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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 |
1101
Diversified Trust
Memphis,
Tennessee
| $1.3B | +$125M | +11% | 6.18% | 81.5% | 288 | 18.75% | 1.9 |
|
| 1102 |
SAM
1102
Skyline Asset Management
Chicago,
Illinois
| $1.3B | -$207M | -14% | 2.3% | 26.1% | 71 | 9.86% | 2.5 |
|
| 1103 |
1103
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.3B | -$99M | -7% | 6.42% | 137% | 510 | 3.14% | 3.1 |
|
| 1104 |
1104
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.3B | +$83.4M | +7% | 4.58% | 61.4% | 282 | 13.48% | 2.5 |
|
| 1105 |
LCM
1105
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.3B | +$52.2M | +4% | 8.41% | 134% | 289 | 11.42% | 2.8 |
|
| 1106 |
1106
Freestone Capital Holdings
Seattle,
Washington
| $1.3B | +$133M | +11% | 5.97% | 86.9% | 393 | 23.41% | 1.4 |
|
| 1107 |
ICOA
1107
Investment Centers of America
Bismarck,
North Dakota
| $1.3B | +$124M | +11% | 4.36% | 23.2% | 677 | 14.62% | 1.9 |
|
| 1108 |
1108
Addenda Capital
Montreal,
Quebec, Canada
| $1.3B | +$44.7M | +4% | 4.91% | 100% | 127 | 10.24% | 3 |
|
| 1109 |
RBA
1109
Richard Bernstein Advisors
New York
| $1.29B | +$98.6M | +8% | 5.24% | 33.9% | 229 | 3.49% | 1.7 |
|
| 1110 |
GA
1110
Glenhill Advisors
New York
| $1.29B | -$119M | -8% | 3.45% | 32.3% | 59 | 50.85% | 1.2 |
|
| 1111 |
MDP
1111
Madison Dearborn Partners
Chicago,
Illinois
| $1.29B | +$145M | +13% | 12.7% | – | 1 | 0% | 0.8 |
|
| 1112 |
3CP
1112
3G Capital Partners
New York
| $1.29B | +$559M | +77% | 2.4% | 351% | 40 | 75% | 0.3 |
|
| 1113 |
VFA
1113
Voya Financial Advisors
Windsor,
Connecticut
| $1.29B | +$139M | +12% | 4.68% | 44.8% | 514 | 17.9% | 1.3 |
|
| 1114 |
DP
1114
Dearborn Partners
Chicago,
Illinois
| $1.29B | +$89.3M | +7% | 3.56% | 46.1% | 175 | 9.14% | 3.1 |
|
| 1115 |
LSGA
1115
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $1.28B | +$305M | +31% | 5.89% | 380% | 2 | 50% | 0.1 |
|
| 1116 |
1116
Marshfield Associates
Washington,
District of Columbia
| $1.28B | -$27.9M | -2% | 8.93% | 59.7% | 20 | 5% | 2.4 |
|
| 1117 |
GLAM
1117
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $1.28B | -$15.1M | -1% | 8.87% | 240% | 134 | 50.75% | 0.8 |
|
| 1118 |
OCM
1118
Osterweis Capital Management
San Francisco,
California
| $1.28B | -$109M | -8% | 4.8% | 93.7% | 106 | 29.25% | 1.5 |
|
| 1119 |
NI
1119
Nuance Investments
Kansas City,
Missouri
| $1.28B | +$83.1M | +7% | 4.53% | 3.13% | 79 | 35.44% | 1 |
|
| 1120 |
PSAMP
1120
P. Schoenfeld Asset Management (PSAM)
New York
| $1.28B | +$330M | +35% | 11% | 367% | 54 | 75.93% | 0.2 |
|
| 1121 |
ABTD
1121
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.28B | +$26.5M | +2% | 4.42% | – | 143 | 20.28% | 1.7 |
|
| 1122 |
1122
Aristeia Capital
Greenwich,
Connecticut
| $1.27B | +$394M | +45% | 10.7% | 73.2% | 53 | 37.74% | 0.8 |
|
| 1123 |
1123
Glenview Trust
Louisville,
Kentucky
| $1.27B | +$58.9M | +5% | 4.86% | 99.2% | 332 | 11.75% | 2.1 |
|
| 1124 |
BAM
1124
Barrett Asset Management
New York
| $1.26B | +$53.3M | +4% | 5.81% | 78.4% | 388 | 9.79% | 2.6 |
|
| 1125 |
CPO
1125
Cerity Partners OCIO
New York
| $1.26B | +$105M | +9% | 3.95% | – | 268 | 21.64% | 1.9 |
|