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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
Cambria Investment Management
Manhattan Beach,
California
| $1.44B | +$205M | +17% | 9.35% | 72% | 335 | 33.43% | 2 |
|
| 1502 |
1502
Acropolis Investment Management
St. Louis,
Missouri
| $1.43B | +$144M | +11% | 9.29% | 51% | 288 | 6.94% | 4.9 |
|
| 1503 |
1503
Empirical Finance
Havertown,
Pennsylvania
| $1.43B | +$72.6M | +5% | 11.8% | 124% | 534 | 8.43% | 2.8 |
|
| 1504 |
MCI
1504
McDonald Capital Investors
Orinda,
California
| $1.43B | +$152M | +12% | 14.1% | 60.1% | 23 | 8.7% | 6.2 |
|
| 1505 |
1505
SurgoCap Partners
New York
| $1.43B | – | – | 14.8% | – | 15 | – | 0 |
|
| 1506 |
1506
Tairen Capital
Hong Kong
| $1.43B | +$717M | +101% | 24.7% | 462% | 37 | 59.46% | 0.5 |
|
| 1507 |
1507
1607 Capital Partners
Richmond,
Virginia
| $1.43B | +$93.7M | +7% | 6.56% | 28.5% | 150 | 12% | 3.7 |
|
| 1508 |
1508
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.43B | +$143M | +11% | 12.3% | 115% | 502 | 2.19% | 7.5 |
|
| 1509 |
1509
Strategic Financial Services
Utica,
New York
| $1.42B | +$138M | +11% | 9.76% | 58.7% | 127 | 5.51% | 5.6 |
|
| 1510 |
1510
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.42B | +$122M | +9% | 10% | 86.3% | 323 | 11.76% | 3.2 |
|
| 1511 |
1511
Willis Investment Counsel
Gainesville,
Georgia
| $1.42B | +$100M | +8% | 9.36% | 65.3% | 113 | 3.54% | 5.3 |
|
| 1512 |
1512
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.42B | +$92M | +7% | 21.5% | 96% | 119 | 10.08% | 3.1 |
|
| 1513 |
1513
Sigma Investment Counselors
Northville,
Michigan
| $1.42B | +$92.1M | +7% | 9.68% | 59.4% | 202 | 7.92% | 5.4 |
|
| 1514 |
1514
Venturi Wealth Management
Austin,
Texas
| $1.42B | +$143M | +11% | 10.5% | 101% | 1,457 | 17.64% | 1.1 |
|
| 1515 |
1515
Investment House LLC
Redondo Beach,
California
| $1.41B | +$145M | +11% | 13.5% | 137% | 201 | 15.42% | 6.2 |
|
| 1516 |
1516
Compass Capital Management
Minneapolis,
Minnesota
| $1.41B | +$140M | +11% | 12.1% | 50.8% | 36 | 2.78% | 7.5 |
|
| 1517 |
1517
Natixis Investment Managers International
Paris,
France
| $1.41B | +$117M | +9% | 11.8% | 34.7% | 246 | 13.82% | 2.3 |
|
| 1518 |
1518
Formuepleje A/S
Aarhus C,
Denmark
| $1.41B | +$333M | +31% | 12.8% | 92.1% | 94 | 26.6% | 2 |
|
| 1519 |
1519
Accredited Investors
Edina,
Minnesota
| $1.41B | +$77.3M | +6% | 11.6% | 74% | 200 | 6.5% | 4.7 |
|
| 1520 |
1520
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.41B | +$84.5M | +6% | 8.66% | 71.2% | 112 | 11.61% | 6.9 |
|
| 1521 |
1521
Bank of Finland
Helsinki,
Finland
| $1.4B | -$174M | -11% | 10.8% | 66.7% | 4 | 0% | 2.3 |
|
| 1522 |
1522
Everence Capital Management
Goshen,
Indiana
| $1.4B | +$114M | +9% | 10.9% | 108% | 828 | 21.5% | 4 |
|
| 1523 |
1523
Parsons Capital Management
Providence,
Rhode Island
| $1.4B | +$137M | +11% | 10.5% | 97.4% | 439 | 6.83% | 6 |
|
| 1524 |
1524
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.4B | +$113M | +9% | 9.68% | 18.1% | 2,419 | 10.91% | 3.1 |
|
| 1525 |
1525
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.4B | +$138M | +11% | 10.9% | 83.5% | 78 | 2.56% | 6.9 |
|