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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
776
Beck Mack & Oliver
New York
| $3.46B | +$55.3M | +2% | 3.67% | 68.2% | 178 | 5.62% | 7.1 |
|
| 777 |
777
Forum Financial Management
Lombard,
Illinois
| $3.46B | +$424M | +14% | 5.09% | 53.1% | 651 | 13.36% | 1 |
|
| 778 |
778
Achmea Investment Management
Zeist,
Netherlands
| $3.45B | +$466M | +16% | 9.83% | 114% | 652 | 3.99% | 1.7 |
|
| 779 |
779
Atalanta Sosnoff Capital
New York
| $3.44B | +$196M | +6% | 14% | 206% | 122 | 21.31% | 2.5 |
|
| 780 |
780
Central Trust Company
Jefferson City,
Missouri
| $3.42B | +$174M | +5% | 5.93% | 84% | 1,313 | 9.22% | 5.3 |
|
| 781 |
781
Trillium Asset Management
Boston,
Massachusetts
| $3.41B | +$164M | +5% | 9.34% | 81.7% | 240 | 10.83% | 5.9 |
|
| 782 |
782
Marshfield Associates
Washington,
District of Columbia
| $3.4B | +$156M | +5% | 3.08% | 59.7% | 20 | 5% | 6.6 |
|
| 783 |
783
Kennedy Capital Management
St Louis,
Missouri
| $3.4B | -$142M | -4% | 4.18% | 140% | 664 | 14.76% | 2.9 |
|
| 784 |
784
SCS Capital Management
Boston,
Massachusetts
| $3.4B | -$2.92M | -0.1% | 6.14% | 53.1% | 63 | 7.94% | 3.2 |
|
| 785 |
785
Capital Investment Advisors
Atlanta,
Georgia
| $3.39B | +$87.7M | +3% | 2.27% | 56.6% | 612 | 12.09% | 5.3 |
|
| 786 |
786
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $3.39B | +$701M | +26% | 4.66% | 45.9% | 206 | 20.39% | 1.7 |
|
| 787 |
787
Perceptive Advisors
New York
| $3.39B | -$174M | -5% | 11.7% | 1,707% | 115 | 30.43% | 2.1 |
|
| 788 |
788
Troy Asset Management
London,
United Kingdom
| $3.38B | -$190M | -5% | 7.55% | 53.9% | 35 | 0% | 4.5 |
|
| 789 |
GP
789
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $3.38B | +$551M | +19% | 19.9% | 82.7% | 7 | 0% | 1.8 |
|
| 790 |
790
Horizon Investments
Charlotte,
North Carolina
| $3.38B | -$172M | -5% | 7.05% | 89.1% | 766 | 31.59% | 1 |
|
| 791 |
791
Japan Post Holdings
Tokyo,
Japan
| $3.37B | -$388M | -10% | 10.3% | 68% | 1 | 0% | 3.3 |
|
| 792 |
792
Kayne Anderson Capital Advisors
Los Angeles,
California
| $3.37B | -$54.7M | -2% | 0.68% | 83% | 95 | 16.84% | 3.9 |
|
| 793 |
SCM
793
Shaolin Capital Management
Miami,
Florida
| $3.37B | -$9.1M | -0.3% | 1.51% | 86.1% | 868 | 28.23% | 0.8 |
|
| 794 |
794
Carlyle Group
Washington,
District of Columbia
| $3.35B | -$84.7M | -2% | 2.14% | 7.98% | 32 | 65.63% | 0.5 |
|
| 795 |
BCA
795
Boundary Creek Advisors
New York
| $3.35B | +$51.7M | +2% | 6.86% | 15% | 50 | 46% | 0.5 |
|
| 796 |
796
Glenview Trust
Louisville,
Kentucky
| $3.34B | +$322M | +11% | 8.55% | 99.2% | 458 | 9.83% | 4.8 |
|
| 797 |
SCM
797
Steadfast Capital Management
New York
| $3.32B | +$416M | +14% | 7.19% | 173% | 49 | 46.94% | 1.1 |
|
| 798 |
798
Kohlberg Kravis Roberts & Co
New York
| $3.32B | +$359M | +12% | 32.7% | 314% | 127 | 35.43% | 1.1 |
|
| 799 |
799
Members Trust
Tampa,
Florida
| $3.32B | +$124M | +4% | 3.67% | 31.5% | 38 | 13.16% | 6.2 |
|
| 800 |
MG
800
Meritage Group
San Francisco,
California
| $3.31B | +$406M | +14% | 18% | 22.1% | 63 | 53.97% | 1 |
|