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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 |
1276
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.66B | -$131M | -5% | 0.46% | 103% | 317 | 8.52% | 3 |
|
| 1277 |
1277
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2.66B | -$144M | -5% | 2.79% | – | 939 | 19.28% | 3.3 |
|
| 1278 |
1278
Partners Capital Investment Group
Boston,
Massachusetts
| $2.65B | -$29.1M | -1% | 0.17% | 47.5% | 180 | 12.22% | 2.6 |
|
| 1279 |
1279
Meritage Group
San Francisco,
California
| $2.65B | -$566M | -18% | 19.9% | 22.1% | 15 | 46.67% | 1.4 |
|
| 1280 |
1280
Helikon Investments
London,
United Kingdom
| $2.65B | +$763M | +40% | 9.53% | 282% | 22 | 50% | 1.1 |
|
| 1281 |
1281
Cerberus Capital Management
New York
| $2.65B | +$7.08M | +0.3% | 0.84% | 22.4% | 14 | 71.43% | 1 |
|
| 1282 |
WBG
1282
Wharton Business Group
Malvern,
Pennsylvania
| $2.65B | +$17M | +0.6% | 0.13% | 72.5% | 147 | 8.16% | 5 |
|
| 1283 |
1283
Western Wealth Management
Golden,
Colorado
| $2.64B | +$472M | +22% | 1.55% | 82.6% | 995 | 20.4% | 3.1 |
|
| 1284 |
1284
NFJ Investment Group
Dallas,
Texas
| $2.64B | -$139M | -5% | 7.08% | 80.7% | 269 | 33.09% | 1.7 |
|
| 1285 |
1285
Advance Capital Management
Southfield,
Michigan
| $2.64B | +$280M | +12% | 2.23% | 54.4% | 191 | 11.52% | 2.4 |
|
| 1286 |
1286
Integrity Alliance
Urbandale,
Iowa
| $2.64B | -$107M | -4% | 1.06% | – | 860 | 20.81% | 0.7 |
|
| 1287 |
1287
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $2.63B | +$279M | +12% | 2.35% | 135% | 461 | 44.47% | 1.3 |
|
| 1288 |
1288
Amazon.com Inc
Seattle,
Washington
| $2.63B | -$890M | -25% | 24.5% | 32.2% | 6 | 16.67% | 3.1 |
|
| 1289 |
1289
Sofinnova Investments
Menlo Park,
California
| $2.63B | +$312M | +13% | 2.68% | 450% | 89 | 49.44% | 1.2 |
|
| 1290 |
1290
First Merchants Corp
Muncie,
Indiana
| $2.63B | -$71.4M | -3% | 0.7% | 55.6% | 377 | 6.63% | 5.1 |
|
| 1291 |
1291
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $2.63B | -$345M | -12% | 12.1% | 192% | 205 | 64.39% | 0.8 |
|
| 1292 |
1292
Paradigm Capital Management Inc
Albany,
New York
| $2.61B | +$238M | +10% | 15.7% | 237% | 116 | 3.45% | 8 |
|
| 1293 |
1293
Marathon Asset Management (UK)
London,
United Kingdom
| $2.61B | +$8.47M | +0.3% | 0.43% | 94.3% | 78 | 6.41% | 4.6 |
|
| 1294 |
1294
Capital Asset Advisory Services
Williamston,
Michigan
| $2.61B | +$118M | +5% | 0.63% | 56.8% | 326 | 19.63% | 4 |
|
| 1295 |
1295
RK Capital Management (Florida)
Weston,
Florida
| $2.6B | -$1.22B | -32% | 1.15% | – | 51 | 88.24% | 0.2 |
|
| 1296 |
1296
GM Advisory Group
Melville,
New York
| $2.6B | +$44.5M | +2% | 1% | 53.6% | 400 | 20.25% | 2.7 |
|
| 1297 |
1297
Portman Square Capital
London,
United Kingdom
| $2.6B | +$335M | +15% | 0.6% | 25.4% | 146 | 50.68% | 0.7 |
|
| 1298 |
1298
Bogart Wealth LLC
Mclean,
Virginia
| $2.6B | +$103M | +4% | 2.62% | 60.5% | 1,911 | 21.56% | 2.8 |
|
| 1299 |
1299
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $2.58B | +$165M | +7% | 0.28% | 64.5% | 379 | 5.8% | 2.8 |
|
| 1300 |
1300
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.58B | -$101M | -4% | 0.9% | 68.7% | 1,138 | 24.17% | 1.9 |
|