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 |
TAM
1001
Trillium Asset Management
Boston,
Massachusetts
| $1.56B | +$19.6M | +1% | 1.05% | 81.7% | 214 | 6.54% | 1.6 |
|
| 1002 |
ABC
1002
Associated Banc-Corp
Green Bay,
Wisconsin
| $1.56B | -$25.1M | -2% | 0.28% | 88.8% | 292 | 6.51% | 1.7 |
|
| 1003 |
GFWEV
1003
G.F.W. Energy VIII
Irving,
Texas
| $1.56B | +$21.8M | +1% | 6.78% | 41.6% | 4 | 25% | 1.1 |
|
| 1004 |
FSIM
1004
F-Squared Investment Management
Wellesley,
Massachusetts
| $1.55B | -$1.1B | -42% | 0.13% | – | 27 | 48.15% | 0.4 |
|
| 1005 |
1CP
1005
1607 Capital Partners
Richmond,
Virginia
| $1.55B | +$40.4M | +3% | 2.13% | 28.5% | 128 | 3.91% | 1.6 |
|
| 1006 |
RG
1006
Rathbones Group
Liverpool,
United Kingdom
| $1.54B | +$28.5M | +2% | 0.75% | 79.3% | 337 | 8.31% | 1.4 |
|
| 1007 |
TIP
1007
Torray Investment Partners
Bethesda,
Maryland
| $1.54B | +$685M | +80% | 0.64% | 82.4% | 70 | 12.86% | 1.6 |
|
| 1008 |
SII
1008
Silchester International Investors
London,
United Kingdom
| $1.54B | +$2.78M | +0.2% | 1.97% | 53.9% | 4 | 0% | 1.6 |
|
| 1009 |
CRC
1009
Curi RMB Capital
Chicago,
Illinois
| $1.54B | -$124M | -7% | 0.58% | 81.4% | 665 | 51.88% | 0.9 |
|
| 1010 |
SCM
1010
Smead Capital Management
Phoenix,
Arizona
| $1.53B | +$173M | +13% | 1.14% | 72.5% | 32 | 12.5% | 1.6 |
|
| 1011 |
PMG
1011
Private Management Group
Irvine,
California
| $1.53B | -$35.9M | -2% | 0.26% | 62.2% | 78 | 6.41% | 1.5 |
|
| 1012 |
NM
1012
Naya Management
London,
United Kingdom
| $1.53B | +$793K | +0.1% | 6.47% | – | 31 | 64.52% | 0.4 |
|
| 1013 |
AIP
1013
Ameritas Investment Partners
Lincoln,
Nebraska
| $1.52B | -$6.12M | -0.4% | 0.44% | 120% | 1,256 | 11.07% | 1.4 |
|
| 1014 |
MCM
1014
MAI Capital Management
Independence,
Ohio
| $1.52B | +$25.2M | +2% | 1.12% | 74.7% | 518 | 11.78% | 1.3 |
|
| 1015 |
WT
1015
Washington Trust
Westerly,
Rhode Island
| $1.52B | +$11M | +0.7% | 1.11% | 90.7% | 221 | 8.6% | 1.6 |
|
| 1016 |
BPGAM
1016
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $1.52B | +$217M | +17% | 1.75% | 88.9% | 271 | 73.06% | 0.2 |
|
| 1017 |
NEI
1017
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.52B | +$85.7M | +6% | 0.43% | 78.1% | 241 | 19.5% | 1.3 |
|
| 1018 |
ADEF
1018
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.51B | -$5.26M | -0.3% | 1.34% | 150% | 89 | 11.24% | 1.5 |
|
| 1019 |
DWM
1019
Destination Wealth Management
Walnut Creek,
California
| $1.51B | +$588M | +64% | 0.16% | 52.7% | 255 | 61.18% | 0.7 |
|
| 1020 |
PRA
1020
Parametric Risk Advisors
Westport,
Connecticut
| $1.51B | +$33.9M | +2% | 1.46% | 67.7% | 126 | 10.32% | 1.6 |
|
| 1021 |
WBG
1021
Wharton Business Group
Malvern,
Pennsylvania
| $1.51B | +$294M | +24% | 0.09% | 72.5% | 147 | 17.69% | 1.5 |
|
| 1022 |
PHAM
1022
Pacific Heights Asset Management
San Francisco,
California
| $1.5B | -$264M | -15% | 3.9% | 181% | 73 | 2.74% | 1.9 |
|
| 1023 |
ELC
1023
Edgar Lomax Company
Kingstowne,
Virginia
| $1.49B | -$41M | -3% | 0.98% | 66.2% | 59 | 1.69% | 1.5 |
|
| 1024 |
SHCM
1024
Sachem Head Capital Management
New York
| $1.49B | -$20.4M | -1% | 7.8% | 172% | 9 | 44.44% | 0.8 |
|
| 1025 |
1025
Rafferty Asset Management
New York
| $1.49B | +$163M | +12% | 1.45% | 238% | 638 | 31.82% | 0.8 |
|