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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
ZF
1276
Zhang Financial
Portage,
Michigan
| $2.68B | +$220M | +9% | 2.55% | 67.9% | 348 | 11.78% | 3.8 |
|
| 1277 |
1277
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.68B | +$1.15B | +75% | 2.18% | 68.7% | 2,251 | 65.39% | 2.1 |
|
| 1278 |
1278
Saudi Central Bank
Riyadh,
Saudi Arabia
| $2.68B | +$45.2M | +2% | 4.55% | 140% | 55 | 1.82% | 0.7 |
|
| 1279 |
JFGIW
1279
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2.67B | +$6.61M | +0.2% | 2.54% | 58.1% | 1,129 | 24.45% | 3.8 |
|
| 1280 |
OBAM
1280
ODDO BHF Asset Management
Paris,
France
| $2.67B | +$41.3M | +2% | 4.53% | – | 438 | 53.65% | 0.7 |
|
| 1281 |
PHAM
1281
Pacific Heights Asset Management
San Francisco,
California
| $2.67B | +$411M | +18% | 4.67% | 181% | 79 | 0% | 9.2 |
|
| 1282 |
1282
Klingenstein Fields & Co
New York
| $2.67B | +$17.6M | +0.7% | 4.98% | 93.4% | 200 | 10.5% | 7 |
|
| 1283 |
1283
Harvest Fund Management
Beijing,
China
| $2.66B | +$299M | +13% | 4.97% | 327% | 692 | 20.38% | 2.3 |
|
| 1284 |
FFA
1284
First Foundation Advisors
Irvine,
California
| $2.65B | -$51.8M | -2% | 2.28% | 70.4% | 353 | 9.92% | 5.5 |
|
| 1285 |
HCC
1285
Hill City Capital
Boston,
Massachusetts
| $2.65B | +$284M | +12% | 9.57% | 194% | 24 | 12.5% | 2 |
|
| 1286 |
GIA
1286
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $2.65B | +$51.5M | +2% | 3.26% | 85.6% | 854 | 15.93% | 3 |
|
| 1287 |
CIAS
1287
CBIZ Investment Advisory Services
Independence,
Ohio
| $2.64B | +$90.4M | +4% | 1.29% | 48.7% | 799 | 20.78% | 1 |
|
| 1288 |
1288
Carrhae Capital
London,
United Kingdom
| $2.64B | +$946M | +56% | 3.66% | 159% | 38 | 36.84% | 0.8 |
|
| 1289 |
CM
1289
Cercano Management
Bellevue,
Washington
| $2.64B | +$32.7M | +1% | 3.61% | 101% | 170 | 25.29% | 1.1 |
|
| 1290 |
CCM
1290
Cerberus Capital Management
New York
| $2.64B | -$178M | -6% | 2.27% | 22.4% | 5 | 20% | 3.3 |
|
| 1291 |
1291
Smartleaf Asset Management
Boston,
Massachusetts
| $2.64B | +$1.02B | +63% | 2.9% | – | 3,564 | 17.79% | 1.3 |
|
| 1292 |
SAM
1292
Securian Asset Management
St Paul,
Minnesota
| $2.64B | -$1.14B | -30% | 3.2% | 104% | 945 | 3.49% | 8.9 |
|
| 1293 |
1293
Balentine LLC
Atlanta,
Georgia
| $2.64B | -$77.5M | -3% | 1.78% | 59.8% | 243 | 11.52% | 3.6 |
|
| 1294 |
FMI
1294
F/M Investments
Washington,
District of Columbia
| $2.63B | +$37.8M | +1% | 4.82% | 101% | 463 | 17.93% | 1.2 |
|
| 1295 |
1295
Aviso Financial
Toronto,
Ontario, Canada
| $2.63B | +$171M | +7% | 4.22% | – | 371 | 13.48% | 1.2 |
|
| 1296 |
WBG
1296
Wharton Business Group
Malvern,
Pennsylvania
| $2.63B | +$341M | +15% | 3.44% | 72.5% | 144 | 4.86% | 4.8 |
|
| 1297 |
HCM
1297
Howland Capital Management
Boston,
Massachusetts
| $2.63B | +$4.23M | +0.2% | 3.25% | 72% | 286 | 9.79% | 6.1 |
|
| 1298 |
1298
Canada Post Corporation Pension Plan
Toronto,
Canada
| $2.63B | +$368M | +16% | 4.72% | – | 503 | 3.58% | 0.5 |
|
| 1299 |
CC
1299
Capital Counsel
New York
| $2.62B | +$9.69M | +0.4% | 3.38% | 94.9% | 62 | 4.84% | 6.9 |
|
| 1300 |
1300
Heritage Wealth Advisors
Richmond,
Virginia
| $2.62B | +$334M | +15% | 3.91% | 65% | 638 | 10.97% | 4.7 |
|