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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
HI
1026
Honeywell International
Charlotte,
North Carolina
| $1.66B | -$50.5M | -3% | 3.8% | 39.4% | 155 | 19.35% | 2.2 |
|
| 1027 |
1027
Capital Advisors Inc
Tulsa,
Oklahoma
| $1.66B | -$5.11M | -0.3% | 2.6% | 82.7% | 193 | 12.95% | 2.4 |
|
| 1028 |
FIM
1028
Freedom Investment Management
Hartford,
Connecticut
| $1.66B | -$299M | -15% | 3.26% | 68.5% | 1,325 | 44.6% | 1.9 |
|
| 1029 |
SCH
1029
Sylebra Capital (HK)
Hong Kong
| $1.66B | +$437M | +36% | 21.3% | 16.6% | 25 | 36% | 0.9 |
|
| 1030 |
1030
Granahan Investment Management
Waltham,
Massachusetts
| $1.66B | +$275M | +20% | 18.8% | 265% | 233 | 26.61% | 2 |
|
| 1031 |
PAG
1031
Pinnacle Advisory Group
Columbia,
Maryland
| $1.66B | -$23.6M | -1% | 1.23% | 45.8% | 193 | 29.02% | 2.1 |
|
| 1032 |
LIA
1032
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1.66B | -$20.3M | -1% | 2.74% | 98.7% | 1,926 | 3.69% | 3.5 |
|
| 1033 |
1033
FineMark National Bank & Trust
Fort Myers,
Florida
| $1.65B | +$78.5M | +5% | 2.78% | 69.8% | 422 | 13.03% | 3.4 |
|
| 1034 |
1034
Raymond James Trust
St. Petersburg,
Florida
| $1.64B | +$194M | +13% | 2.5% | 41.3% | 882 | 20.63% | 2.8 |
|
| 1035 |
1035
Verition Fund Management
Greenwich,
Connecticut
| $1.64B | +$294M | +22% | 2.88% | 110% | 1,502 | 57.99% | 0.4 |
|
| 1036 |
1036
DRW Securities
Chicago,
Illinois
| $1.64B | +$82.8M | +5% | 2.06% | 96.2% | 198 | 68.18% | 0.4 |
|
| 1037 |
1037
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.63B | +$28.5M | +2% | 2.13% | 99.7% | 193 | 8.29% | 3.9 |
|
| 1038 |
ZDA
1038
Zweig-DiMenna Associates
New York
| $1.63B | +$501M | +44% | 9.1% | 561% | 192 | 57.81% | 0.7 |
|
| 1039 |
ACM
1039
Alta Capital Management
Salt Lake City,
Utah
| $1.62B | +$16M | +1% | 3.36% | 76.3% | 82 | 8.54% | 3.3 |
|
| 1040 |
KIA
1040
KCM Investment Advisors
Greenbrae,
California
| $1.62B | -$21.5M | -1% | 2.85% | 85.7% | 556 | 10.97% | 3.1 |
|
| 1041 |
1041
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.62B | +$132M | +9% | 0.73% | 85.5% | 202 | 52.48% | 1.1 |
|
| 1042 |
FAM
1042
Foxhaven Asset Management
Charlottesville,
Virginia
| $1.62B | +$127M | +9% | 10.5% | 88.2% | 23 | 13.04% | 1.6 |
|
| 1043 |
TCA
1043
Taconic Capital Advisors
New York
| $1.62B | +$149M | +10% | 9% | 273% | 61 | 57.38% | 0.5 |
|
| 1044 |
CT
1044
Cambridge Trust
Cambridge,
Massachusetts
| $1.61B | +$43M | +3% | 4.79% | 42.9% | 254 | 7.87% | 3.3 |
|
| 1045 |
1045
Meag Munich Ergo
Munich,
Germany
| $1.61B | -$841M | -34% | 4.51% | 82.8% | 430 | 23.72% | 1.5 |
|
| 1046 |
1046
Shelton Capital Management
Denver,
Colorado
| $1.61B | +$83.2M | +5% | 4.57% | 161% | 905 | 12.49% | 2.9 |
|
| 1047 |
1047
Capital Investment Advisors
Atlanta,
Georgia
| $1.61B | +$73M | +5% | 1.51% | 56.6% | 512 | 8.4% | 3.1 |
|
| 1048 |
1048
Saba Capital Management
New York
| $1.61B | -$195M | -11% | 0.77% | 35% | 142 | 41.55% | 1.4 |
|
| 1049 |
1049
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.6B | +$51.8M | +3% | 2.09% | 61.4% | 269 | 13.38% | 3.2 |
|
| 1050 |
SRAIM
1050
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.6B | +$33M | +2% | 4.3% | 74.2% | 27 | 0% | 3.7 |
|