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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
Clifford Swan Investment Counsel
Pasadena,
California
| $3B | +$171M | +6% | 8.22% | 73.2% | 328 | 6.4% | 7.9 |
|
| 1152 |
1152
SteelPeak Wealth
Woodland Hills,
California
| $3B | +$415M | +16% | 10.2% | 140% | 677 | 26% | 2 |
|
| 1153 |
1153
VestGen Advisors
Inverness,
Illinois
| $3B | +$493M | +20% | 8.85% | – | 723 | 23.93% | 0.4 |
|
| 1154 |
1154
Prana Capital Management
Greenwich,
Connecticut
| $3B | +$197M | +7% | 3.16% | 36.6% | 138 | 43.48% | 1 |
|
| 1155 |
1155
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $3B | +$353M | +13% | 9.04% | 105% | 453 | 29.58% | 1.2 |
|
| 1156 |
1156
American International Group
New York
| $2.99B | -$1.38B | -32% | 8.12% | 161% | 3 | 0% | 5.4 |
|
| 1157 |
1157
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.98B | -$54.6M | -2% | 2.37% | 87.8% | 133 | 9.02% | 5.2 |
|
| 1158 |
1158
Diversify Advisory Services
Sandy,
Utah
| $2.98B | +$365M | +14% | 10.6% | – | 925 | 16.54% | 0.9 |
|
| 1159 |
1159
Glazer Capital LLC
New York
| $2.98B | +$183M | +7% | 19.3% | 323% | 386 | 57.25% | 0.3 |
|
| 1160 |
1160
Chilton Capital Management
Houston,
Texas
| $2.98B | +$237M | +9% | 7.84% | 95.3% | 615 | 21.95% | 3.4 |
|
| 1161 |
1161
AlphaCore Capital
La Jolla,
California
| $2.97B | +$344M | +13% | 7.22% | 85.9% | 1,136 | 12.06% | 0.8 |
|
| 1162 |
1162
Paulson & Co
New York
| $2.97B | +$958M | +48% | 49.1% | 251% | 15 | 33.33% | 7.1 |
|
| 1163 |
1163
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.97B | +$179M | +6% | 9.83% | 165% | 111 | 28.83% | 3.2 |
|
| 1164 |
1164
Darlington Partners Capital Management
Greenbrae,
California
| $2.96B | -$179M | -6% | 1.94% | 18.1% | 14 | 0% | 2.4 |
|
| 1165 |
1165
Giverny Capital
Montreal,
Quebec, Canada
| $2.95B | +$35.3M | +1% | 7.36% | 69.2% | 56 | 8.93% | 5.3 |
|
| 1166 |
1166
Daymark Wealth Partners
Cincinnati,
Ohio
| $2.95B | +$317M | +12% | 8.64% | 96.4% | 622 | 13.5% | 1.7 |
|
| 1167 |
1167
Mackay Shields LLC
New York
| $2.94B | -$182M | -6% | 0.76% | 8.26% | 144 | 7.64% | 2.6 |
|
| 1168 |
1168
Spire Wealth Management
Mclean,
Virginia
| $2.94B | +$154M | +6% | 8.92% | 101% | 2,514 | 11.77% | 2.9 |
|
| 1169 |
1169
Tandem Investment Advisors
Charleston,
South Carolina
| $2.93B | +$73.6M | +3% | 2.18% | 10.4% | 81 | 18.52% | 4.1 |
|
| 1170 |
1170
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $2.93B | +$71M | +2% | 8.5% | 92.8% | 42 | 0% | 3.4 |
|
| 1171 |
1171
BIT Capital
Berlin,
Germany
| $2.92B | +$1.19B | +68% | 52.7% | 1,162% | 128 | 42.19% | 1 |
|
| 1172 |
1172
Level Four Advisory Services
Dallas,
Texas
| $2.92B | +$207M | +8% | 8.24% | 92.2% | 838 | 10.74% | 3.7 |
|
| 1173 |
1173
First National Trust
Hermitage,
Pennsylvania
| $2.92B | +$245M | +9% | 8.19% | 82.9% | 418 | 9.57% | 6.6 |
|
| 1174 |
1174
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $2.91B | +$327M | +13% | 9.39% | 91.5% | 342 | 10.82% | 3.1 |
|
| 1175 |
1175
Venture Visionary Partners
Sylvania,
Ohio
| $2.91B | +$249M | +9% | 9.68% | 95.4% | 686 | 17.2% | 3.1 |
|