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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 |
BAM
1076
Barrett Asset Management
New York
| $2.65B | +$471M | +22% | 10.4% | 78.4% | 678 | 43.07% | 3.3 |
|
| 1077 |
1077
Busey Bank
Urbana,
Illinois
| $2.64B | +$161M | +6% | 10.4% | 94.2% | 375 | 7.73% | 3.9 |
|
| 1078 |
1078
Valley Forge Capital Management
Miami,
Florida
| $2.64B | +$127M | +5% | 6.44% | 49% | 9 | 0% | 4.1 |
|
| 1079 |
1079
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.64B | +$280M | +12% | 11.2% | 69.8% | 493 | 13.79% | 4.3 |
|
| 1080 |
1080
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.64B | +$106M | +4% | 13.8% | 150% | 104 | 18.27% | 3 |
|
| 1081 |
FAS
1081
Formuepleje A/S
Aarhus C,
Denmark
| $2.63B | +$129M | +5% | 7.78% | 92.1% | 62 | 4.84% | 2.6 |
|
| 1082 |
GCGM
1082
General Catalyst Group Management
Cambridge,
Massachusetts
| $2.63B | +$662M | +34% | 4.2% | 161% | 15 | 33.33% | 0.5 |
|
| 1083 |
SCC
1083
Spring Creek Capital
Wichita,
Kansas
| $2.63B | +$574M | +28% | 5.9% | 312% | 761 | 34.95% | 0.4 |
|
| 1084 |
1084
Geneos Wealth Management
Englewood,
Colorado
| $2.63B | +$16.4M | +0.6% | 7.66% | 66.7% | 2,947 | 10.38% | 3.7 |
|
| 1085 |
FHC
1085
First Heartland Consultants
Lake St. Louis,
Missouri
| $2.62B | +$1.97B | +299% | 1.4% | 59.2% | 423 | 21.51% | 2.8 |
|
| 1086 |
1086
Modera Wealth Management
Westwood,
New Jersey
| $2.62B | +$672M | +34% | 6.45% | 68.2% | 609 | 56.32% | 1.4 |
|
| 1087 |
1087
Summit Partners Public Asset Management
Boston,
Massachusetts
| $2.61B | -$571M | -18% | 7.23% | 1,167% | 181 | 71.27% | 0.7 |
|
| 1088 |
FIG
1088
Fortress Investment Group
New York
| $2.61B | +$830M | +47% | 2.83% | 97.5% | 386 | 30.31% | 0.6 |
|
| 1089 |
1089
Connectus Wealth
Cincinnati,
Ohio
| $2.58B | +$1.69B | +189% | 10.8% | 37.8% | 336 | 91.96% | 0.1 |
|
| 1090 |
BC
1090
Boxer Capital
San Diego,
California
| $2.57B | -$289M | -10% | 0.45% | 262% | 95 | 32.63% | 1.4 |
|
| 1091 |
BIAS
1091
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.57B | +$159M | +7% | 7.43% | 95.8% | 313 | 7.67% | 2.7 |
|
| 1092 |
SIC
1092
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.57B | +$142M | +6% | 8.51% | 87.8% | 140 | 6.43% | 3.7 |
|
| 1093 |
1093
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.57B | +$194M | +8% | 9.6% | 99.7% | 288 | 8.33% | 4.5 |
|
| 1094 |
E
1094
Ergoteles
New York
| $2.57B | -$156M | -6% | 6% | 76.4% | 1,822 | 71.68% | 0.2 |
|
| 1095 |
BCV
1095
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2.56B | +$237M | +10% | 9.23% | – | 1,431 | 14.4% | 1.3 |
|
| 1096 |
1096
Miracle Mile Advisors
Los Angeles,
California
| $2.56B | +$488M | +24% | 6.37% | 56% | 491 | 24.44% | 1.8 |
|
| 1097 |
1097
Park National Corp
Newark,
Ohio
| $2.56B | +$189M | +8% | 11.1% | 92.7% | 315 | 8.25% | 5.4 |
|
| 1098 |
LOAMU
1098
Lombard Odier Asset Management (USA)
New York
| $2.56B | +$279M | +12% | 5.13% | 96.8% | 498 | 65.66% | 0.4 |
|
| 1099 |
1099
Guinness Asset Management
London,
United Kingdom
| $2.56B | +$445M | +21% | 13.9% | 73.9% | 99 | 0% | 4.5 |
|
| 1100 |
1100
First Citizens Bank & Trust
Raleigh,
North Carolina
| $2.56B | +$463M | +22% | 9.45% | 69% | 452 | 14.6% | 3 |
|