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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Strategic Financial Services
Utica,
New York
| $1.86B | +$152M | +9% | 8.07% | 58.7% | 142 | 9.15% | 6.1 |
|
| 1477 |
1477
Rice Hall James & Associates
San Diego,
California
| $1.86B | +$155M | +9% | 13.5% | 140% | 256 | 6.64% | 4.8 |
|
| 1478 |
1478
Westwood Global Investments
Boston,
Massachusetts
| $1.85B | +$237M | +15% | 13.6% | 112% | 11 | 9.09% | 6.5 |
|
| 1479 |
1479
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.85B | +$126M | +7% | 8.61% | 123% | 179 | 12.29% | 5 |
|
| 1480 |
1480
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.85B | +$176M | +10% | 15.2% | 142% | 439 | 19.13% | 4.8 |
|
| 1481 |
1481
Coronation Fund Managers
Cape Town,
South Africa
| $1.84B | +$2.5M | +0.1% | 21.1% | 47.5% | 61 | 36.07% | 2.8 |
|
| 1482 |
1482
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.84B | +$203M | +12% | 19.6% | 125% | 8 | 50% | 1 |
|
| 1483 |
1483
Mason Investment Advisory Services
Reston,
Virginia
| $1.83B | +$178M | +11% | 9.56% | 76.1% | 74 | 0% | 3.8 |
|
| 1484 |
1484
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $1.83B | +$246M | +15% | 8.6% | 64.5% | 364 | 9.62% | 2.2 |
|
| 1485 |
1485
American Family Investments
Madison,
Wisconsin
| $1.83B | +$389M | +27% | 1.78% | – | 14 | 21.43% | 0.7 |
|
| 1486 |
1486
Integrity Alliance
Urbandale,
Iowa
| $1.83B | -$698M | -28% | 8.48% | – | 686 | 36.59% | 0.3 |
|
| 1487 |
1487
Sun Life Financial
Toronto,
Ontario, Canada
| $1.83B | +$249M | +16% | 10.9% | 65.7% | 41 | 29.27% | 3.9 |
|
| 1488 |
1488
Kinetic Partners Management
Miami,
Florida
| $1.83B | +$434M | +31% | 29.6% | 263% | 41 | 26.83% | 0.9 |
|
| 1489 |
1489
Valiant Capital Management
San Francisco,
California
| $1.83B | +$459M | +34% | 37.6% | 348% | 39 | 23.08% | 2.2 |
|
| 1490 |
1490
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $1.83B | +$160M | +10% | 7.88% | 71.4% | 431 | 12.99% | 2.6 |
|
| 1491 |
1491
McAdam LLC
Philadelphia,
Pennsylvania
| $1.83B | +$210M | +13% | 9.03% | 65.4% | 391 | 15.6% | 2.9 |
|
| 1492 |
1492
Goelzer Investment Management
Carmel,
Indiana
| $1.83B | +$98.4M | +6% | 4.44% | 97.2% | 249 | 6.83% | 6.2 |
|
| 1493 |
1493
Voleon Capital Management
Berkeley,
California
| $1.82B | +$546M | +43% | 16% | – | 532 | 50.75% | 0.3 |
|
| 1494 |
1494
Glendon Capital Management
Santa Monica,
California
| $1.82B | +$89M | +5% | 14.4% | 142% | 25 | 4% | 3.5 |
|
| 1495 |
1495
Acropolis Investment Management
St. Louis,
Missouri
| $1.82B | +$135M | +8% | 7.18% | 51% | 308 | 24.03% | 6.3 |
|
| 1496 |
1496
Hamilton Capital
Columbus,
Ohio
| $1.82B | +$167M | +10% | 2.05% | – | 154 | 20.13% | 2.5 |
|
| 1497 |
1497
Ion Asset Management
Herzliya,
Israel
| $1.82B | +$273M | +18% | 11.6% | 125% | 74 | 35.14% | 1.1 |
|
| 1498 |
1498
Sigma Investment Counselors
Northville,
Michigan
| $1.82B | +$182M | +11% | 7.75% | 54.9% | 199 | 7.54% | 6.1 |
|
| 1499 |
1499
TruWealth Advisors
Metairie,
Louisiana
| $1.82B | +$159M | +10% | 8.53% | 56.3% | 179 | 13.41% | 2.6 |
|
| 1500 |
1500
Klingman & Associates
New York
| $1.81B | +$180M | +11% | 7.66% | 64.9% | 322 | 20.81% | 3.8 |
|