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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
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.09B | -$175M | -8% | 5.55% | 69.8% | 433 | 10.16% | 5.5 |
|
| 1027 |
CRM
1027
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $2.08B | -$93M | -4% | 1.33% | 113% | 103 | 4.85% | 2.7 |
|
| 1028 |
GSIS
1028
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $2.08B | +$694M | +50% | 8.2% | 51.8% | 141 | 19.15% | 2 |
|
| 1029 |
NONA
1029
Ninety One North America
New York
| $2.08B | -$173M | -8% | 5.42% | 70.6% | 84 | 10.71% | 3 |
|
| 1030 |
CCM
1030
CAAS Capital Management
New York
| $2.08B | +$77.9M | +4% | 0.09% | 11% | 1,076 | 41.82% | 0.5 |
|
| 1031 |
CAM
1031
ClariVest Asset Management
San Diego,
California
| $2.08B | -$217M | -9% | 0.88% | 106% | 779 | 22.72% | 2 |
|
| 1032 |
1032
Forum Financial Management
Lombard,
Illinois
| $2.07B | +$88.4M | +4% | 5.86% | 53.1% | 613 | 17.29% | 0.6 |
|
| 1033 |
NSCM
1033
New South Capital Management
Memphis,
Tennessee
| $2.07B | -$122M | -6% | 5.55% | 106% | 64 | 4.69% | 5.6 |
|
| 1034 |
WRBC
1034
W.R. Berkley Corp
Greenwich,
Connecticut
| $2.06B | +$45.6M | +2% | 0.43% | 38.7% | 573 | 14.14% | 1 |
|
| 1035 |
TP
1035
Theleme Partners
London,
United Kingdom
| $2.05B | -$445M | -18% | 8.61% | 35.5% | 12 | 16.67% | 1.9 |
|
| 1036 |
1036
Wilmington Savings Fund Society
Wilmington,
Delaware
| $2.05B | -$126M | -6% | 5.13% | – | 374 | 4.55% | 6.4 |
|
| 1037 |
1037
Aspiriant LLC
Los Angeles,
California
| $2.04B | -$27.8M | -1% | 5.53% | 47.1% | 282 | 9.93% | 3.7 |
|
| 1038 |
1038
GW & Wade
Wellesley,
Massachusetts
| $2.04B | -$162M | -7% | 4.7% | 32.2% | 407 | 13.02% | 3.9 |
|
| 1039 |
FFA
1039
First Foundation Advisors
Irvine,
California
| $2.04B | -$222M | -10% | 5.71% | 70.4% | 427 | 16.63% | 3.8 |
|
| 1040 |
CA
1040
Cornerstone Advisors
Asheville,
North Carolina
| $2.04B | +$130M | +7% | 3.93% | 108% | 210 | 16.67% | 1.9 |
|
| 1041 |
1041
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $2.03B | -$132M | -6% | 4.12% | 99.4% | 174 | 13.79% | 3.2 |
|
| 1042 |
1042
Orgel Wealth Management
Altoona,
Wisconsin
| $2.03B | +$259M | +15% | 5.08% | 39.6% | 69 | 15.94% | 2.7 |
|
| 1043 |
1043
Busey Bank
Urbana,
Illinois
| $2.02B | -$130M | -6% | 4.99% | 94.2% | 322 | 6.21% | 5 |
|
| 1044 |
SCH
1044
Sylebra Capital (HK)
Hong Kong
| $2.02B | +$240M | +13% | 13.5% | 16.6% | 19 | 10.53% | 2.1 |
|
| 1045 |
1045
ACR Alpine Capital Research
St. Louis,
Missouri
| $2.02B | -$184M | -8% | 11.6% | 58.1% | 42 | 4.76% | 3.8 |
|
| 1046 |
1046
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2B | -$101M | -5% | 3.56% | 150% | 104 | 24.04% | 2.6 |
|
| 1047 |
NMC
1047
NEA Management Company
Timonium,
Maryland
| $2B | +$56.4M | +3% | 30.6% | 823% | 62 | 16.13% | 2.9 |
|
| 1048 |
PFM
1048
Parsec Financial Management
Asheville,
North Carolina
| $2B | -$61.4M | -3% | 5.45% | 70.7% | 294 | 10.54% | 5.4 |
|
| 1049 |
1049
Eisler Capital (UK)
London,
United Kingdom
| $2B | -$1.09B | -35% | 6.11% | 3.95% | 496 | 69.15% | 0.4 |
|
| 1050 |
1050
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1.99B | -$75.1M | -4% | 4.89% | 19.7% | 1,940 | 10.88% | 4.1 |
|