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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 751 |
SW
751
SVB Wealth
Boston,
Massachusetts
| $2.51B | +$93.6M | +4% | 6.61% | 170% | 531 | 12.62% | 1.8 |
|
| 752 |
OA
752
Omega Advisors
New York
| $2.48B | +$215M | +9% | 5.06% | 21.5% | 102 | 48.04% | 1 |
|
| 753 |
753
Whittier Trust
South Pasadena,
California
| $2.48B | +$128M | +5% | 5.63% | 110% | 1,426 | 17.74% | 2.5 |
|
| 754 |
TCMV
754
Technology Crossover Management VII
Menlo Park,
California
| $2.48B | +$310M | +14% | 14.6% | 35.2% | 7 | 0% | 2.7 |
|
| 755 |
755
Bradley Foster & Sargent
Hartford,
Connecticut
| $2.48B | +$121M | +5% | 5.96% | 83.7% | 367 | 14.71% | 2.8 |
|
| 756 |
CCMLC
756
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| $2.47B | +$137M | +6% | 4.42% | 15.7% | 97 | 15.46% | 2.1 |
|
| 757 |
CCM
757
Camber Capital Management
Boston,
Massachusetts
| $2.47B | +$545M | +28% | 13.2% | 26.6% | 41 | 36.59% | 1 |
|
| 758 |
758
Klingenstein Fields & Co
New York
| $2.46B | +$174M | +8% | 6% | 93.4% | 240 | 11.67% | 2.9 |
|
| 759 |
759
Intact Investment Management
Montreal,
Quebec, Canada
| $2.46B | -$236M | -9% | 3% | 73.7% | 306 | 30.39% | 1.8 |
|
| 760 |
760
Brinker Capital Investments
Berwyn,
Pennsylvania
| $2.45B | +$91.5M | +4% | 4.69% | 75.8% | 522 | 19.54% | 1.9 |
|
| 761 |
SIM
761
Sentry Investment Management
Stevens Point,
Wisconsin
| $2.45B | +$68.9M | +3% | 5.26% | 103% | 525 | 4.57% | 3.1 |
|
| 762 |
762
Emerald Advisers
Leola,
Pennsylvania
| $2.44B | +$90.8M | +4% | 9.96% | 487% | 294 | 28.91% | 1.8 |
|
| 763 |
WIM
763
Weitz Investment Management
Omaha,
Nebraska
| $2.43B | -$85.8M | -3% | 8.68% | 36.1% | 88 | 7.95% | 1.9 |
|
| 764 |
764
ETrade Capital Management
Arlington,
Virginia
| $2.43B | +$241M | +11% | 4.34% | 26.3% | 688 | 25% | 1.6 |
|
| 765 |
TCM
765
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
| $2.43B | -$72.5M | -3% | 2.28% | 11.3% | 67 | 13.43% | 2.2 |
|
| 766 |
766
Curi RMB Capital
Chicago,
Illinois
| $2.42B | +$559M | +30% | 6.31% | 81.4% | 643 | 41.68% | 1 |
|
| 767 |
767
Impax Asset Management (UK)
London,
United Kingdom
| $2.42B | +$147M | +6% | 4.88% | 45.5% | 64 | 15.63% | 2.6 |
|
| 768 |
WIM
768
Woodford Investment Management
London,
United Kingdom
| $2.42B | +$338M | +16% | 8.1% | 27.1% | 8 | 25% | 1.3 |
|
| 769 |
MCMC
769
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $2.41B | +$372M | +18% | 15.9% | 245% | 15 | 33.33% | 1.8 |
|
| 770 |
CAM
770
Cortina Asset Management
Milwaukee,
Wisconsin
| $2.41B | +$9.28M | +0.4% | 6.51% | 115% | 258 | 22.09% | 1.3 |
|
| 771 |
LCM
771
Lakewood Capital Management
New York
| $2.41B | +$196M | +9% | 8.48% | 45.4% | 44 | 38.64% | 1.1 |
|
| 772 |
CG
772
Cutler Group
San Francisco,
California
| $2.4B | -$374M | -13% | 8.82% | 57.7% | 8,022 | 38.42% | 0.7 |
|
| 773 |
773
Hancock Whitney
Gulfport,
Mississippi
| $2.4B | -$290M | -11% | 3.91% | 100% | 638 | 28.37% | 1.5 |
|
| 774 |
MVIP
774
Mar Vista Investment Partners
Los Angeles,
California
| $2.4B | -$73.7M | -3% | 9.65% | 73.9% | 51 | 5.88% | 2.6 |
|
| 775 |
FP
775
Foundry Partners
Minneapolis,
Minnesota
| $2.4B | +$79.8M | +3% | 2.33% | 44.4% | 463 | 11.88% | 1.3 |
|