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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Motley Fool Wealth Management
Alexandria,
Virginia
| $2.09B | -$204M | -9% | 6.55% | 70.7% | 137 | 13.87% | 3.8 |
|
| 1177 |
1177
Linscomb Wealth
Houston,
Texas
| $2.09B | -$1.08M | -0.1% | 1.04% | 75.2% | 364 | 11.26% | 4.7 |
|
| 1178 |
1178
Sessa Capital
New York
| $2.09B | +$68.8M | +3% | 2.46% | 147% | 59 | 52.54% | 0.9 |
|
| 1179 |
1179
Basswood Capital Management
New York
| $2.09B | -$90M | -4% | 7.14% | 111% | 151 | 22.52% | 2.9 |
|
| 1180 |
MRG
1180
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $2.09B | -$353M | -14% | 12.9% | 95% | 26 | 3.85% | 1.8 |
|
| 1181 |
1181
SigFig Wealth Management
San Francisco,
California
| $2.08B | -$57.6M | -3% | 6.54% | 49.3% | 89 | 11.24% | 2.7 |
|
| 1182 |
1182
Nippon Life Insurance
Tokyo,
Japan
| $2.08B | +$36.1M | +2% | 1.87% | 26% | 3 | 0% | 8.8 |
|
| 1183 |
1183
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $2.08B | +$6.74M | +0.3% | 10.7% | 224% | 190 | 41.58% | 0.8 |
|
| 1184 |
1184
Rheos Capital Works
Tokyo,
Japan
| $2.08B | -$212M | -9% | 5.32% | 220% | 147 | 12.93% | 1.3 |
|
| 1185 |
1185
Independent Advisor Alliance
Charlotte,
North Carolina
| $2.08B | +$50.2M | +2% | 2.76% | 135% | 759 | 23.85% | 2.2 |
|
| 1186 |
1186
Forum Financial Management
Lombard,
Illinois
| $2.07B | +$129M | +7% | 2.84% | 56.7% | 698 | 18.48% | 0.2 |
|
| 1187 |
1187
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.07B | -$240M | -10% | 8.2% | 134% | 558 | 8.6% | 3.5 |
|
| 1188 |
1188
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $2.07B | +$81.5M | +4% | 5.29% | 58.1% | 133 | 36.84% | 1.4 |
|
| 1189 |
1189
Vanguard Personalized Indexing Management
Oakland,
California
| $2.07B | +$369M | +22% | 2.99% | 147% | 1,252 | 18.77% | 0.9 |
|
| 1190 |
1190
Reinhart Partners
Mequon,
Wisconsin
| $2.06B | -$19.1M | -0.9% | 0.18% | 110% | 85 | 10.59% | 3.3 |
|
| 1191 |
1191
Western Wealth Management
Golden,
Colorado
| $2.06B | +$1.05B | +103% | 3.21% | 82.6% | 855 | 34.5% | 1.4 |
|
| 1192 |
1192
P. Schoenfeld Asset Management (PSAM)
New York
| $2.06B | +$43.6M | +2% | 2.64% | 367% | 580 | 58.62% | 0.4 |
|
| 1193 |
1193
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $2.06B | -$88.6M | -4% | 7.28% | 85.6% | 111 | 45.05% | 2.9 |
|
| 1194 |
IP
1194
Interval Partners
New York
| $2.05B | -$286M | -12% | 5.61% | 106% | 346 | 54.05% | 0.6 |
|
| 1195 |
SAI
1195
Systematic Alpha Investments
Princeton,
New Jersey
| $2.05B | -$101M | -5% | 3.06% | 117% | 251 | 17.53% | 0.9 |
|
| 1196 |
1196
Meeder Asset Management
Dublin,
Ohio
| $2.05B | +$1.06B | +106% | 1.74% | 156% | 2,647 | 60.22% | 1.1 |
|
| 1197 |
DAM
1197
Davis Asset Management
Sausalito,
California
| $2.05B | -$68.4M | -3% | 3.85% | 97.3% | 35 | 11.43% | 3.8 |
|
| 1198 |
WM
1198
WS Management
Jacksonville,
Florida
| $2.04B | +$786M | +63% | 7.58% | 309% | 77 | 27.27% | 2.8 |
|
| 1199 |
1199
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $2.04B | -$183M | -8% | 10.3% | 79.2% | 37 | 24.32% | 2.6 |
|
| 1200 |
1200
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.04B | -$126M | -6% | 5.93% | 63.4% | 492 | 14.02% | 4.4 |
|