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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
BBVA USA
Birmingham,
Alabama
| $1.71B | -$88M | -5% | 0.3% | – | 1,043 | 7.57% | 0.2 |
|
| 1327 |
1327
Aspiriant LLC
Los Angeles,
California
| $1.7B | -$66.2M | -4% | 0.78% | 52.7% | 245 | 10.2% | 3.3 |
|
| 1328 |
1328
CreativeOne Wealth
Overland Park,
Kansas
| $1.7B | +$83M | +5% | 0.54% | 67.6% | 749 | 18.96% | 1 |
|
| 1329 |
1329
Metropolis Capital
Amersham,
United Kingdom
| $1.7B | +$112M | +7% | 0.09% | 61.7% | 15 | 6.67% | 2 |
|
| 1330 |
MA
1330
Mutual Advisors
Omaha,
Nebraska
| $1.69B | +$3.69M | +0.2% | 0.5% | 68.1% | 914 | 15.97% | 1.8 |
|
| 1331 |
1331
Sofinnova Investments
Menlo Park,
California
| $1.69B | -$46.5M | -3% | 3.52% | 450% | 89 | 46.07% | 0.9 |
|
| 1332 |
1332
Neumeier Poma Investment Counsel
Carmel,
California
| $1.68B | -$27M | -2% | 0.08% | 229% | 42 | 4.76% | 3.4 |
|
| 1333 |
1333
Glendon Capital Management
Santa Monica,
California
| $1.68B | +$136M | +9% | 5.19% | 142% | 24 | 8.33% | 2.4 |
|
| 1334 |
1334
NewEdge Wealth
Pittsburgh,
Pennsylvania
| $1.68B | +$371M | +28% | 0.96% | 98.9% | 302 | 15.23% | 0.5 |
|
| 1335 |
1335
Atika Capital Management
New York
| $1.68B | +$410M | +32% | 13.6% | 811% | 139 | 50.36% | 0.9 |
|
| 1336 |
1336
Giverny Capital
Montreal,
Quebec, Canada
| $1.68B | +$33.1M | +2% | 1.68% | 69.2% | 62 | 12.9% | 2.8 |
|
| 1337 |
1337
Hennessy Advisors Inc
Novato,
California
| $1.68B | -$126M | -7% | 2.06% | 206% | 278 | 5.76% | 3 |
|
| 1338 |
1338
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.68B | +$104M | +7% | 1.76% | 92.4% | 79 | 15.19% | 5.7 |
|
| 1339 |
1339
First National Trust
Hermitage,
Pennsylvania
| $1.67B | +$29.3M | +2% | 0.33% | 82.9% | 365 | 6.03% | 4.6 |
|
| 1340 |
1340
Security Benefit Life Insurance Company
Topeka,
Kansas
| $1.67B | +$382M | +30% | 15% | 60.6% | 221 | 48.42% | 0.2 |
|
| 1341 |
1341
City of London Investment Management
London,
United Kingdom
| $1.67B | -$243M | -13% | 7.62% | 102% | 142 | 22.54% | 2.5 |
|
| 1342 |
1342
Polaris Wealth Advisory Group
San Rafael,
California
| $1.67B | -$12.5M | -0.7% | 0.53% | 64% | 210 | 39.52% | 1.7 |
|
| 1343 |
1343
Maryland Capital Management
Towson,
Maryland
| $1.67B | +$13.6M | +0.8% | 1.88% | 44.5% | 269 | 14.13% | 3.6 |
|
| 1344 |
1344
Riverstone Holdings
New York
| $1.67B | -$793K | -0% | 2.27% | 89.8% | 7 | 14.29% | 2.2 |
|
| 1345 |
1345
Meritage Portfolio Management
Overland Park,
Kansas
| $1.67B | +$7.29M | +0.4% | 2.45% | 97.4% | 359 | 27.58% | 1.9 |
|
| 1346 |
ACM
1346
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.66B | +$41.8M | +3% | 6.04% | 70.7% | 11 | 0% | 4.3 |
|
| 1347 |
SC
1347
SRB Corp
Boston,
Massachusetts
| $1.66B | +$120M | +8% | 2.15% | 87.3% | 117 | 48.72% | 1.2 |
|
| 1348 |
1348
Knighthead Capital Management
New York
| $1.66B | +$213M | +15% | 7.82% | 74.1% | 16 | 43.75% | 0.7 |
|
| 1349 |
1349
Heartland Advisors
Milwaukee,
Wisconsin
| $1.66B | -$67.6M | -4% | 0.52% | 88.6% | 229 | 12.66% | 2.3 |
|
| 1350 |
1350
SSI Investment Management
Los Angeles,
California
| $1.66B | +$111M | +7% | 0.08% | 15.7% | 327 | 6.73% | 2.2 |
|