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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
Park National Corp
Newark,
Ohio
| $1.99B | -$86.6M | -4% | 3.91% | 92.7% | 282 | 6.74% | 6.4 |
|
| 1052 |
1052
Washington Trust
Westerly,
Rhode Island
| $1.99B | -$144M | -7% | 5.25% | 90.7% | 981 | 7.34% | 2.8 |
|
| 1053 |
1053
Rubric Capital Management (New York)
New York
| $1.99B | +$81.5M | +4% | 1.19% | 251% | 101 | 26.73% | 1 |
|
| 1054 |
1054
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.98B | -$147M | -7% | 5.76% | 99.7% | 263 | 6.84% | 5.5 |
|
| 1055 |
1055
Cambiar Investors
Denver,
Colorado
| $1.98B | -$262M | -12% | 4.69% | 59.2% | 155 | 13.55% | 2.3 |
|
| 1056 |
1056
Encompass Capital Advisors
New York
| $1.98B | +$500M | +34% | 18.4% | 364% | 73 | 46.58% | 0.7 |
|
| 1057 |
1057
U.S. Capital Wealth Advisors
Austin,
Texas
| $1.98B | -$302M | -13% | 6.15% | 64.6% | 704 | 15.06% | 0.9 |
|
| 1058 |
1058
Modera Wealth Management
Westwood,
New Jersey
| $1.97B | -$125M | -6% | 6.04% | 68.2% | 347 | 14.12% | 3.2 |
|
| 1059 |
CCM
1059
Chickasaw Capital Management
Memphis,
Tennessee
| $1.97B | +$21.1M | +1% | 4.98% | 83.6% | 81 | 1.23% | 6.3 |
|
| 1060 |
1060
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $1.96B | -$383M | -16% | 5.53% | 135% | 505 | 22.38% | 1.7 |
|
| 1061 |
1061
Alphabet Inc
Mountain View,
California
| $1.96B | +$116M | +6% | 31% | 327% | 55 | 10.91% | 1.6 |
|
| 1062 |
1062
TD Private Client Wealth
New York
| $1.96B | -$96.3M | -5% | 5.34% | 57% | 1,251 | 5.44% | 2.1 |
|
| 1063 |
1063
Truepoint Inc
Cincinnati,
Ohio
| $1.95B | +$31.7M | +2% | 5.93% | 43.4% | 173 | 19.65% | 2.6 |
|
| 1064 |
DCP
1064
Darsana Capital Partners
New York
| $1.95B | +$90.6M | +5% | 3.63% | 144% | 12 | 0% | 2.1 |
|
| 1065 |
SIC
1065
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.95B | -$111M | -5% | 2.56% | 87.8% | 137 | 8.03% | 4 |
|
| 1066 |
MA
1066
Mutual Advisors
Omaha,
Nebraska
| $1.94B | +$433M | +29% | 4.86% | 68.1% | 964 | 21.89% | 2.4 |
|
| 1067 |
CH
1067
Cannae Holdings
Las Vegas,
Nevada
| $1.94B | -$317M | -14% | 5.99% | 88.6% | 6 | 0% | 1.5 |
|
| 1068 |
SEP
1068
Soma Equity Partners
San Francisco,
California
| $1.94B | +$52M | +3% | 1.02% | 151% | 25 | 24% | 1.2 |
|
| 1069 |
1069
Summit Partners Public Asset Management
Boston,
Massachusetts
| $1.94B | -$280M | -13% | 22.4% | 1,167% | 192 | 71.35% | 0.6 |
|
| 1070 |
1070
Emerald Advisers
Leola,
Pennsylvania
| $1.94B | -$6.24M | -0.3% | 6.36% | 487% | 264 | 10.98% | 2.3 |
|
| 1071 |
KCM
1071
Kensico Capital Management
Greenwich,
Connecticut
| $1.93B | -$293M | -13% | 2.53% | 304% | 41 | 34.15% | 2.1 |
|
| 1072 |
1072
Krane Funds Advisors
New York
| $1.93B | -$877M | -31% | 15.6% | 72.6% | 285 | 58.25% | 1.8 |
|
| 1073 |
LOAME
1073
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.93B | -$75.5M | -4% | 2.65% | 79.7% | 296 | 22.64% | 0.7 |
|
| 1074 |
1074
Nippon Life Insurance
Tokyo,
Japan
| $1.92B | +$56.2M | +3% | 3.5% | 26% | 3 | 0% | 9.3 |
|
| 1075 |
IC
1075
Impactive Capital
New York City,
New York
| $1.92B | -$296M | -13% | 11.8% | 25% | 9 | 0% | 2.1 |
|