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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
RIL
1376
Rothschild Investment LLC
Chicago,
Illinois
| $2.68B | +$762M | +40% | 18.6% | 99.4% | 3,739 | 6.37% | 9.2 |
|
| 1377 |
BWFA
1377
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $2.67B | +$357M | +15% | 15.4% | 80.6% | 211 | 13.74% | 15.3 |
|
| 1378 |
PCM
1378
Portolan Capital Management
Boston,
Massachusetts
| $2.67B | +$792M | +42% | 69.4% | 738% | 180 | 37.78% | 5.2 |
|
| 1379 |
IAS
1379
Insigneo Advisory Services
Miami,
Florida
| $2.67B | +$1.26B | +90% | 24.2% | 119% | 928 | 24.25% | 6.1 |
|
| 1380 |
ORIO
1380
Old Republic International (ORI)
Chicago,
Illinois
| $2.67B | +$152M | +6% | 9.31% | 50.5% | 54 | 1.85% | 37.2 |
|
| 1381 |
MMC
1381
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $2.67B | +$806M | +43% | 79.5% | 219% | 134 | 64.93% | 1.4 |
|
| 1382 |
1382
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| $2.66B | -$1.68B | -39% | 22.5% | 111% | 208 | 41.83% | 15.8 |
|
| 1383 |
TW
1383
Trajan Wealth
Scottsdale,
Arizona
| $2.65B | +$174M | +7% | 10% | – | 166 | 18.07% | 7.2 |
|
| 1384 |
PCG
1384
Prosperity Consulting Group
Owings Mills,
Maryland
| $2.64B | +$396M | +18% | 14.8% | 66.8% | 652 | 22.09% | 6.5 |
|
| 1385 |
RAM
1385
RWC Asset Management
London,
United Kingdom
| $2.64B | +$241M | +10% | 4.91% | 65.4% | 181 | 14.36% | 6.1 |
|
| 1386 |
FFH
1386
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $2.64B | +$696M | +36% | 1.51% | 70.7% | 35 | 25.71% | 13.7 |
|
| 1387 |
NSUP
1387
NLB Skladi upravljanje premozenja
Ljubljana,
| $2.64B | +$551M | +26% | 42.5% | – | 371 | 13.21% | 1.7 |
|
| 1388 |
MIAS
1388
Mason Investment Advisory Services
Reston,
Virginia
| $2.63B | +$463M | +21% | 20.7% | 76.1% | 88 | 14.77% | 15.5 |
|
| 1389 |
LT
1389
Lindsell Train
London,
United Kingdom
| $2.63B | -$508M | -16% | 4.12% | 39.9% | 29 | 10.34% | 26.7 |
|
| 1390 |
BB
1390
Bell Bank
Fargo,
North Dakota
| $2.62B | +$263M | +11% | 14% | 64.3% | 209 | 16.75% | 19.7 |
|
| 1391 |
ACM
1391
Anomaly Capital Management
New York
| $2.62B | +$967M | +59% | 14.5% | 108% | 30 | 50% | 2 |
|
| 1392 |
CFM
1392
Coronation Fund Managers
Cape Town,
South Africa
| $2.62B | +$424M | +19% | 4.57% | 47.5% | 56 | 19.64% | 11.1 |
|
| 1393 |
PUI
1393
Purpose Unlimited Inc
Toronto,
| $2.62B | +$196M | +8% | 12.8% | – | 656 | 20.43% | 1.4 |
|
| 1394 |
FHA
1394
Flagship Harbor Advisors
Boston,
Massachusetts
| $2.61B | +$340M | +15% | 13.8% | 68.3% | 788 | 11.68% | 17.4 |
|
| 1395 |
NRCM
1395
North Reef Capital Management
Laguna Beach,
California
| $2.61B | -$298M | -10% | 7.55% | 81.9% | 64 | 39.06% | 5 |
|
| 1396 |
G
1396
GenTrust
Miami,
Florida
| $2.6B | +$267M | +11% | 9.9% | 53% | 308 | 43.18% | 11.1 |
|
| 1397 |
FHC
1397
First Horizon Corporation
Memphis,
Tennessee
| $2.6B | +$207M | +9% | 12.1% | – | 1,603 | 13.35% | 17.5 |
|
| 1398 |
BCF
1398
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.6B | -$341M | -12% | 4.43% | 2.43% | 11 | 0% | 23.6 |
|
| 1399 |
MG
1399
Meritage Group
San Francisco,
California
| $2.6B | -$54.9M | -2% | 1.55% | 22.1% | 14 | 21.43% | 6.5 |
|
| 1400 |
MFAM
1400
Motley Fool Asset Management
Alexandria,
Virginia
| $2.59B | +$267M | +11% | 23.2% | 117% | 256 | 10.16% | 13.3 |
|