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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
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.69B | +$246M | +10% | 8.5% | 69.8% | 458 | 14.63% | 5.8 |
|
| 1077 |
CK
1077
Cohen Klingenstein
New York
| $2.69B | +$241M | +10% | 12.3% | 99.1% | 222 | 0% | 7.4 |
|
| 1078 |
PCM
1078
Palestra Capital Management
New York
| $2.68B | +$671M | +33% | 14.3% | 236% | 38 | 42.11% | 0.8 |
|
| 1079 |
1079
Freestone Capital Holdings
Seattle,
Washington
| $2.68B | +$456M | +20% | 11.8% | 86.9% | 475 | 20.63% | 3.6 |
|
| 1080 |
1080
Cambiar Investors
Denver,
Colorado
| $2.68B | +$145M | +6% | 8.54% | 59.2% | 153 | 7.19% | 3 |
|
| 1081 |
1081
Global Retirement Partners
San Rafael,
California
| $2.68B | +$292M | +12% | 8.32% | – | 3,518 | 8.36% | 1.8 |
|
| 1082 |
1082
Wedbush Securities
Los Angeles,
California
| $2.68B | +$423M | +19% | 11% | 99.9% | 1,291 | 20.76% | 3.8 |
|
| 1083 |
1083
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.68B | +$224M | +9% | 7.81% | 58% | 512 | 8.59% | 2.9 |
|
| 1084 |
KCM
1084
Knighthead Capital Management
New York
| $2.66B | -$1.04B | -28% | 21% | 74.1% | 9 | 22.22% | 1.5 |
|
| 1085 |
1085
WesBanco Bank
Wheeling,
West Virginia
| $2.65B | +$884M | +50% | 8.43% | 87.2% | 585 | 35.38% | 4.8 |
|
| 1086 |
IC
1086
Impactive Capital
New York City,
New York
| $2.65B | +$210M | +9% | 3.29% | 25% | 9 | 11.11% | 2.3 |
|
| 1087 |
1087
Evergreen Capital Management
Bellevue,
Washington
| $2.65B | +$198M | +8% | 8.45% | 77.2% | 935 | 16.36% | 2.7 |
|
| 1088 |
RG
1088
Renaissance Group
Covington,
Kentucky
| $2.64B | +$231M | +10% | 11.1% | 115% | 294 | 16.67% | 2.9 |
|
| 1089 |
CT
1089
Cambridge Trust
Cambridge,
Massachusetts
| $2.64B | +$244M | +10% | 10.5% | 42.9% | 727 | 15.41% | 3.7 |
|
| 1090 |
1090
Private Management Group
Irvine,
California
| $2.64B | +$26.7M | +1% | 4.5% | 62.2% | 216 | 11.57% | 3.9 |
|
| 1091 |
1091
Addenda Capital
Montreal,
Quebec, Canada
| $2.63B | +$74.5M | +3% | 4.13% | 100% | 132 | 2.27% | 5.7 |
|
| 1092 |
CCPM
1092
Cooper Creek Partners Management
New York
| $2.63B | +$564M | +27% | 4.23% | 86.4% | 131 | 49.62% | 1 |
|
| 1093 |
GIP
1093
Granite Investment Partners
El Segundo,
California
| $2.63B | +$58.1M | +2% | 9.23% | 131% | 282 | 14.89% | 4.6 |
|
| 1094 |
1094
Burney Company
Reston,
Virginia
| $2.62B | +$249M | +10% | 12% | 129% | 625 | 12.32% | 5.2 |
|
| 1095 |
1095
JMG Financial Group
Downers Grove,
Illinois
| $2.62B | +$238M | +10% | 7.19% | 58.7% | 125 | 7.2% | 5.1 |
|
| 1096 |
ZCM
1096
Ziegler Capital Management
Chicago,
Illinois
| $2.62B | +$419M | +19% | 12% | 56% | 416 | 10.1% | 3.2 |
|
| 1097 |
SM
1097
Senvest Management
New York
| $2.61B | +$8.55M | +0.3% | 7.2% | 92.7% | 64 | 39.06% | 2 |
|
| 1098 |
1098
Wilmington Savings Fund Society
Wilmington,
Delaware
| $2.61B | – | – | 7.1% | – | 363 | – | 7.1 |
|
| 1099 |
1099
NorthRock Partners
Minneapolis,
Minnesota
| $2.61B | +$216M | +9% | 8.53% | 62.8% | 839 | 13.59% | 1.4 |
|
| 1100 |
SAM
1100
Southeastern Asset Management
Memphis,
Tennessee
| $2.6B | +$1.48M | +0.1% | 7.97% | 26.7% | 46 | 8.7% | 2.9 |
|