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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 |
CP
1026
Coho Partners
Berwyn,
Pennsylvania
| $2.87B | -$1.21B | -30% | 5.23% | 35.6% | 81 | 58.02% | 6.8 |
|
| 1027 |
1027
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $2.86B | +$79.1M | +3% | 4.22% | 126% | 921 | 3.37% | 7.1 |
|
| 1028 |
1028
HBK Sorce Advisory
Erie,
Pennsylvania
| $2.86B | +$30.7M | +1% | 1.51% | 58.2% | 626 | 13.1% | 4.2 |
|
| 1029 |
1029
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.86B | +$29.3M | +1% | 2.52% | 99.7% | 260 | 5% | 6.7 |
|
| 1030 |
GJL
1030
Gendell Jeffrey L
| $2.86B | +$268M | +10% | 4.12% | 748% | 104 | 18.27% | 2.6 |
|
| 1031 |
1031
Quotient Wealth Partners
Dallas,
Texas
| $2.86B | +$55.9M | +2% | 1.62% | – | 325 | 16.62% | 0.4 |
|
| 1032 |
1032
Chartwell Investment Partners
Berywn,
Pennsylvania
| $2.85B | -$37.4M | -1% | 2.96% | 57.2% | 444 | 15.54% | 3.8 |
|
| 1033 |
1033
ARGA Investment Management
Stamford,
Connecticut
| $2.85B | -$138M | -5% | 1.65% | 78.1% | 142 | 12.68% | 2 |
|
| 1034 |
AG
1034
Atairos Group
Bryn Mawr,
Pennsylvania
| $2.84B | -$564M | -17% | 14.3% | 27.9% | 4 | 0% | 3.6 |
|
| 1035 |
CFM
1035
Comprehensive Financial Management
Los Gatos,
California
| $2.84B | -$249M | -8% | 7.31% | 33.7% | 47 | 10.64% | 2.9 |
|
| 1036 |
1036
Meyer Handelman Company
Rye Brook,
New York
| $2.84B | -$11.8M | -0.4% | 1.94% | 83.8% | 210 | 5.71% | 7.9 |
|
| 1037 |
1037
Annex Advisory Services
Brookfield,
Wisconsin
| $2.84B | +$23.8M | +0.8% | 1.44% | 77.9% | 307 | 14.98% | 3.4 |
|
| 1038 |
1038
Spire Wealth Management
Mclean,
Virginia
| $2.83B | -$2.67B | -49% | 3.49% | 101% | 2,425 | 14.39% | 2.4 |
|
| 1039 |
GCP
1039
Garda Capital Partners
Wayzata,
Minnesota
| $2.83B | +$453M | +19% | 0.57% | 9.15% | 498 | 34.94% | 0.5 |
|
| 1040 |
PD
1040
Point72 (DIFC)
Dubai,
United Arab Emirates
| $2.81B | -$361M | -11% | 0.29% | – | 2,019 | 59.73% | 0.1 |
|
| 1041 |
1041
Freestone Capital Holdings
Seattle,
Washington
| $2.8B | +$114M | +4% | 4.56% | 86.9% | 488 | 13.32% | 3.6 |
|
| 1042 |
1042
Wedbush Securities
Los Angeles,
California
| $2.8B | +$117M | +4% | 5.97% | 99.9% | 1,313 | 15.31% | 4 |
|
| 1043 |
1043
Locust Wood Capital Advisers
New York
| $2.79B | +$1.46M | +0.1% | 3.11% | 111% | 51 | 27.45% | 3.9 |
|
| 1044 |
MC
1044
Martin Currie
Edinburgh,
United Kingdom
| $2.79B | -$463M | -14% | 4.58% | 114% | 55 | 9.09% | 3.8 |
|
| 1045 |
TC
1045
Tairen Capital
Hong Kong
| $2.79B | +$1.15B | +70% | 13% | 462% | 49 | 71.43% | 0.4 |
|
| 1046 |
KIA
1046
KCM Investment Advisors
Greenbrae,
California
| $2.79B | +$78.9M | +3% | 4.47% | 85.7% | 382 | 5.5% | 6.8 |
|
| 1047 |
1047
Context Capital Management
Lajolla,
California
| $2.78B | +$683M | +33% | 0.1% | 3.38% | 297 | 25.93% | 1.1 |
|
| 1048 |
1048
Conning Inc
Hartford,
Connecticut
| $2.78B | -$274M | -9% | 0.33% | 57.5% | 364 | 6.87% | 7.9 |
|
| 1049 |
FMI
1049
F/M Investments
Washington,
District of Columbia
| $2.77B | +$2.62B | +1,770% | 4.4% | 101% | 354 | 88.42% | 0.2 |
|
| 1050 |
1050
Evergreen Capital Management
Bellevue,
Washington
| $2.76B | +$118M | +4% | 1.74% | 77.2% | 1,004 | 18.13% | 2.6 |
|