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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
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.59B | -$332M | -17% | 10.7% | 45.5% | 38 | 10.53% | 5.8 |
|
| 1327 |
1327
Sofinnova Investments
Menlo Park,
California
| $1.59B | +$58.5M | +4% | 10.3% | 450% | 78 | 48.72% | 1.3 |
|
| 1328 |
1328
North Reef Capital Management
Laguna Beach,
California
| $1.58B | +$283M | +22% | 0.52% | 81.9% | 50 | 40% | 0.8 |
|
| 1329 |
1329
Montag & Associates
Atlanta,
Georgia
| $1.58B | -$39.8M | -2% | 2.85% | 82.9% | 952 | 7.67% | 3.6 |
|
| 1330 |
1330
Power Corp of Canada
Montreal, Quebec,
Canada
| $1.58B | +$573M | +57% | 2.05% | 14.4% | 168 | 4.76% | 0.9 |
|
| 1331 |
1331
Bank of Finland
Helsinki,
Finland
| $1.58B | -$59.9M | -4% | 3.91% | 66.7% | 4 | 0% | 2 |
|
| 1332 |
1332
Tokio Marine Asset Management
Tokyo,
Japan
| $1.58B | +$13.1M | +0.8% | 0.58% | 129% | 577 | 4.68% | 3.4 |
|
| 1333 |
1333
Rice Hall James & Associates
San Diego,
California
| $1.57B | -$188M | -11% | 5.36% | 140% | 273 | 8.79% | 4.2 |
|
| 1334 |
PGP
1334
Prescott General Partners
Boca Raton,
Florida
| $1.57B | -$53.6M | -3% | 2.25% | 76.8% | 10 | 0% | 7 |
|
| 1335 |
1335
Davidson Investment Advisors
Great Falls,
Montana
| $1.57B | -$15.5M | -1% | 3.19% | 79% | 133 | 18.8% | 3.9 |
|
| 1336 |
1336
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.57B | -$118M | -7% | 3.18% | 95% | 854 | 13.11% | 1.6 |
|
| 1337 |
1337
Prana Capital Management
Greenwich,
Connecticut
| $1.57B | +$68.8M | +5% | 2.49% | 36.6% | 117 | 52.99% | 0.7 |
|
| 1338 |
1338
NEPC LLC
Boston,
Massachusetts
| $1.56B | +$716M | +85% | 2.94% | 21.3% | 55 | 52.73% | 1.8 |
|
| 1339 |
1339
Fairview Capital Investment Management
Greenbrae,
California
| $1.56B | -$20.3M | -1% | 0.49% | 61.7% | 146 | 7.53% | 5.5 |
|
| 1340 |
1340
Punch & Associates Investment Management
Edina,
Minnesota
| $1.56B | -$79.3M | -5% | 2.2% | 97.5% | 247 | 12.15% | 4 |
|
| 1341 |
1341
Alphabet Inc
Mountain View,
California
| $1.56B | -$304M | -16% | 7.95% | 327% | 49 | 12.24% | 2.5 |
|
| 1342 |
1342
Level Four Advisory Services
Dallas,
Texas
| $1.55B | -$113M | -7% | 2.89% | 92.2% | 882 | 23.02% | 2.7 |
|
| 1343 |
1343
Two Creeks Capital Management
New York
| $1.55B | -$112M | -7% | 5% | 38.8% | 17 | 11.76% | 2.7 |
|
| 1344 |
1344
Moody National Bank Trust Division
Galveston,
Texas
| $1.55B | +$90.1M | +6% | 0.2% | 115% | 638 | 9.56% | 3.6 |
|
| 1345 |
1345
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.54B | -$96.2M | -6% | 3.19% | 85.6% | 685 | 18.1% | 2.2 |
|
| 1346 |
1346
James Hambro & Partners
London,
United Kingdom
| $1.54B | +$27.7M | +2% | 2.37% | 97% | 63 | 19.05% | 3.2 |
|
| 1347 |
1347
Eagle Global Advisors
Houston,
Texas
| $1.54B | +$24.7M | +2% | 0.95% | 105% | 235 | 10.21% | 4.7 |
|
| 1348 |
1348
Edge Capital Group
Atlanta,
Georgia
| $1.54B | -$199M | -11% | 3.22% | 27.7% | 320 | 13.13% | 3 |
|
| 1349 |
1349
Chesley Taft & Associates
Chicago,
Illinois
| $1.54B | -$91.2M | -6% | 3.61% | 93.1% | 300 | 6.67% | 6.2 |
|
| 1350 |
1350
First National Bank of Omaha
Omaha,
Nebraska
| $1.54B | -$201M | -12% | 3.11% | 70.9% | 337 | 7.12% | 6 |
|