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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
BPBT
826
Boston Private Bank & Trust
Boston,
Massachusetts
| $2.16B | +$104M | +5% | 5.17% | – | 1,240 | 22.02% | 4.4 |
|
| 827 |
SAM
827
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $2.15B | +$439M | +26% | 7.11% | 96.6% | 120 | 11.67% | 5 |
|
| 828 |
SC
828
Stralem & Co
New York
| $2.15B | -$335M | -13% | 3.26% | 25.5% | 52 | 3.85% | 5.5 |
|
| 829 |
BCM
829
Basswood Capital Management
New York
| $2.15B | +$192M | +10% | 11.4% | 111% | 187 | 17.65% | 4.4 |
|
| 830 |
LS
830
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $2.14B | -$511M | -19% | 5.41% | 165% | 660 | 1.36% | 3.6 |
|
| 831 |
TCM
831
Tekla Capital Management
Boston,
Massachusetts
| $2.14B | +$2.89M | +0.1% | 12.5% | 62.5% | 120 | 29.17% | 3.2 |
|
| 832 |
MIS
832
Morningstar Investment Services
Chicago,
Illinois
| $2.13B | +$188M | +10% | 1.93% | 22.4% | 237 | 19.83% | 4.4 |
|
| 833 |
CC
833
Capital Counsel
New York
| $2.13B | +$351M | +20% | 9.55% | 94.9% | 137 | 9.49% | 5.4 |
|
| 834 |
BFS
834
Bradley Foster & Sargent
Hartford,
Connecticut
| $2.12B | +$19.5M | +0.9% | 4.22% | 83.7% | 374 | 12.57% | 5 |
|
| 835 |
SI
835
Stephens Inc
Little Rock,
Arkansas
| $2.11B | +$91.5M | +5% | 4.94% | 76.1% | 891 | 18.07% | 4.5 |
|
| 836 |
KIM
836
Karpus Investment Management
Pittsford,
New York
| $2.11B | +$47.4M | +2% | 0.2% | 24.7% | 213 | 24.41% | 4.1 |
|
| 837 |
CAM
837
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2.11B | – | – | 1.05% | 69.1% | 74 | – | 0 |
|
| 838 |
WT
838
Whittier Trust
South Pasadena,
California
| $2.1B | +$52.7M | +3% | 4.13% | 110% | 1,135 | 8.19% | 5.4 |
|
| 839 |
PMAM
839
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $2.1B | +$247M | +13% | 8.34% | 210% | 446 | 57.17% | 2.1 |
|
| 840 |
CCA
840
Castle Creek Arbitrage
Avon,
Colorado
| $2.09B | +$372M | +22% | 0.97% | 17.2% | 94 | 20.21% | 2.9 |
|
| 841 |
ACM
841
Argent Capital Management
St Louis,
Missouri
| $2.08B | +$258M | +14% | 6.82% | 123% | 187 | 22.46% | 3.8 |
|
| 842 |
BFA
842
Beaumont Financial Advisors
Needham,
Massachusetts
| $2.08B | +$548M | +36% | 5.2% | 80.6% | 179 | 30.73% | 3.7 |
|
| 843 |
TCG
843
Tremblant Capital Group
West Palm Beach,
Florida
| $2.08B | -$733M | -26% | 10.3% | 131% | 56 | 32.14% | 4.1 |
|
| 844 |
BC
844
Bartlett & Co
Cincinnati,
Ohio
| $2.07B | +$3.82M | +0.2% | 3.15% | 30.8% | 847 | 18.65% | 4.6 |
|
| 845 |
GFWEV
845
G.F.W. Energy VIII
Irving,
Texas
| $2.07B | -$1.03B | -33% | 31.1% | 41.6% | 3 | 0% | 3.7 |
|
| 846 |
ACP
846
Ashfield Capital Partners
San Francisco,
California
| $2.07B | +$12.9M | +0.6% | 4.79% | 48.8% | 286 | 9.79% | 5.2 |
|
| 847 |
VBA
847
Van Berkom & Associates
Montreal,
Quebec, Canada
| $2.07B | +$68.4M | +3% | 7.44% | 45% | 55 | 7.27% | 4.9 |
|
| 848 |
TGCM
848
Tukman Grossman Capital Management
Larkspur,
California
| $2.07B | -$30.3M | -1% | 4.69% | 21.1% | 18 | 0% | 5.8 |
|
| 849 |
SIM
849
Sentry Investment Management
Stevens Point,
Wisconsin
| $2.06B | +$110M | +6% | 5.15% | 103% | 543 | 4.6% | 5.5 |
|
| 850 |
ICOM
850
Investment Counselors of Maryland
Baltimore,
Maryland
| $2.06B | +$49.2M | +2% | 10.9% | 58% | 217 | 7.37% | 5.3 |
|