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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
WealthSource Partners
San Luis Obispo,
California
| $1.35B | -$16.6M | -1% | 5.33% | 16.8% | 563 | 22.38% | 2.4 |
|
| 1352 |
1352
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.34B | -$56.9M | -4% | 5.05% | 67.9% | 57 | 5.26% | 5.7 |
|
| 1353 |
1353
Fullerton Fund Management
Singapore
| $1.34B | -$162M | -11% | 4.38% | 412% | 79 | 48.1% | 0.7 |
|
| 1354 |
1354
SteelPeak Wealth
Woodland Hills,
California
| $1.34B | -$47.4M | -3% | 5.22% | 140% | 450 | 21.56% | 1.4 |
|
| 1355 |
1355
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.34B | -$890M | -40% | 4.93% | 163% | 44 | 22.73% | 2 |
|
| 1356 |
1356
Waterfront Capital Partners
New York
| $1.34B | -$143M | -10% | 7.36% | 88.3% | 50 | 50% | 0.8 |
|
| 1357 |
1357
Premier Fund Managers
Guildford,
United Kingdom
| $1.34B | -$912M | -41% | 1.21% | 56.6% | 211 | 23.22% | 1.7 |
|
| 1358 |
1358
Heartland Advisors
Milwaukee,
Wisconsin
| $1.34B | -$101M | -7% | 2.63% | 88.6% | 201 | 16.42% | 2.8 |
|
| 1359 |
1359
Summit Securities Group
New York
| $1.34B | +$532M | +66% | 2.18% | 136% | 1,274 | 46.7% | 0.7 |
|
| 1360 |
1360
Corient Capital Partners
Newport Beach,
California
| $1.34B | +$16.5M | +1% | 5.75% | 39.2% | 702 | 6.41% | 2.8 |
|
| 1361 |
1361
GW Henssler & Associates
Kennesaw,
Georgia
| $1.34B | -$10.9M | -0.8% | 4.47% | 62.4% | 221 | 6.33% | 2.5 |
|
| 1362 |
1362
Osterweis Capital Management
San Francisco,
California
| $1.33B | -$2.08M | -0.2% | 3.73% | 93.7% | 247 | 42.11% | 1.3 |
|
| 1363 |
1363
Eagle Global Advisors
Houston,
Texas
| $1.33B | -$25.1M | -2% | 0.53% | 105% | 235 | 14.04% | 4.6 |
|
| 1364 |
1364
Adelante Capital Management
Alameda,
California
| $1.33B | -$331M | -20% | 10.6% | 43.2% | 46 | 10.87% | 3.5 |
|
| 1365 |
1365
Carlson Capital
Dallas,
Texas
| $1.33B | -$128M | -9% | 5.02% | 67.9% | 164 | 51.22% | 0.8 |
|
| 1366 |
1366
Summitry LLC
Foster City,
California
| $1.32B | -$44.1M | -3% | 1.45% | 68.1% | 100 | 23% | 3.3 |
|
| 1367 |
1367
Quantbot Technologies
New York
| $1.32B | +$237M | +22% | 5.56% | 33.6% | 2,276 | 58.79% | 0.4 |
|
| 1368 |
1368
Sabal Trust
St. Petersburg,
Florida
| $1.32B | -$69.5M | -5% | 5.71% | 18.4% | 165 | 7.27% | 4.6 |
|
| 1369 |
1369
Advisor Partners II
Walnut Creek,
California
| $1.32B | – | – | 3.91% | – | 831 | – | 0 |
|
| 1370 |
1370
Facet Wealth Inc
Baltimore,
Maryland
| $1.32B | +$175M | +15% | 6.65% | 48.1% | 75 | 20% | 1.3 |
|
| 1371 |
1371
Global Retirement Partners
San Rafael,
California
| $1.32B | +$76.1M | +6% | 4.07% | – | 3,118 | 13.69% | 0.7 |
|
| 1372 |
1372
IHT Wealth Management
Chicago,
Illinois
| $1.32B | +$181M | +16% | 4.96% | 74.8% | 912 | 23.68% | 2.5 |
|
| 1373 |
1373
Clearlake Capital Group
Santa Monica,
California
| $1.32B | -$183M | -12% | 11.6% | 47.3% | 8 | 0% | 1.1 |
|
| 1374 |
1374
Empire Life Investments
Toronto,
Ontario, Canada
| $1.32B | -$71.7M | -5% | 5.05% | 90.8% | 101 | 3.96% | 3.3 |
|
| 1375 |
1375
Advisory Alpha
Holland,
Michigan
| $1.31B | -$16.6M | -1% | 5.12% | 50.3% | 265 | 16.6% | 1.7 |
|