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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Moody Lynn & Lieberson
Boston,
Massachusetts
| $712M | +$15.5M | +2% | 6.36% | 142% | 191 | 26.18% | 1.9 |
|
| 1577 |
1577
Makena Capital Management
Menlo Park,
California
| $712M | +$240M | +51% | 3.74% | 78.7% | 23 | 4.35% | 1.9 |
|
| 1578 |
1578
Investment House LLC
Redondo Beach,
California
| $711M | +$54.6M | +8% | 8.87% | 137% | 199 | 14.07% | 2.6 |
|
| 1579 |
1579
Parkwood LLC
Cleveland,
Ohio
| $711M | +$59M | +9% | 6.13% | 120% | 578 | 30.97% | 1 |
|
| 1580 |
1580
BOK Financial Private Wealth
Denver,
Colorado
| $708M | +$48.2M | +7% | 4.5% | 61.8% | 146 | 12.33% | 1.9 |
|
| 1581 |
1581
Sumitomo Life Insurance
Tokyo,
Japan
| $707M | +$6.11M | +0.9% | 6.94% | 69.6% | 291 | 6.53% | 2.9 |
|
| 1582 |
1582
Matson Money Inc
Mason,
Ohio
| $707M | +$49.2M | +7% | 0.37% | 34.2% | 2 | 0% | 1 |
|
| 1583 |
1583
Bainco International Investors
Boston,
Massachusetts
| $707M | +$118M | +20% | 15.1% | 69.4% | 105 | 31.43% | 2.2 |
|
| 1584 |
ALS
1584
Andrew L. Share
| $706M | +$70M | +11% | 11% | 14.8% | 1 | 0% | 0.3 |
|
| 1585 |
1585
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $706M | +$43.3M | +7% | 5.27% | 83.5% | 64 | 6.25% | 3.3 |
|
| 1586 |
1586
Pillar Pacific Capital Management
Pacifica,
California
| $706M | +$56.3M | +9% | 7.18% | 85% | 316 | 10.76% | 2.7 |
|
| 1587 |
SC
1587
SRB Corp
Boston,
Massachusetts
| $705M | -$15.3M | -2% | 0.99% | 87.3% | 192 | 20.83% | 1.6 |
|
| 1588 |
1588
Edgemoor Investment Advisors
Bethesda,
Maryland
| $703M | +$45.3M | +7% | 6.01% | 109% | 127 | 10.24% | 2.6 |
|
| 1589 |
1589
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $703M | +$34.2M | +5% | 4.97% | 28.9% | 2,125 | 16.28% | 1 |
|
| 1590 |
AAA
1590
Adams Asset Advisors
Dallas,
Texas
| $703M | -$56.4M | -7% | 5.69% | 66.8% | 95 | 4.21% | 2.2 |
|
| 1591 |
1591
Hikari Power
Tokyo,
Japan
| $703M | -$959K | -0.1% | 4.28% | 53.5% | 70 | 34.29% | 1.4 |
|
| 1592 |
AVC
1592
Arlington Value Capital
Salt Lake City,
Utah
| $701M | -$26.5M | -4% | 0.13% | 14.4% | 21 | 14.29% | 1.7 |
|
| 1593 |
1593
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $700M | +$5.43M | +0.8% | 4.63% | 26.1% | 177 | 10.73% | 2.8 |
|
| 1594 |
1594
Osborne Partners Capital Management
San Francisco,
California
| $698M | +$15M | +2% | 4.87% | 60.8% | 180 | 4.44% | 3.1 |
|
| 1595 |
1595
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $698M | +$100M | +17% | 7.85% | 119% | 187 | 21.93% | 1.3 |
|
| 1596 |
1596
ARGA Investment Management
Stamford,
Connecticut
| $698M | +$250M | +56% | 8.38% | 78.1% | 68 | 14.71% | 1 |
|
| 1597 |
HSC
1597
Harbor Spring Capital
New York
| $696M | +$175M | +34% | 8.74% | – | 16 | 31.25% | 0.8 |
|
| 1598 |
1598
NS Partners
London,
United Kingdom
| $695M | +$57.3M | +9% | 7.97% | 109% | 114 | 18.42% | 1.4 |
|
| 1599 |
1599
Gratus Capital
Atlanta,
Georgia
| $695M | +$25.7M | +4% | 4.3% | 51.4% | 188 | 11.7% | 1.1 |
|
| 1600 |
1600
Guardian Life Insurance
New York
| $692M | +$14.7M | +2% | 2.85% | – | 538 | 4.09% | 3.2 |
|