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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Oasis Management Company
Grand Cayman,
Cayman Islands
| $1.54B | +$505M | +49% | 0.37% | 368% | 128 | 29.69% | 1.1 |
|
| 1802 |
1802
PDT Partners
New York
| $1.54B | -$44M | -3% | 8.41% | 211% | 662 | 30.97% | 1.1 |
|
| 1803 |
1803
Beese Fulmer Investment Management
Canton,
Ohio
| $1.54B | +$89.3M | +6% | 3.25% | 124% | 409 | 33.74% | 4.3 |
|
| 1804 |
TP
1804
Theleme Partners
London,
United Kingdom
| $1.54B | -$28.4M | -2% | 2.39% | 35.5% | 10 | 10% | 1.7 |
|
| 1805 |
1805
Hikari Tsushin Inc
Tokyo,
Japan
| $1.54B | +$47.8M | +3% | 4.01% | 59.5% | 82 | 8.54% | 5 |
|
| 1806 |
1806
Swiss Re
Zurich,
Switzerland
| $1.53B | – | – | 2.36% | – | 237 | – | 0 |
|
| 1807 |
1807
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.53B | +$49.5M | +3% | 0.61% | 79.4% | 65 | 16.92% | 3.5 |
|
| 1808 |
1808
Fiduciary Alliance
Greenville,
South Carolina
| $1.53B | +$37.5M | +3% | 0.95% | 104% | 540 | 13.33% | 1.3 |
|
| 1809 |
1809
Plato Investment Management
Sydney, NSW,
Australia
| $1.53B | +$54.2M | +4% | 4.36% | – | 546 | 11.54% | 1.5 |
|
| 1810 |
1810
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $1.53B | +$101M | +7% | 4.26% | 65.8% | 289 | 17.99% | 1 |
|
| 1811 |
1811
Fifth Third Securities
Cincinnati,
Ohio
| $1.53B | +$65.2M | +4% | 2.18% | 62.7% | 339 | 10.32% | 2.2 |
|
| 1812 |
1812
Gillson Capital
Chicago,
Illinois
| $1.53B | +$376M | +33% | 4.1% | 84.9% | 102 | 61.76% | 0.3 |
|
| 1813 |
1813
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.52B | -$94.6M | -6% | 2.66% | 103% | 274 | 14.96% | 8 |
|
| 1814 |
1814
Asset Dedication LLC
San Francisco,
California
| $1.52B | +$34.7M | +2% | 3.08% | 67.8% | 1,181 | 7.96% | 3.5 |
|
| 1815 |
1815
Charles Schwab Trust
Henderson,
Nevada
| $1.52B | +$48.7M | +3% | 1.72% | 52.7% | 184 | 10.87% | 3.6 |
|
| 1816 |
1816
BlackBarn Capital Partners
New York
| $1.52B | +$124M | +9% | 16.5% | – | 21 | 28.57% | 0.9 |
|
| 1817 |
1817
Burkehill Global Management
New York
| $1.52B | -$242M | -14% | 8.31% | – | 211 | 58.29% | 0.2 |
|
| 1818 |
1818
Forest Avenue Capital Management
Miami,
Florida
| $1.52B | +$161M | +12% | 8.27% | 415% | 28 | 42.86% | 0.8 |
|
| 1819 |
1819
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.52B | +$22.5M | +2% | 2.62% | 93.3% | 419 | 17.42% | 4.6 |
|
| 1820 |
1820
Appleton Partners
Boston,
Massachusetts
| $1.52B | +$28M | +2% | 3.21% | 110% | 270 | 7.78% | 6.7 |
|
| 1821 |
1821
Soltis Investment Advisors
St. George,
Utah
| $1.52B | +$70.2M | +5% | 2.09% | 95.1% | 561 | 20.68% | 2.3 |
|
| 1822 |
LLL
1822
Lynrock Lake LP
Rye Brook,
New York
| $1.52B | +$278M | +22% | 8.16% | 21.2% | 30 | 13.33% | 2.3 |
|
| 1823 |
1823
Norris Perne & French
Grand Rapids,
Michigan
| $1.52B | +$71.1M | +5% | 6.32% | 91.1% | 172 | 9.88% | 5.3 |
|
| 1824 |
1824
American International Group
New York
| $1.51B | -$1.48B | -49% | 5.87% | 161% | 3 | 33.33% | 2.3 |
|
| 1825 |
1825
Howe & Rusling
Rochester,
New York
| $1.51B | +$53.2M | +4% | 2.29% | 82% | 512 | 17.77% | 4.3 |
|