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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%
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50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 801 |
SM
801
Seminole Management
New York
| $2.09B | +$63.7M | +3% | 7.03% | 95.4% | 90 | 46.67% |
|
| 802 |
AC
802
Axon Capital
New York
| $2.08B | -$447M | -18% | 1.42% | – | 24 | 45.83% |
|
| 803 |
MHC
803
Meyer Handelman Company
Rye Brook,
New York
| $2.08B | +$17.8M | +0.9% | 1.35% | 68.2% | 190 | 3.16% |
|
| 804 |
CCM
804
Chickasaw Capital Management
Memphis,
Tennessee
| $2.08B | +$250M | +14% | 8.96% | 94% | 111 | 3.6% |
|
| 805 |
805
Fuller & Thaler Asset Management
San Mateo,
California
| $2.08B | +$257M | +14% | 5.07% | 114% | 797 | 41.03% |
|
| 806 |
ACP
806
Ashfield Capital Partners
San Francisco,
California
| $2.07B | -$20.1M | -1% | 1.82% | 48.8% | 259 | 5.41% |
|
| 807 |
BHC
807
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $2.07B | +$10.9M | +0.5% | 2.04% | 120% | 135 | 9.63% |
|
| 808 |
WA
808
WestEnd Advisors
Charlotte,
North Carolina
| $2.05B | -$719M | -26% | 0.29% | 59.9% | 36 | 16.67% |
|
| 809 |
NMC
809
NEA Management Company
Timonium,
Maryland
| $2.04B | -$32.9M | -2% | 8.21% | 769% | 32 | 21.88% |
|
| 810 |
SIM
810
SRS Investment Management
New York
| $2.03B | +$301M | +17% | 14.9% | 135% | 18 | 61.11% |
|
| 811 |
EBIM
811
Eagle Boston Investment Management
Boston,
Massachusetts
| $2.03B | -$37.9M | -2% | 1.23% | 71.4% | 137 | 10.22% |
|
| 812 |
BC
812
Bartlett & Co
Cincinnati,
Ohio
| $2.01B | +$9.87M | +0.5% | 1.11% | 30.8% | 755 | 13.11% |
|
| 813 |
T
813
TOBAM
Paris,
France
| $2.01B | +$54.4M | +3% | 4.32% | 36.7% | 96 | 19.79% |
|
| 814 |
CAM
814
Contour Asset Management
New York
| $2.01B | +$193M | +11% | 5.04% | 116% | 60 | 61.67% |
|
| 815 |
MSL
815
Mackay Shields LLC
New York
| $1.98B | -$672M | -25% | 0.07% | 7.81% | 243 | 47.74% |
|
| 816 |
CL
816
CSS LLC
Chicago,
Illinois
| $1.98B | -$100M | -5% | 4.13% | 107% | 803 | 38.73% |
|
| 817 |
TGCM
817
Tukman Grossman Capital Management
Larkspur,
California
| $1.98B | +$59M | +3% | 1.68% | 21.1% | 19 | 10.53% |
|
| 818 |
QI
818
Qualcomm Inc
San Diego,
California
| $1.98B | +$51.7M | +3% | 2.74% | – | 219 | 8.68% |
|
| 819 |
CIM
819
Confluence Investment Management
St. Louis,
Missouri
| $1.97B | +$167M | +9% | 1.07% | 34.8% | 277 | 16.97% |
|
| 820 |
BPBT
820
Boston Private Bank & Trust
Boston,
Massachusetts
| $1.97B | -$31.9M | -2% | 1.31% | – | 1,119 | 14.48% |
|
| 821 |
PWLP
821
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $1.97B | -$9.57M | -0.5% | 0.73% | 60% | 264 | 8.71% |
|
| 822 |
ACM
822
Aviance Capital Management
Sarasota,
Florida
| $1.97B | +$1.78B | +948% | 0.3% | 22% | 495 | 53.13% |
|
| 823 |
KCM
823
Kingdon Capital Management
New York
| $1.96B | -$224M | -10% | 12.1% | 185% | 239 | 59.83% |
|
| 824 |
SCM
824
Sigma Capital Management
Stamford,
Connecticut
| $1.95B | +$175M | +10% | 5.14% | – | 257 | 73.54% |
|
| 825 |
WT
825
Whittier Trust
South Pasadena,
California
| $1.95B | +$1.55M | +0.1% | 1.01% | 93% | 1,122 | 5.61% |
|