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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
Sessa Capital
New York
| $2.71B | -$584M | -18% | 9.7% | 147% | 36 | 30.56% | 1.3 |
|
| 1102 |
1102
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.71B | +$240M | +10% | 6.29% | 84.1% | 795 | 10.44% | 2.2 |
|
| 1103 |
1103
Wedbush Securities
Los Angeles,
California
| $2.7B | -$102M | -4% | 5.86% | 114% | 1,269 | 19.31% | 4.4 |
|
| 1104 |
1104
Impactive Capital
New York City,
New York
| $2.69B | +$119M | +5% | 5.09% | 25% | 12 | 33.33% | 2.1 |
|
| 1105 |
TCIM
1105
TOMS Capital Investment Management
New York
| $2.69B | +$22.6M | +0.8% | 10.2% | 203% | 39 | 71.79% | 0.3 |
|
| 1106 |
1106
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $2.69B | +$291M | +12% | 7.15% | 74.8% | 599 | 21.04% | 2.5 |
|
| 1107 |
1107
Portman Square Capital
London,
United Kingdom
| $2.69B | -$231M | -8% | 0.3% | 25.4% | 340 | 15.59% | 0.8 |
|
| 1108 |
1108
Foster Group
West Des Moines,
Iowa
| $2.68B | +$137M | +5% | 5.84% | 54.4% | 211 | 10.9% | 2.4 |
|
| 1109 |
1109
Cambridge Associates
Boston,
Massachusetts
| $2.67B | +$492M | +23% | 5.67% | 50.1% | 67 | 29.85% | 3.3 |
|
| 1110 |
1110
Caxton Associates (New York)
New York
| $2.67B | -$255M | -9% | 11.5% | 73.9% | 673 | 54.83% | 0.5 |
|
| 1111 |
1111
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.67B | +$236M | +10% | 10.2% | 63.4% | 480 | 12.71% | 5.5 |
|
| 1112 |
1112
GLOBALT Investments
Atlanta,
Georgia
| $2.67B | +$166M | +7% | 6.13% | – | 215 | 11.63% | 0.7 |
|
| 1113 |
1113
Johns Hopkins University
Baltimore,
Maryland
| $2.67B | +$164M | +7% | 5.4% | 30.6% | 19 | 42.11% | 1.3 |
|
| 1114 |
1114
Old Republic International (ORI)
Chicago,
Illinois
| $2.67B | +$211M | +9% | 9.55% | 50.5% | 54 | 0% | 8.6 |
|
| 1115 |
1115
Farther Finance Advisors
San Francisco,
California
| $2.67B | +$602M | +29% | 5.94% | 81.5% | 4,185 | 12.93% | 1.2 |
|
| 1116 |
1116
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $2.66B | +$154M | +6% | 11.7% | 96.2% | 589 | 64.01% | 0.3 |
|
| 1117 |
1117
Brighton Jones LLC
Seattle,
Washington
| $2.66B | -$368M | -12% | 3.91% | 97.9% | 683 | 22.4% | 3.8 |
|
| 1118 |
1118
First Foundation Advisors
Irvine,
California
| $2.65B | +$37.8M | +1% | 4.04% | 70.4% | 451 | 25.72% | 4.8 |
|
| 1119 |
1119
Atairos Group
Bryn Mawr,
Pennsylvania
| $2.64B | -$197M | -7% | 6.05% | 27.9% | 4 | 0% | 3.8 |
|
| 1120 |
1120
Profund Advisors
Bethesda,
Maryland
| $2.64B | -$53.3M | -2% | 5.38% | 240% | 1,168 | 11.13% | 5.4 |
|
| 1121 |
1121
Tandem Investment Advisors
Charleston,
South Carolina
| $2.64B | +$126M | +5% | 10.7% | 10.4% | 93 | 21.51% | 3.8 |
|
| 1122 |
1122
Aspiriant LLC
Los Angeles,
California
| $2.64B | +$182M | +7% | 6.93% | 52.7% | 309 | 14.56% | 4.7 |
|
| 1123 |
1123
Braun Stacey Associates
New York
| $2.63B | +$54.5M | +2% | 7.44% | 247% | 129 | 20.93% | 4 |
|
| 1124 |
1124
Reinhart Partners
Mequon,
Wisconsin
| $2.63B | +$226M | +9% | 10.8% | 110% | 84 | 8.33% | 4.3 |
|
| 1125 |
1125
Giverny Capital
Montreal,
Quebec, Canada
| $2.63B | +$264M | +11% | 8.78% | 69.2% | 55 | 14.55% | 5 |
|