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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
SurgoCap Partners
New York
| $1.94B | -$61.8M | -3% | 8.26% | – | 16 | 50% | 0.5 |
|
| 1402 |
WIM
1402
Weitz Investment Management
Omaha,
Nebraska
| $1.94B | -$89.3M | -4% | 0.28% | 36.1% | 50 | 6% | 6.6 |
|
| 1403 |
MFWM
1403
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.94B | -$54.9M | -3% | 4.15% | 70.7% | 136 | 14.71% | 4 |
|
| 1404 |
1404
Larson Financial Group
St Louis,
Missouri
| $1.93B | +$171M | +10% | 0.99% | 81.2% | 2,964 | 15.65% | 2 |
|
| 1405 |
1405
RBF Capital
San Francisco,
California
| $1.93B | -$62.5M | -3% | 8.87% | 147% | 617 | 14.75% | 4.6 |
|
| 1406 |
1406
Blackhill Capital
Morristown,
New Jersey
| $1.93B | +$193M | +11% | 13.7% | 212% | 52 | 3.85% | 9.6 |
|
| 1407 |
FCIM
1407
Fairview Capital Investment Management
Greenbrae,
California
| $1.93B | +$79.5M | +4% | 6.62% | 61.7% | 165 | 9.09% | 5.7 |
|
| 1408 |
CTC
1408
Chai Trust Company
Chicago,
Illinois
| $1.93B | -$183M | -9% | 6.26% | 12.7% | 12 | 0% | 5.6 |
|
| 1409 |
KL
1409
KGH Ltd
Nassau,
Bahamas
| $1.92B | +$132M | +7% | 8.76% | 139% | 31 | 35.48% | 1.4 |
|
| 1410 |
ECP
1410
Electron Capital Partners
New York
| $1.92B | -$156M | -8% | 6.2% | 333% | 53 | 37.74% | 1.5 |
|
| 1411 |
SCM
1411
Steele Capital Management
Dubuque,
Iowa
| $1.92B | +$7.51M | +0.4% | 1.1% | – | 79 | 7.59% | 0.9 |
|
| 1412 |
SI
1412
Symmetry Investments
St Helier,
Jersey
| $1.92B | +$1.21B | +170% | 24.2% | 148% | 212 | 70.28% | 0.4 |
|
| 1413 |
1413
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.92B | +$51.9M | +3% | 1.44% | 80.9% | 276 | 12.32% | 3.7 |
|
| 1414 |
MFAM
1414
Motley Fool Asset Management
Alexandria,
Virginia
| $1.92B | +$227M | +13% | 8.07% | 117% | 231 | 11.69% | 2.9 |
|
| 1415 |
FCM
1415
Fernbridge Capital Management
Los Angeles,
California
| $1.91B | +$278M | +17% | 5.26% | 12.4% | 27 | 33.33% | 1.5 |
|
| 1416 |
FHA
1416
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.9B | +$83.2M | +5% | 2.3% | 68.3% | 796 | 16.46% | 3.9 |
|
| 1417 |
1417
Sowell Financial Services
North Little Rock,
Arkansas
| $1.9B | -$251M | -12% | 2.54% | 85.9% | 629 | 35.45% | 2.1 |
|
| 1418 |
LP
1418
Linonia Partnership
New York
| $1.9B | +$254M | +15% | 11.7% | – | 9 | 0% | 1 |
|
| 1419 |
RMCM
1419
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.9B | +$12.6M | +0.7% | 1.81% | 108% | 211 | 8.06% | 6.8 |
|
| 1420 |
WPC
1420
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.9B | -$73.6M | -4% | 1.01% | 54.3% | 197 | 12.69% | 7.6 |
|
| 1421 |
1421
Wedmont Private Capital
West Chester,
Pennsylvania
| $1.9B | +$144M | +8% | 0.17% | 87.5% | 740 | 15% | 1.7 |
|
| 1422 |
1422
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.89B | +$29.4M | +2% | 5.89% | 165% | 614 | 9.93% | 7.3 |
|
| 1423 |
VF
1423
Virtu Financial
New York
| $1.89B | +$72.5M | +4% | 5.4% | 160% | 2,292 | 77.49% | 0.2 |
|
| 1424 |
1424
Bowie Capital Management
Richardson,
Texas
| $1.89B | -$34.9M | -2% | 1.82% | 31.6% | 33 | 12.12% | 5.2 |
|
| 1425 |
AAM
1425
AMI Asset Management
Los Angeles,
California
| $1.88B | +$31.2M | +2% | 4.77% | 81.6% | 94 | 8.51% | 3.9 |
|