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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
1226
First Foundation Advisors
Irvine,
California
| $2.71B | +$7.06M | +0.3% | 7.86% | 70.4% | 352 | 11.36% | 5.4 |
|
| 1227 |
1227
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.7B | -$58.1M | -2% | 4.08% | 45% | 48 | 12.5% | 4 |
|
| 1228 |
1228
CWA Asset Management Group
Naples,
Florida
| $2.7B | +$334M | +14% | 10.5% | – | 724 | 20.72% | 2.5 |
|
| 1229 |
ROIC
1229
Route One Investment Company
San Francisco,
California
| $2.7B | +$417M | +18% | 4.19% | 80.9% | 18 | 16.67% | 4.8 |
|
| 1230 |
1230
Main Management ETF Advisors
San Francisco,
California
| $2.7B | +$294M | +12% | 9.4% | 97.2% | 196 | 67.86% | 0.5 |
|
| 1231 |
1231
Old Republic International (ORI)
Chicago,
Illinois
| $2.7B | +$146M | +6% | 5.08% | 53.8% | 58 | 8.62% | 8.9 |
|
| 1232 |
1232
Wedmont Private Capital
West Chester,
Pennsylvania
| $2.69B | +$348M | +15% | 8.63% | 87.5% | 819 | 13.31% | 2 |
|
| 1233 |
1233
Vise Technologies
New York
| $2.69B | +$265M | +11% | 8.64% | – | 1,238 | 20.11% | 1.1 |
|
| 1234 |
HC
1234
Henshaw Capital
Woburn,
Massachusetts
| $2.68B | +$160M | +6% | 9.21% | 128% | 311 | 24.12% | 4.6 |
|
| 1235 |
1235
Allianz Investment Management US
Minneapolis,
Minnesota
| $2.68B | +$367M | +16% | 1.03% | 7.58% | 65 | 3.08% | 2.7 |
|
| 1236 |
1236
Winton Group
London,
United Kingdom
| $2.67B | +$714M | +37% | 10.9% | 128% | 1,096 | 62.77% | 0.9 |
|
| 1237 |
1237
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2.67B | +$216M | +9% | 9.94% | – | 872 | 15.6% | 3.3 |
|
| 1238 |
1238
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2.67B | +$443M | +20% | 8.34% | 58.1% | 1,103 | 38.71% | 3.2 |
|
| 1239 |
1239
Krilogy Financial
St. Louis,
Missouri
| $2.66B | +$920M | +53% | 7.37% | 79% | 871 | 71.87% | 1.1 |
|
| 1240 |
1240
Kedalion Capital Management
London,
United Kingdom
| $2.66B | +$97.2M | +4% | 9.02% | – | 5 | 40% | 0.2 |
|
| 1241 |
1241
Dark Forest Capital Management
San Juan,
Puerto Rico
| $2.66B | +$149M | +6% | 6.88% | 63% | 1,542 | 53.89% | 0.4 |
|
| 1242 |
1242
Avidian Wealth Enterprises
Houston,
Texas
| $2.66B | +$195M | +8% | 6.86% | 71.7% | 604 | 12.91% | 3 |
|
| 1243 |
1243
First Merchants Corp
Muncie,
Indiana
| $2.65B | +$67.7M | +3% | 4.16% | 55.6% | 384 | 6.25% | 4.5 |
|
| 1244 |
1244
Renaissance Group
Covington,
Kentucky
| $2.65B | +$84.3M | +3% | 9.87% | 115% | 257 | 15.18% | 3.2 |
|
| 1245 |
1245
Klingenstein Fields & Co
New York
| $2.65B | +$123M | +5% | 7.02% | 93.4% | 204 | 13.24% | 6.8 |
|
| 1246 |
1246
Saudi Central Bank
Riyadh,
Saudi Arabia
| $2.63B | +$180M | +7% | 8.86% | 140% | 58 | 13.79% | 0.4 |
|
| 1247 |
1247
ODDO BHF Asset Management
Paris,
France
| $2.63B | -$4.71M | -0.2% | 10.5% | – | 419 | 22.43% | 0.7 |
|
| 1248 |
1248
Leonard Green & Partners
Los Angeles,
California
| $2.63B | -$741M | -22% | 6.81% | 53.9% | 8 | 0% | 3.4 |
|
| 1249 |
1249
Howland Capital Management
Boston,
Massachusetts
| $2.62B | +$170M | +7% | 8.38% | 84.1% | 280 | 5% | 6.1 |
|
| 1250 |
1250
Belpointe Asset Management
Reno,
Nevada
| $2.62B | +$218M | +9% | 6.83% | 80.1% | 1,068 | 20.6% | 2.8 |
|