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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
American Family Investments
Madison,
Wisconsin
| $2.06B | +$646M | +46% | 0.08% | – | 11 | 9.09% | 0.4 |
|
| 1352 |
TCOV
1352
Trust Company of Vermont
Brattleboro,
Vermont
| $2.06B | +$63.6M | +3% | 0.8% | – | 1,145 | 15.2% | 3.6 |
|
| 1353 |
DIA
1353
Davidson Investment Advisors
Great Falls,
Montana
| $2.06B | -$13.6M | -0.7% | 2.33% | 69.5% | 125 | 8% | 4.9 |
|
| 1354 |
BGCP
1354
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $2.05B | -$130M | -6% | 3.31% | 79.2% | 34 | 11.76% | 3.7 |
|
| 1355 |
1355
GTS Securities
Miami,
Florida
| $2.05B | -$43.9B | -96% | 0.98% | 104% | 4,405 | 80.98% | 0.6 |
|
| 1356 |
GC
1356
GMT Capital
Atlanta,
Georgia
| $2.05B | -$454M | -18% | 7.15% | 200% | 76 | 31.58% | 2.1 |
|
| 1357 |
SL
1357
Summitry LLC
Foster City,
California
| $2.04B | -$52.7M | -3% | 5.49% | 68.1% | 155 | 21.29% | 3.3 |
|
| 1358 |
LIM
1358
Leavell Investment Management
Mobile,
Alabama
| $2.04B | +$33.6M | +2% | 1.09% | 84.5% | 559 | 7.87% | 5.8 |
|
| 1359 |
1359
Caisse Des Depots Et Consignations
Paris,
France
| $2.04B | – | – | 2.16% | – | 222 | – | 0 |
|
| 1360 |
DCP
1360
Distillate Capital Partners
Chicago,
Illinois
| $2.04B | +$39M | +2% | 5.86% | 9.94% | 128 | 57.81% | 0.4 |
|
| 1361 |
CWM
1361
Connecticut Wealth Management
Farmington,
Connecticut
| $2.04B | -$30.7M | -1% | 0.05% | 70.2% | 332 | 20.78% | 2.8 |
|
| 1362 |
JPM
1362
JANA Partners Management
New York
| $2.03B | +$107M | +6% | 4.23% | 47.2% | 14 | 35.71% | 0.8 |
|
| 1363 |
VWM
1363
Venturi Wealth Management
Austin,
Texas
| $2.03B | +$122M | +6% | 0.46% | 101% | 2,090 | 22.49% | 1.4 |
|
| 1364 |
CAAS
1364
Capital Asset Advisory Services
Williamston,
Michigan
| $2.03B | +$31.8M | +2% | 0.43% | 51% | 332 | 11.45% | 3.5 |
|
| 1365 |
1365
MKP Capital Management
New York
| $2.03B | +$857M | +73% | 2.39% | 69.8% | 16 | 87.5% | 0.7 |
|
| 1366 |
1366
Simplify Asset Management
Las Vegas,
Nevada
| $2.02B | -$122M | -6% | 0.64% | 45% | 129 | 46.51% | 1.1 |
|
| 1367 |
1367
Heritage Wealth Advisors
Richmond,
Virginia
| $2.02B | -$115M | -5% | 0.79% | 65% | 661 | 7.41% | 4 |
|
| 1368 |
BOI
1368
Bank of Italy
Rome,
Italy
| $2.01B | -$423M | -17% | 6.09% | 20.9% | 8 | 0% | 5.1 |
|
| 1369 |
1369
Cornerstone Investment Partners
Atlanta,
Georgia
| $2.01B | -$11.2M | -0.6% | 2.81% | 166% | 293 | 39.59% | 1.4 |
|
| 1370 |
LW
1370
Linscomb Wealth
Houston,
Texas
| $2.01B | -$8.41M | -0.4% | 0.41% | 75.2% | 299 | 6.69% | 7 |
|
| 1371 |
LI
1371
Leeward Investments
Boston,
Massachusetts
| $2.01B | -$148M | -7% | 0.99% | 91% | 150 | 6.67% | 2.3 |
|
| 1372 |
WFMPM
1372
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $2.01B | +$22.1M | +1% | 2.28% | 68.1% | 105 | 12.38% | 4.9 |
|
| 1373 |
1373
Smithfield Trust
Pittsburgh,
Pennsylvania
| $2.01B | -$32.3M | -2% | 0.77% | 50% | 1,088 | 8.27% | 6.3 |
|
| 1374 |
HPC
1374
Hill Path Capital
New York
| $2.01B | +$114M | +6% | 8.07% | 5.23% | 5 | 0% | 5.3 |
|
| 1375 |
CIAS
1375
CBIZ Investment Advisory Services
Independence,
Ohio
| $2B | +$78.1M | +4% | 1.48% | 48.7% | 517 | 29.59% | 0.6 |
|