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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Foster Group
West Des Moines,
Iowa
| $1.34B | +$120M | +10% | 8.84% | 54.4% | 148 | 10.81% | 1.6 |
|
| 1402 |
1402
Lingotto Investment Management
London,
United Kingdom
| $1.33B | +$247M | +23% | 28.9% | 388% | 18 | 11.11% | 2.1 |
|
| 1403 |
1403
Leavell Investment Management
Mobile,
Alabama
| $1.33B | +$71.3M | +6% | 8.99% | 84.5% | 456 | 10.75% | 5.6 |
|
| 1404 |
1404
RBF Capital
San Francisco,
California
| $1.33B | +$144M | +12% | 14.2% | 147% | 601 | 24.13% | 3.7 |
|
| 1405 |
KL
1405
KGH Ltd
Nassau,
Bahamas
| $1.33B | +$34.3M | +3% | 10.5% | 139% | 40 | 25% | 1.1 |
|
| 1406 |
1406
Gamble Jones Investment Counsel
Pasadena,
California
| $1.33B | +$97.5M | +8% | 11.3% | 32.9% | 221 | 9.5% | 6.9 |
|
| 1407 |
1407
Avior Wealth Management
Omaha,
Nebraska
| $1.33B | +$117M | +10% | 8.09% | 71.4% | 1,358 | 10.16% | 3.2 |
|
| 1408 |
1408
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.32B | +$88.2M | +7% | 9.34% | 91.3% | 240 | 17.08% | 3.1 |
|
| 1409 |
1409
Alpha Cubed Investments
Irvine,
California
| $1.32B | +$40M | +3% | 8.7% | 126% | 298 | 18.46% | 3.7 |
|
| 1410 |
1410
Gillson Capital
Chicago,
Illinois
| $1.32B | +$231M | +21% | 13.9% | 84.9% | 185 | 72.97% | 0.4 |
|
| 1411 |
1411
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $1.32B | +$19.2M | +1% | 6.37% | 74.9% | 207 | 20.77% | 3 |
|
| 1412 |
1412
Masters Capital Management
Atlanta,
Georgia
| $1.32B | -$96.7M | -7% | 16.6% | 142% | 60 | 45% | 1.2 |
|
| 1413 |
1413
Carlson Capital
Dallas,
Texas
| $1.31B | -$16.8M | -1% | 14.4% | 67.9% | 161 | 52.8% | 0.7 |
|
| 1414 |
1414
Cobblestone Capital Advisors
Rochester,
New York
| $1.31B | +$110M | +9% | 7.68% | 83.3% | 280 | 11.07% | 5.2 |
|
| 1415 |
1415
James Hambro & Partners
London,
United Kingdom
| $1.31B | +$164M | +14% | 12.1% | 97% | 71 | 21.13% | 2.5 |
|
| 1416 |
1416
Partners Group Holding
Baar-Zug,
Switzerland
| $1.31B | -$109M | -8% | 2.46% | 23.3% | 103 | 19.42% | 2.7 |
|
| 1417 |
1417
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $1.31B | +$74.9M | +6% | 9.43% | 224% | 154 | 35.71% | 0.9 |
|
| 1418 |
1418
Alta Capital Management
Salt Lake City,
Utah
| $1.31B | +$28.7M | +2% | 8.12% | 89.2% | 90 | 10% | 4.8 |
|
| 1419 |
1419
Sun Life Financial
Toronto,
Ontario, Canada
| $1.31B | +$58.6M | +5% | 5.32% | 65.7% | 70 | 0% | 5 |
|
| 1420 |
1420
Prana Capital Management
Greenwich,
Connecticut
| $1.3B | -$165M | -11% | 12.3% | 36.6% | 119 | 54.62% | 0.8 |
|
| 1421 |
1421
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.3B | +$149M | +13% | 13.3% | 135% | 144 | 9.03% | 4.5 |
|
| 1422 |
1422
J.W. Cole Advisors
Tampa,
Florida
| $1.3B | +$102M | +9% | 7.53% | 84.9% | 784 | 13.27% | 1.4 |
|
| 1423 |
1423
Parsifal Capital Management
Greenwich,
Connecticut
| $1.3B | -$458M | -26% | 19.5% | 154% | 21 | 19.05% | 0.8 |
|
| 1424 |
1424
Joel Isaacson & Co
New York
| $1.3B | +$142M | +12% | 8.68% | 72.5% | 337 | 14.84% | 4.5 |
|
| 1425 |
1425
Cambridge Associates
Boston,
Massachusetts
| $1.3B | +$75.6M | +6% | 7.02% | 50.1% | 48 | 20.83% | 4.2 |
|