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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
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.49B | +$224M | +18% | 10.1% | 91.5% | 281 | 16.01% | 2.5 |
|
| 1402 |
AIIMS
1402
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $1.49B | +$172M | +13% | 9.18% | 99.4% | 102 | 10.78% | 4.5 |
|
| 1403 |
1403
Alpha Cubed Investments
Irvine,
California
| $1.48B | +$101M | +7% | 9.9% | 126% | 290 | 11.72% | 4.1 |
|
| 1404 |
CTC
1404
Chai Trust Company
Chicago,
Illinois
| $1.48B | +$721M | +95% | 4.24% | 12.7% | 27 | 51.85% | 3.1 |
|
| 1405 |
1405
Element Capital Management
New York
| $1.48B | +$154M | +12% | 2.7% | 49.4% | 234 | 41.88% | 0.2 |
|
| 1406 |
1406
Nippon Life Global Investors Americas
New York
| $1.48B | -$85M | -5% | 13.7% | 173% | 145 | 18.62% | 2.9 |
|
| 1407 |
LIM
1407
Leavell Investment Management
Mobile,
Alabama
| $1.47B | +$70.3M | +5% | 6.58% | 84.5% | 465 | 6.02% | 5.7 |
|
| 1408 |
G
1408
GenTrust
Miami,
Florida
| $1.47B | +$83.3M | +6% | 3.06% | 53% | 147 | 11.56% | 1.9 |
|
| 1409 |
1409
Gratus Capital
Atlanta,
Georgia
| $1.47B | +$155M | +12% | 8.15% | 51.4% | 261 | 22.99% | 3.3 |
|
| 1410 |
GPGA
1410
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.47B | -$173M | -11% | 7.28% | 96% | 121 | 17.36% | 2.9 |
|
| 1411 |
ELI
1411
Empire Life Investments
Toronto,
Ontario, Canada
| $1.46B | +$57.7M | +4% | 4.21% | 90.8% | 96 | 6.25% | 3.8 |
|
| 1412 |
NIP
1412
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.46B | +$147M | +11% | 25.2% | 397% | 215 | 24.65% | 1.2 |
|
| 1413 |
GC
1413
Greenvale Capital
London,
United Kingdom
| $1.46B | -$127M | -8% | 3.73% | 101% | 23 | 30.43% | 1.3 |
|
| 1414 |
DPCM
1414
Darlington Partners Capital Management
Greenbrae,
California
| $1.46B | +$128M | +10% | 5.2% | 18.1% | 19 | 26.32% | 1.3 |
|
| 1415 |
MNBTD
1415
Moody National Bank Trust Division
Galveston,
Texas
| $1.46B | +$289M | +25% | 29.4% | 115% | 632 | 8.39% | 3.4 |
|
| 1416 |
ACM
1416
Alta Capital Management
Salt Lake City,
Utah
| $1.46B | +$97.2M | +7% | 9.07% | 76.3% | 90 | 3.33% | 5.2 |
|
| 1417 |
B
1417
BloombergSen
Toronto,
Ontario, Canada
| $1.46B | -$2.08M | -0.1% | 6.2% | 46.9% | 33 | 9.09% | 3 |
|
| 1418 |
ACM
1418
Alua Capital Management
New York
| $1.46B | +$265M | +22% | 14% | 99.4% | 22 | 9.09% | 1.1 |
|
| 1419 |
1419
CWA Asset Management Group
Naples,
Florida
| $1.45B | +$108M | +8% | 5.23% | – | 375 | 19.73% | 2.4 |
|
| 1420 |
1420
Independent Financial Group
San Diego,
California
| $1.45B | +$200M | +16% | 10.5% | 149% | 936 | 17.09% | 1.8 |
|
| 1421 |
VC
1421
Vivo Capital
Palo Alto,
California
| $1.45B | +$7.66M | +0.5% | 15.7% | 7,491% | 53 | 18.87% | 1.9 |
|
| 1422 |
GH
1422
GAM Holding
Zurich,
Switzerland
| $1.45B | +$7.21M | +0.5% | 10.2% | 130% | 231 | 25.54% | 3.6 |
|
| 1423 |
JFGIW
1423
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.45B | +$42.4M | +3% | 4.77% | 58.1% | 713 | 23.98% | 4.3 |
|
| 1424 |
JCM
1424
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.44B | +$114M | +9% | 3.83% | 70.7% | 247 | 13.36% | 3.5 |
|
| 1425 |
DDPIC
1425
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.44B | +$127M | +10% | 6.11% | 123% | 174 | 20.69% | 3.8 |
|