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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Relative Value Partners Group
| $1.44B | +$30.8M | +2% | 3.76% | 8.9% | 261 | 31.8% | 2.2 |
|
| 1502 |
1502
SC XII Management
Menlo Park,
California
| $1.44B | -$895M | -38% | 30.6% | 73.4% | 1 | 0% | 1.5 |
|
| 1503 |
1503
Berkshire Partners
Boston,
Massachusetts
| $1.44B | -$213M | -13% | 10.3% | 79% | 3 | 0% | 4.6 |
|
| 1504 |
1504
Iridian Asset Management
Westport,
Connecticut
| $1.44B | -$195M | -12% | 0.46% | 88.4% | 78 | 32.05% | 2.2 |
|
| 1505 |
1505
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.44B | -$57.2M | -4% | 3.14% | 61.9% | 581 | 14.29% | 3.5 |
|
| 1506 |
1506
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.44B | +$36.6M | +3% | 3.96% | 70.9% | 803 | 21.05% | 2.4 |
|
| 1507 |
1507
Praesidium Investment Management Company
New York
| $1.43B | -$347M | -19% | 16.7% | 79% | 16 | 18.75% | 2.4 |
|
| 1508 |
1508
Focus Financial Network
Minneapolis,
Minnesota
| $1.43B | +$752M | +110% | 4.73% | 106% | 621 | 62% | 1.1 |
|
| 1509 |
ACM
1509
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.43B | -$107M | -7% | 8.77% | 70.7% | 12 | 8.33% | 4 |
|
| 1510 |
1510
Maple-Brown Abbott
Barangaroo,
Australia
| $1.43B | -$68.2M | -5% | 9.89% | 7.92% | 16 | 6.25% | 4.1 |
|
| 1511 |
1511
Dymon Asia Capital (Singapore)
Singapore
| $1.43B | +$453M | +46% | 7.39% | 268% | 189 | 78.31% | 0.2 |
|
| 1512 |
1512
Koch Industries
Wichita,
Kansas
| $1.43B | -$326M | -19% | 10.2% | 56.9% | 14 | 14.29% | 0.9 |
|
| 1513 |
1513
Cooper Investors
Melbourne, Victoria,
Australia
| $1.43B | -$157M | -10% | 8.86% | 57.5% | 47 | 17.02% | 2.7 |
|
| 1514 |
1514
TT International Asset Management
London,
United Kingdom
| $1.43B | -$76.1M | -5% | 9.26% | 308% | 64 | 50% | 0.6 |
|
| 1515 |
SCI
1515
S&CO Inc
Boston,
Massachusetts
| $1.42B | +$8.76M | +0.6% | 3.49% | 68.8% | 197 | 6.09% | 5.6 |
|
| 1516 |
RGREA
1516
Ranger Global Real Estate Advisors
Denver,
Colorado
| $1.42B | +$285M | +25% | 7.91% | 18% | 38 | 34.21% | 1.4 |
|
| 1517 |
1517
2Xideas
Kusnacht,
Switzerland
| $1.42B | -$238M | -14% | 12.1% | 40.6% | 79 | 11.39% | 1 |
|
| 1518 |
1518
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.42B | -$161M | -10% | 5.59% | 58.1% | 860 | 25.58% | 4.2 |
|
| 1519 |
1519
Perigon Wealth Management
San Francisco,
California
| $1.42B | +$17.1M | +1% | 2.95% | 104% | 657 | 21.16% | 2.3 |
|
| 1520 |
1520
Broad Run Investment Management
Arlington,
Virginia
| $1.41B | -$203M | -13% | 6.6% | 202% | 23 | 4.35% | 5.4 |
|
| 1521 |
1521
James Hambro & Partners
London,
United Kingdom
| $1.41B | -$64.4M | -4% | 8.2% | 97% | 76 | 13.16% | 2.3 |
|
| 1522 |
1522
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.41B | -$68.7M | -5% | 3.13% | 106% | 1,044 | 8.43% | 0.2 |
|
| 1523 |
1523
BOK Financial Private Wealth
Denver,
Colorado
| $1.41B | -$43.6M | -3% | 4.69% | 61.8% | 344 | 19.48% | 2.1 |
|
| 1524 |
1524
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $1.41B | +$69M | +5% | 3.25% | 96.7% | 850 | 21.18% | 0.7 |
|
| 1525 |
1525
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.41B | -$129M | -8% | 1.01% | 70.7% | 217 | 14.75% | 3.5 |
|