.62% | – | 463 | – | 0 |
|
| 1062 |
CAM
1062
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2.47B | +$256M | +12% | 8.57% | 69.1% | 149 | 12.75% | 2.6 |
|
| 1063 |
BIAS
1063
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.47B | +$179M | +8% | 8.62% | 95.8% | 310 | 8.06% | 2.4 |
|
| 1064 |
1064
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.46B | +$96.5M | +4% | 9.14% | 69.8% | 465 | 6.45% | 4.1 |
|
| 1065 |
1065
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $2.46B | +$230M | +10% | 6.59% | 42.1% | 183 | 27.87% | 3.4 |
|
| 1066 |
1066
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $2.46B | +$179M | +8% | 8.37% | 104% | 895 | 11.28% | 0.8 |
|
| 1067 |
VP
1067
Vitruvian Partners
London,
United Kingdom
| $2.45B | +$2.16B | +741% | 73.3% | 64.3% | 7 | 57.14% | 0.5 |
|
| 1068 |
1068
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $2.44B | +$323M | +15% | 4.78% | 45.9% | 303 | 46.2% | 1.8 |
|
| 1069 |
SPC
1069
Stone Point Capital
Greenwich,
Connecticut
| $2.44B | -$330M | -12% | 6.02% | 15.7% | 7 | 0% | 2.3 |
|
| 1070 |
1070
Marshfield Associates
Washington,
District of Columbia
| $2.44B | +$301M | +14% | 6.79% | 59.7% | 20 | 10% | 5.6 |
|
| 1071 |
1071
OneDigital Investment Advisors
Overland Park,
Kansas
| $2.43B | +$290M | +14% | 5.57% | 57.3% | 804 | 21.14% | 1.9 |
|
| 1072 |
IP
1072
Interval Partners
New York
| $2.42B | -$167M | -6% | 4.37% | 106% | 372 | 62.9% | 0.5 |
|
| 1073 |
DPRC
1073
Deer Park Road Corp
Steamboat Springs,
Colorado
| $2.42B | -$378M | -13% | 4.61% | 20.8% | 45 | 40% | 0.9 |
|
| 1074 |
LCM
1074
Lakewood Capital Management
New York
| $2.42B | +$63.4M | +3% | 10.2% | 45.4% | 73 | 36.99% | 1.5 |
|
| 1075 |
FIG
1075
Fortress Investment Group
New York
| $2.42B | +$324M | +15% | 1.04% | 97.5% | 425 | 66.59% | 0.3 |
|