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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 |
MCI
1626
McDonald Capital Investors
Orinda,
California
| $1.59B | +$7.15M | +0.5% | 6.92% | 60.2% | 20 | 0% | 7.2 |
|
| 1627 |
1627
Wilkinson Global Asset Management
New York
| $1.59B | -$8.94M | -0.6% | 12.2% | 86.5% | 83 | 25.3% | 3.2 |
|
| 1628 |
1628
Country Club Bank
Kansas City,
Missouri
| $1.59B | +$105M | +7% | 8.89% | 77.4% | 328 | 4.88% | 2.7 |
|
| 1629 |
1629
Pine Ridge Advisers
New York
| $1.59B | +$420M | +36% | 13.7% | 90.1% | 40 | 12.5% | 2.7 |
|
| 1630 |
1630
Hills Bank & Trust
North Liberty,
Iowa
| $1.59B | +$166M | +12% | 6.94% | 52.8% | 318 | 7.55% | 5.3 |
|
| 1631 |
1631
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $1.59B | +$283M | +22% | 6.43% | 31% | 1,532 | 63.45% | 0.5 |
|
| 1632 |
1632
GAMMA Investing
Foster City,
California
| $1.58B | +$249M | +19% | 12.9% | 139% | 3,941 | 8.12% | 1.3 |
|
| 1633 |
1633
Edgar Lomax Company
Kingstowne,
Virginia
| $1.58B | -$18.1M | -1% | 1.49% | 66.2% | 59 | 3.39% | 5.4 |
|
| 1634 |
1634
Meritage Portfolio Management
Overland Park,
Kansas
| $1.58B | +$71.8M | +5% | 11.2% | 97.4% | 351 | 15.67% | 3.6 |
|
| 1635 |
1635
Segment Wealth Management
Houston,
Texas
| $1.58B | +$97.4M | +7% | 10.9% | 102% | 296 | 8.11% | 4.5 |
|
| 1636 |
1636
Empire Life Investments
Toronto,
Ontario, Canada
| $1.57B | +$38M | +2% | 12.8% | 90.8% | 115 | 7.83% | 3.5 |
|
| 1637 |
1637
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.57B | +$93.9M | +6% | 7.04% | 54.8% | 1,985 | 8.61% | 4.2 |
|
| 1638 |
1638
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.57B | +$220M | +16% | 14.4% | 103% | 282 | 11.7% | 7.6 |
|
| 1639 |
1639
Broadwood Capital
New York
| $1.57B | +$335M | +27% | 27.7% | 110% | 13 | 38.46% | 5.3 |
|
| 1640 |
1640
Divisadero Street Capital Management
Miami,
Florida
| $1.57B | +$574M | +58% | 89.8% | 718% | 145 | 41.38% | 0.5 |
|
| 1641 |
1641
Resonant Capital Advisors
Madison,
Wisconsin
| $1.57B | +$133M | +9% | 6.14% | 56.5% | 425 | 15.76% | 2.6 |
|
| 1642 |
1642
Consulta
London,
United Kingdom
| $1.56B | +$86.1M | +6% | 18.1% | 30.7% | 11 | 18.18% | 3 |
|
| 1643 |
1643
Aureus Asset Management
Boston,
Massachusetts
| $1.56B | +$136M | +10% | 12.4% | 93.9% | 218 | 12.84% | 4.6 |
|
| 1644 |
1644
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.56B | +$53.1M | +4% | 6.36% | 85% | 267 | 8.99% | 7.1 |
|
| 1645 |
1645
General American Investors
New York
| $1.56B | +$188M | +14% | 14.2% | 129% | 74 | 14.86% | 5.5 |
|
| 1646 |
1646
Hilltop Holdings
Dallas,
Texas
| $1.56B | -$32.5M | -2% | 10% | 96.7% | 942 | 19% | 3.1 |
|
| 1647 |
SCI
1647
S&CO Inc
Boston,
Massachusetts
| $1.56B | +$69.5M | +5% | 8.01% | 68.8% | 230 | 8.7% | 6.3 |
|
| 1648 |
1648
Everence Capital Management
Goshen,
Indiana
| $1.55B | +$83.4M | +6% | 12.5% | 108% | 865 | 18.38% | 3.9 |
|
| 1649 |
1649
Advisornet Financial
Minnetonka,
Minnesota
| $1.55B | +$204M | +15% | 8.92% | 71.2% | 2,395 | 16.28% | 3.5 |
|
| 1650 |
1650
Oakworth Capital
Birmingham,
Alabama
| $1.55B | +$115M | +8% | 7.32% | 64.3% | 717 | 15.34% | 5.9 |
|