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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
QI
826
Qualcomm Inc
San Diego,
California
| $1.98B | +$51.7M | +3% | 2.74% | – | 219 | 8.68% | 0.7 |
|
| 827 |
CIM
827
Confluence Investment Management
St. Louis,
Missouri
| $1.97B | +$167M | +9% | 1.07% | 37.7% | 277 | 16.97% | 0.7 |
|
| 828 |
BPBT
828
Boston Private Bank & Trust
Boston,
Massachusetts
| $1.97B | -$31.9M | -2% | 1.31% | – | 1,119 | 14.48% | 0.7 |
|
| 829 |
PWLP
829
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $1.97B | -$9.57M | -0.5% | 0.73% | 60% | 264 | 8.71% | 0.7 |
|
| 830 |
ACM
830
Aviance Capital Management
Sarasota,
Florida
| $1.97B | +$1.78B | +948% | 0.3% | 22% | 495 | 52.93% | 0.6 |
|
| 831 |
KCM
831
Kingdon Capital Management
New York
| $1.96B | -$224M | -10% | 12.1% | 217% | 239 | 59.83% | 0.3 |
|
| 832 |
SCM
832
Sigma Capital Management
Stamford,
Connecticut
| $1.95B | +$175M | +10% | 5.14% | – | 257 | 73.54% | 0.2 |
|
| 833 |
WT
833
Whittier Trust
South Pasadena,
California
| $1.95B | +$1.55M | +0.1% | 1.01% | 110% | 1,122 | 5.61% | 0.7 |
|
| 834 |
LMIM
834
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.95B | +$155M | +9% | 2.15% | 94.6% | 130 | 30.77% | 0.4 |
|
| 835 |
KIG
835
Kovitz Investment Group
Chicago,
Illinois
| $1.95B | -$247M | -11% | 0.15% | – | 135 | 29.63% | 0.6 |
|
| 836 |
NMVA
836
New Mountain Vantage Advisers
New York
| $1.95B | -$69.3M | -3% | 5.35% | 2.05% | 45 | 26.67% | 0.6 |
|
| 837 |
BB
837
BB Biotech
Schaffhausen,
Switzerland
| $1.94B | +$68.2M | +4% | 5.37% | 122% | 24 | 4.17% | 0.6 |
|
| 838 |
CCA
838
Castle Creek Arbitrage
Avon,
Colorado
| $1.93B | -$349M | -15% | 0.04% | 17.2% | 116 | 30.17% | 0.4 |
|
| 839 |
BFS
839
Bradley Foster & Sargent
Hartford,
Connecticut
| $1.93B | +$46.8M | +2% | 1.79% | 83.7% | 357 | 9.52% | 0.7 |
|
| 840 |
KIM
840
Karpus Investment Management
Pittsford,
New York
| $1.93B | +$128M | +7% | 2.36% | 24.7% | 222 | 21.62% | 0.6 |
|
| 841 |
HHC
841
Hutchin Hill Capital
New York
| $1.92B | +$463M | +32% | 5.57% | 54.4% | 835 | 68.62% | 0.2 |
|
| 842 |
SCM
842
Snyder Capital Management
San Francisco,
California
| $1.92B | -$110M | -5% | 0.49% | 82.7% | 67 | 5.97% | 0.7 |
|
| 843 |
BCM
843
Basswood Capital Management
New York
| $1.92B | +$109M | +6% | 0.68% | 111% | 186 | 18.28% | 0.6 |
|
| 844 |
AT
844
Alliance Trust
Dundee, Scotland,
United Kingdom
| $1.91B | -$3.13M | -0.2% | 0.12% | 12.6% | 74 | 98.65% | 0 |
|
| 845 |
CCMLC
845
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| $1.91B | +$39.3M | +2% | 3.58% | 15.7% | 111 | 10.81% | 0.6 |
|
| 846 |
846
Fundsmith LLP
London,
United Kingdom
| $1.91B | +$295M | +18% | 2.66% | 53.2% | 15 | 0% | 0.8 |
|
| 847 |
SIM
847
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.9B | +$47.7M | +3% | 1.94% | 103% | 533 | 2.81% | 0.7 |
|
| 848 |
HPC
848
HM Payson & Co
Portland,
Maine
| $1.89B | +$22.7M | +1% | 1.43% | 94.4% | 294 | 8.5% | 0.7 |
|
| 849 |
ARTA
849
A.R.T. Advisors
New York
| $1.89B | +$5.73M | +0.3% | 2.29% | 81.8% | 1,814 | 60.25% | 0.3 |
|
| 850 |
ACM
850
Andor Capital Management
Rye Brook,
New York
| $1.89B | +$64.7M | +4% | 7.27% | 290% | 41 | 41.46% | 0.4 |
|