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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
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.29B | +$30.3M | +2% | 3.85% | 90.5% | 15 | 6.67% | 2.2 |
|
| 1502 |
1502
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.29B | +$301M | +30% | 2.99% | 142% | 38 | 23.68% | 2.4 |
|
| 1503 |
1503
Natixis Investment Managers International
Paris,
France
| $1.29B | -$55.8M | -4% | 2.8% | 34.7% | 241 | 9.54% | 2.2 |
|
| 1504 |
1504
American Trust
Lexington,
Kentucky
| $1.29B | -$151M | -10% | 4.07% | 59% | 435 | 38.16% | 1.3 |
|
| 1505 |
1505
Acropolis Investment Management
St. Louis,
Missouri
| $1.29B | +$15.7M | +1% | 3.77% | 51% | 280 | 11.07% | 4.9 |
|
| 1506 |
1506
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.29B | -$61.4M | -5% | 2.29% | 99.5% | 248 | 8.87% | 5.8 |
|
| 1507 |
1507
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.29B | -$30M | -2% | 3.25% | 18.1% | 2,462 | 11.9% | 2.9 |
|
| 1508 |
1508
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.29B | -$37.5M | -3% | 2.18% | 78.8% | 274 | 7.3% | 6.3 |
|
| 1509 |
1509
Everence Capital Management
Goshen,
Indiana
| $1.29B | +$56.7M | +5% | 2.57% | 108% | 815 | 20.61% | 4 |
|
| 1510 |
6CM
1510
683 Capital Management
New York
| $1.29B | -$106M | -8% | 4.4% | 311% | 190 | 30% | 1.5 |
|
| 1511 |
1511
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $1.29B | -$40.7M | -3% | 1.34% | 2.63% | 11 | 0% | 2.4 |
|
| 1512 |
1512
Strategic Financial Services
Utica,
New York
| $1.28B | -$56.6M | -4% | 3.38% | 58.7% | 126 | 7.94% | 5.6 |
|
| 1513 |
1513
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.28B | -$49.3M | -4% | 2.8% | 115% | 497 | 1.41% | 7.4 |
|
| 1514 |
1514
Clearlake Capital Group
Santa Monica,
California
| $1.28B | -$223M | -15% | 0.47% | 47.3% | 7 | 0% | 1.7 |
|
| 1515 |
1515
Carlson Capital
Dallas,
Texas
| $1.28B | +$115M | +10% | 1.94% | 67.9% | 175 | 56% | 0.7 |
|
| 1516 |
MCI
1516
McDonald Capital Investors
Orinda,
California
| $1.28B | -$58.5M | -4% | 0.11% | 60.2% | 23 | 4.35% | 6 |
|
| 1517 |
1517
Angeles Investment Advisors
Santa Monica,
California
| $1.28B | +$91M | +8% | 2.86% | 78.3% | 220 | 44.09% | 0.7 |
|
| 1518 |
1518
Spyglass Capital Management
San Francisco,
California
| $1.28B | -$107M | -8% | 3.68% | 154% | 29 | 27.59% | 2.3 |
|
| 1519 |
1519
Compass Capital Management
Minneapolis,
Minnesota
| $1.27B | -$116M | -8% | 3.52% | 50.8% | 35 | 0% | 7.5 |
|
| 1520 |
1520
Venturi Wealth Management
Austin,
Texas
| $1.27B | +$27.2M | +2% | 2.79% | 101% | 1,459 | 30.91% | 1 |
|
| 1521 |
1521
Investment House LLC
Redondo Beach,
California
| $1.27B | -$66.1M | -5% | 1.78% | 137% | 198 | 14.65% | 6.4 |
|
| 1522 |
1522
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.27B | -$63.1M | -5% | 4.5% | 54.5% | 157 | 13.38% | 3.7 |
|
| 1523 |
1523
Meeder Asset Management
Dublin,
Ohio
| $1.27B | -$108M | -8% | 1.43% | 156% | 617 | 36.14% | 2.2 |
|
| 1524 |
1524
Kiltearn Partners
Edinburgh,
United Kingdom
| $1.27B | -$102M | -7% | 4.05% | 41% | 38 | 13.16% | 2.6 |
|
| 1525 |
1525
WMS Partners
Towson,
Maryland
| $1.27B | -$5.67M | -0.4% | 3.4% | 10.8% | 294 | 13.95% | 4 |
|