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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Everence Capital Management
Goshen,
Indiana
| $1.08B | -$39.3M | -4% | 2.86% | 108% | 757 | 11.23% | 3.7 |
|
| 1552 |
1552
Summit Global Investments
Bountiful,
Utah
| $1.08B | -$53.8M | -5% | 5.44% | 60.4% | 516 | 24.61% | 1.2 |
|
| 1553 |
1553
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.08B | +$351M | +48% | 2.31% | 98.1% | 123 | 66.67% | 0.3 |
|
| 1554 |
OCM
1554
Opti Capital Management
New York
| $1.08B | +$40.2M | +4% | 0% | 0.01% | 57 | 3.51% | 0.5 |
|
| 1555 |
1555
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.08B | +$20.7M | +2% | 11.8% | 397% | 208 | 33.17% | 1.2 |
|
| 1556 |
1556
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.08B | -$10.4M | -1% | 4.17% | 115% | 496 | 0.6% | 6.5 |
|
| 1557 |
1557
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.08B | -$54.3M | -5% | 5.46% | 63.2% | 296 | 7.43% | 3.5 |
|
| 1558 |
1558
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.07B | -$81M | -7% | 5.69% | 106% | 235 | 11.49% | 4.7 |
|
| 1559 |
1559
E Fund Management
Guangzhou,
China
| $1.07B | -$29.7M | -3% | 7.89% | – | 349 | 11.75% | 1 |
|
| 1560 |
1560
Connecticut Wealth Management
Farmington,
Connecticut
| $1.07B | -$70.5M | -6% | 6.38% | 70.2% | 203 | 14.29% | 2.3 |
|
| 1561 |
1561
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.07B | +$18.7M | +2% | 2.05% | 91.5% | 266 | 19.55% | 2.3 |
|
| 1562 |
1562
Simmons Bank
Pine Bluff,
Arkansas
| $1.07B | -$68.7M | -6% | 3.58% | 92.9% | 354 | 7.63% | 4.7 |
|
| 1563 |
1563
London & Capital Asset Management
London,
United Kingdom
| $1.07B | -$189M | -15% | 5.6% | 88.8% | 82 | 18.29% | 1.9 |
|
| 1564 |
1564
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.07B | -$63.3M | -6% | 6.74% | 7.58% | 22 | 4.55% | 2.3 |
|
| 1565 |
1565
Checchi Capital Advisers
Beverly Hills,
California
| $1.07B | -$85M | -7% | 5.38% | 68% | 596 | 9.73% | 4.5 |
|
| 1566 |
1566
Investment House LLC
Redondo Beach,
California
| $1.07B | -$64.6M | -6% | 5.32% | 137% | 183 | 14.21% | 6 |
|
| 1567 |
1567
Newlight Partners
New York
| $1.07B | +$131M | +14% | 38.5% | 92.8% | 5 | 0% | 1.9 |
|
| 1568 |
1568
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.07B | -$66M | -6% | 3.9% | 106% | 953 | 6.93% | 0.7 |
|
| 1569 |
BFS
1569
Bard Financial Services
Branford,
Connecticut
| $1.07B | -$27.9M | -3% | 4.54% | 90.1% | 303 | 5.28% | 1.5 |
|
| 1570 |
1570
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.07B | -$114M | -10% | 7.63% | 103% | 323 | 22.29% | 7.2 |
|
| 1571 |
1571
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.06B | -$91.9M | -8% | 4.53% | 68% | 169 | 8.28% | 3.4 |
|
| 1572 |
1572
Security Benefit Life Insurance Company
Topeka,
Kansas
| $1.06B | -$589M | -36% | 1.29% | 60.6% | 111 | 7.21% | 0.6 |
|
| 1573 |
1573
Vigilant Capital Management
Portland,
Maine
| $1.06B | -$95.2M | -8% | 7.32% | 48.8% | 644 | 23.14% | 2.7 |
|
| 1574 |
1574
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $1.06B | +$160M | +18% | 12.8% | 219% | 104 | 19.23% | 1.4 |
|
| 1575 |
1575
CPWM LLC
Seattle,
Washington
| $1.06B | -$59.9M | -5% | 3.78% | 36.6% | 398 | 22.86% | 3.5 |
|