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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
Linscomb Wealth
Houston,
Texas
| $2.02B | +$84.5M | +4% | 7.06% | 75.2% | 290 | 2.76% | 6.9 |
|
| 1327 |
1327
ODDO BHF Asset Management
Paris,
France
| $2.02B | – | – | 5.92% | – | 312 | – | 0 |
|
| 1328 |
1328
Eagle Global Advisors
Houston,
Texas
| $2.01B | +$121M | +6% | 4.81% | 105% | 249 | 10.44% | 5 |
|
| 1329 |
1329
Novo Holdings A/S
Hellerup,
Denmark
| $2.01B | +$159M | +9% | 21.6% | 205% | 39 | 7.69% | 2.3 |
|
| 1330 |
1330
Moors & Cabot
Boston,
Massachusetts
| $2.01B | +$135M | +7% | 8.04% | 124% | 920 | 11.85% | 4.7 |
|
| 1331 |
1331
Money Design
Tokyo,
Japan
| $2.01B | +$154M | +8% | 6.23% | 26.4% | 77 | 3.9% | 3.9 |
|
| 1332 |
1332
Leavell Investment Management
Mobile,
Alabama
| $2.01B | +$195M | +11% | 6.6% | 84.5% | 549 | 10.93% | 5.6 |
|
| 1333 |
1333
SurgoCap Partners
New York
| $2B | +$293M | +17% | 13.1% | – | 16 | 43.75% | 0.5 |
|
| 1334 |
SL
1334
Siren LLC
Greenwich,
Connecticut
| $2B | – | – | 23% | – | 112 | – | 0 |
|
| 1335 |
1335
Capital Asset Advisory Services
Williamston,
Michigan
| $2B | +$155M | +8% | 6.17% | 51% | 344 | 16.57% | 3.3 |
|
| 1336 |
1336
Distillate Capital Partners
Chicago,
Illinois
| $2B | +$106M | +6% | 7.54% | 9.94% | 114 | 52.63% | 0.6 |
|
| 1337 |
1337
Trust Company of Vermont
Brattleboro,
Vermont
| $2B | +$155M | +8% | 7.63% | – | 1,122 | 24.87% | 3.4 |
|
| 1338 |
1338
RBF Capital
San Francisco,
California
| $2B | +$255M | +15% | 11.6% | 147% | 617 | 10.86% | 4.2 |
|
| 1339 |
1339
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.99B | +$31.2M | +2% | 6.64% | 70.7% | 126 | 8.73% | 4.3 |
|
| 1340 |
1340
Toyota Motor Corp
Japan
| $1.99B | +$216M | +12% | 19.7% | 78.9% | 5 | 20% | 3.1 |
|
| 1341 |
1341
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.99B | +$143M | +8% | 8.14% | 68.1% | 101 | 6.93% | 4.8 |
|
| 1342 |
1342
Trilogy Capital
Irvine,
California
| $1.98B | +$142M | +8% | 5.92% | 57.6% | 334 | 8.68% | 1.9 |
|
| 1343 |
1343
Nantahala Capital Management
New Canaan,
Connecticut
| $1.98B | +$266M | +16% | 17.4% | 341% | 148 | 18.24% | 1.9 |
|
| 1344 |
1344
Osterweis Capital Management
San Francisco,
California
| $1.97B | +$38.5M | +2% | 6.08% | 93.7% | 205 | 13.17% | 2.6 |
|
| 1345 |
EQF
1345
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| $1.97B | -$451M | -19% | 22% | – | 26 | 73.08% | 0.2 |
|
| 1346 |
1346
Standard Investments
New York
| $1.97B | +$185M | +10% | 1.41% | 29.6% | 20 | 30% | 1.9 |
|
| 1347 |
1347
Flow Traders U.S.
New York
| $1.97B | -$55.3M | -3% | 4.99% | 86.5% | 1,279 | 60.44% | 0.4 |
|
| 1348 |
1348
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.97B | +$92.6M | +5% | 8.49% | 54.3% | 195 | 10.26% | 6.8 |
|
| 1349 |
1349
SageView Advisory Group
Newport Beach,
California
| $1.97B | -$183M | -8% | 6.6% | 52.3% | 584 | 27.23% | 0.7 |
|
| 1350 |
1350
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.97B | -$40.1M | -2% | 6.58% | 70.4% | 290 | 2.76% | 3.9 |
|