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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 |
PHS
1001
PFM Health Sciences
San Francisco,
California
| $2.67B | -$263M | -9% | 5.61% | 241% | 81 | 28.4% | 1.3 |
|
| 1002 |
NSCM
1002
New South Capital Management
Memphis,
Tennessee
| $2.67B | -$348M | -12% | 7.84% | 106% | 67 | 5.97% | 5 |
|
| 1003 |
1003
Cambiar Investors
Denver,
Colorado
| $2.66B | -$255M | -9% | 0.85% | 59.2% | 157 | 17.83% | 2.2 |
|
| 1004 |
RCM
1004
Rivernorth Capital Management
West Palm Beach,
Florida
| $2.65B | +$176M | +7% | 6.83% | 9.04% | 932 | 34.55% | 0.6 |
|
| 1005 |
1005
OneDigital Investment Advisors
Overland Park,
Kansas
| $2.65B | -$178M | -6% | 4.28% | 57.3% | 862 | 21.11% | 2.3 |
|
| 1006 |
AM
1006
Ares Management
Los Angeles,
California
| $2.65B | -$885M | -25% | 7.9% | 2.02% | 52 | 36.54% | 1.6 |
|
| 1007 |
1007
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.65B | -$47.6M | -2% | 3.95% | 90.4% | 1,729 | 28.51% | 2.4 |
|
| 1008 |
E
1008
Ergoteles
New York
| $2.64B | +$69.3M | +3% | 2.57% | 76.4% | 1,827 | 70.72% | 0.2 |
|
| 1009 |
1009
WesBanco Bank
Wheeling,
West Virginia
| $2.64B | -$135M | -5% | 2.69% | 87.2% | 612 | 11.27% | 5 |
|
| 1010 |
1010
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2.64B | -$42.3M | -2% | 3.28% | 77.8% | 1,051 | 13.42% | 4.7 |
|
| 1011 |
DP
1011
Dearborn Partners
Chicago,
Illinois
| $2.64B | -$121M | -4% | 3.56% | 46.1% | 291 | 13.06% | 4.5 |
|
| 1012 |
1012
Encompass Capital Advisors
New York
| $2.64B | +$641M | +32% | 35.1% | 364% | 74 | 55.41% | 0.7 |
|
| 1013 |
1013
Boston Financial Management
Boston,
Massachusetts
| $2.63B | -$116M | -4% | 7.27% | 30.1% | 300 | 17.67% | 4.6 |
|
| 1014 |
1014
Valley Forge Capital Management
Miami,
Florida
| $2.63B | -$15.2M | -0.6% | 5.44% | 49% | 10 | 10% | 3.9 |
|
| 1015 |
HPC
1015
Hill Path Capital
New York
| $2.63B | +$347M | +15% | 15% | 5.23% | 8 | 0% | 1.9 |
|
| 1016 |
1016
Emerald Advisers
Leola,
Pennsylvania
| $2.62B | -$87M | -3% | 5.72% | 487% | 306 | 22.55% | 2 |
|
| 1017 |
1017
QVR
San Francisco,
California
| $2.61B | +$2.19B | +517% | 10.7% | – | 278 | 96.76% | 0 |
|
| 1018 |
1018
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $2.61B | -$103M | -4% | 1.82% | 135% | 544 | 48.53% | 1.4 |
|
| 1019 |
1019
Meyer Handelman Company
Rye Brook,
New York
| $2.61B | -$75.7M | -3% | 1.04% | 83.8% | 193 | 3.63% | 6.8 |
|
| 1020 |
LOAME
1020
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $2.61B | +$341M | +15% | 1.91% | 79.7% | 211 | 30.81% | 0.7 |
|
| 1021 |
1021
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $2.6B | -$327M | -11% | 7.1% | 99.4% | 189 | 13.23% | 2.9 |
|
| 1022 |
1022
Mariner Independent Advisor Network
Overland Park,
Kansas
| $2.6B | +$468M | +22% | 3.92% | 39.5% | 541 | 23.11% | 1.7 |
|
| 1023 |
1023
Associated Banc-Corp
Green Bay,
Wisconsin
| $2.6B | -$131M | -5% | 3.66% | 88.8% | 338 | 8.58% | 5.6 |
|
| 1024 |
1024
Foundations Investment Advisors
Phoenix,
Arizona
| $2.59B | -$71.1M | -3% | 8.2% | 80.9% | 375 | 15.73% | 1.3 |
|
| 1025 |
TAM
1025
Timucuan Asset Management
Jacksonville,
Florida
| $2.58B | -$151M | -6% | 6.23% | 61.6% | 31 | 3.23% | 3.6 |
|