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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Trinity Street Asset Management
London,
United Kingdom
| $737M | +$93M | +14% | 15.2% | 76.9% | 20 | 20% | 1.7 |
|
| 1777 |
1777
Credential Qtrade Securities
Vancouver,
| $737M | +$90.1M | +14% | 7.09% | 27.7% | 319 | 19.44% | 1 |
|
| 1778 |
1778
Private Wealth Partners
Mill Valley,
California
| $734M | +$91.3M | +14% | 11.3% | 132% | 135 | 17.78% | 3.2 |
|
| 1779 |
1779
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $734M | +$65.7M | +10% | 26.2% | 240% | 111 | 56.76% | 1.4 |
|
| 1780 |
1780
Dynamic Advisor Solutions
Phoenix,
Arizona
| $733M | +$89.1M | +14% | 6.31% | 70.9% | 619 | 21.32% | 1.8 |
|
| 1781 |
1781
Boys Arnold & Co
Asheville,
North Carolina
| $732M | +$63.9M | +10% | 8.16% | 11.5% | 274 | 5.11% | 4.2 |
|
| 1782 |
1782
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $732M | +$31.9M | +5% | 8.66% | 27.5% | 326 | 20.25% | 3.4 |
|
| 1783 |
1783
Executive Wealth Management
Brighton,
Michigan
| $731M | +$71.3M | +11% | 5.6% | 18.4% | 170 | 34.71% | 0.7 |
|
| 1784 |
CGM
1784
Centenus Global Management
New York
| $731M | +$21.3M | +3% | 6.19% | – | 173 | 73.99% | 0.3 |
|
| 1785 |
1785
Nexus Investment Management
Toronto,
Ontario, Canada
| $730M | +$27.3M | +4% | 6.84% | 93.5% | 68 | 4.41% | 5.2 |
|
| 1786 |
1786
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $729M | +$58M | +9% | 6.88% | 67% | 70 | 11.43% | 2.9 |
|
| 1787 |
1787
Caxton Associates (New York)
New York
| $729M | +$226M | +45% | 13.7% | 73.9% | 608 | 74.84% | 0.2 |
|
| 1788 |
1788
Redwood Capital Management
New York
| $729M | -$189M | -21% | 15.2% | 313% | 62 | 24.19% | 2.5 |
|
| 1789 |
1789
O'Shares Investment Advisers
Boston,
Massachusetts
| $728M | +$64.2M | +10% | 6.75% | 71.8% | 345 | 3.19% | 0.8 |
|
| 1790 |
SC
1790
Sasco Capital
Fairfield,
Connecticut
| $728M | -$190M | -21% | 6.58% | 15.5% | 45 | 6.67% | 3.8 |
|
| 1791 |
WCM
1791
Wallace Capital Management
Dallas,
Texas
| $728M | -$35.4M | -5% | 4.4% | 62.3% | 68 | 14.71% | 3.8 |
|
| 1792 |
1792
Stephens Group Asset Management
Little Rock,
Arkansas
| $727M | +$58.6M | +9% | 6.5% | 51.4% | 22 | 36.36% | 1.2 |
|
| 1793 |
1793
First Financial Bank - Trust Division
Hamilton,
Ohio
| $727M | +$47.7M | +7% | 6.98% | 68.6% | 179 | 2.79% | 4.9 |
|
| 1794 |
WDA
1794
Wendell David Associates
Portsmouth,
New Hampshire
| $726M | +$43.2M | +6% | 6.76% | 58.7% | 155 | 4.52% | 5.1 |
|
| 1795 |
1795
SteelPeak Wealth
Woodland Hills,
California
| $726M | – | – | 8.72% | 140% | 255 | – | 0 |
|
| 1796 |
1796
Provident Investment Management
Novi,
Michigan
| $724M | +$57.2M | +9% | 9.62% | 90.8% | 56 | 12.5% | 4.1 |
|
| 1797 |
1797
Acropolis Investment Management
St. Louis,
Missouri
| $722M | +$29.5M | +4% | 5.92% | 51% | 175 | 8.57% | 3.9 |
|
| 1798 |
1798
SeaTown Holdings
Singapore
| $722M | -$27M | -4% | 13.9% | 220% | 98 | 68.37% | 0.6 |
|
| 1799 |
1799
Coastline Trust
Providence,
Rhode Island
| $722M | +$42M | +6% | 6.99% | 106% | 330 | 4.55% | 4.4 |
|
| 1800 |
1800
Snow Capital Management
Sewickley,
Pennsylvania
| $721M | -$647M | -47% | 11.9% | 58.5% | 160 | 16.88% | 2.3 |
|