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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
J.W. Cole Advisors
Tampa,
Florida
| $1.4B | +$105M | +8% | 7.34% | 84.9% | 817 | 14.44% | 1.5 |
|
| 1402 |
1402
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.4B | +$142M | +11% | 5.83% | 58.1% | 726 | 30.17% | 4.6 |
|
| 1403 |
1403
Leavell Investment Management
Mobile,
Alabama
| $1.4B | +$69.9M | +5% | 6.21% | 84.5% | 455 | 7.03% | 5.7 |
|
| 1404 |
GC
1404
Gobi Capital
San Francisco,
California
| $1.4B | +$251M | +22% | 22.4% | 93.7% | 10 | 10% | 2.8 |
|
| 1405 |
1405
Lingotto Investment Management
London,
United Kingdom
| $1.4B | +$63.6M | +5% | 13.9% | 362% | 21 | 19.05% | 2.1 |
|
| 1406 |
1406
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $1.4B | +$266M | +24% | 3.56% | 2.63% | 11 | 9.09% | 1.9 |
|
| 1407 |
1407
Joel Isaacson & Co
New York
| $1.39B | +$92.2M | +7% | 5.39% | 72.5% | 337 | 6.82% | 4.7 |
|
| 1408 |
1408
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.39B | +$32.7M | +2% | 5.58% | 84.1% | 1,744 | 8.77% | 0.6 |
|
| 1409 |
1409
Financial Advocates Investment Management
Olympia,
Washington
| $1.39B | +$49.8M | +4% | 7.25% | 89.9% | 835 | 20.72% | 2.5 |
|
| 1410 |
1410
GenTrust
Miami,
Florida
| $1.39B | +$267M | +24% | 4.63% | 53% | 149 | 20.81% | 1.6 |
|
| 1411 |
HIG
1411
Herr Investment Group
Austin,
Texas
| $1.39B | -$258M | -16% | 4.19% | – | 97 | 55.67% | 0.2 |
|
| 1412 |
1412
Csenge Advisory Group
Clearwater,
Florida
| $1.39B | +$94.4M | +7% | 4.41% | 66.3% | 651 | 16.9% | 2.1 |
|
| 1413 |
1413
Kiltearn Partners
Edinburgh,
United Kingdom
| $1.38B | +$22M | +2% | 3.38% | 41% | 31 | 0% | 2.9 |
|
| 1414 |
1414
Summit Partners
Boston,
Massachusetts
| $1.38B | +$158M | +13% | 32.6% | 23.2% | 10 | 0% | 3.5 |
|
| 1415 |
1415
Alpha Cubed Investments
Irvine,
California
| $1.38B | +$61.1M | +5% | 10.3% | 126% | 318 | 19.5% | 3.8 |
|
| 1416 |
1416
Frazier Life Sciences Management
Palo Alto,
California
| $1.38B | -$227M | -14% | 1.92% | 866% | 52 | 21.15% | 0.7 |
|
| 1417 |
1417
Comerica Securities
Detroit,
Michigan
| $1.38B | -$19.7M | -1% | 4.82% | 25.6% | 1,513 | 69.07% | 3.9 |
|
| 1418 |
1418
Oak Hill Advisors
New York
| $1.38B | -$252M | -15% | 1.84% | 42.4% | 16 | 0% | 2.8 |
|
| 1419 |
1419
RBF Capital
San Francisco,
California
| $1.38B | +$46.2M | +3% | 8.6% | 147% | 551 | 11.43% | 4 |
|
| 1420 |
1420
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.37B | +$93.1M | +7% | 9.04% | 32.6% | 65 | 9.23% | 4.7 |
|
| 1421 |
1421
Clearstead Advisors
Cleveland,
Ohio
| $1.37B | +$97.3M | +8% | 6.32% | 71.4% | 1,463 | 16.68% | 2.4 |
|
| 1422 |
1422
E Fund Management
Guangzhou,
China
| $1.37B | +$167M | +14% | 13.5% | – | 359 | 14.48% | 1.4 |
|
| 1423 |
1423
James Hambro & Partners
London,
United Kingdom
| $1.37B | +$58.5M | +4% | 3.96% | 97% | 73 | 23.29% | 2.5 |
|
| 1424 |
1424
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.37B | +$555M | +68% | 10.7% | 143% | 362 | 48.07% | 1.1 |
|
| 1425 |
1425
Formuepleje A/S
Aarhus C,
Denmark
| $1.36B | +$179M | +15% | 9.26% | 92.1% | 81 | 6.17% | 1.8 |
|