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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
Adapt Investment Managers
Geneva,
Switzerland
| $2.93B | -$946M | -24% | 12.1% | – | 120 | 74.17% | 0.1 |
|
| 1052 |
1052
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.92B | -$181M | -6% | 4.79% | 114% | 264 | 7.2% | 7 |
|
| 1053 |
1053
Intact Investment Management
Montreal,
Quebec, Canada
| $2.92B | +$53.7M | +2% | 1.69% | 85.8% | 366 | 29.78% | 3.6 |
|
| 1054 |
1054
Apella Capital
West Hartford,
Connecticut
| $2.91B | +$307M | +12% | 0.42% | 48.6% | 398 | 17.09% | 2.4 |
|
| 1055 |
1055
Marsico Capital Management
Denver,
Colorado
| $2.91B | -$764M | -21% | 3.8% | 288% | 75 | 28% | 2.8 |
|
| 1056 |
1056
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.91B | +$135M | +5% | 3.22% | 85.6% | 130 | 4.62% | 5.2 |
|
| 1057 |
1057
Independent Financial Group
San Diego,
California
| $2.91B | -$100M | -3% | 3.94% | 149% | 1,285 | 18.75% | 2.4 |
|
| 1058 |
1058
Robertson Stephens Wealth Management
San Francisco,
California
| $2.91B | +$84.4M | +3% | 2.36% | 109% | 601 | 16.97% | 2.6 |
|
| 1059 |
1059
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.91B | -$168M | -5% | 3.5% | 120% | 3,182 | 3.02% | 6.2 |
|
| 1060 |
1060
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.91B | -$357M | -11% | 6.69% | 2.43% | 12 | 25% | 5.4 |
|
| 1061 |
1061
Gulf International Bank (UK)
London,
United Kingdom
| $2.9B | -$1.06B | -27% | 2.6% | 152% | 646 | 3.87% | 8.7 |
|
| 1062 |
1062
Castleark Management
Chicago,
Illinois
| $2.89B | +$18.3M | +0.6% | 4.29% | 248% | 355 | 41.41% | 3.3 |
|
| 1063 |
1063
WesBanco Bank
Wheeling,
West Virginia
| $2.88B | -$48.6M | -2% | 2.49% | 87.2% | 650 | 9.38% | 5.3 |
|
| 1064 |
1064
Aspiriant LLC
Los Angeles,
California
| $2.88B | +$111M | +4% | 0.68% | 52.7% | 308 | 12.99% | 5.1 |
|
| 1065 |
1065
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $2.88B | -$175M | -6% | 2.64% | 132% | 500 | 1.6% | 9.5 |
|
| 1066 |
1066
Caxton Associates (UK)
London,
| $2.87B | – | – | 5.8% | – | 740 | – | 0 |
|
| 1067 |
1067
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.87B | -$178M | -6% | 3.42% | 181% | 1,269 | 8.98% | 4 |
|
| 1068 |
1068
Members Trust
Tampa,
Florida
| $2.87B | -$31.6M | -1% | 0.08% | 31.5% | 130 | 12.31% | 2.8 |
|
| 1069 |
1069
Meyer Handelman Company
Rye Brook,
New York
| $2.87B | -$20.3M | -0.7% | 1.1% | 97.4% | 218 | 5.96% | 8.1 |
|
| 1070 |
1070
MUFG Securities (Canada)
New York
| $2.87B | +$100M | +4% | 2.32% | – | 42 | 0% | 1.2 |
|
| 1071 |
1071
Journey Strategic Wealth
Summit,
New Jersey
| $2.87B | +$191M | +7% | 3.81% | 62.2% | 554 | 18.23% | 1.2 |
|
| 1072 |
1072
Tandem Investment Advisors
Charleston,
South Carolina
| $2.87B | +$225M | +9% | 6.15% | 10.4% | 87 | 25.29% | 4.7 |
|
| 1073 |
1073
Conning Inc
Hartford,
Connecticut
| $2.86B | +$4.67M | +0.2% | 1.72% | 65.1% | 361 | 7.2% | 8 |
|
| 1074 |
1074
Sound Shore Management
Greenwich,
Connecticut
| $2.85B | -$174M | -6% | 1.48% | 91.4% | 41 | 12.2% | 2 |
|
| 1075 |
1075
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $2.85B | -$725M | -20% | 1.83% | 74.9% | 230 | 23.04% | 2.7 |
|