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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Capital International Sarl
Los Angeles,
California
| $1.24B | -$9.21M | -0.7% | 2.21% | 149% | 222 | 10.36% | 3.2 |
|
| 1427 |
1427
MSD Partners
New York
| $1.24B | -$383M | -24% | 27.2% | 3.5% | 94 | 12.77% | 1.5 |
|
| 1428 |
1428
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $1.24B | +$149M | +14% | 4.12% | 112% | 629 | 27.5% | 1.7 |
|
| 1429 |
1429
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.23B | -$128M | -9% | 7.21% | 91.3% | 231 | 18.18% | 3.1 |
|
| 1430 |
1430
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $1.23B | -$187M | -13% | 5.08% | 224% | 153 | 30.72% | 0.9 |
|
| 1431 |
1431
Venture Visionary Partners
Sylvania,
Ohio
| $1.23B | -$82.4M | -6% | 5.12% | 95.4% | 1,696 | 73.05% | 1.8 |
|
| 1432 |
1432
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.23B | -$39.4M | -3% | 6.86% | 29.1% | 13 | 0% | 3 |
|
| 1433 |
1433
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.23B | +$7.34M | +0.6% | 2.18% | 68.1% | 95 | 9.47% | 4.1 |
|
| 1434 |
1434
Port Capital
Chicago,
Illinois
| $1.23B | -$45.4M | -4% | 0.84% | 74.4% | 71 | 2.82% | 3.7 |
|
| 1435 |
1435
Formuepleje A/S
Aarhus C,
Denmark
| $1.23B | -$399M | -24% | 4.25% | 92.1% | 102 | 44.12% | 1.8 |
|
| 1436 |
1436
Gamble Jones Investment Counsel
Pasadena,
California
| $1.23B | -$126M | -9% | 6.4% | 32.9% | 222 | 9.91% | 6.2 |
|
| 1437 |
1437
Coliseum Capital Management
Rowayton,
Connecticut
| $1.23B | +$95.8M | +8% | 5.28% | 41.1% | 15 | 20% | 2 |
|
| 1438 |
1438
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.23B | -$18.8M | -2% | 5.97% | 70.7% | 225 | 21.33% | 3.5 |
|
| 1439 |
1439
Alua Capital Management
New York
| $1.23B | +$78.5M | +7% | 6.32% | 99.4% | 26 | 30.77% | 0.9 |
|
| 1440 |
1440
Grandfield & Dodd
New York
| $1.22B | -$44.8M | -4% | 2.8% | 70.8% | 194 | 6.19% | 6.3 |
|
| 1441 |
1441
QVR
San Francisco,
California
| $1.22B | -$147M | -11% | 5.47% | – | 355 | 19.15% | 0.4 |
|
| 1442 |
1442
Cambridge Associates
Boston,
Massachusetts
| $1.22B | -$27.2M | -2% | 6.9% | 50.1% | 46 | 8.7% | 4.2 |
|
| 1443 |
1443
Relative Value Partners Group
| $1.22B | -$112M | -8% | 5.81% | 8.9% | 245 | 33.06% | 2.2 |
|
| 1444 |
1444
Foster Group
West Des Moines,
Iowa
| $1.22B | -$186M | -13% | 5.61% | 54.4% | 145 | 11.03% | 1.5 |
|
| 1445 |
1445
Edge Capital Group
Atlanta,
Georgia
| $1.22B | +$59M | +5% | 6.02% | 27.7% | 389 | 19.02% | 2.1 |
|
| 1446 |
1446
Comerica Securities
Detroit,
Michigan
| $1.21B | -$108M | -8% | 5.1% | 25.6% | 477 | 14.05% | 4 |
|
| 1447 |
1447
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.21B | +$34.3M | +3% | 5.13% | 84.1% | 581 | 18.59% | 1.1 |
|
| 1448 |
1448
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $1.21B | +$12.5M | +1% | 4.52% | 96.7% | 865 | 18.73% | 1.1 |
|
| 1449 |
1449
Financial Advocates Investment Management
Olympia,
Washington
| $1.21B | -$20M | -2% | 4.73% | 89.9% | 852 | 31.92% | 2.2 |
|
| 1450 |
1450
Avior Wealth Management
Omaha,
Nebraska
| $1.21B | +$218M | +22% | 4.94% | 71.4% | 1,352 | 15.24% | 3 |
|