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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
NFJ Investment Group
Dallas,
Texas
| $2.91B | +$42.7M | +1% | 8.03% | 80.7% | 300 | 21.33% | 1.9 |
|
| 1177 |
1177
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| $2.91B | -$102M | -3% | 2.98% | – | 24 | 62.5% | 0.5 |
|
| 1178 |
1178
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.91B | -$197M | -6% | 2.12% | 2.43% | 11 | 0% | 5.4 |
|
| 1179 |
1179
SageView Advisory Group
Newport Beach,
California
| $2.9B | +$254M | +10% | 6.04% | 52.3% | 666 | 11.11% | 1.3 |
|
| 1180 |
1180
Hennessy Advisors Inc
Novato,
California
| $2.9B | -$102M | -3% | 32.8% | 206% | 368 | 31.25% | 4 |
|
| 1181 |
1181
Silvant Capital Management
Atlanta,
Georgia
| $2.88B | +$240M | +9% | 10% | 168% | 313 | 3.51% | 5.4 |
|
| 1182 |
RPGK
1182
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $2.88B | +$529M | +23% | 5.54% | 54.7% | 416 | 29.09% | 2 |
|
| 1183 |
1183
Nantahala Capital Management
New Canaan,
Connecticut
| $2.88B | +$328M | +13% | 65.6% | 341% | 180 | 27.22% | 1.8 |
|
| 1184 |
1184
Covea Finance
Paris,
France
| $2.87B | +$177M | +7% | 7.11% | 129% | 126 | 8.73% | 2 |
|
| 1185 |
1185
Alpha Cubed Investments
Irvine,
California
| $2.87B | +$232M | +9% | 9.79% | 126% | 317 | 12.62% | 4.7 |
|
| 1186 |
1186
Fulton Bank
Lancaster,
Pennsylvania
| $2.86B | +$154M | +6% | 4.65% | 48.1% | 697 | 8.75% | 4.8 |
|
| 1187 |
1187
Sprott Inc
Toronto,
Ontario, Canada
| $2.86B | +$746M | +35% | 44.6% | 203% | 234 | 20.51% | 3.4 |
|
| 1188 |
1188
Larson Financial Group
St Louis,
Missouri
| $2.86B | +$362M | +14% | 8.49% | 81.2% | 3,693 | 18.77% | 2.1 |
|
| 1189 |
1189
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $2.84B | +$207M | +8% | 6.8% | 58.1% | 105 | 6.67% | 3.4 |
|
| 1190 |
1190
Encompass Capital Advisors
New York
| $2.84B | +$102M | +4% | 24.3% | 364% | 86 | 59.3% | 0.7 |
|
| 1191 |
1191
Sand Hill Global Advisors
Palo Alto,
California
| $2.84B | +$147M | +5% | 6.97% | 58.6% | 214 | 12.62% | 4.3 |
|
| 1192 |
1192
ZWJ Investment Counsel
Atlanta,
Georgia
| $2.83B | +$141M | +5% | 8.76% | 128% | 256 | 10.16% | 5 |
|
| 1193 |
1193
Ascent Group
Virginia Beach,
Virginia
| $2.83B | +$260M | +10% | 7.87% | 83.3% | 799 | 17.4% | 1.9 |
|
| 1194 |
1194
Argent Trust Co
Nashville,
Tennessee
| $2.82B | +$172M | +6% | 8.3% | 86.2% | 718 | 9.75% | 4.9 |
|
| 1195 |
1195
Cerberus Capital Management
New York
| $2.82B | -$566M | -17% | 18.3% | 22.4% | 6 | 16.67% | 2.5 |
|
| 1196 |
1196
James Hambro & Partners
London,
United Kingdom
| $2.81B | +$286M | +11% | 7.14% | 97% | 55 | 10.91% | 4.2 |
|
| 1197 |
1197
Tokio Marine Asset Management
Tokyo,
Japan
| $2.81B | +$199M | +8% | 9.28% | 129% | 549 | 4.74% | 5.2 |
|
| 1198 |
1198
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $2.81B | +$238M | +9% | 5.34% | 67.9% | 76 | 9.21% | 5.3 |
|
| 1199 |
DAM
1199
Davis Asset Management
Sausalito,
California
| $2.81B | +$241M | +9% | 8.27% | 97.3% | 33 | 12.12% | 5.6 |
|
| 1200 |
1200
Focus Financial Network
Minneapolis,
Minnesota
| $2.8B | +$271M | +11% | 8.48% | 106% | 770 | 12.73% | 2.8 |
|