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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 |
NONA
1251
Ninety One North America
New York
| $1.73B | +$101M | +6% | 6% | 70.6% | 112 | 10.71% | 2 |
|
| 1252 |
1252
First Horizon Advisors
Memphis,
Tennessee
| $1.73B | +$241M | +16% | 7.8% | 55.2% | 2,101 | 28.42% | 2.8 |
|
| 1253 |
KWILP
1253
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.73B | +$30.5M | +2% | 6.43% | 28.5% | 295 | 42.71% | 1 |
|
| 1254 |
NP
1254
NS Partners
London,
United Kingdom
| $1.73B | +$14.5M | +0.8% | 2.24% | 109% | 74 | 6.76% | 3.7 |
|
| 1255 |
1255
Walleye Capital
New York
| $1.73B | +$229M | +15% | 7.88% | 129% | 1,617 | 72.29% | 0.2 |
|
| 1256 |
1256
Mission Wealth Management
Santa Barbara,
California
| $1.72B | +$125M | +8% | 5.12% | 92.1% | 459 | 14.38% | 2.4 |
|
| 1257 |
1257
MUFG Securities (Canada)
New York
| $1.72B | +$1B | +140% | 12.6% | – | 44 | 0% | 0.3 |
|
| 1258 |
1258
Hennessy Advisors Inc
Novato,
California
| $1.72B | +$162M | +10% | 19% | 206% | 354 | 50.85% | 2.6 |
|
| 1259 |
ABTD
1259
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.72B | +$109M | +7% | 8.13% | – | 160 | 19.38% | 3.2 |
|
| 1260 |
CCA
1260
Castle Creek Arbitrage
Avon,
Colorado
| $1.72B | +$74.2M | +5% | 2.53% | 17.2% | 651 | 71.89% | 0.2 |
|
| 1261 |
1261
Rubric Capital Management (New York)
New York
| $1.71B | +$351M | +26% | 20.3% | 251% | 83 | 50.6% | 0.7 |
|
| 1262 |
1262
Coldstream Capital Management
Bellevue,
Washington
| $1.71B | +$49.9M | +3% | 6% | 71% | 469 | 18.98% | 2.3 |
|
| 1263 |
BPIH
1263
Broad Peak Investment Holdings
Singapore
| $1.7B | +$29.5M | +2% | 5.32% | 52.2% | 20 | 25% | 1.2 |
|
| 1264 |
CCMIC
1264
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.7B | +$56.5M | +3% | 13.9% | 85.6% | 89 | 24.72% | 2.8 |
|
| 1265 |
1265
Locust Wood Capital Advisers
New York
| $1.7B | -$56.6M | -3% | 7.09% | 111% | 62 | 43.55% | 2.1 |
|
| 1266 |
AFIMH
1266
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $1.69B | +$116M | +7% | 0.8% | 2.63% | 12 | 25% | 0.7 |
|
| 1267 |
NIM
1267
Northeast Investment Management
Boston,
Massachusetts
| $1.69B | +$48.8M | +3% | 4.07% | 93.4% | 194 | 7.73% | 4.6 |
|
| 1268 |
OA
1268
Oak Associates
Akron,
Ohio
| $1.69B | +$36.1M | +2% | 8.55% | 152% | 141 | 7.09% | 4.2 |
|
| 1269 |
1269
Brighton Jones LLC
Seattle,
Washington
| $1.69B | +$69.5M | +4% | 2.8% | 97.9% | 452 | 17.48% | 2.4 |
|
| 1270 |
1270
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $1.69B | +$223M | +15% | 6.63% | 58% | 445 | 22.47% | 2 |
|
| 1271 |
1271
Independent Advisor Alliance
Charlotte,
North Carolina
| $1.69B | +$213M | +14% | 6.79% | 135% | 668 | 25% | 1.8 |
|
| 1272 |
1272
Prospera Financial Services
Dallas,
Texas
| $1.69B | +$234M | +16% | 6.17% | 97.4% | 789 | 21.17% | 1.7 |
|
| 1273 |
1273
Leonteq Securities AG
Zurich,
Switzerland
| $1.68B | -$185M | -10% | 5.55% | 74.7% | 1,157 | 32.76% | 0.2 |
|
| 1274 |
SC
1274
Shellback Capital
Boston,
Massachusetts
| $1.68B | +$433M | +35% | 18.4% | 198% | 134 | 44.03% | 0.7 |
|
| 1275 |
1275
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.68B | +$58.2M | +4% | 6.28% | 58.2% | 562 | 14.77% | 2.5 |
|