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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%
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1076 |
CK
1076
Cohen Klingenstein
New York
| $2.92B | +$52.9M | +2% | 3.04% | 87.7% | 220 | 5.91% |
|
| 1077 |
DS
1077
DRW Securities
Chicago,
Illinois
| $2.92B | -$686M | -19% | 15.7% | 96.2% | 844 | 65.64% |
|
| 1078 |
SYBT
1078
Stock Yards Bank & Trust
Louisville,
Kentucky
| $2.91B | -$191M | -6% | 1.25% | 82.8% | 384 | 7.81% |
|
| 1079 |
VAS
1079
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $2.9B | +$218M | +8% | 1.12% | 74.8% | 617 | 20.26% |
|
| 1080 |
1080
Members Trust
Tampa,
Florida
| $2.9B | -$182M | -6% | 3.04% | 31.5% | 124 | 8.06% |
|
| 1081 |
KIA
1081
KCM Investment Advisors
Greenbrae,
California
| $2.9B | -$51.8M | -2% | 1.7% | 85.7% | 390 | 10.26% |
|
| 1082 |
LWCA
1082
Locust Wood Capital Advisers
New York
| $2.9B | -$95.9M | -3% | 0.62% | 111% | 60 | 43.33% |
|
| 1083 |
AAS
1083
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.9B | +$580M | +25% | 1.25% | 68.7% | 939 | 17.25% |
|
| 1084 |
FCH
1084
Freestone Capital Holdings
Seattle,
Washington
| $2.89B | -$18.8M | -0.6% | 1.46% | 86.9% | 481 | 14.55% |
|
| 1085 |
MHC
1085
Meyer Handelman Company
Rye Brook,
New York
| $2.89B | -$67.9M | -2% | 0.52% | 83.8% | 219 | 7.31% |
|
| 1086 |
HA
1086
HHLR Advisors
Grand Cayman,
Cayman Islands
| $2.89B | -$1.67B | -37% | 13.1% | 137% | 52 | 21.15% |
|
| 1087 |
AP
1087
Antipodes Partners
Royal Exchange,
Australia
| $2.88B | -$7.48M | -0.3% | 1.91% | 96.4% | 98 | 33.67% |
|
| 1088 |
PBA
1088
Paradigm Biocapital Advisors
New York
| $2.87B | -$81.8M | -3% | 0.22% | 803% | 37 | 35.14% |
|
| 1089 |
FNBT
1089
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.87B | -$6.65M | -0.2% | 1.3% | 69.8% | 462 | 13.85% |
|
| 1090 |
CM
1090
Castleark Management
Chicago,
Illinois
| $2.87B | +$414M | +17% | 10% | 248% | 347 | 40.06% |
|
| 1091 |
TCA
1091
Troluce Capital Advisors
Dorado,
Puerto Rico
| $2.87B | +$1.17B | +69% | 8.57% | 61.1% | 98 | 79.59% |
|
| 1092 |
FFM
1092
Fullerton Fund Management
Singapore
| $2.86B | +$484M | +20% | 13.7% | 412% | 126 | 44.44% |
|
| 1093 |
IIM
1093
Intact Investment Management
Montreal,
Quebec, Canada
| $2.86B | -$148M | -5% | 3.53% | 73.7% | 350 | 24.29% |
|
| 1094 |
GWM
1094
Geneos Wealth Management
Englewood,
Colorado
| $2.86B | +$235M | +9% | 0.37% | 66.7% | 2,994 | 18.44% |
|
| 1095 |
CI
1095
Conning Inc
Hartford,
Connecticut
| $2.85B | -$174M | -6% | 1.84% | 57.5% | 367 | 9.81% |
|
| 1096 |
SF
1096
Summit Financial
Parsippany,
New Jersey
| $2.85B | +$300M | +12% | 0.62% | 81.8% | 658 | 21.43% |
|
| 1097 |
MC
1097
Metropolis Capital
Amersham,
United Kingdom
| $2.85B | -$37.7M | -1% | 2.54% | 54.4% | 16 | 12.5% |
|
| 1098 |
AM
1098
Ares Management
Los Angeles,
California
| $2.84B | -$763M | -21% | 0.87% | 2.02% | 37 | 8.11% |
|
| 1099 |
AC
1099
Addenda Capital
Montreal,
Quebec, Canada
| $2.83B | +$29.7M | +1% | 0.04% | 86% | 128 | 6.25% |
|
| 1100 |
BC
1100
Burney Company
Reston,
Virginia
| $2.83B | +$18.4M | +0.7% | 3.46% | 122% | 624 | 11.38% |
|