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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
FJ Capital Management
Mclean,
Virginia
| $943M | -$23.2M | -2% | 4.43% | 97.9% | 155 | 45.81% | 1.5 |
|
| 2302 |
GA
2302
GuoLine Advisory
Singapore
| $943M | -$1.6M | -0.2% | 15.8% | 112% | 23 | 8.7% | 1.6 |
|
| 2303 |
2303
Twin Capital Management
Mcmurray,
Pennsylvania
| $941M | +$83.6M | +10% | 13.5% | 132% | 304 | 20.07% | 4.1 |
|
| 2304 |
2304
KLCM Advisors
Milwaukee,
Wisconsin
| $941M | +$85.9M | +10% | 16.6% | 122% | 187 | 9.09% | 4.6 |
|
| 2305 |
2305
Apriem Advisors
Irvine,
California
| $941M | +$87.1M | +10% | 9.66% | 74.3% | 193 | 8.81% | 5.1 |
|
| 2306 |
2306
Redmile Group
San Francisco,
California
| $940M | -$118M | -11% | 19.7% | 777% | 57 | 17.54% | 4.2 |
|
| 2307 |
2307
49 Wealth Management
Austin,
Texas
| $939M | +$109M | +13% | 6.06% | – | 202 | 18.32% | 0.9 |
|
| 2308 |
2308
IBEX Wealth Advisors
Bedminster,
New Jersey
| $937M | +$181M | +24% | 18.2% | 221% | 206 | 47.09% | 0.6 |
|
| 2309 |
2309
Longbow Finance
Lutry,
Switzerland
| $937M | +$102M | +12% | 17.5% | 162% | 100 | 49% | 0.9 |
|
| 2310 |
2310
GTCR LLC
Chicago,
Illinois
| $937M | +$45M | +5% | 23.4% | 6.7% | 3 | 0% | 4.5 |
|
| 2311 |
2311
Waddell & Associates
Memphis,
Tennessee
| $937M | +$113M | +14% | 8.99% | 194% | 247 | 37.25% | 1.8 |
|
| 2312 |
2312
Carret Asset Management
New York
| $936M | +$50.8M | +6% | 9.34% | 94.4% | 284 | 4.93% | 8 |
|
| 2313 |
2313
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $936M | +$71.5M | +8% | 8.07% | 56.8% | 156 | 8.33% | 3.7 |
|
| 2314 |
2314
Azzad Asset Management
Falls Church,
Virginia
| $933M | +$84.1M | +10% | 12.2% | 101% | 325 | 10.46% | 2.4 |
|
| 2315 |
2315
Pacific Life Fund Advisors
Newport Beach,
California
| $933M | +$41.6M | +5% | 7.33% | 47.6% | 20 | 0% | 1.1 |
|
| 2316 |
2316
IMA Advisory Services
Denver,
Colorado
| $933M | +$89.8M | +11% | 8.96% | 74.5% | 571 | 42.38% | 0.7 |
|
| 2317 |
2317
Rockbridge Investment Management
Syracuse,
New York
| $933M | +$87.8M | +10% | 6.82% | 38.6% | 136 | 6.62% | 3.5 |
|
| 2318 |
2318
DDD Partners
Bellevue,
Washington
| $933M | +$110M | +13% | 8.28% | 62.1% | 122 | 24.59% | 2.6 |
|
| 2319 |
2319
Sunriver Management
Greenwich,
Connecticut
| $933M | +$122M | +15% | 6.59% | 9.27% | 27 | 33.33% | 1.3 |
|
| 2320 |
2320
Mangrove Partners
Greenwich,
Connecticut
| $931M | +$6.44M | +0.7% | 13% | 185% | 243 | 72.43% | 0.5 |
|
| 2321 |
2321
Cornerstone Advisory
Hunt Valley,
Maryland
| $931M | +$74.4M | +9% | 6.84% | 53.5% | 247 | 9.72% | 4.6 |
|
| 2322 |
2322
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $931M | +$49.1M | +6% | 13.1% | 145% | 182 | 8.24% | 3.7 |
|
| 2323 |
DCM
2323
Dupont Capital Management
Wilmington,
Delaware
| $931M | +$27.5M | +3% | 15.4% | 100% | 123 | 17.89% | 4.4 |
|
| 2324 |
2324
Forte Capital
Rochester,
New York
| $930M | +$87.3M | +10% | 14.8% | 98.3% | 244 | 5.33% | 4.5 |
|
| 2325 |
2325
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $930M | +$35.3M | +4% | 9.96% | 78.9% | 209 | 13.88% | 6.7 |
|