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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
James Hambro & Partners
London,
United Kingdom
| $1.2B | -$209M | -15% | 14.2% | 97% | 69 | 15.94% | 2.5 |
|
| 1502 |
MCI
1502
McDonald Capital Investors
Orinda,
California
| $1.2B | -$203M | -15% | 15.3% | 60.2% | 27 | 33.33% | 4.3 |
|
| 1503 |
1503
Efficient Advisors
Mason,
Ohio
| $1.2B | -$112M | -9% | 10.6% | 30.6% | 62 | 3.23% | 5.7 |
|
| 1504 |
1504
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.2B | -$239M | -17% | 15.1% | 61.9% | 555 | 14.41% | 3.9 |
|
| 1505 |
BFO
1505
Boston Family Office
Boston,
Massachusetts
| $1.2B | -$208M | -15% | 13.6% | 53.4% | 292 | 10.27% | 6 |
|
| 1506 |
1506
Perigon Wealth Management
San Francisco,
California
| $1.2B | -$219M | -15% | 16% | 104% | 638 | 17.08% | 2.6 |
|
| 1507 |
1507
Francisco Partners Management
San Francisco,
California
| $1.2B | -$1.31B | -52% | 40.3% | 14.3% | 7 | 0% | 0.9 |
|
| 1508 |
1508
Csenge Advisory Group
Clearwater,
Florida
| $1.19B | -$69.7M | -6% | 11.8% | 66.3% | 694 | 28.24% | 1.7 |
|
| 1509 |
1509
Joel Isaacson & Co
New York
| $1.19B | -$168M | -12% | 14.3% | 72.5% | 318 | 9.12% | 4.6 |
|
| 1510 |
1510
Hightower 6M Holding
Wichita,
Kansas
| $1.19B | -$123M | -9% | 8.2% | – | 404 | 26.24% | 0.2 |
|
| 1511 |
SCI
1511
S&CO Inc
Boston,
Massachusetts
| $1.19B | -$235M | -17% | 13.2% | 68.8% | 194 | 6.19% | 5.7 |
|
| 1512 |
1512
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $1.19B | +$183M | +18% | 12.5% | 63.9% | 404 | 28.71% | 0.3 |
|
| 1513 |
1513
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.18B | -$177M | -13% | 12.6% | 18.1% | 2,354 | 11.77% | 2.4 |
|
| 1514 |
1514
Deccan Value Investors
Greenwich,
Connecticut
| $1.18B | -$780M | -40% | 18.2% | 66.5% | 11 | 45.45% | 2.2 |
|
| 1515 |
1515
Casdin Capital
New York
| $1.18B | -$1.05B | -47% | 22.5% | 370% | 52 | 32.69% | 1.9 |
|
| 1516 |
1516
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.18B | -$93.5M | -7% | 13.2% | 135% | 341 | 59.24% | 0.8 |
|
| 1517 |
1517
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.18B | +$816M | +224% | 12% | 84.1% | 567 | 54.67% | 0.8 |
|
| 1518 |
1518
Corda Investment Management
Houston,
Texas
| $1.18B | -$111M | -9% | 11% | 85% | 68 | 10.29% | 4.9 |
|
| 1519 |
1519
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.18B | -$139M | -11% | 9.96% | 103% | 320 | 3.44% | 6.7 |
|
| 1520 |
1520
Virtu Financial
New York
| $1.18B | -$173M | -13% | 15.2% | 160% | 2,429 | 77.07% | 0.2 |
|
| 1521 |
1521
Strategic Financial Services
Utica,
New York
| $1.18B | -$144M | -11% | 11% | 58.7% | 143 | 13.29% | 5.2 |
|
| 1522 |
1522
Davidson Investment Advisors
Great Falls,
Montana
| $1.18B | -$203M | -15% | 13.2% | 79% | 106 | 13.21% | 4.4 |
|
| 1523 |
1523
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.17B | -$203M | -15% | 13.1% | 54.5% | 154 | 15.58% | 2.9 |
|
| 1524 |
1WCM
1524
12 West Capital Management
New York
| $1.17B | -$471M | -29% | 26.2% | 169% | 26 | 30.77% | 1.5 |
|
| 1525 |
1525
Wilkinson Global Asset Management
New York
| $1.17B | -$380M | -24% | 16.2% | 86.5% | 98 | 17.35% | 1.1 |
|