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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $1.27B | +$64.5M | +5% | 3.55% | 55.6% | 141 | 19.86% | 1.4 |
|
| 1252 |
1252
OneDigital Investment Advisors
Overland Park,
Kansas
| $1.27B | +$155M | +14% | 7.56% | 57.3% | 644 | 18.32% | 1.3 |
|
| 1253 |
PAIM
1253
Punch & Associates Investment Management
Edina,
Minnesota
| $1.27B | +$65.9M | +5% | 7.68% | 97.5% | 244 | 16.8% | 2.9 |
|
| 1254 |
RP
1254
Regal Partners
Sydney, NSW,
Australia
| $1.27B | +$98.7M | +8% | 6.66% | 146% | 10 | 0% | 3.2 |
|
| 1255 |
ST
1255
Sabal Trust
St. Petersburg,
Florida
| $1.26B | +$20.3M | +2% | 4.34% | 18.4% | 158 | 12.66% | 3.6 |
|
| 1256 |
1256
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $1.26B | +$114M | +10% | 5% | 45.9% | 156 | 13.46% | 2.7 |
|
| 1257 |
CFA
1257
Carroll Financial Associates
Charlotte,
North Carolina
| $1.26B | +$114M | +10% | 6.77% | 79.9% | 1,801 | 12.1% | 3 |
|
| 1258 |
1258
Chilton Capital Management
Houston,
Texas
| $1.26B | +$42.3M | +3% | 6.54% | 95.3% | 199 | 9.55% | 3.5 |
|
| 1259 |
NP
1259
NS Partners
London,
United Kingdom
| $1.26B | +$147M | +13% | 9.88% | 109% | 86 | 10.47% | 2.9 |
|
| 1260 |
HCM
1260
HMI Capital Management
San Francisco,
California
| $1.25B | +$448M | +56% | 11.9% | 5.95% | 10 | 40% | 1.3 |
|
| 1261 |
1261
Montag & Associates
Atlanta,
Georgia
| $1.25B | +$102M | +9% | 7.39% | 82.9% | 319 | 8.78% | 3.9 |
|
| 1262 |
1262
Bain Capital Investors
Boston,
Massachusetts
| $1.25B | -$364M | -23% | 32.5% | 91.1% | 7 | 28.57% | 4.9 |
|
| 1263 |
WAM
1263
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.25B | -$282M | -18% | 0.04% | 0% | 45 | 0% | 1.5 |
|
| 1264 |
SL
1264
Summitry LLC
Foster City,
California
| $1.24B | -$24M | -2% | 8.51% | 68.1% | 85 | 7.06% | 4.3 |
|
| 1265 |
1265
Bracebridge Capital LLC
Boston,
Massachusetts
| $1.24B | – | – | 2.24% | 156% | 15 | – | 0 |
|
| 1266 |
SC
1266
SRB Corp
Boston,
Massachusetts
| $1.24B | +$98.7M | +9% | 8.48% | 87.3% | 172 | 22.67% | 1.5 |
|
| 1267 |
CGM
1267
Capital Growth Management
Boston,
Massachusetts
| $1.24B | -$68.8M | -5% | 13% | 422% | 73 | 72.6% | 0.4 |
|
| 1268 |
TC
1268
TownSquare Capital
Provo,
Utah
| $1.23B | +$22.9M | +2% | 6.96% | 96.9% | 511 | 14.48% | 0.8 |
|
| 1269 |
EC
1269
EMS Capital
New York
| $1.23B | -$22.1M | -2% | 13.4% | 228% | 33 | 27.27% | 2 |
|
| 1270 |
1270
First National Trust
Hermitage,
Pennsylvania
| $1.23B | +$117M | +11% | 7.31% | 82.9% | 325 | 7.69% | 4.2 |
|
| 1271 |
DVI
1271
Deccan Value Investors
Greenwich,
Connecticut
| $1.23B | +$79M | +7% | 17.6% | 66.5% | 6 | 0% | 2.3 |
|
| 1272 |
AG
1272
Alibaba Group
Causeway Bay,
Hong Kong
| $1.23B | +$94.4M | +8% | 8.1% | 2.06% | 7 | 14.29% | 2.2 |
|
| 1273 |
NONA
1273
Ninety One North America
New York
| $1.23B | +$120M | +11% | 12.8% | 70.6% | 113 | 23.01% | 1.9 |
|
| 1274 |
BOS
1274
Bingham Osborn & Scarborough
San Francisco,
California
| $1.23B | +$101M | +9% | 8.85% | 51.7% | 167 | 8.98% | 3.8 |
|
| 1275 |
AI
1275
Atom Investors
Austin,
Texas
| $1.22B | -$242M | -17% | 15.7% | 83.4% | 356 | 57.3% | 0.4 |
|