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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 |
SEP
1076
Soma Equity Partners
San Francisco,
California
| $1.62B | +$206M | +15% | 15.9% | 151% | 20 | 35% | 1.2 |
|
| 1077 |
1077
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.62B | +$126M | +8% | 7.98% | 90.4% | 974 | 24.02% | 3 |
|
| 1078 |
PIMC
1078
Praesidium Investment Management Company
New York
| $1.62B | +$92M | +6% | 11.7% | 79% | 13 | 7.69% | 3.8 |
|
| 1079 |
AP
1079
Altarock Partners
West Palm Beach,
Florida
| $1.62B | +$463M | +40% | 12.8% | 58.1% | 7 | 14.29% | 3.8 |
|
| 1080 |
1080
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $1.61B | +$221M | +16% | 7.95% | 86% | 481 | 30.15% | 2.5 |
|
| 1081 |
1081
Vident Investment Advisory
Alpharetta,
Georgia
| $1.61B | +$468M | +41% | 8.73% | 82.6% | 714 | 44.82% | 1.3 |
|
| 1082 |
1082
Fulton Bank
Lancaster,
Pennsylvania
| $1.61B | +$133M | +9% | 3.58% | 48.1% | 456 | 12.06% | 3.4 |
|
| 1083 |
SM
1083
SG3 Management
Dorado,
Puerto Rico
| $1.6B | +$499M | +45% | 7.58% | 38.3% | 434 | 71.43% | 0.2 |
|
| 1084 |
ACA
1084
Abdiel Capital Advisors
New York
| $1.6B | -$28.5M | -2% | 6.85% | 43.7% | 11 | 27.27% | 1.8 |
|
| 1085 |
PR
1085
Payden & Rygel
Los Angeles,
California
| $1.6B | +$129M | +9% | 4.94% | 103% | 122 | 4.1% | 4.1 |
|
| 1086 |
FAB
1086
First American Bank
Dundee,
Illinois
| $1.6B | – | – | 4.51% | 99.7% | 320 | – | 3 |
|
| 1087 |
1087
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.6B | +$339M | +27% | 7.23% | 75.9% | 214 | 21.96% | 1.7 |
|
| 1088 |
1088
Mather Group
Chicago,
Illinois
| $1.59B | +$230M | +17% | 5.63% | 54.1% | 176 | 63.07% | 0.8 |
|
| 1089 |
NAM
1089
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.59B | +$86.4M | +6% | 5.21% | 34.4% | 267 | 27.34% | 0.8 |
|
| 1090 |
1WCM
1090
12 West Capital Management
New York
| $1.59B | +$32.1M | +2% | 14% | 169% | 17 | 29.41% | 2.6 |
|
| 1091 |
1091
RNC Capital Management
Los Angeles,
California
| $1.58B | +$177M | +13% | 10.1% | 83% | 160 | 10.63% | 3.8 |
|
| 1092 |
GCM
1092
Gladius Capital Management
Chicago,
Illinois
| $1.58B | -$611M | -28% | 7.59% | 78% | 212 | 24.06% | 0.8 |
|
| 1093 |
1093
Sequoia Financial Advisors
Akron,
Ohio
| $1.57B | +$194M | +14% | 6.34% | 78.3% | 402 | 16.92% | 2.6 |
|
| 1094 |
1094
Encompass Capital Advisors
New York
| $1.57B | +$113M | +8% | 12.5% | 364% | 53 | 45.28% | 0.7 |
|
| 1095 |
1095
WhitTier Trust Company
Reno,
Nevada
| $1.57B | +$133M | +9% | 8.97% | 96.9% | 1,037 | 5.3% | 4.5 |
|
| 1096 |
ABTD
1096
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.56B | +$99.5M | +7% | 7.32% | – | 152 | 13.82% | 3.2 |
|
| 1097 |
PP
1097
Palladium Partners
Norfolk,
Virginia
| $1.56B | +$124M | +9% | 9.16% | 64.3% | 288 | 23.61% | 4.6 |
|
| 1098 |
SCM
1098
Sirios Capital Management
Boston,
Massachusetts
| $1.55B | +$34.5M | +2% | 6.63% | 177% | 64 | 35.94% | 1.2 |
|
| 1099 |
NHAS
1099
Novo Holdings A/S
Hellerup,
Denmark
| $1.55B | +$969M | +166% | 21.7% | 205% | 32 | 18.75% | 1.1 |
|
| 1100 |
ELC
1100
Edgar Lomax Company
Kingstowne,
Virginia
| $1.55B | +$54M | +4% | 6.71% | 66.2% | 64 | 1.56% | 3.8 |
|