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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
CRCP
1101
Copper Rock Capital Partners
Boston,
Massachusetts
| $1.2B | +$19.7M | +2% | 4.91% | – | 65 | 43.08% | 0.8 |
|
| 1102 |
1102
Eastern Bank
Boston,
Massachusetts
| $1.2B | +$54.3M | +5% | 5.66% | 102% | 209 | 7.18% | 2 |
|
| 1103 |
1103
Whale Rock Capital Management
Boston,
Massachusetts
| $1.2B | +$194M | +19% | 20.2% | 1,326% | 39 | 25.64% | 0.7 |
|
| 1104 |
1104
Stratos Wealth Partners
Beachwood,
Ohio
| $1.2B | +$403M | +51% | 3.49% | 83.3% | 656 | 28.81% | 0.8 |
|
| 1105 |
KL
1105
KGH Ltd
Nassau,
Bahamas
| $1.2B | -$46.9M | -4% | 9.05% | 139% | 106 | 43.4% | 0.7 |
|
| 1106 |
AIM
1106
Allen Investment Management
New York
| $1.19B | +$153M | +15% | 7.96% | 92.4% | 228 | 24.56% | 1 |
|
| 1107 |
PTC
1107
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.19B | +$86.1M | +8% | 6.5% | 162% | 187 | 15.51% | 1.5 |
|
| 1108 |
AC
1108
Axon Capital
New York
| $1.19B | -$102M | -8% | 4% | – | 20 | 30% | 0.7 |
|
| 1109 |
AT
1109
Arden Trust
Wilmington,
Delaware
| $1.19B | -$24.5M | -2% | 6.21% | 22.5% | 819 | 31.99% | 1.1 |
|
| 1110 |
1110
Capital International Sarl
Los Angeles,
California
| $1.18B | +$66.9M | +6% | 4.4% | 149% | 186 | 19.89% | 1.7 |
|
| 1111 |
1111
Cetera Advisors
Denver,
Colorado
| $1.18B | +$132M | +13% | 3.44% | 27.6% | 782 | 22.25% | 1.4 |
|
| 1112 |
FM
1112
Forward Management
San Francisco,
California
| $1.18B | -$61.9M | -5% | 2.67% | 36.9% | 297 | 22.9% | 1.6 |
|
| 1113 |
FCIM
1113
Fairview Capital Investment Management
Greenbrae,
California
| $1.18B | +$47.5M | +4% | 1.42% | 61.7% | 78 | 15.38% | 2 |
|
| 1114 |
BAM
1114
Baring Asset Management
London,
United Kingdom
| $1.18B | +$78.6M | +7% | 7.72% | 54.2% | 160 | 27.5% | 0.8 |
|
| 1115 |
OP
1115
Oldfield Partners
London,
United Kingdom
| $1.18B | -$216M | -16% | 4.33% | 90.3% | 25 | 8% | 2 |
|
| 1116 |
FBNAT
1116
FirstMerit Bank N.A. Trustee
Akron,
Ohio
| $1.17B | +$45.9M | +4% | 5.63% | 27% | 313 | 6.39% | 2.1 |
|
| 1117 |
AAM
1117
Amerigo Asset Management
George Town,
Cayman Islands
| $1.17B | +$142M | +14% | 2.22% | 368% | 9 | 33.33% | 0.5 |
|
| 1118 |
FTIOP
1118
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
| $1.17B | +$100M | +9% | 7.15% | 18.6% | 317 | 11.04% | 2.1 |
|
| 1119 |
MI
1119
Markston International
White Plains,
New York
| $1.17B | +$27.6M | +2% | 7.87% | 109% | 217 | 11.06% | 2.2 |
|
| 1120 |
LFM
1120
Lumina Fund Management
New York
| $1.17B | -$134M | -10% | 5.88% | 28.1% | 49 | 46.94% | 1.4 |
|
| 1121 |
1121
Robeco Schweiz
Zurich,
Switzerland
| $1.17B | +$95.6M | +9% | 10.9% | 148% | 207 | 14.01% | 1.6 |
|
| 1122 |
AIA
1122
Affinity Investment Advisors
Newport Beach,
California
| $1.16B | +$67.1M | +6% | 6.18% | 189% | 156 | 21.79% | 1.2 |
|
| 1123 |
CONA
1123
Capital One National Association
New York
| $1.16B | +$126M | +12% | 6.5% | – | 578 | 20.76% | 1.6 |
|
| 1124 |
1124
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $1.16B | -$12.2M | -1% | 1.49% | 101% | 87 | 28.74% | 1.6 |
|
| 1125 |
1125
Alesco Advisors
Pittsford,
New York
| $1.15B | +$59.4M | +5% | 3.14% | 46.9% | 111 | 9.01% | 1.9 |
|