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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
Sound Income Strategies
Ft Lauderdale,
Florida
| $2.23B | +$158M | +8% | 8.3% | 31.4% | 2,595 | 81.7% | 4.4 |
|
| 1527 |
1527
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2.22B | +$219M | +11% | 18.6% | 93.9% | 612 | 13.07% | 5.7 |
|
| 1528 |
1528
Checchi Capital Advisers
Beverly Hills,
California
| $2.22B | +$241M | +12% | 12.9% | 68% | 652 | 13.96% | 6.3 |
|
| 1529 |
1529
Affinity Asset Advisors
New York
| $2.21B | +$276M | +14% | 29.8% | 1,487% | 128 | 29.69% | 1 |
|
| 1530 |
1530
BSN Capital Partners
London,
United Kingdom
| $2.21B | -$1.71B | -44% | 28.9% | 183% | 43 | 79.07% | 0.2 |
|
| 1531 |
1531
Parsons Capital Management
Providence,
Rhode Island
| $2.21B | +$22.3M | +1% | 13.5% | 97.4% | 535 | 10.65% | 6.3 |
|
| 1532 |
1532
Investment House LLC
Redondo Beach,
California
| $2.21B | +$289M | +15% | 29.5% | 137% | 239 | 14.64% | 6.8 |
|
| 1533 |
1533
1ST Source Bank
South Bend,
Indiana
| $2.21B | +$268M | +14% | 16% | 80.8% | 307 | 12.7% | 7.6 |
|
| 1534 |
1534
Tang Capital Management
San Diego,
California
| $2.2B | +$233M | +12% | 25.9% | 493% | 56 | 33.93% | 2 |
|
| 1535 |
1535
Leeward Investments
Boston,
Massachusetts
| $2.2B | +$172M | +8% | 16.5% | 88% | 145 | 5.52% | 3.2 |
|
| 1536 |
1536
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $2.2B | -$72.8M | -3% | 14.1% | 106% | 38 | 0% | 4 |
|
| 1537 |
1537
Bank of Italy
Rome,
Italy
| $2.2B | -$16.4M | -0.7% | 2.47% | 20.9% | 8 | 0% | 5.3 |
|
| 1538 |
1538
Angeles Wealth Management
Santa Monica,
California
| $2.19B | +$352M | +19% | 14.9% | 80.6% | 661 | 25.11% | 1.6 |
|
| 1539 |
1539
Advisornet Financial
Minnetonka,
Minnesota
| $2.19B | +$258M | +13% | 11.5% | 71.2% | 2,385 | 9.85% | 4 |
|
| 1540 |
1540
Greenwoods Asset Management (HK)
Hong Kong
| $2.19B | -$1.69B | -44% | 41.8% | 274% | 29 | 41.38% | 2 |
|
| 1541 |
1541
ADAR1 Capital Management
Austin,
Texas
| $2.19B | +$487M | +29% | 22.3% | – | 354 | 34.18% | 0.9 |
|
| 1542 |
1542
Rehmann Capital Advisory Group
Lansing,
Michigan
| $2.18B | +$264M | +14% | 14.1% | 64.6% | 729 | 10.97% | 4.2 |
|
| 1543 |
1543
Traynor Capital Management
Malvern,
Pennsylvania
| $2.18B | +$472M | +28% | 42.4% | 244% | 400 | 24% | 2.9 |
|
| 1544 |
1544
W.R. Berkley Corp
Greenwich,
Connecticut
| $2.18B | +$314M | +17% | 2.64% | 38.7% | 435 | 41.61% | 0.6 |
|
| 1545 |
1545
Integrated Advisors Network
Dallas,
Texas
| $2.18B | +$270M | +14% | 17.1% | 107% | 762 | 20.08% | 3.6 |
|
| 1546 |
1546
Foster & Motley
Cincinnati,
Ohio
| $2.17B | +$235M | +12% | 12.6% | 68.8% | 417 | 8.15% | 5.5 |
|
| 1547 |
1547
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $2.17B | +$283M | +15% | 33.1% | 160% | 469 | 23.67% | 5.1 |
|
| 1548 |
1548
J. Safra Asset Management
New York
| $2.17B | +$315M | +17% | 18.4% | 84.3% | 688 | 18.6% | 1.2 |
|
| 1549 |
1549
Contrarius Group Holdings
Hamilton,
Bermuda
| $2.17B | +$404M | +23% | 56.6% | – | 56 | 69.64% | 0.4 |
|
| 1550 |
1550
ODDO BHF Asset Management
Paris,
France
| $2.16B | -$377M | -15% | 23.9% | – | 346 | 47.4% | 0.8 |
|