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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
General Atlantic
New York
| $1.43B | +$291M | +26% | 18.6% | 168% | 6 | 16.67% | 1.4 |
|
| 1077 |
IA
1077
Icon Advisers
Greenwood Village,
Colorado
| $1.42B | -$13.5M | -0.9% | 5.68% | 114% | 448 | 31.25% | 1.3 |
|
| 1078 |
NP
1078
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.42B | – | – | 3.42% | 82.6% | 124 | – | 0 |
|
| 1079 |
ELC
1079
Edgar Lomax Company
Kingstowne,
Virginia
| $1.42B | -$46.7M | -3% | 5.5% | 66.2% | 61 | 1.64% | 2.7 |
|
| 1080 |
IC
1080
Inverness Counsel
New York
| $1.42B | -$24.5M | -2% | 5.2% | 53.9% | 101 | 8.91% | 2.8 |
|
| 1081 |
1081
Cerity Partners
New York
| $1.41B | +$219M | +18% | 5.32% | 81% | 579 | 43.18% | 0.3 |
|
| 1082 |
AAM
1082
AMI Asset Management
Los Angeles,
California
| $1.41B | +$10.5M | +0.8% | 2.64% | 81.6% | 80 | 16.25% | 2.1 |
|
| 1083 |
1083
Eastern Bank
Boston,
Massachusetts
| $1.41B | +$53.5M | +4% | 4.02% | 102% | 216 | 7.41% | 3 |
|
| 1084 |
LOAMU
1084
Lombard Odier Asset Management (USA)
New York
| $1.41B | +$142M | +11% | 6.23% | 96.8% | 317 | 57.1% | 0.5 |
|
| 1085 |
1085
Boston Financial Management
Boston,
Massachusetts
| $1.41B | +$14.4M | +1% | 4.56% | 30.1% | 286 | 12.94% | 2.6 |
|
| 1086 |
1086
Freestone Capital Holdings
Seattle,
Washington
| $1.41B | +$121M | +9% | 3.93% | 86.9% | 375 | 20.27% | 1.6 |
|
| 1087 |
CHCM
1087
Columbus Hill Capital Management
Short Hills,
New Jersey
| $1.4B | +$408M | +41% | 5.98% | 151% | 65 | 40% | 0.8 |
|
| 1088 |
ABTD
1088
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.4B | +$83.8M | +6% | 4.87% | – | 137 | 13.87% | 2.2 |
|
| 1089 |
LCM
1089
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.4B | +$58.6M | +4% | 5.51% | 134% | 285 | 6.32% | 3 |
|
| 1090 |
1090
Raymond James Trust
St. Petersburg,
Florida
| $1.4B | +$58.9M | +4% | 4.36% | 41.3% | 761 | 9.33% | 2.8 |
|
| 1091 |
WIC
1091
Willis Investment Counsel
Gainesville,
Georgia
| $1.39B | +$63.7M | +5% | 3.52% | 53.3% | 124 | 5.65% | 3.1 |
|
| 1092 |
COLIM
1092
City of London Investment Management
London,
United Kingdom
| $1.39B | +$63.3M | +5% | 5.54% | 102% | 96 | 23.96% | 1.9 |
|
| 1093 |
BOTOTLSJU
1093
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.39B | +$391M | +39% | 4.7% | 142% | 23 | 21.74% | 1.3 |
|
| 1094 |
NCA
1094
Newbrook Capital Advisors
New York
| $1.38B | +$129M | +10% | 11.9% | 299% | 25 | 32% | 0.8 |
|
| 1095 |
PRCM
1095
Pine River Capital Management
Minnetonka,
Minnesota
| $1.38B | -$2.52B | -65% | 1.64% | 66.9% | 131 | 70.99% | 1.3 |
|
| 1096 |
PFM
1096
Parsec Financial Management
Asheville,
North Carolina
| $1.38B | +$119M | +9% | 4.61% | 70.7% | 241 | 17.84% | 2.6 |
|
| 1097 |
SH
1097
SeaTown Holdings
Singapore
| $1.38B | +$664M | +93% | 9.34% | 220% | 65 | 44.62% | 0.4 |
|
| 1098 |
FAM
1098
Foxhaven Asset Management
Charlottesville,
Virginia
| $1.38B | -$50.1M | -4% | 3.11% | 88.2% | 27 | 33.33% | 1.5 |
|
| 1099 |
MFG
1099
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $1.38B | +$76M | +6% | 5.85% | – | 2 | 0% | 4.3 |
|
| 1100 |
BAM
1100
Barrett Asset Management
New York
| $1.37B | +$52M | +4% | 5.37% | 78.4% | 390 | 10.26% | 2.9 |
|