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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.4B | +$222M | +19% | 29.1% | 32.6% | 55 | 20% | 3.6 |
|
| 1152 |
1152
Vivo Capital
Palo Alto,
California
| $1.39B | +$291M | +26% | 35.4% | 7,491% | 63 | 30.16% | 0.2 |
|
| 1153 |
1153
Old Mission Capital
Chicago,
Illinois
| $1.39B | +$214M | +18% | 17.1% | 55.3% | 683 | 79.21% | 0.2 |
|
| 1154 |
1154
Integrated Wealth Concepts
Waltham,
Massachusetts
| $1.39B | +$307M | +28% | 14.2% | 69.4% | 528 | 25% | 1.2 |
|
| 1155 |
1155
SCHF (GPE)
Wilson,
Wyoming
| $1.39B | +$354M | +34% | 39.4% | – | 11 | 27.27% | 0.4 |
|
| 1156 |
1156
OneDigital Investment Advisors
Overland Park,
Kansas
| $1.39B | +$259M | +23% | 17.8% | 57.3% | 672 | 19.35% | 1.5 |
|
| 1157 |
1157
RNC Capital Management
Los Angeles,
California
| $1.39B | +$214M | +18% | 17.8% | 83% | 144 | 14.58% | 4.4 |
|
| 1158 |
1158
TDAM USA
Toronto,
Ontario, Canada
| $1.38B | +$188M | +16% | 18.7% | 104% | 235 | 5.53% | 5 |
|
| 1159 |
AAM
1159
AO Asset Management
New York
| $1.38B | +$180M | +15% | 40.2% | 127% | 51 | 27.45% | 1.3 |
|
| 1160 |
1160
Osterweis Capital Management
San Francisco,
California
| $1.38B | +$148M | +12% | 21.4% | 93.7% | 124 | 24.19% | 1.9 |
|
| 1161 |
1161
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $1.38B | +$189M | +16% | 21.7% | 81.9% | 167 | 19.16% | 3.9 |
|
| 1162 |
1162
Choate Investment Advisors
Boston,
Massachusetts
| $1.38B | +$125M | +10% | 15.6% | 70% | 250 | 11.2% | 4 |
|
| 1163 |
1163
Donaldson Capital Management
Evansville,
Indiana
| $1.38B | +$232M | +20% | 16.4% | 77.7% | 207 | 11.59% | 3.2 |
|
| 1164 |
1164
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1.38B | +$208M | +18% | 19.9% | 19.7% | 1,866 | 16.29% | 3.3 |
|
| 1165 |
1165
Capital Counsel
New York
| $1.38B | +$119M | +9% | 17.7% | 94.9% | 60 | 8.33% | 4.7 |
|
| 1166 |
1166
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $1.37B | +$194M | +16% | 24.7% | – | 986 | 15.62% | 0.5 |
|
| 1167 |
1167
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.37B | +$167M | +14% | 18.1% | 75.9% | 208 | 29.81% | 2 |
|
| 1168 |
1168
River Global Investors
London,
United Kingdom
| $1.37B | +$275M | +25% | 25.9% | 49.7% | 146 | 21.23% | 2.2 |
|
| 1169 |
1169
Linscomb Wealth
Houston,
Texas
| $1.37B | +$235M | +21% | 18.8% | 75.2% | 407 | 31.2% | 4.2 |
|
| 1170 |
GC
1170
Gobi Capital
San Francisco,
California
| $1.37B | +$642M | +89% | 41.3% | 93.7% | 15 | 33.33% | 0.9 |
|
| 1171 |
1171
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.36B | +$222M | +19% | 18.1% | 80.1% | 142 | 11.27% | 5.2 |
|
| 1172 |
1172
EcoR1 Capital
San Francisco,
California
| $1.35B | +$397M | +41% | 43.7% | 310% | 72 | 61.11% | 0.6 |
|
| 1173 |
1173
NS Partners
London,
United Kingdom
| $1.35B | +$276M | +26% | 22.4% | 109% | 84 | 20.24% | 3.2 |
|
| 1174 |
1174
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.35B | +$323M | +31% | 17.1% | 58.2% | 465 | 21.51% | 2.5 |
|
| 1175 |
1175
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.35B | +$270M | +25% | 19.1% | – | 136 | 19.12% | 3.5 |
|