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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
Empire Life Investments
Toronto,
Ontario, Canada
| $1.46B | +$141M | +11% | 18.2% | 90.8% | 101 | 6.93% | 3.5 |
|
| 1327 |
1327
Global Retirement Partners
San Rafael,
California
| $1.46B | +$135M | +10% | 7.75% | – | 3,130 | 9.87% | 0.9 |
|
| 1328 |
1328
Chesley Taft & Associates
Chicago,
Illinois
| $1.45B | +$94M | +7% | 9.51% | 93.1% | 287 | 3.83% | 5.8 |
|
| 1329 |
1329
Eagle Global Advisors
Houston,
Texas
| $1.45B | +$120M | +9% | 9.06% | 105% | 234 | 15.81% | 4.6 |
|
| 1330 |
1330
Capital International
Los Angeles,
California
| $1.45B | +$16.4M | +1% | 11.6% | 147% | 164 | 9.76% | 3.5 |
|
| 1331 |
LFCM
1331
Long Focus Capital Management
San Juan,
Puerto Rico
| $1.45B | +$424M | +41% | 9.54% | 120% | 124 | 24.19% | 0.7 |
|
| 1332 |
1332
Palouse Capital Management
Spokane,
Washington
| $1.45B | +$1.27B | +722% | 11.5% | 67.8% | 87 | 18.39% | 2.8 |
|
| 1333 |
1333
Greenlight Capital
New York
| $1.44B | +$32.2M | +2% | 14.9% | 169% | 47 | 19.15% | 1.8 |
|
| 1334 |
1334
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.44B | -$87.9M | -6% | 4.34% | 70.7% | 151 | 25.17% | 3.9 |
|
| 1335 |
1335
Bogart Wealth LLC
Mclean,
Virginia
| $1.44B | +$238M | +20% | 11% | 60.5% | 1,246 | 24.88% | 2.1 |
|
| 1336 |
1336
Moors & Cabot
Boston,
Massachusetts
| $1.44B | +$123M | +9% | 12% | 124% | 904 | 15.27% | 3.9 |
|
| 1337 |
1337
LMCG Investments
Boston,
Massachusetts
| $1.43B | +$65.7M | +5% | 11.1% | 135% | 331 | 13.9% | 5 |
|
| 1338 |
1338
Edge Capital Group
Atlanta,
Georgia
| $1.43B | +$216M | +18% | 11.9% | 27.7% | 416 | 23.08% | 2 |
|
| 1339 |
1339
WealthPLAN Partners
Omaha,
Nebraska
| $1.43B | – | – | 7.81% | 71.6% | 395 | – | 3.2 |
|
| 1340 |
1340
WealthPlan Investment Management
Omaha,
Nebraska
| $1.43B | +$60.6M | +4% | 7.81% | 74.2% | 403 | 9.68% | 0.6 |
|
| 1341 |
1341
AMI Asset Management
Los Angeles,
California
| $1.43B | +$61.2M | +4% | 8.57% | 96.6% | 95 | 16.84% | 3.8 |
|
| 1342 |
1342
GW Henssler & Associates
Kennesaw,
Georgia
| $1.42B | +$88.1M | +7% | 11.6% | 71.7% | 221 | 8.14% | 2.6 |
|
| 1343 |
1343
Index Fund Advisors
Irvine,
California
| $1.42B | +$131M | +10% | 11.1% | 58.2% | 102 | 36.27% | 0.8 |
|
| 1344 |
1344
Capital International Sarl
Los Angeles,
California
| $1.42B | +$182M | +15% | 12.6% | 149% | 217 | 9.68% | 3.3 |
|
| 1345 |
1345
Relative Value Partners Group
| $1.42B | +$200M | +16% | 5.87% | 8.9% | 271 | 17.71% | 2.1 |
|
| 1346 |
1346
Bank of Finland
Helsinki,
Finland
| $1.42B | +$130M | +10% | 9.72% | 66.7% | 4 | 0% | 1.3 |
|
| 1347 |
1347
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.42B | +$138M | +11% | 7.74% | 85.6% | 705 | 18.58% | 1.7 |
|
| 1348 |
1348
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.42B | +$121M | +9% | 9.76% | 160% | 365 | 15.62% | 4.6 |
|
| 1349 |
1349
BSN Capital Partners
London,
United Kingdom
| $1.41B | +$986M | +231% | 0.37% | 183% | 24 | 91.67% | 0.1 |
|
| 1350 |
1350
Advisory Alpha
Holland,
Michigan
| $1.41B | +$99.1M | +8% | 6.02% | 50.3% | 272 | 15.81% | 1.8 |
|