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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
Clifford Swan Investment Counsel
Pasadena,
California
| $3.01B | +$9.52M | +0.3% | 3.18% | 73.2% | 334 | 6.89% | 8 |
|
| 1177 |
1177
Adams Diversified Equity Fund
Baltimore,
Maryland
| $3.01B | +$38.6M | +1% | 4.55% | 150% | 105 | 26.67% | 3.5 |
|
| 1178 |
1178
Quantbot Technologies
New York
| $3.01B | -$669M | -18% | 0.62% | 33.6% | 2,282 | 53.46% | 0.5 |
|
| 1179 |
1179
Cartenna Capital
Stamford,
Connecticut
| $3.01B | -$526M | -15% | 6.36% | 162% | 74 | 82.43% | 0.1 |
|
| 1180 |
1180
Larson Financial Group
St Louis,
Missouri
| $3.01B | +$146M | +5% | 2.95% | 81.2% | 3,715 | 14.99% | 2.2 |
|
| 1181 |
1181
Cable Car Capital
San Francisco,
California
| $3.01B | +$2.77B | +1,188% | 2.22% | – | 140 | 62.14% | 0.4 |
|
| 1182 |
CA
1182
Cornerstone Advisors
Asheville,
North Carolina
| $3B | -$29.8M | -1% | 3.93% | 108% | 275 | 57.09% | 3.2 |
|
| 1183 |
1183
First National Trust
Hermitage,
Pennsylvania
| $3B | +$79.3M | +3% | 3.4% | 82.9% | 422 | 8.29% | 6.8 |
|
| 1184 |
1184
Giverny Capital
Montreal,
Quebec, Canada
| $3B | +$46.6M | +2% | 3.93% | 69.2% | 54 | 11.11% | 5.4 |
|
| 1185 |
1185
Lockheed Martin Investment Management
Bethesda,
Maryland
| $2.99B | +$279M | +10% | 3.63% | 94.6% | 119 | 15.13% | 3.7 |
|
| 1186 |
1186
Conning Inc
Hartford,
Connecticut
| $2.99B | -$21.5M | -0.7% | 1.28% | 57.5% | 364 | 8.79% | 8.3 |
|
| 1187 |
1187
Spire Wealth Management
Mclean,
Virginia
| $2.99B | +$47.8M | +2% | 3.59% | 101% | 2,506 | 14.33% | 3.1 |
|
| 1188 |
1188
Greenoaks Capital Partners
Orinda,
California
| $2.98B | -$84.8M | -3% | 0.93% | 311% | 10 | 20% | 1.9 |
|
| 1189 |
1189
BVF Inc
San Francisco,
California
| $2.97B | +$504M | +20% | 56.1% | 592% | 48 | 18.75% | 3.2 |
|
| 1190 |
1190
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $2.97B | -$2.69B | -48% | 11.5% | 192% | 247 | 64.78% | 0.8 |
|
| 1191 |
SI
1191
Sprott Inc
Toronto,
Ontario, Canada
| $2.96B | +$102M | +4% | 15.1% | 203% | 244 | 22.13% | 3.4 |
|
| 1192 |
SCM
1192
Silvant Capital Management
Atlanta,
Georgia
| $2.96B | +$77.2M | +3% | 3.43% | 168% | 318 | 4.72% | 5.6 |
|
| 1193 |
1193
SageView Advisory Group
Newport Beach,
California
| $2.96B | +$59.5M | +2% | 1.35% | 52.3% | 2,619 | 75.56% | 0.4 |
|
| 1194 |
BCF
1194
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.95B | +$44.4M | +2% | 0.22% | 2.43% | 12 | 8.33% | 5.1 |
|
| 1195 |
1195
Hosking Partners
London,
United Kingdom
| $2.94B | +$180M | +7% | 11.2% | 192% | 117 | 3.42% | 6.7 |
|
| 1196 |
1196
Vestal Point Capital
New York
| $2.94B | +$727M | +33% | 63.7% | – | 105 | 50.48% | 0.7 |
|
| 1197 |
1197
Krilogy Financial
St. Louis,
Missouri
| $2.94B | +$277M | +10% | 3.19% | 79% | 991 | 19.88% | 1.2 |
|
| 1198 |
1198
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $2.94B | +$92.3M | +3% | 2.24% | 58.1% | 112 | 11.61% | 3.3 |
|
| 1199 |
1199
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $2.93B | +$375M | +15% | 3.37% | – | 717 | 46.72% | 0.8 |
|
| 1200 |
1200
GTS Securities
Miami,
Florida
| $2.93B | +$328M | +13% | 0.98% | 104% | 1,932 | 56.88% | 0.6 |
|