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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 |
1CP
1001
1607 Capital Partners
Richmond,
Virginia
| $1.72B | -$83.8M | -5% | 2.59% | 28.5% | 118 | 15.25% | 3.2 |
|
| 1002 |
SAM
1002
Sandell Asset Management
New York
| $1.72B | +$820M | +91% | 8.31% | 322% | 60 | 58.33% | 0.5 |
|
| 1003 |
FCIM
1003
Fairview Capital Investment Management
Greenbrae,
California
| $1.71B | +$126M | +8% | 6.15% | 61.7% | 143 | 16.78% | 2.6 |
|
| 1004 |
1004
Waverton Investment Management
London,
United Kingdom
| $1.71B | +$6.85M | +0.4% | 7.16% | 129% | 80 | 18.75% | 2.6 |
|
| 1005 |
1005
Associated Banc-Corp
Green Bay,
Wisconsin
| $1.71B | -$47.8M | -3% | 2.59% | 88.8% | 279 | 3.94% | 3.9 |
|
| 1006 |
1006
Copeland Capital Management
Conshohocken,
Pennsylvania
| $1.71B | +$148M | +10% | 6.24% | 56.7% | 138 | 7.25% | 2.9 |
|
| 1007 |
1007
Burney Company
Reston,
Virginia
| $1.71B | +$91.4M | +6% | 1.9% | 129% | 463 | 15.98% | 3 |
|
| 1008 |
SIM
1008
Spark Investment Management
New York
| $1.71B | +$141M | +9% | 13.8% | 459% | 804 | 45.15% | 0.9 |
|
| 1009 |
FFA
1009
First Foundation Advisors
Irvine,
California
| $1.7B | -$90.5M | -5% | 5.26% | 70.4% | 358 | 17.32% | 2.3 |
|
| 1010 |
1010
First National Bank of Omaha
Omaha,
Nebraska
| $1.7B | +$28.6M | +2% | 2.93% | 70.9% | 402 | 8.21% | 3.1 |
|
| 1011 |
TCG
1011
Tremblant Capital Group
West Palm Beach,
Florida
| $1.7B | +$126M | +8% | 4.65% | 131% | 50 | 44% | 1.4 |
|
| 1012 |
SDJVC
1012
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.7B | +$18.1M | +1% | 7.57% | 32.6% | 56 | 17.86% | 3.2 |
|
| 1013 |
CCM
1013
Cadence Capital Management
Boston,
Massachusetts
| $1.69B | +$154M | +10% | 4.79% | 0.72% | 704 | 10.51% | 2.2 |
|
| 1014 |
MWAC
1014
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $1.69B | +$62.3M | +4% | 1.97% | 54.1% | 311 | 16.4% | 2.6 |
|
| 1015 |
IAM
1015
Impax Asset Management
Portsmouth,
New Hampshire
| $1.69B | -$46.1M | -3% | 4.87% | 47.7% | 214 | 14.95% | 2 |
|
| 1016 |
ICM
1016
Ionic Capital Management
New York
| $1.69B | +$89.8M | +6% | 0.39% | 163% | 315 | 56.51% | 0.7 |
|
| 1017 |
SIM
1017
Strategic Investment Management
Arlington,
Virginia
| $1.69B | +$309M | +22% | 3.33% | 53.3% | 11 | 0% | 2.5 |
|
| 1018 |
1018
Bailard
Foster City,
California
| $1.68B | +$112M | +7% | 2.83% | 105% | 561 | 24.42% | 1.1 |
|
| 1019 |
1019
Steward Partners Investment Advisory
New York
| $1.68B | +$214M | +15% | 2.98% | 88.5% | 2,672 | 18.38% | 0.9 |
|
| 1020 |
1020
Tenor Capital Management
New York
| $1.67B | +$92M | +6% | 0.04% | 4.73% | 80 | 20% | 0.6 |
|
| 1021 |
WAM
1021
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.67B | -$221M | -12% | 0% | 0% | 65 | 0% | 1.2 |
|
| 1022 |
HAM
1022
Highstreet Asset Management
London,
Ontario, Canada
| $1.67B | +$135M | +9% | 3.29% | 22.5% | 335 | 25.97% | 1.7 |
|
| 1023 |
VF
1023
Virtu Financial
New York
| $1.67B | -$192M | -10% | 3.1% | 160% | 2,892 | 67.53% | 0.3 |
|
| 1024 |
KSCM
1024
King Street Capital Management
New York
| $1.67B | +$516M | +45% | 2.12% | 140% | 23 | 47.83% | 0.5 |
|
| 1025 |
1025
Destination Wealth Management
Walnut Creek,
California
| $1.67B | +$21.1M | +1% | 2.31% | 52.7% | 700 | 42.14% | 1 |
|