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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
Dearborn Partners
Chicago,
Illinois
| $1.77B | -$81.2M | -4% | 6.67% | 46.1% | 290 | 8.97% | 5.9 |
|
| 1777 |
1777
Frank Rimerman Advisors
Palo Alto,
California
| $1.77B | +$241M | +16% | 25.5% | 149% | 660 | 17.88% | 1.9 |
|
| 1778 |
1778
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $1.77B | +$134M | +8% | 10.2% | 65.8% | 312 | 14.1% | 1.3 |
|
| 1779 |
1779
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.76B | +$537M | +44% | 25.9% | 27.9% | 5 | 20% | 3.7 |
|
| 1780 |
1780
Rheos Capital Works
Tokyo,
Japan
| $1.75B | +$256M | +17% | 37.3% | 220% | 88 | 23.86% | 1.3 |
|
| 1781 |
1781
Fifth Third Securities
Cincinnati,
Ohio
| $1.75B | +$208M | +13% | 13.1% | 62.7% | 371 | 11.05% | 2.4 |
|
| 1782 |
1782
Simmons Bank
Pine Bluff,
Arkansas
| $1.75B | +$260M | +17% | 18.5% | 92.9% | 380 | 12.63% | 6.2 |
|
| 1783 |
1783
Kryger Capital
London,
United Kingdom
| $1.75B | +$339M | +24% | 11.9% | 421% | 148 | 75% | 0.1 |
|
| 1784 |
1784
Liberty 77 Capital
Washington,
District of Columbia
| $1.75B | +$296M | +20% | 28.3% | – | 3 | 0% | 1.3 |
|
| 1785 |
1785
Plato Investment Management
Sydney, NSW,
Australia
| $1.75B | +$263M | +18% | 25.7% | – | 569 | 22.14% | 1.8 |
|
| 1786 |
1786
Kepler Cheuvreux
Nyon,
| $1.75B | +$243M | +16% | 27.4% | – | 207 | 39.13% | 0.5 |
|
| 1787 |
1787
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.75B | +$148M | +9% | 14.8% | 121% | 122 | 7.38% | 8.5 |
|
| 1788 |
ACG
1788
Aventail Capital Group
New York
| $1.74B | -$343M | -16% | 8.75% | 154% | 214 | 48.13% | 0.9 |
|
| 1789 |
PO
1789
PBCay One
Dubai,
United Arab Emirates
| $1.74B | +$398M | +30% | 12.7% | – | 23 | 39.13% | 0.6 |
|
| 1790 |
SFG
1790
Sather Financial Group
Victoria,
Texas
| $1.74B | +$116M | +7% | 13% | 82.3% | 129 | 21.71% | 3.4 |
|
| 1791 |
1791
Shufro Rose & Co
New York
| $1.74B | +$271M | +18% | 18.1% | 68.1% | 334 | 12.87% | 5.2 |
|
| 1792 |
KNB
1792
Khazanah Nasional Berhad
Kuala Lumpur,
| $1.74B | +$194M | +13% | 13.8% | 73.6% | 165 | 23.64% | 0.5 |
|
| 1793 |
1793
Goehring & Rozencwajg Associates
New York
| $1.74B | -$122M | -7% | 17% | 148% | 43 | 4.65% | 2.9 |
|
| 1794 |
1794
AMI Asset Management
Los Angeles,
California
| $1.74B | +$171M | +11% | 22.8% | 96.6% | 106 | 16.04% | 3.7 |
|
| 1795 |
1795
Fidelis Capital Partners
Tampa,
Florida
| $1.74B | +$333M | +24% | 19% | 115% | 557 | 12.93% | 2 |
|
| 1796 |
1796
GC Wealth Management RIA
Cambridge,
Massachusetts
| $1.73B | -$682M | -28% | 19.3% | – | 553 | 21.16% | 1.4 |
|
| 1797 |
1797
Lee, Danner & Bass
Nashville,
Tennessee
| $1.73B | +$142M | +9% | 17.4% | – | 254 | 4.72% | 7.4 |
|
| 1798 |
1798
Beese Fulmer Investment Management
Canton,
Ohio
| $1.73B | +$171M | +11% | 26.5% | 124% | 500 | 32.8% | 4.4 |
|
| 1799 |
SCI
1799
S&CO Inc
Boston,
Massachusetts
| $1.73B | +$119M | +7% | 12.7% | 68.8% | 230 | 8.7% | 7 |
|
| 1800 |
1800
Valley Wealth Managers
Paramus,
New Jersey
| $1.73B | +$178M | +11% | 22% | 118% | 351 | 11.4% | 3.9 |
|