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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 |
1026
NextCapital Advisers
Chicago,
Illinois
| $1.61B | +$336M | +26% | 0.6% | 6.89% | 15 | 0% | 1 |
|
| 1027 |
1027
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $1.61B | +$100M | +7% | 1.34% | 223% | 31 | 22.58% | 1.1 |
|
| 1028 |
UIC
1028
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.61B | +$31M | +2% | 4.6% | 70.5% | 131 | 12.98% | 2.3 |
|
| 1029 |
SIM
1029
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.61B | +$28.3M | +2% | 2.13% | 45.5% | 47 | 19.15% | 4.4 |
|
| 1030 |
WIC
1030
Water Island Capital
New York
| $1.61B | -$562M | -26% | 5.89% | 438% | 126 | 61.9% | 0.4 |
|
| 1031 |
1031
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
| $1.61B | +$189M | +13% | 0.18% | 53.5% | 7 | 0% | 0.5 |
|
| 1032 |
NM
1032
NWI Management
New York
| $1.6B | +$399M | +33% | 3.77% | 230% | 47 | 36.17% | 1.8 |
|
| 1033 |
NAM
1033
Nexpoint Asset Management
Dallas,
Texas
| $1.6B | – | – | 2.19% | 253% | 316 | – | 0 |
|
| 1034 |
1034
Eastern Bank
Boston,
Massachusetts
| $1.6B | +$31.3M | +2% | 2% | 102% | 210 | 11.9% | 4.1 |
|
| 1035 |
TCA
1035
Taconic Capital Advisors
New York
| $1.6B | -$43.5M | -3% | 4.22% | 273% | 59 | 54.24% | 0.9 |
|
| 1036 |
OCAM
1036
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $1.6B | -$71.1M | -4% | 3.03% | 87.8% | 167 | 52.69% | 1.3 |
|
| 1037 |
PFM
1037
Parsec Financial Management
Asheville,
North Carolina
| $1.6B | -$13.1M | -0.8% | 1.69% | 70.7% | 262 | 9.92% | 3.8 |
|
| 1038 |
1038
Marshfield Associates
Washington,
District of Columbia
| $1.59B | +$26.4M | +2% | 3.26% | 59.7% | 20 | 5% | 4.4 |
|
| 1039 |
CK
1039
Cohen Klingenstein
New York
| $1.59B | +$187M | +13% | 0.15% | 99.1% | 240 | 12.08% | 3.7 |
|
| 1040 |
1040
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $1.59B | +$64.1M | +4% | 1.9% | 110% | 386 | 6.48% | 4.6 |
|
| 1041 |
II
1041
Ibex Investors
Denver,
Colorado
| $1.59B | +$362M | +30% | 2.67% | 16.6% | 125 | 77.6% | 0.6 |
|
| 1042 |
1042
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.59B | +$31.4M | +2% | 2.22% | 77.8% | 888 | 8% | 3.8 |
|
| 1043 |
1043
Braun Stacey Associates
New York
| $1.58B | +$23.2M | +1% | 2.07% | 231% | 125 | 18.4% | 3.2 |
|
| 1044 |
1044
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.58B | +$29M | +2% | 0.75% | 25.2% | 456 | 16.01% | 3.1 |
|
| 1045 |
AWM
1045
Ashmore Wealth Management
Wilmington,
Delaware
| $1.58B | +$51.2M | +3% | 3.52% | 81.9% | 29 | 10.34% | 3.4 |
|
| 1046 |
1046
H&H International Investment
Palo Alto,
California
| $1.58B | +$125M | +9% | 7.11% | 52.7% | 12 | 0% | 0.6 |
|
| 1047 |
FIM
1047
Frontier Investment Management
Dallas,
Texas
| $1.58B | +$83.7M | +6% | 0.84% | 16.4% | 322 | 21.74% | 2.5 |
|
| 1048 |
1048
Capital Wealth Planning
Naples,
Florida
| $1.58B | +$196M | +14% | 2.44% | 73.9% | 300 | 26% | 0.6 |
|
| 1049 |
1049
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.57B | -$630M | -29% | 2.2% | 94.6% | 104 | 28.85% | 1.4 |
|
| 1050 |
HP
1050
Hound Partners
New York
| $1.57B | -$477M | -23% | 1.7% | 19.7% | 40 | 55% | 1 |
|