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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 |
MIHAS
1126
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $2.86B | +$88.9M | +3% | 7.28% | 92.8% | 45 | 6.67% | 3.1 |
|
| 1127 |
TIA
1127
Tandem Investment Advisors
Charleston,
South Carolina
| $2.86B | -$10.5M | -0.4% | 2.81% | 10.4% | 73 | 12.33% | 4.7 |
|
| 1128 |
1128
Cooperman Leon G
| $2.85B | +$326M | +13% | 16.5% | 147% | 44 | 15.91% | 3.2 |
|
| 1129 |
1129
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.84B | +$139M | +5% | 8.64% | 58% | 517 | 9.86% | 3.9 |
|
| 1130 |
1130
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $2.84B | +$222M | +8% | 8.62% | 77.5% | 899 | 19.91% | 2.3 |
|
| 1131 |
1131
Cevian Capital II
St. Helier,
Jersey
| $2.83B | +$455M | +19% | 13.3% | 105% | 3 | 0% | 3.5 |
|
| 1132 |
1132
Clifford Swan Investment Counsel
Pasadena,
California
| $2.83B | +$129M | +5% | 7.03% | 73.2% | 321 | 6.23% | 8 |
|
| 1133 |
1133
Guardian Capital (Canada)
Toronto,
Ontario, Canada
| $2.83B | +$288M | +11% | 12.3% | 77.5% | 158 | 5.7% | 5.3 |
|
| 1134 |
1134
Cartenna Capital
Stamford,
Connecticut
| $2.83B | +$1.18B | +72% | 18% | 162% | 60 | 75% | 0.3 |
|
| 1135 |
1135
Washington Trust
Westerly,
Rhode Island
| $2.83B | +$220M | +8% | 12.4% | 90.7% | 765 | 66.54% | 7.5 |
|
| 1136 |
1136
Gulf International Bank (UK)
London,
United Kingdom
| $2.83B | -$74.8M | -3% | 15% | 135% | 628 | 4.94% | 9 |
|
| 1137 |
1137
Ingalls & Snyder LLC
New York
| $2.82B | -$222M | -7% | 1.71% | 217% | 488 | 11.48% | 5.6 |
|
| 1138 |
OPAM
1138
Ocean Park Asset Management
Santa Monica,
California
| $2.82B | $0 | 0% | 1.91% | 18.9% | 77 | 0% | 1 |
|
| 1139 |
SAI
1139
Systematic Alpha Investments
Princeton,
New Jersey
| $2.82B | +$198M | +8% | 9.73% | 117% | 233 | 6.01% | 3.3 |
|
| 1140 |
1140
Prana Capital Management
Greenwich,
Connecticut
| $2.8B | +$335M | +14% | 4.54% | 36.6% | 135 | 50.37% | 0.9 |
|
| 1141 |
YC
1141
Yarbrough Capital
Franklin,
Tennessee
| $2.8B | +$475M | +20% | 21.9% | 154% | 207 | 31.88% | 2.2 |
|
| 1142 |
5NCM
1142
59 North Capital Management
Houston,
Texas
| $2.8B | +$24.4M | +0.9% | 17.9% | 81.4% | 17 | 35.29% | 1.3 |
|
| 1143 |
1143
BVF Inc
San Francisco,
California
| $2.8B | +$346M | +14% | 19.1% | 592% | 52 | 17.31% | 3.4 |
|
| 1144 |
1144
Bragg Financial Advisors
Charlotte,
North Carolina
| $2.8B | +$368M | +15% | 10.8% | 101% | 350 | 8.29% | 6.8 |
|
| 1145 |
1145
Glazer Capital LLC
New York
| $2.8B | +$635M | +29% | 14.2% | 323% | 313 | 61.34% | 0.3 |
|
| 1146 |
1146
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.79B | +$279M | +11% | 15.5% | 150% | 112 | 26.79% | 3.1 |
|
| 1147 |
1147
Voyager Global Management
New York
| $2.79B | +$542M | +24% | 19.4% | 56.1% | 14 | 42.86% | 2 |
|
| 1148 |
1148
Addenda Capital
Montreal,
Quebec, Canada
| $2.79B | +$81.8M | +3% | 12.3% | 100% | 126 | 7.14% | 6.6 |
|
| 1149 |
1149
Spire Wealth Management
Mclean,
Virginia
| $2.78B | -$340M | -11% | 11.7% | 101% | 2,613 | 14.81% | 2.8 |
|
| 1150 |
1150
Quadrant Capital Group
Cincinnati,
Ohio
| $2.78B | +$85.8M | +3% | 11.8% | 105% | 2,744 | 51.35% | 7.9 |
|