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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
Seizert Capital Partners
Birmingham,
Michigan
| $1.82B | -$65.9M | -3% | 6.55% | 73.4% | 204 | 21.08% | 3 |
|
| 1202 |
1202
SigFig Wealth Management
San Francisco,
California
| $1.81B | -$200M | -10% | 4.53% | 49.3% | 116 | 25% | 2.9 |
|
| 1203 |
1203
Advisor Partners II
Walnut Creek,
California
| $1.81B | +$203M | +13% | 9.89% | – | 1,059 | 17.09% | 0.4 |
|
| 1204 |
SP
1204
Symmetry Partners
Glastonbury,
Connecticut
| $1.81B | +$123M | +7% | 3.38% | 58.5% | 569 | 8.96% | 2.5 |
|
| 1205 |
1205
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.81B | +$42M | +2% | 5.43% | 128% | 188 | 7.98% | 4.6 |
|
| 1206 |
1206
CloudAlpha Capital Management
Hong Kong
| $1.81B | +$1.02B | +129% | 47.4% | 2,704% | 45 | 84.44% | 0.2 |
|
| 1207 |
AM
1207
Ares Management
Los Angeles,
California
| $1.81B | -$220M | -11% | 3.22% | 2.02% | 41 | 9.76% | 2.1 |
|
| 1208 |
AIMU
1208
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.81B | +$708M | +64% | 3.95% | 7.58% | 30 | 13.33% | 2.1 |
|
| 1209 |
MPM
1209
MBB Public Markets
Chicago,
Illinois
| $1.81B | -$1.9B | -51% | 1.69% | 50.3% | 132 | 46.97% | 0.7 |
|
| 1210 |
1210
Alphabet Inc
Mountain View,
California
| $1.8B | +$81.7M | +5% | 20% | 327% | 52 | 7.69% | 2.1 |
|
| 1211 |
1211
Westwood Global Investments
Boston,
Massachusetts
| $1.8B | +$23.4M | +1% | 1.79% | 112% | 14 | 0% | 4.8 |
|
| 1212 |
RCW
1212
Rheos Capital Works
Tokyo,
Japan
| $1.8B | +$133M | +8% | 12% | 220% | 151 | 42.38% | 1.6 |
|
| 1213 |
1213
Heritage Wealth Advisors
Richmond,
Virginia
| $1.8B | +$68.5M | +4% | 4.19% | 65% | 616 | 12.18% | 3.4 |
|
| 1214 |
MCC
1214
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.79B | -$447M | -20% | 2.09% | 74.5% | 3,259 | 85.55% | 1.7 |
|
| 1215 |
SCA
1215
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $1.79B | +$115M | +7% | 7.75% | 81.9% | 185 | 14.05% | 5 |
|
| 1216 |
MRG
1216
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.79B | +$146M | +9% | 15.7% | 95% | 25 | 12% | 2.8 |
|
| 1217 |
PA
1217
Paralel Advisors
Denver,
Colorado
| $1.78B | +$84.3M | +5% | 1.64% | 75.4% | 83 | 2.41% | 0.5 |
|
| 1218 |
1218
Plancorp LLC
Saint Louis,
Missouri
| $1.78B | +$83.6M | +5% | 4.48% | 67.3% | 259 | 11.58% | 3.7 |
|
| 1219 |
NP
1219
NS Partners
London,
United Kingdom
| $1.78B | +$120M | +7% | 12.4% | 109% | 76 | 2.63% | 5.3 |
|
| 1220 |
ICM
1220
III Capital Management
Boca Raton,
Florida
| $1.78B | +$958M | +117% | 0.28% | 28.7% | 202 | 60.4% | 0.4 |
|
| 1221 |
1221
RNC Capital Management
Los Angeles,
California
| $1.77B | -$11.7M | -0.7% | 1.23% | 83% | 198 | 13.13% | 4.7 |
|
| 1222 |
BCPEMI
1222
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $1.77B | -$76.5M | -4% | 13.6% | 201% | 43 | 58.14% | 0.6 |
|
| 1223 |
ICM
1223
Invenomic Capital Management
Boston,
Massachusetts
| $1.77B | +$297M | +20% | 8.91% | 6.61% | 186 | 49.46% | 0.6 |
|
| 1224 |
LFCM
1224
Long Focus Capital Management
San Juan,
Puerto Rico
| $1.77B | +$318M | +22% | 4.7% | 120% | 124 | 16.13% | 0.9 |
|
| 1225 |
1225
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.77B | +$259M | +17% | 7.49% | 94.6% | 157 | 13.38% | 2.2 |
|