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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
WAM
926
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.42B | +$181M | +15% | 0% | 0% | 91 | 0% | 0.2 |
|
| 927 |
MCC
927
Mid Continent Capital
Chicago,
Illinois
| $1.42B | +$51.8M | +4% | 3.94% | – | 328 | 14.94% | 0.2 |
|
| 928 |
SZC
928
Sleep, Zakaria & Co
London,
United Kingdom
| $1.42B | +$117M | +9% | 9.83% | – | 4 | 0% | 0.3 |
|
| 929 |
929
Jericho Capital Asset Management
New York
| $1.42B | -$3.62M | -0.3% | 35.4% | 573% | 40 | 62.5% | 0.1 |
|
| 930 |
930
Private Management Group
Irvine,
California
| $1.41B | +$16.6M | +1% | 4.91% | 62.2% | 79 | 18.99% | 0.2 |
|
| 931 |
RHBC
931
R.H. Bluestein & Co
Birmingham,
Michigan
| $1.41B | +$271M | +24% | 7.99% | 69% | 364 | 17.03% | 0.2 |
|
| 932 |
ANI
932
American National Insurance
Galveston,
Texas
| $1.4B | +$60.5M | +5% | 5.53% | 97.8% | 348 | 4.31% | 0.2 |
|
| 933 |
PTC
933
Provident Trust Company
Waukesha,
Wisconsin
| $1.4B | +$130M | +10% | 8.6% | 84.1% | 19 | 10.53% | 0.3 |
|
| 934 |
BM
934
Bridger Management
New York
| $1.4B | +$36.9M | +3% | 22.7% | 103% | 47 | 27.66% | 0.2 |
|
| 935 |
GWM
935
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.4B | +$44M | +3% | 5.73% | 198% | 164 | 10.37% | 0.2 |
|
| 936 |
AC
936
Apex Capital
Orinda,
California
| $1.4B | -$68.6M | -5% | 11.6% | – | 94 | 55.32% | 0.2 |
|
| 937 |
937
Dana Investment Advisors
Waukesha,
Wisconsin
| $1.39B | +$71.9M | +5% | 9.41% | 117% | 291 | 22.34% | 0.2 |
|
| 938 |
938
Curi RMB Capital
Chicago,
Illinois
| $1.39B | +$72.9M | +6% | 7.68% | 81.4% | 420 | 22.62% | 0.2 |
|
| 939 |
PSAMP
939
P. Schoenfeld Asset Management (PSAM)
New York
| $1.39B | -$135M | -9% | 8.28% | 367% | 110 | 55.45% | 0.2 |
|
| 940 |
FMA
940
Fiduciary Management Associates
Chicago,
Illinois
| $1.38B | +$99.4M | +8% | 10.9% | 61.2% | 148 | 22.97% | 0.2 |
|
| 941 |
ICM
941
ICC Capital Management
Orlando,
Florida
| $1.38B | -$16.6M | -1% | 6.62% | – | 267 | 25.47% | 0.2 |
|
| 942 |
NEI
942
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.38B | +$103M | +8% | 7.91% | 78.1% | 246 | 15.45% | 0.2 |
|
| 943 |
JCI
943
Jet Capital Investors
New York
| $1.38B | -$27.9M | -2% | 8.75% | 147% | 71 | 74.65% | 0.1 |
|
| 944 |
VBCP
944
Vollero Beach Capital Partners
New York
| $1.37B | +$338M | +33% | 21.2% | 75.8% | 78 | 65.38% | 0.1 |
|
| 945 |
BPM
945
Bronson Point Management
Fairfield,
Connecticut
| $1.37B | +$264M | +24% | 7.25% | 7.56% | 117 | 64.1% | 0.1 |
|
| 946 |
946
Channing Capital Management
Chicago,
Illinois
| $1.36B | +$248M | +22% | 11.6% | 81.1% | 98 | 1.02% | 0.2 |
|
| 947 |
AT
947
Alliance Trust
Dundee, Scotland,
United Kingdom
| $1.36B | -$297M | -18% | 3.03% | 12.6% | 40 | 37.5% | 0.2 |
|
| 948 |
948
Laurion Capital Management
New York
| $1.35B | -$260M | -16% | 6.93% | 179% | 237 | 69.2% | 0.1 |
|
| 949 |
ABI
949
Abrams Bison Investments
Bethesda,
Maryland
| $1.35B | +$137M | +11% | 13.9% | 170% | 10 | 0% | 0.3 |
|
| 950 |
950
Choate Investment Advisors
Boston,
Massachusetts
| $1.35B | +$105M | +8% | 6.64% | 70% | 258 | 5.43% | 0.2 |
|