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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Oxford Financial Group
Carmel,
Indiana
| $785M | +$38.7M | +5% | 1.16% | 77.2% | 258 | 17.83% | 1.5 |
|
| 2202 |
2202
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| $784M | +$76.2M | +11% | 2.06% | – | 45 | 11.11% | 0.6 |
|
| 2203 |
2203
Anderson Hoagland & Co
St Louis,
Missouri
| $784M | -$2.06M | -0.3% | 1.71% | 104% | 116 | 7.76% | 2.3 |
|
| 2204 |
2204
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $783M | -$14.8M | -2% | 0.71% | 102% | 97 | 9.28% | 2.1 |
|
| 2205 |
2205
Hazelview Securities
Toronto,
Ontario, Canada
| $782M | +$26.8M | +4% | 0.29% | – | 28 | 17.86% | 1.6 |
|
| 2206 |
2206
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $782M | +$66.4M | +9% | 1.81% | – | 66 | 13.64% | 0.6 |
|
| 2207 |
2207
Avestar Capital
New York
| $782M | +$35.4M | +5% | 0.37% | 112% | 522 | 31.99% | 1 |
|
| 2208 |
2208
Griffin Asset Management
New York
| $782M | -$47.7M | -6% | 2.87% | 88.9% | 250 | 9.6% | 3.6 |
|
| 2209 |
2209
Arch Capital Group
Pembroke,
Bermuda
| $780M | +$184M | +31% | 6.76% | 3.08% | 21 | 4.76% | 0.5 |
|
| 2210 |
2210
Toews Corporation
Northfield,
New Jersey
| $780M | +$114M | +17% | 0.45% | 22% | 122 | 88.52% | 0.2 |
|
| 2211 |
2211
GPI Capital
New York
| $780M | -$70.3M | -8% | 18.9% | 261% | 5 | 20% | 0.3 |
|
| 2212 |
2212
Cevian Capital II
St. Helier,
Jersey
| $780M | +$17.2M | +2% | 8.74% | 105% | 2 | 0% | 3.3 |
|
| 2213 |
2213
Empowered Funds
Havertown,
Pennsylvania
| $779M | -$8.31M | -1% | 0.64% | 127% | 303 | 58.42% | 0.3 |
|
| 2214 |
2214
Adams Street Partners
Chicago,
Illinois
| $779M | +$298M | +62% | 24.2% | 399% | 35 | 74.29% | 1.1 |
|
| 2215 |
2215
Prospector Partners
Guilford,
Connecticut
| $779M | -$15.5M | -2% | 0.46% | 53.6% | 118 | 11.02% | 3.7 |
|
| 2216 |
2216
VR Adviser
New York
| $779M | -$45.9M | -6% | 6.39% | 1,698% | 35 | 42.86% | 0.5 |
|
| 2217 |
2217
Randolph Company
Cincinnati,
Ohio
| $778M | +$9.31M | +1% | 0.49% | 127% | 47 | 4.26% | 2.3 |
|
| 2218 |
2218
North Peak Capital Management
New York
| $778M | +$262M | +51% | 4.12% | 301% | 8 | 50% | 0.3 |
|
| 2219 |
2219
GFI Investment Counsel
Toronto,
Ontario, Canada
| $778M | +$49.4M | +7% | 3.81% | 41.8% | 21 | 23.81% | 2.3 |
|
| 2220 |
BPIH
2220
Broad Peak Investment Holdings
Singapore
| $778M | -$473M | -38% | 8.4% | 52.2% | 17 | 47.06% | 1.3 |
|
| 2221 |
2221
Lenox Wealth Advisors
New York
| $777M | -$3.54M | -0.5% | 1.24% | 35.7% | 819 | 16.48% | 2 |
|
| 2222 |
2222
Mirova
Paris,
France
| $777M | -$57.1M | -7% | 1.42% | 64.6% | 166 | 1.2% | 1.6 |
|
| 2223 |
2223
LS Investment Advisors
Bloomfield Hills,
Michigan
| $777M | -$13M | -2% | 0.02% | 98.7% | 168 | 2.98% | 7.1 |
|
| 2224 |
2224
RWWM Inc
Rocklin,
California
| $776M | -$4.56M | -0.6% | 6.84% | 40.6% | 13 | 0% | 4.4 |
|
| 2225 |
2225
United Asset Strategies
Garden City,
New York
| $776M | +$25.4M | +3% | 0.66% | 111% | 225 | 18.22% | 2.5 |
|