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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 |
NAM
1001
NorthCoast Asset Management
Greenwich,
Connecticut
| $2.46B | +$248M | +11% | 5.58% | 34.4% | 436 | 22.25% | 1.2 |
|
| 1002 |
ANI
1002
American National Insurance
Galveston,
Texas
| $2.45B | +$105M | +4% | 5.79% | 97.8% | 357 | 4.48% | 5.5 |
|
| 1003 |
CT
1003
Cambridge Trust
Cambridge,
Massachusetts
| $2.45B | +$339M | +16% | 4.47% | 42.9% | 275 | 19.64% | 4.1 |
|
| 1004 |
1004
Hamlin Capital Management
New York
| $2.44B | +$271M | +13% | 12.6% | 67.9% | 31 | 12.9% | 2.2 |
|
| 1005 |
1005
Integrated Wealth Concepts
Waltham,
Massachusetts
| $2.44B | +$322M | +15% | 5.95% | 69.4% | 775 | 25.29% | 1.3 |
|
| 1006 |
CL
1006
CSS LLC
Chicago,
Illinois
| $2.43B | -$179M | -7% | 3.6% | 128% | 1,263 | 66.51% | 0.7 |
|
| 1007 |
1007
Clifford Swan Investment Counsel
Pasadena,
California
| $2.43B | +$137M | +6% | 8.52% | 73.2% | 337 | 8.61% | 5.2 |
|
| 1008 |
NHAS
1008
Novo Holdings A/S
Hellerup,
Denmark
| $2.42B | +$89M | +4% | 1.77% | 205% | 53 | 18.87% | 1.2 |
|
| 1009 |
1009
IEQ Capital
Foster City,
California
| $2.42B | +$172M | +8% | 3.08% | 236% | 513 | 63.16% | 0.4 |
|
| 1010 |
1010
Destination Wealth Management
Walnut Creek,
California
| $2.42B | +$123M | +5% | 3.22% | 52.7% | 182 | 14.29% | 4 |
|
| 1011 |
IC
1011
Inverness Counsel
New York
| $2.42B | -$27.3M | -1% | 4.14% | 53.9% | 159 | 11.95% | 3.4 |
|
| 1012 |
1012
Meyer Handelman Company
Rye Brook,
New York
| $2.41B | +$203M | +9% | 8.13% | 83.8% | 202 | 7.92% | 5.7 |
|
| 1013 |
1013
Hantz Financial Services
Southfield,
Michigan
| $2.41B | +$177M | +8% | 5.73% | 63.5% | 753 | 22.58% | 0.7 |
|
| 1014 |
BPB
1014
Badgley, Phelps & Bell
Seattle,
Washington
| $2.41B | +$105M | +5% | 5.51% | 78.3% | 234 | 16.24% | 3.9 |
|
| 1015 |
WI
1015
Wafra Inc
New York
| $2.4B | +$162M | +7% | 6.93% | 45.9% | 68 | 20.59% | 2.6 |
|
| 1016 |
1016
Matson Money Inc
Mason,
Ohio
| $2.4B | +$278M | +13% | 1.53% | 34.2% | 11 | 0% | 2.1 |
|
| 1017 |
BCPEMI
1017
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $2.4B | +$444M | +23% | 8.73% | 201% | 77 | 64.94% | 0.5 |
|
| 1018 |
MICM
1018
Matthews International Capital Management
San Francisco,
California
| $2.39B | +$516M | +27% | 7.02% | 227% | 55 | 32.73% | 1.4 |
|
| 1019 |
1019
Sequoia Financial Advisors
Akron,
Ohio
| $2.39B | +$201M | +9% | 4.33% | 78.3% | 468 | 14.96% | 2.9 |
|
| 1020 |
1020
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $2.39B | +$162M | +7% | 5.64% | 101% | 472 | 13.35% | 3.6 |
|
| 1021 |
1021
Miller Howard Investments
Kingston,
New York
| $2.38B | +$260M | +12% | 14.3% | 73.4% | 160 | 20% | 3 |
|
| 1022 |
BCF
1022
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.38B | +$377M | +19% | 1.64% | 2.43% | 12 | 8.33% | 2.8 |
|
| 1023 |
1023
ClearBridge Investments (Australia)
Sydney,
Australia
| $2.38B | +$227M | +11% | 4.29% | 27.2% | 27 | 25.93% | 2.6 |
|
| 1024 |
SCM
1024
Shaolin Capital Management
Miami,
Florida
| $2.38B | +$954M | +67% | 0.51% | 86.1% | 647 | 78.83% | 0.1 |
|
| 1025 |
1025
Braun Stacey Associates
New York
| $2.37B | +$148M | +7% | 9.86% | 231% | 151 | 25.17% | 3 |
|