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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Calamos Wealth Management
Naperville,
Illinois
| $2B | +$47.7M | +2% | 3.84% | 102% | 350 | 15.14% | 3.8 |
|
| 1377 |
1377
RWC Asset Management
London,
United Kingdom
| $2B | +$273M | +16% | 5.42% | 65.4% | 151 | 23.84% | 1.3 |
|
| 1378 |
1378
E Fund Management
Guangzhou,
China
| $1.99B | +$45.8M | +2% | 2.75% | – | 416 | 20.19% | 2 |
|
| 1379 |
1379
HMI Capital Management
San Francisco,
California
| $1.99B | -$425M | -18% | 10.1% | 5.95% | 14 | 28.57% | 1.9 |
|
| 1380 |
1380
Foundry Partners
Minneapolis,
Minnesota
| $1.99B | -$31M | -2% | 0.53% | 44.4% | 309 | 21.04% | 2.7 |
|
| 1381 |
1381
Steelhead Partners
Seattle,
Washington
| $1.99B | +$44.6M | +2% | 0.02% | 0.4% | 45 | 2.22% | 1.1 |
|
| 1382 |
RPGK
1382
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $1.99B | +$152M | +8% | 1.3% | 49.7% | 289 | 12.8% | 2.3 |
|
| 1383 |
1383
CWA Asset Management Group
Naples,
Florida
| $1.98B | +$102M | +5% | 4.7% | – | 629 | 20.99% | 2.4 |
|
| 1384 |
1384
ODDO BHF Asset Management
Paris,
France
| $1.98B | -$32.5M | -2% | 4.87% | – | 370 | 29.46% | 0.2 |
|
| 1385 |
1385
Saratoga Research & Investment Management
Saratoga,
California
| $1.98B | -$301M | -13% | 2.32% | 65.1% | 44 | 6.82% | 7.4 |
|
| 1386 |
1386
Aviso Financial
Toronto,
Ontario, Canada
| $1.98B | -$37.8M | -2% | 2.4% | – | 394 | 18.53% | 0.4 |
|
| 1387 |
1387
Atomi Financial Group
New York
| $1.98B | +$379M | +24% | 5.41% | 139% | 1,045 | 20.29% | 0.8 |
|
| 1388 |
SP
1388
SIH Partners
Wilmington,
Delaware
| $1.98B | +$1.81B | +1,086% | 3.68% | – | 135 | 81.48% | 0.1 |
|
| 1389 |
1389
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.98B | +$679M | +52% | 6.11% | 271% | 704 | 34.94% | 1.7 |
|
| 1390 |
1390
Long Pond Capital
New York
| $1.97B | -$258M | -12% | 7.39% | 13.5% | 43 | 46.51% | 1.5 |
|
| 1391 |
1391
Rockland Trust
Hanover,
Massachusetts
| $1.97B | -$65.4M | -3% | 1.86% | 61.5% | 298 | 11.41% | 5.9 |
|
| 1392 |
1392
Westwood Global Investments
Boston,
Massachusetts
| $1.97B | -$238M | -11% | 6.81% | 112% | 14 | 0% | 6 |
|
| 1393 |
1393
Cinctive Capital Management
New York
| $1.97B | +$131M | +7% | 7.18% | 163% | 518 | 64.09% | 0.4 |
|
| 1394 |
1394
Silicon Valley Community Foundation
Mountain View,
California
| $1.96B | -$407M | -17% | 3.21% | 309% | 20 | 80% | 3.1 |
|
| 1395 |
1395
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.96B | +$2.69M | +0.1% | 0.43% | 71.6% | 293 | 11.26% | 6.8 |
|
| 1396 |
ACG
1396
Aventail Capital Group
New York
| $1.95B | +$251M | +15% | 8.41% | 154% | 130 | 43.08% | 0.6 |
|
| 1397 |
1397
Money Design
Tokyo,
Japan
| $1.95B | -$61.3M | -3% | 3.63% | 26.4% | 82 | 13.41% | 3.8 |
|
| 1398 |
1398
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $1.95B | +$89.1M | +5% | 3.59% | 80.6% | 157 | 8.28% | 4.1 |
|
| 1399 |
1399
Trilogy Capital
Irvine,
California
| $1.94B | -$39.1M | -2% | 1.43% | 54.1% | 348 | 12.93% | 2 |
|
| 1400 |
DCM
1400
DME Capital Management
New York
| $1.94B | -$459M | -19% | 4.61% | – | 43 | 27.91% | 0.6 |
|