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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 |
ZA
1001
Zazove Associates
Incline Village,
Nevada
| $1.7B | -$258M | -13% | 0.01% | 11% | 113 | 7.08% | 1.5 |
|
| 1002 |
HAM
1002
Highstreet Asset Management
London,
Ontario, Canada
| $1.69B | +$647M | +62% | 4.74% | 22.5% | 321 | 15.89% | 1.4 |
|
| 1003 |
SIC
1003
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.69B | +$89.3M | +6% | 7.73% | 87.8% | 127 | 9.45% | 2.9 |
|
| 1004 |
1004
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $1.68B | +$209M | +14% | 3.16% | 105% | 683 | 30.89% | 0.7 |
|
| 1005 |
CCM
1005
Criterion Capital Management
San Francisco,
California
| $1.66B | -$691M | -29% | 8.89% | 122% | 45 | 40% | 1.5 |
|
| 1006 |
ACM
1006
American Capital Management
New York
| $1.66B | +$62.2M | +4% | 6.4% | 96.7% | 81 | 9.88% | 1.6 |
|
| 1007 |
1007
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.66B | +$102M | +7% | 8.56% | 99.7% | 197 | 4.06% | 3.5 |
|
| 1008 |
1008
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1.65B | +$334M | +25% | 5.46% | 72.7% | 1,308 | 57.19% | 0.3 |
|
| 1009 |
MWAC
1009
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $1.65B | +$108M | +7% | 6.22% | 54.1% | 300 | 17% | 2.4 |
|
| 1010 |
FCIM
1010
Fairview Capital Investment Management
Greenbrae,
California
| $1.65B | +$58.7M | +4% | 6.93% | 61.7% | 125 | 9.6% | 2.5 |
|
| 1011 |
BCM
1011
Bluefin Capital Management
New York
| $1.65B | +$797M | +94% | 3.08% | – | 703 | 62.87% | 0.6 |
|
| 1012 |
1012
Destination Wealth Management
Walnut Creek,
California
| $1.65B | +$82.2M | +5% | 4.3% | 52.7% | 159 | 8.81% | 2.7 |
|
| 1013 |
GCP
1013
GSA Capital Partners
London,
United Kingdom
| $1.64B | +$176M | +12% | 5.39% | 94.7% | 2,011 | 46.79% | 1 |
|
| 1014 |
1014
Central Trust Company
Jefferson City,
Missouri
| $1.64B | +$95.9M | +6% | 6.51% | 84% | 1,467 | 18.88% | 2.8 |
|
| 1015 |
CCM
1015
Cadian Capital Management
New York
| $1.64B | -$496M | -23% | 1.86% | 19.5% | 44 | 45.45% | 1.5 |
|
| 1016 |
1016
Cetera Advisors
Denver,
Colorado
| $1.64B | -$19.4M | -1% | 4.69% | 27.6% | 909 | 23.1% | 2.3 |
|
| 1017 |
KTA
1017
Keeley-Teton Advisors
Chicago,
Illinois
| $1.64B | -$215M | -12% | 3.94% | 28.6% | 295 | 12.54% | 0.7 |
|
| 1018 |
SIM
1018
Strategic Investment Management
Arlington,
Virginia
| $1.64B | +$526M | +47% | 4.39% | 53.3% | 11 | 18.18% | 2.3 |
|
| 1019 |
1019
Diversified Trust
Memphis,
Tennessee
| $1.63B | +$326M | +25% | 3.62% | 81.5% | 326 | 16.87% | 2.1 |
|
| 1020 |
MCM
1020
Mason Capital Management
New York
| $1.63B | -$1.53B | -48% | 4.53% | 18.5% | 30 | 63.33% | 0.7 |
|
| 1021 |
MTWSIF
1021
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.63B | +$37M | +2% | 3.55% | 163% | 15 | 33.33% | 1.7 |
|
| 1022 |
WIC
1022
Water Island Capital
New York
| $1.62B | -$490M | -23% | 9.24% | 438% | 154 | 73.38% | 0.2 |
|
| 1023 |
1023
Covington Capital Management
Los Angeles,
California
| $1.62B | +$106M | +7% | 7.05% | 32% | 836 | 15.79% | 1.1 |
|
| 1024 |
VAM
1024
ValueInvest Asset Management
Luxembourg
| $1.62B | +$117M | +8% | 8.93% | – | 11 | 0% | 1 |
|
| 1025 |
CRCP
1025
Copper Rock Capital Partners
Boston,
Massachusetts
| $1.61B | +$111M | +7% | 6.81% | – | 80 | 23.75% | 1.1 |
|