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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
OneDigital Investment Advisors
Overland Park,
Kansas
| $1.29B | +$608M | +89% | 3.12% | 57.3% | 1,331 | 20.81% | 1.1 |
|
| 1202 |
1202
Formuepleje A/S
Aarhus C,
Denmark
| $1.29B | +$164M | +15% | 3.99% | 92.1% | 95 | 28.42% | 1.7 |
|
| 1203 |
1203
Tuscan Ridge Asset Management
Chicago,
Illinois
| $1.29B | -$99.3M | -7% | 0.57% | – | 841 | 52.79% | 0.2 |
|
| 1204 |
1204
Penserra Capital Management
Orinda,
California
| $1.29B | +$36.5M | +3% | 5.93% | 208% | 894 | 31.77% | 0.8 |
|
| 1205 |
1205
Ossiam
Paris,
France
| $1.28B | +$72.9M | +6% | 6.08% | 155% | 503 | 51.69% | 0.2 |
|
| 1206 |
1206
Close Asset Management
London,
United Kingdom
| $1.28B | +$110M | +9% | 5.06% | 114% | 203 | 13.79% | 2.1 |
|
| 1207 |
1207
Chesley Taft & Associates
Chicago,
Illinois
| $1.28B | +$80.6M | +7% | 4.81% | 93.1% | 265 | 7.92% | 4.1 |
|
| 1208 |
1208
North Star Asset Management
Neenah,
Wisconsin
| $1.28B | +$45.8M | +4% | 3.99% | 62% | 304 | 6.25% | 4.1 |
|
| 1209 |
1209
Steelhead Partners
Seattle,
Washington
| $1.28B | +$221M | +21% | 0.17% | 0.4% | 48 | 8.33% | 1 |
|
| 1210 |
1210
NAYA Capital Management (UK)
London,
United Kingdom
| $1.28B | -$12.9M | -1% | 0.19% | 121% | 16 | 31.25% | 1 |
|
| 1211 |
1211
Meag Munich Ergo
Munich,
Germany
| $1.28B | +$60.6M | +5% | 3.26% | 82.8% | 533 | 2.06% | 1.4 |
|
| 1212 |
1212
NextCapital Advisers
Chicago,
Illinois
| $1.28B | +$309M | +32% | 2.12% | 6.89% | 15 | 0% | 0.8 |
|
| 1213 |
1213
Governors Lane
New York
| $1.28B | -$97.8M | -7% | 6.41% | 133% | 89 | 51.69% | 0.7 |
|
| 1214 |
1214
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $1.28B | -$31.1M | -2% | 5.42% | 181% | 374 | 55.35% | 0.3 |
|
| 1215 |
1215
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.27B | +$60.7M | +5% | 3.17% | 128% | 161 | 10.56% | 3.8 |
|
| 1216 |
1216
Bridger Management
New York
| $1.27B | +$10.6M | +0.8% | 0.86% | 103% | 39 | 35.9% | 2.3 |
|
| 1217 |
1217
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $1.27B | +$65.5M | +5% | 3.93% | 69.3% | 420 | 31.19% | 2.5 |
|
| 1218 |
ACM
1218
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.27B | -$146M | -10% | 6.04% | 70.7% | 11 | 0% | 3.3 |
|
| 1219 |
1219
Rubric Capital Management (New York)
New York
| $1.27B | +$199M | +19% | 6.82% | 251% | 79 | 55.7% | 0.5 |
|
| 1220 |
1220
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1.27B | +$32.9M | +3% | 1.9% | 58.1% | 80 | 51.25% | 2.1 |
|
| 1221 |
1221
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $1.27B | +$146M | +13% | 3.33% | 55.6% | 138 | 31.88% | 1.2 |
|
| 1222 |
DAM
1222
Davis Asset Management
Sausalito,
California
| $1.26B | +$90.7M | +8% | 5.95% | 97.3% | 33 | 0% | 3.3 |
|
| 1223 |
1223
Northeast Investment Management
Boston,
Massachusetts
| $1.26B | +$68.9M | +6% | 5.27% | 93.4% | 181 | 12.15% | 4.1 |
|
| 1224 |
1224
Landscape Capital Management
Englewood,
New Jersey
| $1.25B | +$199M | +19% | 3.87% | 92.5% | 796 | 38.57% | 0.9 |
|
| 1225 |
1225
Sandy Spring Bank
Olney,
Maryland
| $1.24B | +$64.7M | +5% | 3.75% | 31.4% | 864 | 15.39% | 3.5 |
|