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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
Donaldson Capital Management
Evansville,
Indiana
| $2.2B | -$79.1M | -3% | 1.05% | 77.7% | 273 | 12.82% | 3.8 |
|
| 1152 |
PGP
1152
Prescott General Partners
Boca Raton,
Florida
| $2.19B | -$728M | -25% | 23.2% | 76.8% | 15 | 20% | 4.8 |
|
| 1153 |
1153
J. Goldman & Co
New York
| $2.19B | +$379M | +21% | 5.98% | 106% | 516 | 65.5% | 0.4 |
|
| 1154 |
1154
Yiheng Capital Management
San Francisco,
California
| $2.19B | +$230M | +12% | 20.3% | 82% | 40 | 27.5% | 2 |
|
| 1155 |
1155
JHL Capital Group
Chicago,
Illinois
| $2.19B | +$285M | +15% | 26.2% | – | 1 | 0% | 1.3 |
|
| 1156 |
1156
Pure Financial Advisors
San Diego,
California
| $2.19B | +$168M | +8% | 3.73% | 47.2% | 237 | 17.3% | 2.2 |
|
| 1157 |
1157
Wedbush Securities
Los Angeles,
California
| $2.19B | -$136M | -6% | 3.42% | 114% | 1,245 | 17.67% | 3.2 |
|
| 1158 |
1158
Contrarius Investment Management
St. Helier,
Jersey
| $2.18B | +$380M | +21% | 36.6% | 112% | 64 | 29.69% | 1.8 |
|
| 1159 |
1159
Signature Estate & Investment Advisors
Los Angeles,
California
| $2.18B | -$48.5M | -2% | 3.92% | 84.4% | 176 | 14.77% | 3.1 |
|
| 1160 |
1160
Burney Company
Reston,
Virginia
| $2.18B | -$139M | -6% | 2.31% | 129% | 614 | 12.7% | 4.3 |
|
| 1161 |
1161
Seizert Capital Partners
Birmingham,
Michigan
| $2.18B | -$57.8M | -3% | 1.73% | 73.4% | 226 | 23.45% | 2.4 |
|
| 1162 |
1162
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.17B | -$140M | -6% | 4.27% | 117% | 366 | 16.67% | 2.6 |
|
| 1163 |
1163
Goldentree Asset Management
New York
| $2.17B | -$130M | -6% | 7.93% | 27.7% | 46 | 45.65% | 0.9 |
|
| 1164 |
1164
Sun Life Financial
Toronto,
Ontario, Canada
| $2.16B | -$530M | -20% | 4.21% | 65.7% | 95 | 7.37% | 3.7 |
|
| 1165 |
1165
Mission Wealth Management
Santa Barbara,
California
| $2.16B | -$58.8M | -3% | 5.51% | 92.1% | 573 | 12.91% | 2.7 |
|
| 1166 |
1166
Eastern Bank
Boston,
Massachusetts
| $2.16B | -$136M | -6% | 5.19% | 102% | 209 | 11.96% | 4.9 |
|
| 1167 |
1167
Brighton Jones LLC
Seattle,
Washington
| $2.15B | +$30.3M | +1% | 2.13% | 97.9% | 562 | 13.7% | 2.7 |
|
| 1168 |
1168
Diameter Capital Partners
New York
| $2.14B | +$467M | +28% | 0.53% | 378% | 194 | 81.44% | 0.3 |
|
| 1169 |
1169
Rokos Capital Management (UK)
London,
United Kingdom
| $2.14B | +$479M | +29% | 6.85% | 227% | 92 | 71.74% | 0.2 |
|
| 1170 |
1170
Fulton Bank
Lancaster,
Pennsylvania
| $2.14B | -$139M | -6% | 1.15% | 48.1% | 559 | 13.42% | 3.9 |
|
| 1171 |
1171
Trexquant Investment
Stamford,
Connecticut
| $2.13B | +$510M | +32% | 5.04% | 112% | 1,881 | 64.65% | 0.3 |
|
| 1172 |
1172
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $2.11B | -$83M | -4% | 11.6% | 96% | 123 | 14.63% | 2.7 |
|
| 1173 |
1173
Truepoint Inc
Cincinnati,
Ohio
| $2.11B | -$33.1M | -2% | 5.64% | 43.4% | 149 | 16.11% | 2.5 |
|
| 1174 |
1174
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $2.11B | +$287M | +16% | 3.14% | 135% | 466 | 26.18% | 0.2 |
|
| 1175 |
1175
Capital Counsel
New York
| $2.1B | -$256M | -11% | 7.98% | 94.9% | 60 | 15% | 5.5 |
|