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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
Brookstone Capital Management
Wheaton,
Illinois
| $1.84B | +$111M | +6% | 1.9% | 64.2% | 495 | 21.01% | 1.8 |
|
| 952 |
952
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $1.84B | -$278M | -13% | 5.37% | 105% | 742 | 67.52% | 1.3 |
|
| 953 |
953
Advisors Capital Management
Ridgewood,
New Jersey
| $1.84B | +$158M | +9% | 3.46% | 92.3% | 293 | 9.56% | 2.3 |
|
| 954 |
954
Park National Corp
Newark,
Ohio
| $1.84B | -$1.66M | -0.1% | 1.8% | 92.7% | 349 | 8.88% | 4.2 |
|
| 955 |
1CP
955
1607 Capital Partners
Richmond,
Virginia
| $1.84B | -$10.9M | -0.6% | 0.46% | 28.5% | 129 | 7.75% | 3.5 |
|
| 956 |
VCM
956
Valiant Capital Management
San Francisco,
California
| $1.84B | +$602M | +49% | 7.32% | 348% | 16 | 6.25% | 2.3 |
|
| 957 |
957
Wilmington Savings Fund Society
Wilmington,
Delaware
| $1.83B | -$15.6M | -0.8% | 1.51% | – | 357 | 7.84% | 4.7 |
|
| 958 |
FP
958
Flagship Pioneering
Cambridge,
Massachusetts
| $1.83B | -$482M | -21% | 10.3% | 13.3% | 10 | 10% | 1.3 |
|
| 959 |
959
Granahan Investment Management
Waltham,
Massachusetts
| $1.82B | -$206M | -10% | 4.69% | 265% | 196 | 14.8% | 2.5 |
|
| 960 |
TAM
960
Timucuan Asset Management
Jacksonville,
Florida
| $1.81B | +$47.7M | +3% | 4.26% | 61.6% | 29 | 3.45% | 2.8 |
|
| 961 |
961
Alesco Advisors
Pittsford,
New York
| $1.8B | -$57M | -3% | 0.12% | 46.9% | 135 | 9.63% | 4.1 |
|
| 962 |
962
Intermede Investment Partners
London,
United Kingdom
| $1.8B | +$112M | +7% | 5.41% | 76.7% | 26 | 7.69% | 2.3 |
|
| 963 |
JCM
963
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.79B | -$50.4M | -3% | 1.18% | 70.7% | 228 | 21.05% | 2.7 |
|
| 964 |
DA
964
Duality Advisers
Miami,
Florida
| $1.79B | +$652M | +57% | 0.45% | 18.3% | 409 | 66.01% | 0.2 |
|
| 965 |
965
Aptus Capital Advisors
Fairhope,
Alabama
| $1.79B | +$1.08B | +152% | 1.22% | 66.9% | 518 | 45.37% | 0.3 |
|
| 966 |
TRAM
966
Tuscan Ridge Asset Management
Chicago,
Illinois
| $1.78B | +$494M | +38% | 0.82% | – | 850 | 49.06% | 0.3 |
|
| 967 |
RHBC
967
R.H. Bluestein & Co
Birmingham,
Michigan
| $1.78B | -$94.3M | -5% | 4.34% | 69% | 369 | 25.2% | 3.2 |
|
| 968 |
968
Central Trust Company
Jefferson City,
Missouri
| $1.77B | +$18.7M | +1% | 2.59% | 84% | 1,225 | 11.18% | 3.9 |
|
| 969 |
GVI
969
Green Valley Investors
Wilmington,
Delaware
| $1.76B | +$1.83M | +0.1% | 0.75% | 59.4% | 29 | 3.45% | 3.6 |
|
| 970 |
970
Boston Financial Management
Boston,
Massachusetts
| $1.76B | +$28.3M | +2% | 1.66% | 30.1% | 262 | 4.58% | 4 |
|
| 971 |
971
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.76B | +$67M | +4% | 0.04% | 29.1% | 12 | 16.67% | 1.8 |
|
| 972 |
972
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.75B | +$12.7M | +0.7% | 1.57% | 99.7% | 214 | 4.21% | 4.3 |
|
| 973 |
973
Jericho Capital Asset Management
New York
| $1.75B | -$516M | -23% | 1.91% | 573% | 32 | 71.88% | 0.3 |
|
| 974 |
BPB
974
Badgley, Phelps & Bell
Seattle,
Washington
| $1.75B | +$38M | +2% | 0.82% | 78.3% | 202 | 6.93% | 3.7 |
|
| 975 |
AC
975
Alleghany Corporation
New York
| $1.75B | -$176M | -9% | 1.29% | 33.7% | 20 | 10% | 3.3 |
|