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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Grandfield & Dodd
New York
| $1.27B | -$204M | -14% | 12.2% | 70.8% | 207 | 8.21% | 6.1 |
|
| 1452 |
1452
Edgestream Partners
Princeton,
New Jersey
| $1.27B | +$12.5M | +1% | 15.8% | 41.7% | 659 | 45.68% | 0.6 |
|
| 1453 |
KL
1453
KGH Ltd
Nassau,
Bahamas
| $1.27B | -$69.4M | -5% | 8.54% | 139% | 47 | 36.17% | 0.7 |
|
| 1454 |
1454
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.26B | -$215M | -15% | 13.1% | 85.6% | 757 | 22.72% | 1.4 |
|
| 1455 |
1455
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.26B | -$224M | -15% | 13.8% | 71.6% | 257 | 8.56% | 6.2 |
|
| 1456 |
1456
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.26B | -$263M | -17% | 14.8% | 74.2% | 28 | 0% | 6.1 |
|
| 1457 |
1457
Canyon Capital Advisors
Dallas,
Texas
| $1.26B | -$1.44B | -53% | 17% | 78% | 82 | 24.39% | 1.2 |
|
| 1458 |
1458
London & Capital Asset Management
London,
United Kingdom
| $1.26B | -$93.6M | -7% | 12.6% | 88.8% | 83 | 31.33% | 1.8 |
|
| 1459 |
1459
Mint Tower Capital Management
Amsterdam,
Netherlands
| $1.26B | +$181M | +17% | 0.03% | 40% | 496 | 47.58% | 0.4 |
|
| 1460 |
1460
J.W. Cole Advisors
Tampa,
Florida
| $1.25B | -$238M | -16% | 13.9% | 84.9% | 839 | 16.57% | 1 |
|
| 1461 |
1461
Vantage Investment Partners
Kansas City,
Missouri
| $1.25B | -$751M | -37% | 16.2% | 66.8% | 86 | 16.28% | 4 |
|
| 1462 |
1462
Polaris Wealth Advisory Group
San Rafael,
California
| $1.25B | -$246M | -16% | 12.7% | 64% | 182 | 40.66% | 2.3 |
|
| 1463 |
1463
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.25B | +$135M | +12% | 10.5% | 85% | 279 | 22.94% | 5.5 |
|
| 1464 |
MI
1464
MMCAP International
Grand Cayman,
Cayman Islands
| $1.25B | -$463M | -27% | 2.27% | 184% | 561 | 22.1% | 0.6 |
|
| 1465 |
1465
American Trust
Lexington,
Kentucky
| $1.25B | -$242M | -16% | 13.3% | 59% | 535 | 24.3% | 0.4 |
|
| 1466 |
1466
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.25B | -$300M | -19% | 11% | 271% | 640 | 30.47% | 1.7 |
|
| 1467 |
1467
Governors Lane
New York
| $1.25B | -$132M | -10% | 5.72% | 133% | 261 | 36.02% | 0.7 |
|
| 1468 |
1468
Cambridge Associates
Boston,
Massachusetts
| $1.25B | -$265M | -18% | 13.6% | 50.1% | 47 | 17.02% | 3.9 |
|
| 1469 |
1469
Capital International Sarl
Los Angeles,
California
| $1.25B | -$769M | -38% | 15.4% | 149% | 266 | 23.68% | 3 |
|
| 1470 |
1470
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.25B | -$161M | -11% | 11.8% | 70.7% | 211 | 14.22% | 3.7 |
|
| 1471 |
1471
Daido Life Insurance Company
Osaka,
Japan
| $1.25B | -$420M | -25% | 16.5% | 68.7% | 12 | 0% | 4.1 |
|
| 1472 |
1472
Global Retirement Partners
San Rafael,
California
| $1.25B | -$27.2M | -2% | 12.7% | – | 2,969 | 7.48% | 0.5 |
|
| 1473 |
RGREA
1473
Ranger Global Real Estate Advisors
Denver,
Colorado
| $1.24B | -$176M | -12% | 13.8% | 18% | 33 | 0% | 1.6 |
|
| 1474 |
1474
Aureus Asset Management
Boston,
Massachusetts
| $1.24B | -$266M | -18% | 14.5% | 93.9% | 215 | 15.81% | 4 |
|
| 1475 |
1475
Doyle Wealth Management
St. Petersburg,
Florida
| $1.24B | -$148M | -11% | 11.1% | 32.3% | 256 | 21.09% | 3.6 |
|