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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 |
CL
1351
CSS LLC
Chicago,
Illinois
| $2.14B | +$323M | +18% | 8.37% | 128% | 1,218 | 46.88% | 1 |
|
| 1352 |
EPM
1352
Elm Partners Management
Philadelphia,
Pennsylvania
| $2.14B | +$202M | +10% | 7.85% | 47.1% | 104 | 35.58% | 2.1 |
|
| 1353 |
MD
1353
Money Design
Tokyo,
Japan
| $2.14B | +$135M | +7% | 5.64% | 26.4% | 75 | 4% | 4.5 |
|
| 1354 |
1354
Bowie Capital Management
Richardson,
Texas
| $2.14B | +$9.25M | +0.4% | 9.29% | 31.6% | 40 | 22.5% | 4.5 |
|
| 1355 |
BBA
1355
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $2.14B | +$175M | +9% | 9.82% | 71.6% | 286 | 9.09% | 6.9 |
|
| 1356 |
CAAS
1356
Capital Asset Advisory Services
Williamston,
Michigan
| $2.14B | +$176M | +9% | 7.58% | 51% | 307 | 19.87% | 3.9 |
|
| 1357 |
1357
Alphabet Inc
Mountain View,
California
| $2.14B | +$558M | +35% | 51.3% | 327% | 40 | 10% | 3.8 |
|
| 1358 |
OAM
1358
Ostrum Asset Management
Paris,
France
| $2.13B | +$234M | +12% | 14.4% | 107% | 647 | 12.52% | 2.2 |
|
| 1359 |
BRWA
1359
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2.13B | -$1.26B | -37% | 13.8% | 118% | 1,425 | 34.53% | 4.6 |
|
| 1360 |
WFMPM
1360
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $2.13B | +$118M | +6% | 7.37% | 68.1% | 125 | 18.4% | 4.3 |
|
| 1361 |
PGH
1361
Partners Group Holding
Baar-Zug,
Switzerland
| $2.13B | -$262M | -11% | 2.05% | 23.3% | 45 | 15.56% | 5.8 |
|
| 1362 |
TCOV
1362
Trust Company of Vermont
Brattleboro,
Vermont
| $2.12B | +$121M | +6% | 8.07% | – | 1,141 | 14.55% | 3.9 |
|
| 1363 |
SA
1363
Situational Awareness
San Francisco,
California
| $2.12B | +$1.12B | +111% | 74% | – | 13 | 38.46% | 0.3 |
|
| 1364 |
G
1364
GenTrust
Miami,
Florida
| $2.12B | +$38.3M | +2% | 9.91% | 53% | 200 | 17.5% | 2.5 |
|
| 1365 |
1365
Harvest Fund Management
Beijing,
China
| $2.12B | +$99.5M | +5% | 20.7% | 327% | 747 | 25.57% | 2 |
|
| 1366 |
1366
Smithfield Trust
Pittsburgh,
Pennsylvania
| $2.12B | +$121M | +6% | 6.84% | 50% | 1,079 | 5.1% | 6.7 |
|
| 1367 |
SI
1367
Sprott Inc
Toronto,
Ontario, Canada
| $2.11B | +$271M | +15% | 15.9% | 203% | 225 | 21.78% | 3.4 |
|
| 1368 |
DP
1368
Dearborn Partners
Chicago,
Illinois
| $2.11B | +$29.3M | +1% | 3.86% | 46.1% | 269 | 9.29% | 5.9 |
|
| 1369 |
FHA
1369
Flagship Harbor Advisors
Boston,
Massachusetts
| $2.11B | +$209M | +11% | 9.31% | 68.3% | 809 | 12.48% | 4.1 |
|
| 1370 |
BCPEMI
1370
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $2.11B | +$842M | +66% | 19.9% | 201% | 29 | 62.07% | 0.6 |
|
| 1371 |
1371
Heritage Wealth Advisors
Richmond,
Virginia
| $2.11B | +$132M | +7% | 6.33% | 65% | 614 | 7.65% | 4.6 |
|
| 1372 |
1372
RBF Capital
San Francisco,
California
| $2.1B | +$437M | +26% | 11.8% | 147% | 635 | 14.65% | 4.3 |
|
| 1373 |
CWM
1373
Connecticut Wealth Management
Farmington,
Connecticut
| $2.1B | +$190M | +10% | 9.08% | 70.2% | 321 | 9.97% | 2.8 |
|
| 1374 |
FCM
1374
Fernbridge Capital Management
Los Angeles,
California
| $2.1B | +$297M | +16% | 12.6% | 12.4% | 25 | 36% | 1.2 |
|
| 1375 |
1375
E Fund Management
Guangzhou,
China
| $2.1B | +$4.5M | +0.2% | 14.8% | – | 429 | 15.38% | 2.3 |
|