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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 |
1051
U.S. Global Investors (USGI)
San Antonio,
Texas
| $2.09B | -$903M | -30% | 23.4% | 151% | 169 | 39.64% | 1.7 |
|
| 1052 |
1052
Addenda Capital
Montreal,
Quebec, Canada
| $2.09B | -$356M | -15% | 14.8% | 100% | 105 | 9.52% | 5.7 |
|
| 1053 |
KL
1053
KIM LLC
Wichita,
Kansas
| $2.09B | – | – | 6.36% | 51.1% | 862 | – | 0 |
|
| 1054 |
1054
Quintet Private Bank (Europe)
Luxembourg
| $2.08B | – | – | 19% | 111% | 252 | – | 0 |
|
| 1055 |
1055
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $2.08B | -$627M | -23% | 14.4% | 126% | 915 | 2.3% | 5.8 |
|
| 1056 |
1056
Park National Corp
Newark,
Ohio
| $2.08B | -$327M | -14% | 12.8% | 92.7% | 293 | 8.53% | 6.2 |
|
| 1057 |
1057
Becker Capital Management
Portland,
Oregon
| $2.08B | -$403M | -16% | 13% | 89.2% | 207 | 9.66% | 4.6 |
|
| 1058 |
1058
Aspiriant LLC
Los Angeles,
California
| $2.07B | +$253M | +14% | 11.8% | 52.7% | 297 | 15.49% | 3.3 |
|
| 1059 |
1059
AlphaCrest Capital Management
New York
| $2.07B | +$283M | +16% | 16.8% | 8.44% | 1,421 | 27.16% | 1.4 |
|
| 1060 |
1060
BVF Inc
San Francisco,
California
| $2.07B | -$429M | -17% | 16.7% | 592% | 87 | 16.09% | 2.2 |
|
| 1061 |
1061
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2.07B | -$171M | -8% | 11.9% | 19.7% | 1,939 | 13.92% | 3.9 |
|
| 1062 |
1062
Rice Hall James & Associates
San Diego,
California
| $2.07B | -$441M | -18% | 12.4% | 140% | 315 | 18.73% | 3.7 |
|
| 1063 |
1063
Parsec Financial Management
Asheville,
North Carolina
| $2.06B | -$292M | -12% | 13.9% | 70.7% | 308 | 9.74% | 5 |
|
| 1064 |
1064
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.06B | -$323M | -14% | 13% | 87.8% | 140 | 10.71% | 3.9 |
|
| 1065 |
1065
J. Goldman & Co
New York
| $2.06B | -$137M | -6% | 16% | 106% | 521 | 65.45% | 0.5 |
|
| 1066 |
1066
TD Private Client Wealth
New York
| $2.05B | -$297M | -13% | 11.6% | 57% | 1,305 | 9.35% | 1.9 |
|
| 1067 |
1067
Marsico Capital Management
Denver,
Colorado
| $2.05B | -$821M | -29% | 18.2% | 288% | 102 | 23.53% | 2.9 |
|
| 1068 |
1068
HAP Trading
New York
| $2.05B | -$343M | -14% | 15.8% | 141% | 2,566 | 41.89% | 1.3 |
|
| 1069 |
1069
Kimmeridge Energy Management
New York
| $2.04B | +$277M | +16% | 8.14% | 19.7% | 8 | 37.5% | 0.4 |
|
| 1070 |
1070
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $2.04B | -$452M | -18% | 8.56% | 2.63% | 17 | 35.29% | 1.2 |
|
| 1071 |
1071
Mangrove Partners
Greenwich,
Connecticut
| $2.04B | +$183M | +10% | 20.4% | 185% | 682 | 56.89% | 0.3 |
|
| 1072 |
1072
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $2.03B | -$1.09B | -35% | 11% | 201% | 55 | 50.91% | 0.8 |
|
| 1073 |
1073
Novo Holdings A/S
Hellerup,
Denmark
| $2.03B | +$135M | +7% | 13.2% | 205% | 57 | 15.79% | 1.6 |
|
| 1074 |
1074
Paulson & Co
New York
| $2.03B | -$1.22B | -38% | 25.2% | 251% | 38 | 28.95% | 3.2 |
|
| 1075 |
1075
Geneos Wealth Management
Englewood,
Colorado
| $2.02B | -$304M | -13% | 12.9% | 66.7% | 2,882 | 9.23% | 3.9 |
|