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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Parsons Capital Management
Providence,
Rhode Island
| $1.26B | -$45.7M | -3% | 2.57% | 97.4% | 435 | 5.98% | 6.1 |
|
| 1527 |
1527
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.26B | -$67.9M | -5% | 4.98% | 83.5% | 170 | 56.47% | 6.4 |
|
| 1528 |
1528
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.26B | -$75.3M | -6% | 3.54% | 63.2% | 302 | 5.3% | 4 |
|
| 1529 |
1529
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.26B | -$48.5M | -4% | 2.01% | 85% | 262 | 6.49% | 6.3 |
|
| 1530 |
1530
Edgestream Partners
Princeton,
New Jersey
| $1.26B | +$150M | +14% | 4.94% | 41.7% | 1,032 | 54.75% | 0.4 |
|
| 1531 |
1531
Cooper Investors
Melbourne, Victoria,
Australia
| $1.25B | – | – | 1.06% | 57.5% | 38 | – | 3 |
|
| 1532 |
1532
BSN Capital Partners
London,
United Kingdom
| $1.25B | – | – | 2.75% | 183% | 9 | – | 0.1 |
|
| 1533 |
1533
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $1.25B | -$182M | -13% | 3.77% | 51.8% | 9 | 0% | 2.4 |
|
| 1534 |
1534
Context Capital Management
Lajolla,
California
| $1.25B | +$140M | +13% | 0.24% | 3.38% | 340 | 10.88% | 1.1 |
|
| 1535 |
1535
TOBAM
Paris,
France
| $1.25B | -$80.1M | -6% | 3.87% | 76.5% | 407 | 19.41% | 2.2 |
|
| 1536 |
1536
Motley Fool Asset Management
Alexandria,
Virginia
| $1.25B | +$122M | +11% | 1.92% | 135% | 226 | 11.95% | 2.4 |
|
| 1537 |
1537
Aureus Asset Management
Boston,
Massachusetts
| $1.25B | -$89.1M | -7% | 1.48% | 93.9% | 208 | 18.27% | 4 |
|
| 1538 |
WM
1538
WS Management
Jacksonville,
Florida
| $1.24B | +$44.4M | +4% | 0.45% | 309% | 79 | 35.44% | 3.1 |
|
| 1539 |
1539
MSD Partners
New York
| $1.24B | +$153M | +14% | 6.1% | 3.5% | 72 | 6.94% | 2.5 |
|
| 1540 |
1540
Klingman & Associates
New York
| $1.24B | -$2.18M | -0.2% | 3.4% | 64.9% | 231 | 12.55% | 3.9 |
|
| 1541 |
1541
P. Schoenfeld Asset Management (PSAM)
New York
| $1.24B | -$340M | -22% | 8.05% | 367% | 145 | 52.41% | 0.9 |
|
| 1542 |
1542
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $1.24B | -$19.3M | -2% | 2.95% | 80.6% | 156 | 18.59% | 3.6 |
|
| 1543 |
1543
Adelante Capital Management
Alameda,
California
| $1.24B | +$99.1M | +9% | 7.05% | 43.2% | 47 | 10.64% | 3.6 |
|
| 1544 |
1544
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.23B | -$15.1M | -1% | 1.92% | 69.4% | 484 | 12.6% | 2.1 |
|
| 1545 |
1545
Cambria Investment Management
Manhattan Beach,
California
| $1.23B | +$30.1M | +3% | 2.81% | 72% | 291 | 9.62% | 2.2 |
|
| 1546 |
1546
Naspers
South Africa
| $1.23B | +$195M | +19% | 23.2% | 88.2% | 4 | 0% | 1.8 |
|
| 1547 |
1547
Cardano Risk Management
Rotterdam,
Netherlands
| $1.23B | -$141M | -10% | 4.76% | 200% | 5 | 0% | 4.6 |
|
| 1548 |
1548
Country Club Bank
Kansas City,
Missouri
| $1.23B | -$29.5M | -2% | 3.12% | 77.4% | 298 | 5.37% | 1.3 |
|
| 1549 |
1549
SeaTown Holdings
Singapore
| $1.23B | +$584M | +91% | 0.92% | 220% | 55 | 32.73% | 1.3 |
|
| 1550 |
IFLIT
1550
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.23B | +$26.5M | +2% | 3.65% | 45.7% | 20 | 5% | 5.1 |
|