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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 |
AGDR
1001
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.49B | -$65.1M | -4% | 12.7% | 10.7% | 19 | 21.05% | 0.7 |
|
| 1002 |
1002
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.49B | -$245M | -14% | 12.8% | 99.7% | 191 | 7.85% | 4.3 |
|
| 1003 |
IC
1003
Inverness Counsel
New York
| $1.49B | -$407M | -21% | 12.9% | 53.9% | 133 | 16.54% | 3.1 |
|
| 1004 |
PCM
1004
Prelude Capital Management
New York
| $1.49B | -$229M | -13% | 6.42% | 198% | 2,451 | 59.12% | 0.6 |
|
| 1005 |
1005
Cerity Partners
New York
| $1.49B | +$49.1M | +3% | 14.1% | 81% | 578 | 19.03% | 1.2 |
|
| 1006 |
HCM
1006
Highline Capital Management
New York
| $1.49B | -$670M | -31% | 17.6% | 198% | 47 | 59.57% | 0.6 |
|
| 1007 |
CL
1007
CSS LLC
Chicago,
Illinois
| $1.49B | -$855M | -36% | 8.38% | 128% | 642 | 31.78% | 1.6 |
|
| 1008 |
1008
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.49B | -$114M | -7% | 10.5% | 29.1% | 13 | 7.69% | 1.2 |
|
| 1009 |
1009
Erste Asset Management
Vienna,
Austria
| $1.49B | – | – | 16.2% | 143% | 443 | – | 0 |
|
| 1010 |
NI
1010
Nuance Investments
Kansas City,
Missouri
| $1.49B | -$187M | -11% | 8.94% | 3.13% | 72 | 36.11% | 1.2 |
|
| 1011 |
1011
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $1.48B | -$150M | -9% | 13.2% | 101% | 72 | 20.83% | 2.8 |
|
| 1012 |
1012
Bailard
Foster City,
California
| $1.48B | -$231M | -14% | 10.4% | 105% | 596 | 29.87% | 1.5 |
|
| 1013 |
TCG
1013
Tremblant Capital Group
West Palm Beach,
Florida
| $1.48B | -$427M | -22% | 17.3% | 131% | 59 | 50.85% | 1.4 |
|
| 1014 |
SCM
1014
Snow Capital Management
Sewickley,
Pennsylvania
| $1.48B | -$611M | -29% | 19.7% | 58.5% | 151 | 22.52% | 2.2 |
|
| 1015 |
TCCM
1015
Two Creeks Capital Management
New York
| $1.48B | -$318M | -18% | 12.1% | 38.8% | 26 | 23.08% | 1.5 |
|
| 1016 |
1016
Freestone Capital Holdings
Seattle,
Washington
| $1.48B | -$14.4B | -91% | 12.5% | 86.9% | 477 | 32.29% | 1.8 |
|
| 1017 |
1017
FineMark National Bank & Trust
Fort Myers,
Florida
| $1.47B | -$167M | -10% | 13% | 69.8% | 380 | 22.89% | 3.5 |
|
| 1018 |
OI
1018
Oakbrook Investments
Lisle,
Illinois
| $1.47B | -$329M | -18% | 11.1% | 26.1% | 689 | 24.53% | 2.4 |
|
| 1019 |
1019
Shelton Capital Management
Denver,
Colorado
| $1.47B | -$283M | -16% | 13.5% | 161% | 939 | 19.28% | 3.3 |
|
| 1020 |
C
1020
ConocoPhillips
Houston,
Texas
| $1.46B | -$624M | -30% | 29.9% | 74.7% | 1 | 0% | 1 |
|
| 1021 |
SBSB
1021
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| $1.46B | +$359M | +33% | 11.2% | 46.7% | 214 | 28.97% | 1.7 |
|
| 1022 |
WAM
1022
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.46B | -$142M | -9% | 0.19% | 0% | 76 | 2.63% | 1 |
|
| 1023 |
DAM
1023
DLD Asset Management
New York
| $1.46B | -$564M | -28% | 0.69% | 10.3% | 145 | 68.97% | 0.3 |
|
| 1024 |
1024
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.46B | -$192M | -12% | 9.14% | 25.2% | 1,647 | 79.11% | 3 |
|
| 1025 |
UIC
1025
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.45B | -$265M | -15% | 9.43% | 70.5% | 121 | 9.92% | 2.1 |
|