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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Greenvale Capital
London,
United Kingdom
| $649M | +$269M | +71% | 36.7% | 101% | 19 | 68.42% | 0.4 |
|
| 1877 |
1877
Dai-ichi Life Holdings
Tokyo,
Japan
| $649M | +$179M | +38% | 38.1% | – | 1 | 0% | 3 |
|
| 1878 |
1878
Condor Capital Management
Martinsville,
New Jersey
| $648M | +$106M | +20% | 19.6% | 58.2% | 188 | 14.36% | 4.1 |
|
| 1879 |
1879
Front Barnett Associates
Chicago,
Illinois
| $647M | +$123M | +24% | 24.9% | 40.5% | 114 | 7.89% | 5.8 |
|
| 1880 |
1880
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $646M | +$135M | +26% | 20.8% | 74.8% | 565 | 21.77% | 0.6 |
|
| 1881 |
1881
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $646M | -$100M | -13% | 21.7% | 135% | 346 | 62.72% | 1.8 |
|
| 1882 |
1882
James Hambro & Partners
London,
United Kingdom
| $646M | +$135M | +27% | 17.7% | 97% | 61 | 27.87% | 1.3 |
|
| 1883 |
1883
Horan Capital Management
Hunt Valley,
Maryland
| $645M | +$112M | +21% | 23.8% | 69.2% | 44 | 11.36% | 2.5 |
|
| 1884 |
1884
FJ Capital Management
Mclean,
Virginia
| $645M | +$78.7M | +14% | 17.7% | 97.9% | 84 | 28.57% | 2.1 |
|
| 1885 |
1885
Thomasville National Bank
Thomasville,
Georgia
| $644M | +$44.8M | +7% | 16.3% | – | 217 | 19.82% | 3.5 |
|
| 1886 |
1886
CreativeOne Wealth
Overland Park,
Kansas
| $643M | +$120M | +23% | 13.6% | 67.6% | 262 | 32.82% | 0.9 |
|
| 1887 |
1887
RFG Advisory
Birmingham,
Alabama
| $643M | +$111M | +21% | 16.3% | 52.3% | 419 | 23.15% | 1.5 |
|
| 1888 |
AH
1888
Aviva Holdings
New Providence,
Bahamas
| $643M | +$204M | +46% | 61.1% | 36.5% | 5 | 0% | 1.8 |
|
| 1889 |
1889
Abrams Bison Investments
Bethesda,
Maryland
| $642M | +$300M | +88% | 37.5% | 170% | 11 | 45.45% | 1.7 |
|
| 1890 |
1890
Dubuque Bank & Trust
Dubuque,
Iowa
| $642M | +$112M | +21% | 18.5% | 24% | 221 | 18.1% | 3.4 |
|
| 1891 |
1891
Pure Financial Advisors
San Diego,
California
| $640M | +$44.9M | +8% | 15.1% | 47.2% | 145 | 15.17% | 1.4 |
|
| 1892 |
1892
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $639M | +$107M | +20% | 28.9% | 146% | 35 | 0% | 4.7 |
|
| 1893 |
1893
Avior Wealth Management
Omaha,
Nebraska
| $639M | +$132M | +26% | 20% | 71.4% | 1,025 | 21.85% | 2.3 |
|
| 1894 |
1894
Main Street Research
Lakeville,
Connecticut
| $637M | +$229M | +56% | 22.8% | 232% | 101 | 26.73% | 3.5 |
|
| 1895 |
SC
1895
Sasco Capital
Fairfield,
Connecticut
| $636M | +$127M | +25% | 27.3% | 15.5% | 49 | 14.29% | 3.6 |
|
| 1896 |
1896
Stearns Financial Services Group
Greensboro,
North Carolina
| $636M | +$73M | +13% | 14.1% | 26.1% | 232 | 26.72% | 3.5 |
|
| 1897 |
1897
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $636M | +$47.1M | +8% | 22% | 140% | 30 | 10% | 3.1 |
|
| 1898 |
1898
Keeley-Teton Advisors
Chicago,
Illinois
| $635M | +$71.9M | +13% | 25.7% | 28.6% | 264 | 10.23% | 2.4 |
|
| 1899 |
1899
LBMC Investment Advisors
Brentwood,
Tennessee
| $635M | +$98.1M | +18% | 18.8% | 52.8% | 107 | 18.69% | 3.9 |
|
| 1900 |
1900
Sunriver Management
Greenwich,
Connecticut
| $634M | +$63.7M | +11% | 24.7% | 9.27% | 21 | 19.05% | 1.1 |
|