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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
Robertson Stephens Wealth Management
San Francisco,
California
| $2.82B | +$65M | +2% | 7.79% | 103% | 649 | 18.95% | 2.3 |
|
| 1102 |
1102
Tokio Marine Asset Management
Tokyo,
Japan
| $2.81B | +$534M | +23% | 4.05% | 129% | 590 | 7.63% | 4.4 |
|
| 1103 |
1103
General Atlantic
New York
| $2.81B | -$708M | -20% | 6.72% | 168% | 18 | 11.11% | 3.3 |
|
| 1104 |
1104
Advisory Alpha
Holland,
Michigan
| $2.81B | -$5.9M | -0.2% | 0.86% | 50.3% | 465 | 15.05% | 2.1 |
|
| 1105 |
PFM
1105
Premier Fund Managers
Guildford,
United Kingdom
| $2.81B | -$11.2M | -0.4% | 0.25% | 56.6% | 206 | 19.42% | 2.1 |
|
| 1106 |
1106
Wedbush Securities
Los Angeles,
California
| $2.81B | +$110M | +4% | 3.92% | 99.9% | 1,216 | 16.28% | 4.4 |
|
| 1107 |
PGH
1107
Partners Group Holding
Baar-Zug,
Switzerland
| $2.79B | +$1.24B | +80% | 17.4% | 23.3% | 45 | 11.11% | 5.3 |
|
| 1108 |
PSC
1108
Portman Square Capital
London,
United Kingdom
| $2.79B | +$106M | +4% | 1.02% | 25.4% | 322 | 28.57% | 1 |
|
| 1109 |
1109
Sessa Capital
New York
| $2.79B | +$76.4M | +3% | 2.88% | 147% | 35 | 31.43% | 1.5 |
|
| 1110 |
1110
Washington Trust
Westerly,
Rhode Island
| $2.79B | -$64.8M | -2% | 2.8% | 90.7% | 893 | 10.19% | 4.3 |
|
| 1111 |
1111
Matson Money Inc
Mason,
Ohio
| $2.79B | -$126M | -4% | 3.63% | 34.2% | 9 | 0% | 5 |
|
| 1112 |
1112
TCTC Holdings
Dallas,
Texas
| $2.78B | -$168M | -6% | 4.09% | 78.5% | 724 | 28.45% | 3.4 |
|
| 1113 |
1113
Clifford Swan Investment Counsel
Pasadena,
California
| $2.78B | -$40.9M | -1% | 0.74% | 73.2% | 315 | 4.13% | 8 |
|
| 1114 |
SIC
1114
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.78B | -$36.3M | -1% | 0.65% | 87.8% | 133 | 5.26% | 5.1 |
|
| 1115 |
1115
Avantax Planning Partners
Dubuque,
Iowa
| $2.77B | -$14.1M | -0.5% | 1.11% | 51% | 460 | 10% | 4.1 |
|
| 1116 |
1116
Private Management Group
Irvine,
California
| $2.77B | -$77.6M | -3% | 0.1% | 62.2% | 223 | 9.87% | 4.2 |
|
| 1117 |
1117
Aspiriant LLC
Los Angeles,
California
| $2.77B | +$134M | +5% | 1.34% | 47.1% | 311 | 13.5% | 4.9 |
|
| 1118 |
1118
MUFG Securities (Canada)
New York
| $2.77B | +$532M | +24% | 1.31% | – | 42 | 0% | 1 |
|
| 1119 |
1119
Ruffer LLP
London,
United Kingdom
| $2.77B | -$405M | -13% | 6.63% | 98% | 104 | 49.04% | 1.9 |
|
| 1120 |
1120
Farther Finance Advisors
San Francisco,
California
| $2.77B | +$100M | +4% | 0.63% | 81.5% | 4,242 | 10.77% | 1.4 |
|
| 1121 |
1121
SigFig Wealth Management
San Francisco,
California
| $2.76B | +$8.11M | +0.3% | 1.96% | 49.3% | 129 | 12.4% | 3.6 |
|
| 1122 |
PAI
1122
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.75B | +$82.9M | +3% | 4.31% | 63.4% | 475 | 12.42% | 5.8 |
|
| 1123 |
TCIM
1123
TOMS Capital Investment Management
New York
| $2.75B | +$58.3M | +2% | 3.26% | 203% | 32 | 75% | 0.4 |
|
| 1124 |
1124
Profund Advisors
Bethesda,
Maryland
| $2.74B | +$95.7M | +4% | 6.43% | 240% | 1,201 | 13.91% | 5.6 |
|
| 1125 |
1125
Quantbot Technologies
New York
| $2.74B | +$202M | +8% | 1.5% | 33.6% | 1,929 | 53.6% | 0.5 |
|