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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Saratoga Research & Investment Management
Saratoga,
California
| $1.59B | +$126M | +9% | 3.82% | 65.1% | 46 | 6.52% | 4.3 |
|
| 1052 |
1052
Armistice Capital
New York
| $1.59B | -$241M | -13% | 6.51% | 79.7% | 89 | 53.93% | 0.7 |
|
| 1053 |
1053
Cerity Partners
New York
| $1.59B | +$101M | +7% | 4.4% | 81% | 606 | 34.32% | 1.5 |
|
| 1054 |
1054
HRT Financial
New York
| $1.58B | +$938M | +145% | 4.22% | 182% | 1,007 | 80.14% | 0.2 |
|
| 1055 |
1055
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.58B | +$87M | +6% | 4.78% | 45.5% | 46 | 4.35% | 4.4 |
|
| 1056 |
1056
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.58B | +$1.79M | +0.1% | 1.71% | 70.5% | 130 | 12.31% | 2.2 |
|
| 1057 |
1057
Eastern Bank
Boston,
Massachusetts
| $1.57B | +$80.2M | +5% | 4.22% | 102% | 208 | 10.1% | 3.9 |
|
| 1058 |
1058
Lincluden Management
Mississauga,
Ontario, Canada
| $1.57B | +$526M | +50% | 1.48% | 56.6% | 76 | 6.58% | 4.5 |
|
| 1059 |
MCM
1059
McKinley Capital Management
Anchorage,
Alaska
| $1.57B | +$182M | +13% | 5.83% | 63.3% | 309 | 43.37% | 2.4 |
|
| 1060 |
1060
Marshfield Associates
Washington,
District of Columbia
| $1.57B | -$70.1M | -4% | 8.26% | 59.7% | 20 | 5% | 4.2 |
|
| 1061 |
1061
Abdiel Capital Advisors
New York
| $1.56B | +$286M | +22% | 21.9% | 43.7% | 10 | 30% | 1.5 |
|
| 1062 |
1062
Chicago Capital
Chicago,
Illinois
| $1.56B | +$92M | +6% | 6.95% | 137% | 235 | 14.47% | 1 |
|
| 1063 |
1063
Braun Stacey Associates
New York
| $1.56B | +$56.6M | +4% | 5.59% | 247% | 124 | 12.1% | 3.3 |
|
| 1064 |
1064
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.56B | +$62M | +4% | 4.06% | 77.8% | 877 | 5.59% | 3.7 |
|
| 1065 |
1065
Sirios Capital Management
Boston,
Massachusetts
| $1.56B | -$94.2M | -6% | 6.12% | 177% | 61 | 31.15% | 1.2 |
|
| 1066 |
1066
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.55B | +$6.31M | +0.4% | 3.35% | 25.2% | 445 | 15.06% | 3 |
|
| 1067 |
1067
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.55B | +$22.3M | +1% | 1.98% | 34.4% | 297 | 39.39% | 0.6 |
|
| 1068 |
1068
Avantax Planning Partners
Dubuque,
Iowa
| $1.55B | +$105M | +7% | 2.8% | 51% | 310 | 8.71% | 1.8 |
|
| 1069 |
WM
1069
WS Management
Jacksonville,
Florida
| $1.54B | -$109M | -7% | 2.62% | 309% | 73 | 21.92% | 2.5 |
|
| 1070 |
1070
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $1.54B | -$20.7M | -1% | 4.8% | 101% | 68 | 11.76% | 3.2 |
|
| 1071 |
1071
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.54B | +$81.9M | +6% | 4.62% | 112% | 435 | 8.05% | 3 |
|
| 1072 |
1072
Atom Investors
Austin,
Texas
| $1.54B | +$354M | +30% | 6.37% | 83.4% | 698 | 73.21% | 0.2 |
|
| 1073 |
1073
First National Bank of Omaha
Omaha,
Nebraska
| $1.53B | +$71M | +5% | 4.57% | 70.9% | 344 | 11.63% | 3.7 |
|
| 1074 |
EC
1074
EMS Capital
New York
| $1.53B | +$201M | +15% | 11.3% | 228% | 39 | 30.77% | 1.7 |
|
| 1075 |
AWM
1075
Ashmore Wealth Management
Wilmington,
Delaware
| $1.53B | -$182M | -11% | 4.79% | 81.9% | 29 | 20.69% | 3.5 |
|