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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
AGF Investments LLC
Toronto,
Ontario, Canada
| $1.07B | -$130M | -11% | 11.8% | 28.5% | 490 | 32.04% | 2 |
|
| 1627 |
1627
Summit Financial
Parsippany,
New Jersey
| $1.07B | -$215M | -17% | 15.6% | 81.8% | 257 | 14.01% | 1.2 |
|
| 1628 |
1628
Greenoaks Capital Partners
Orinda,
California
| $1.07B | -$547M | -34% | 33% | 311% | 15 | 13.33% | 0.9 |
|
| 1629 |
1629
SouthState Corp
Winter Haven,
Florida
| $1.07B | -$192M | -15% | 12% | 78.9% | 773 | 15.78% | 2.6 |
|
| 1630 |
1630
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.06B | +$32.3M | +3% | 10.5% | 54.4% | 163 | 58.28% | 1.2 |
|
| 1631 |
1631
Ellevest Inc
New York
| $1.06B | -$120M | -10% | 12.8% | 73.8% | 1,838 | 27.86% | 1.6 |
|
| 1632 |
1632
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $1.06B | +$129M | +14% | 6.6% | 89.9% | 11 | 27.27% | 1.9 |
|
| 1633 |
1633
Motley Fool Asset Management
Alexandria,
Virginia
| $1.06B | -$301M | -22% | 19.9% | 117% | 233 | 12.88% | 2.7 |
|
| 1634 |
1634
Level Four Advisory Services
Dallas,
Texas
| $1.06B | -$216M | -17% | 12% | 92.2% | 680 | 23.53% | 2.8 |
|
| 1635 |
1635
Robertson Stephens Wealth Management
San Francisco,
California
| $1.06B | -$131M | -11% | 15.5% | 109% | 421 | 21.38% | 1.5 |
|
| 1636 |
1636
Frazier Life Sciences Management
Palo Alto,
California
| $1.06B | -$114M | -10% | 4.89% | 866% | 44 | 11.36% | 0.2 |
|
| 1637 |
1637
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.06B | -$347M | -25% | 13.6% | 397% | 216 | 32.41% | 1.3 |
|
| 1638 |
1638
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.06B | -$182M | -15% | 13.6% | 130% | 170 | 12.35% | 5.3 |
|
| 1639 |
1639
Appleton Partners
Boston,
Massachusetts
| $1.06B | -$166M | -14% | 12.9% | 101% | 311 | 8.68% | 4.9 |
|
| 1640 |
1640
Sonora Investment Management Group
Tucson,
Arizona
| $1.06B | +$172M | +19% | 8.8% | 78.3% | 265 | 21.89% | 0.4 |
|
| 1641 |
1641
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.05B | -$172M | -14% | 19.4% | 91.5% | 279 | 23.66% | 2.1 |
|
| 1642 |
1642
Zazove Associates
Incline Village,
Nevada
| $1.05B | -$81.1M | -7% | 1.81% | 11% | 190 | 12.11% | 1.1 |
|
| 1643 |
1643
Nationwide Fund Advisors
Columbus,
Ohio
| $1.05B | -$242M | -19% | 9.36% | 28.3% | 10 | 60% | 1.6 |
|
| 1644 |
1644
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $1.05B | -$79.8M | -7% | 17.2% | 99.4% | 105 | 6.67% | 4.2 |
|
| 1645 |
1645
Cumberland Partners
Toronto,
Ontario, Canada
| $1.05B | -$274M | -21% | 13.4% | 101% | 189 | 22.75% | 2.4 |
|
| 1646 |
1646
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.05B | -$88.4M | -8% | 14.1% | 56.1% | 153 | 30.07% | 1.8 |
|
| 1647 |
1647
Avenir Corporation
Alexandria,
Virginia
| $1.05B | -$205M | -16% | 14.2% | 34.4% | 70 | 12.86% | 4.8 |
|
| 1648 |
1648
RWC Asset Advisors
Miami,
Florida
| $1.05B | +$129M | +14% | 5.44% | 267% | 14 | 35.71% | 1.4 |
|
| 1649 |
1649
FJ Capital Management
Mclean,
Virginia
| $1.04B | -$134M | -11% | 11.3% | 97.9% | 115 | 32.17% | 2 |
|
| 1650 |
1650
Norris Perne & French
Grand Rapids,
Michigan
| $1.04B | -$196M | -16% | 13.9% | 79.9% | 161 | 18.63% | 4.1 |
|