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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
RFG Advisory
Birmingham,
Alabama
| $1.76B | +$29.1M | +2% | 5.22% | 52.3% | 643 | 17.42% | 2.1 |
|
| 1127 |
TIA
1127
Tandem Investment Advisors
Charleston,
South Carolina
| $1.76B | +$58.8M | +3% | 4.88% | 10.4% | 82 | 7.32% | 3.3 |
|
| 1128 |
BCV
1128
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $1.76B | -$177M | -9% | 5.96% | – | 1,324 | 9.21% | 2 |
|
| 1129 |
WAP
1129
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.75B | +$100M | +6% | 5.37% | 60.4% | 636 | 16.98% | 2.5 |
|
| 1130 |
1130
Eastern Bank
Boston,
Massachusetts
| $1.75B | -$128M | -7% | 4.99% | 102% | 199 | 6.03% | 5.2 |
|
| 1131 |
1131
Western Wealth Management
Golden,
Colorado
| $1.75B | +$4.28M | +0.2% | 4.65% | 82.6% | 859 | 14.55% | 1.8 |
|
| 1132 |
SIM
1132
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.74B | -$268M | -13% | 2.13% | 45.5% | 37 | 8.11% | 5.3 |
|
| 1133 |
1133
Himalaya Capital Management
Seattle,
Washington
| $1.74B | -$130M | -7% | 6.75% | 116% | 6 | 0% | 1.8 |
|
| 1134 |
SCA
1134
Salient Capital Advisors
Houston,
Texas
| $1.74B | -$110M | -6% | 3.54% | 57.3% | 92 | 64.13% | 3.6 |
|
| 1135 |
1135
Prime Capital Investment Advisors
Overland Park,
Kansas
| $1.74B | +$65.4M | +4% | 5.24% | 71.3% | 458 | 25.55% | 1.9 |
|
| 1136 |
MAM
1136
Meeder Asset Management
Dublin,
Ohio
| $1.73B | +$11.3M | +0.7% | 3.83% | 156% | 2,552 | 15.95% | 1.5 |
|
| 1137 |
1137
Choreo LLC
Rockford,
Illinois
| $1.73B | -$51.3M | -3% | 5.48% | 74.7% | 224 | 9.38% | 5.1 |
|
| 1138 |
1138
Chicago Capital
Chicago,
Illinois
| $1.73B | -$81.1M | -4% | 3.68% | 137% | 243 | 6.17% | 3.3 |
|
| 1139 |
PVI
1139
Pura Vida Investments
New York
| $1.73B | +$6.46M | +0.4% | 11.9% | 38.3% | 279 | 57.35% | 0.7 |
|
| 1140 |
1140
Voyager Global Management
New York
| $1.73B | +$165M | +11% | 1.69% | 56.1% | 12 | 16.67% | 0.6 |
|
| 1141 |
1141
Kestra Private Wealth Services
Austin,
Texas
| $1.73B | -$24.7M | -1% | 4.59% | 91.9% | 978 | 13.5% | 1.5 |
|
| 1142 |
1142
Perfromance Wealth Partners
Hinsdale,
Illinois
| $1.73B | -$52.3M | -3% | 2.47% | 106% | 176 | 12.5% | 0.7 |
|
| 1143 |
KP
1143
Kiltearn Partners
Edinburgh,
United Kingdom
| $1.73B | -$184M | -10% | 8.59% | 41% | 35 | 8.57% | 2.8 |
|
| 1144 |
RHJA
1144
Rice Hall James & Associates
San Diego,
California
| $1.72B | -$344M | -17% | 2.97% | 140% | 279 | 10.04% | 3.8 |
|
| 1145 |
1145
Hyperion Asset Management
Brisbane,
Australia
| $1.72B | +$10.7M | +0.6% | 2.09% | 138% | 27 | 3.7% | 2.8 |
|
| 1146 |
MP
1146
Mangrove Partners
Greenwich,
Connecticut
| $1.72B | -$315M | -15% | 11.9% | 185% | 611 | 53.85% | 0.4 |
|
| 1147 |
UH
1147
Unigestion Holding
Geneva,
Switzerland
| $1.72B | -$63.7M | -4% | 6.73% | 25% | 194 | 14.43% | 1.7 |
|
| 1148 |
1148
Pure Financial Advisors
San Diego,
California
| $1.72B | +$105M | +6% | 6.62% | 47.2% | 247 | 13.77% | 2.5 |
|
| 1149 |
SI
1149
Sofinnova Investments
Menlo Park,
California
| $1.72B | +$518M | +43% | 38.7% | 450% | 71 | 36.62% | 1.3 |
|
| 1150 |
AWS
1150
AJ Wealth Strategies
New York
| $1.72B | -$183M | -10% | 4.27% | 32.2% | 326 | 11.96% | 2.3 |
|