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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
MFWM
1076
Motley Fool Wealth Management
Alexandria,
Virginia
| $2.23B | -$22M | -1% | 0.03% | 70.7% | 121 | 4.96% | 3.7 |
|
| 1077 |
TCMV
1077
Technology Crossover Management VIII
Menlo Park,
California
| $2.22B | -$302M | -12% | 7.18% | 77.9% | 6 | 33.33% | 2.3 |
|
| 1078 |
PGEBT
1078
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $2.22B | -$410M | -16% | 2.34% | 15.7% | 31 | 6.45% | 1.1 |
|
| 1079 |
1079
Becker Capital Management
Portland,
Oregon
| $2.22B | +$196M | +10% | 10.1% | 89.2% | 200 | 13% | 3.7 |
|
| 1080 |
BCM
1080
Basswood Capital Management
New York
| $2.21B | +$602M | +37% | 23% | 111% | 139 | 44.6% | 2.5 |
|
| 1081 |
CAM
1081
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2.21B | +$437M | +25% | 9.37% | 69.1% | 146 | 26.03% | 2.4 |
|
| 1082 |
1082
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $2.21B | +$183M | +9% | 7.22% | 86% | 476 | 15.55% | 3.7 |
|
| 1083 |
BAM
1083
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $2.21B | -$319M | -13% | 14.5% | 39.2% | 13 | 38.46% | 0.5 |
|
| 1084 |
GAM
1084
Goldentree Asset Management
New York
| $2.21B | -$333M | -13% | 26.5% | 27.7% | 54 | 50% | 0.6 |
|
| 1085 |
1085
Klingenstein Fields & Co
New York
| $2.21B | +$6.03M | +0.3% | 4.71% | 93.4% | 200 | 12% | 5.3 |
|
| 1086 |
SMM
1086
Stadion Money Management
Watkinsville,
Georgia
| $2.21B | -$534M | -19% | 5.7% | 55.3% | 78 | 17.95% | 4.5 |
|
| 1087 |
EW
1087
Evoke Wealth
Los Angeles,
California
| $2.21B | +$729M | +49% | 3.26% | 65.2% | 1,232 | 18.34% | 1.1 |
|
| 1088 |
MAM
1088
Melqart Asset Management
London,
United Kingdom
| $2.21B | +$881M | +66% | 9.11% | 248% | 180 | 60% | 0.3 |
|
| 1089 |
YCM
1089
Yiheng Capital Management
San Francisco,
California
| $2.2B | +$35.3M | +2% | 12.4% | 82% | 31 | 29.03% | 2.4 |
|
| 1090 |
QCM
1090
Quadratic Capital Management
Greenwich,
Connecticut
| $2.2B | +$1.36B | +163% | 1.48% | 0.6% | 1 | 0% | 0.3 |
|
| 1091 |
BOI
1091
Bank of Italy
Rome,
Italy
| $2.19B | -$95.6M | -4% | 4.52% | 20.9% | 8 | 12.5% | 3.3 |
|
| 1092 |
1092
Private Management Group
Irvine,
California
| $2.19B | +$223M | +11% | 23.2% | 62.2% | 146 | 13.7% | 3.7 |
|
| 1093 |
1093
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $2.18B | +$455M | +26% | 15.1% | 75.9% | 188 | 16.49% | 2.2 |
|
| 1094 |
1094
Jasper Ridge Partners
Menlo Park,
California
| $2.17B | -$86.5M | -4% | 2.57% | 84.2% | 117 | 5.98% | 3 |
|
| 1095 |
PAG
1095
Pinnacle Advisory Group
Columbia,
Maryland
| $2.17B | +$520M | +31% | 4.87% | 45.8% | 262 | 35.88% | 2.1 |
|
| 1096 |
CK
1096
Cohen Klingenstein
New York
| $2.17B | +$166M | +8% | 5.42% | 99.1% | 239 | 1.26% | 5 |
|
| 1097 |
1097
Catterton Management Company
Greenwich,
Connecticut
| $2.17B | -$469M | -18% | 9.29% | 13.2% | 3 | 33.33% | 0.3 |
|
| 1098 |
1098
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.16B | +$148M | +7% | 11.1% | 117% | 348 | 24.14% | 2.2 |
|
| 1099 |
1099
Valeo Financial Advisors
Carmel,
Indiana
| $2.16B | +$217M | +11% | 6.78% | 82.7% | 2,279 | 29.84% | 1.7 |
|
| 1100 |
PR
1100
Payden & Rygel
Los Angeles,
California
| $2.15B | +$200M | +10% | 11.1% | 103% | 156 | 37.82% | 2.7 |
|