We are live on
!
Find out more
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
PAR Capital Management
Boston,
Massachusetts
| $3.45B | -$332M | -9% | 13.2% | 138% | 59 | 28.81% | 3.7 |
|
| 1052 |
RBA
1052
Richard Bernstein Advisors
New York
| $3.45B | +$44M | +1% | 0.89% | 33.9% | 255 | 42.75% | 2.8 |
|
| 1053 |
1053
Perfromance Wealth Partners
Hinsdale,
Illinois
| $3.45B | -$242M | -7% | 5.54% | 106% | 217 | 11.06% | 2.4 |
|
| 1054 |
JGC
1054
J. Goldman & Co
New York
| $3.44B | -$357M | -9% | 0.87% | 106% | 941 | 74.18% | 0.3 |
|
| 1055 |
1055
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $3.44B | -$1.78B | -34% | 27.8% | 4.24% | 18 | 22.22% | 3 |
|
| 1056 |
SI
1056
Sprott Inc
Toronto,
Ontario, Canada
| $3.44B | +$475M | +16% | 16.7% | 203% | 259 | 21.24% | 3.2 |
|
| 1057 |
1057
Check Capital Management
Costa Mesa,
California
| $3.44B | -$853K | -0% | 6.42% | 66.6% | 50 | 2% | 6.2 |
|
| 1058 |
1058
Wedbush Securities
Los Angeles,
California
| $3.43B | +$1.73M | +0.1% | 1.34% | 99.9% | 1,305 | 12.72% | 4.6 |
|
| 1059 |
FFM
1059
Fisher Funds Management
Auckland,
New Zealand
| $3.41B | -$461M | -12% | 4.61% | – | 171 | 4.09% | 1.1 |
|
| 1060 |
1060
SigFig Wealth Management
San Francisco,
California
| $3.41B | +$56.1M | +2% | 0.47% | 49.3% | 148 | 13.51% | 4.1 |
|
| 1061 |
1061
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.41B | -$133M | -4% | 2.79% | 181% | 1,241 | 68.49% | 2.2 |
|
| 1062 |
1062
Marsico Capital Management
Denver,
Colorado
| $3.4B | -$189M | -5% | 1.72% | 288% | 85 | 35.29% | 2.9 |
|
| 1063 |
1063
Becker Capital Management
Portland,
Oregon
| $3.4B | -$93.1M | -3% | 0.72% | 89.2% | 311 | 7.4% | 5.2 |
|
| 1064 |
BG
1064
Bollard Group
Boston,
Massachusetts
| $3.39B | -$607M | -15% | 9.49% | 64.4% | 326 | 17.18% | 7 |
|
| 1065 |
1065
Oberweis Asset Management
Lisle,
Illinois
| $3.39B | +$651M | +24% | 24% | 485% | 200 | 20.5% | 2 |
|
| 1066 |
DFO
1066
Duquesne Family Office
New York
| $3.38B | -$1.12B | -25% | 2.6% | 345% | 93 | 58.06% | 0.6 |
|
| 1067 |
1067
Valley Forge Capital Management
Miami,
Florida
| $3.38B | -$1.04B | -23% | 18.3% | 49% | 9 | 22.22% | 8.1 |
|
| 1068 |
1068
E Fund Management
Guangzhou,
China
| $3.37B | – | – | 12.6% | – | 489 | – | 2.3 |
|
| 1069 |
1069
CapitalatWork SA
Auderghem,
| $3.36B | +$81.8M | +2% | 7.81% | – | 92 | 8.7% | 1.7 |
|
| 1070 |
1070
Foster Group
West Des Moines,
Iowa
| $3.36B | +$52M | +2% | 0.13% | 54.4% | 319 | 16.93% | 2.7 |
|
| 1071 |
1071
Dana Investment Advisors
Waukesha,
Wisconsin
| $3.35B | -$82.7M | -2% | 0.1% | 117% | 583 | 10.12% | 3.5 |
|
| 1072 |
5NCM
1072
59 North Capital Management
Houston,
Texas
| $3.35B | +$140M | +4% | 1.26% | 81.4% | 19 | 42.11% | 1.5 |
|
| 1073 |
1073
Troy Asset Management
London,
United Kingdom
| $3.35B | -$528M | -14% | 7.43% | 53.9% | 31 | 6.45% | 5 |
|
| 1074 |
1074
Quadrant Capital Group
Cincinnati,
Ohio
| $3.34B | +$34.7M | +1% | 1.33% | 105% | 2,828 | 8.63% | 4.4 |
|
| 1075 |
1075
Banque de Luxembourg Investments (BLI)
Luxembourg City,
Luxembourg
| $3.34B | -$67.6M | -2% | 4.8% | – | 179 | 2.79% | 1 |
|