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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
Empirical Wealth Management
Seattle,
Washington
| $2.12B | +$215M | +11% | 7.95% | 78.8% | 493 | 10.75% | 3.3 |
|
| 1052 |
1052
TD Private Client Wealth
New York
| $2.12B | +$161M | +8% | 8.49% | 57% | 1,270 | 9.53% | 2.3 |
|
| 1053 |
DCM
1053
Dupont Capital Management
Wilmington,
Delaware
| $2.11B | +$427M | +25% | 8.46% | 137% | 1,789 | 27.45% | 2.5 |
|
| 1054 |
LLL
1054
Lynrock Lake LP
Rye Brook,
New York
| $2.1B | -$53.7M | -2% | 0.42% | 21.2% | 49 | 10.2% | 1 |
|
| 1055 |
KCM
1055
Kensico Capital Management
Greenwich,
Connecticut
| $2.1B | +$161M | +8% | 15.1% | 304% | 40 | 42.5% | 2.2 |
|
| 1056 |
WAP
1056
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2.09B | +$340M | +19% | 7.38% | 60.4% | 711 | 18.14% | 2.4 |
|
| 1057 |
1057
Boston Common Asset Management
Boston,
Massachusetts
| $2.09B | +$183M | +10% | 12.3% | 61.2% | 269 | 8.92% | 3.8 |
|
| 1058 |
1058
Mission Wealth Management
Santa Barbara,
California
| $2.09B | +$202M | +11% | 7.62% | 92.1% | 552 | 11.41% | 3.2 |
|
| 1059 |
1059
SIG North Trading
Bala Cynwyd,
Pennsylvania
| $2.09B | -$325M | -13% | 12.1% | – | 283 | 16.61% | 0.8 |
|
| 1060 |
1060
First Foundation Advisors
Irvine,
California
| $2.09B | +$45.9M | +2% | 7.16% | 70.4% | 425 | 15.53% | 3.7 |
|
| 1061 |
1061
Tiedemann Advisors
New York
| $2.09B | +$438M | +27% | 7.98% | 31.5% | 254 | 13.78% | 3.5 |
|
| 1062 |
1062
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2.09B | +$372M | +22% | 10.8% | 93.9% | 608 | 6.09% | 4.3 |
|
| 1063 |
1063
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.09B | +$81.8M | +4% | 9.63% | 150% | 105 | 23.81% | 2.7 |
|
| 1064 |
1064
Partners Capital Investment Group
Boston,
Massachusetts
| $2.08B | +$391M | +23% | 6.99% | 47.5% | 144 | 11.81% | 2.1 |
|
| 1065 |
FP
1065
FPR Partners
San Francisco,
California
| $2.08B | -$91.4M | -4% | 6.71% | 33% | 13 | 0% | 6.6 |
|
| 1066 |
1066
Check Capital Management
Costa Mesa,
California
| $2.08B | +$198M | +11% | 11.5% | 66.6% | 42 | 16.67% | 5.2 |
|
| 1067 |
1067
ClariVest Asset Management
San Diego,
California
| $2.08B | -$509K | -0% | 6.22% | 106% | 767 | 20.21% | 2 |
|
| 1068 |
1068
Emerald Advisers
Leola,
Pennsylvania
| $2.07B | +$131M | +7% | 13.9% | 487% | 270 | 16.67% | 2.4 |
|
| 1069 |
1069
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $2.07B | +$517M | +33% | 4.41% | 155% | 443 | 46.5% | 0.5 |
|
| 1070 |
1070
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $2.05B | +$259M | +14% | 10.1% | 74.8% | 891 | 14.59% | 2 |
|
| 1071 |
1071
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $2.05B | +$1.43B | +230% | 4.13% | 241% | 207 | 91.79% | 0.1 |
|
| 1072 |
1072
Donaldson Capital Management
Evansville,
Indiana
| $2.05B | +$228M | +13% | 12.9% | 77.7% | 235 | 11.49% | 4.4 |
|
| 1073 |
1073
Cinctive Capital Management
New York
| $2.05B | -$344M | -14% | 11.6% | 163% | 600 | 61.5% | 0.5 |
|
| 1074 |
1074
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $2.05B | +$15.8M | +0.8% | 8.55% | 99.4% | 175 | 12.57% | 3.4 |
|
| 1075 |
1075
Metropolis Capital
Amersham,
United Kingdom
| $2.05B | +$350M | +21% | 14.6% | 54.4% | 15 | 0% | 2.9 |
|