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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Kovitz Investment Group Partners
Chicago,
Illinois
| $2.34B | +$327M | +16% | 95.4% | 87.5% | 168 | 14.88% | 1.2 |
|
| 827 |
CAM
827
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $2.33B | +$116M | +5% | 4.4% | 69.1% | 83 | 8.43% | 2.2 |
|
| 828 |
828
Country Trust Bank
Bloomington,
Illinois
| $2.33B | +$119M | +5% | 6.49% | 76.2% | 306 | 23.2% | 2 |
|
| 829 |
829
Simplex Trading
Chicago,
Illinois
| $2.32B | -$126M | -5% | 6.2% | 183% | 7,407 | 40.61% | 1.2 |
|
| 830 |
PAI
830
Palo Alto Investors
Palo Alto,
California
| $2.32B | -$52.2M | -2% | 8.78% | 157% | 41 | 12.2% | 3.2 |
|
| 831 |
831
Capital Markets Trading (UK)
London,
United Kingdom
| $2.32B | – | – | 9.08% | 216% | 160 | – | 0 |
|
| 832 |
T
832
TOBAM
Paris,
France
| $2.31B | -$335M | -13% | 6.43% | 56% | 170 | 21.18% | 1.3 |
|
| 833 |
BCMIO
833
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $2.31B | +$172M | +8% | 3.98% | 46.4% | 123 | 53.66% | 1.7 |
|
| 834 |
PVH
834
Psagot Value Holdings
Tel Aviv,
Israel
| $2.3B | -$65.6M | -3% | 4.81% | 45.9% | 338 | 17.75% | 2.7 |
|
| 835 |
RG
835
Redmile Group
San Francisco,
California
| $2.3B | +$273M | +13% | 4.99% | 777% | 85 | 41.18% | 1 |
|
| 836 |
836
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.3B | +$129M | +6% | 8.24% | 117% | 281 | 12.1% | 1.9 |
|
| 837 |
837
Cornerstone Investment Partners
Atlanta,
Georgia
| $2.3B | +$12.4M | +0.5% | 7.58% | 166% | 94 | 6.38% | 2.8 |
|
| 838 |
RBA
838
Richard Bernstein Advisors
New York
| $2.28B | +$836M | +58% | 5.45% | 33.9% | 328 | 37.5% | 1.5 |
|
| 839 |
839
Cincinnati Financial Corp
Fairfield,
Ohio
| $2.27B | +$71.9M | +3% | 8.69% | 74.2% | 50 | 10% | 3.5 |
|
| 840 |
CAM
840
Cortina Asset Management
Milwaukee,
Wisconsin
| $2.27B | -$168M | -7% | 6.36% | 115% | 246 | 24.39% | 1.5 |
|
| 841 |
ARTA
841
A.R.T. Advisors
New York
| $2.26B | +$299M | +15% | 6.36% | 81.8% | 1,916 | 62.89% | 0.3 |
|
| 842 |
PGP
842
Prescott General Partners
Boca Raton,
Florida
| $2.26B | +$332M | +17% | 15.6% | 76.8% | 10 | 0% | 3.5 |
|
| 843 |
843
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.25B | +$137M | +6% | 5.6% | 52.7% | 1,668 | 14.81% | 1.3 |
|
| 844 |
SCM
844
Snow Capital Management
Sewickley,
Pennsylvania
| $2.25B | +$181M | +9% | 9.38% | 58.5% | 147 | 14.97% | 1.8 |
|
| 845 |
845
Nantahala Capital Management
New Canaan,
Connecticut
| $2.25B | +$211M | +10% | 12.2% | 341% | 82 | 26.83% | 1.5 |
|
| 846 |
PCM
846
Primavera Capital Management
George Town,
Cayman Islands
| $2.25B | +$21.2M | +1% | 2.47% | 1.21% | 3 | 33.33% | 0.8 |
|
| 847 |
847
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| $2.24B | +$115M | +5% | 8.06% | 134% | 151 | 11.26% | 2.8 |
|
| 848 |
AIM
848
Allen Investment Management
New York
| $2.24B | +$48M | +2% | 6.27% | 92.4% | 213 | 24.41% | 1.9 |
|
| 849 |
849
Resolution Capital
Sydney, NSW,
Australia
| $2.24B | +$65.7M | +3% | 3.8% | 59.8% | 29 | 13.79% | 2.3 |
|
| 850 |
FTIOP
850
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| $2.24B | +$165M | +8% | 6.34% | 18.6% | 387 | 17.57% | 2.6 |
|