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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Park National Corp
Newark,
Ohio
| $1.51B | +$136M | +10% | 6.48% | 92.7% | 357 | 12.89% | 1.2 |
|
| 1002 |
TAM
1002
THB Asset Management
Norwalk,
Connecticut
| $1.51B | +$61.6M | +4% | 8.26% | 104% | 263 | 19.39% | 0.9 |
|
| 1003 |
1003
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.51B | +$27.2M | +2% | 4.11% | 198% | 181 | 11.6% | 1.3 |
|
| 1004 |
1004
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.51B | +$112M | +8% | 5.42% | 87.8% | 183 | 12.57% | 1.2 |
|
| 1005 |
1005
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| $1.51B | +$51.5M | +4% | 5.49% | 18.6% | 377 | 11.67% | 1.2 |
|
| 1006 |
1006
Rivernorth Capital Management
West Palm Beach,
Florida
| $1.51B | +$257M | +21% | 3.21% | 9.04% | 221 | 30.32% | 0.9 |
|
| 1007 |
1007
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $1.5B | -$37.6M | -2% | 11.3% | 181% | 490 | 58.37% | 0.4 |
|
| 1008 |
1008
Camber Capital Management
Boston,
Massachusetts
| $1.5B | +$440M | +41% | 15.3% | 26.6% | 49 | 34.69% | 0.7 |
|
| 1009 |
1009
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| $1.5B | -$181M | -11% | 5.65% | 15.3% | 204 | 49.02% | 0.4 |
|
| 1010 |
1010
Parametric Risk Advisors
Westport,
Connecticut
| $1.5B | +$14.7M | +1% | 2.63% | 67.7% | 156 | 26.28% | 1.2 |
|
| 1011 |
1011
Moody National Bank Trust Division
Galveston,
Texas
| $1.49B | +$37.2M | +3% | 2.46% | 115% | 280 | 19.29% | 1.2 |
|
| 1012 |
TCP
1012
TAMRO Capital Partners
Alexandria,
Virginia
| $1.49B | -$17.1M | -1% | 14.6% | – | 123 | 21.14% | 1.1 |
|
| 1013 |
1013
North Tide Capital
Boston,
Massachusetts
| $1.49B | +$175M | +13% | 12.3% | 14.8% | 27 | 14.81% | 0.9 |
|
| 1014 |
1014
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.48B | -$13.7M | -0.9% | 0.66% | 78.1% | 243 | 20.16% | 1.1 |
|
| 1015 |
1015
Impax Asset Management (UK)
London,
United Kingdom
| $1.48B | +$315M | +27% | 6.01% | 45.5% | 58 | 31.03% | 0.9 |
|
| 1016 |
SCM
1016
SAB Capital Management
New York
| $1.48B | -$594M | -29% | 0.03% | – | 23 | 43.48% | 0.6 |
|
| 1017 |
1017
Abrams Bison Investments
Bethesda,
Maryland
| $1.48B | +$23.9M | +2% | 16.9% | 170% | 11 | 27.27% | 1.1 |
|
| 1018 |
1018
Trillium Asset Management
Boston,
Massachusetts
| $1.47B | +$316M | +27% | 5.61% | 81.7% | 212 | 14.15% | 1.2 |
|
| 1019 |
1019
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $1.47B | +$151M | +11% | 7.78% | 34.6% | 1,766 | 12.63% | 1 |
|
| 1020 |
1020
Calvert Investment Management
Bethesda,
Maryland
| $1.46B | +$112M | +8% | 5.24% | 30.9% | 605 | 7.27% | 0.8 |
|
| 1021 |
1021
Capital International Inc
Los Angeles,
California
| $1.46B | -$146M | -9% | 2.49% | 132% | 136 | 11.03% | 1 |
|
| 1022 |
1022
Foundation Capital
Palo Alto,
California
| $1.46B | +$1.08B | +288% | 16.6% | – | 9 | 22.22% | 0.4 |
|
| 1023 |
1023
Ameritas Investment Partners
Lincoln,
Nebraska
| $1.46B | +$62.8M | +4% | 4.92% | 120% | 1,236 | 19.66% | 1 |
|
| 1024 |
1024
Lombard Odier Asset Management (USA)
New York
| $1.46B | +$8M | +0.6% | 6.1% | 96.8% | 287 | 67.25% | 0.4 |
|
| 1025 |
1025
Washington Trust
Westerly,
Rhode Island
| $1.46B | +$90.7M | +7% | 6.01% | 104% | 216 | 16.2% | 1.2 |
|