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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 |
CK
1101
Cohen Klingenstein
New York
| $2.33B | +$159M | +7% | 8.17% | 99.1% | 240 | 1.25% | 5.2 |
|
| 1102 |
BCAM
1102
Boston Common Asset Management
Boston,
Massachusetts
| $2.33B | +$741M | +47% | 6.05% | 61.2% | 266 | 8.27% | 3 |
|
| 1103 |
1103
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $2.32B | +$206M | +10% | 8.17% | 80.3% | 328 | 6.4% | 4.6 |
|
| 1104 |
1104
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $2.31B | -$3.61B | -61% | 8.87% | 241% | 20 | 50% | 0.3 |
|
| 1105 |
GCGM
1105
General Catalyst Group Management
Cambridge,
Massachusetts
| $2.31B | -$275M | -11% | 4.52% | 161% | 11 | 45.45% | 0.3 |
|
| 1106 |
VC
1106
Vivo Capital
Palo Alto,
California
| $2.31B | -$535M | -19% | 9.61% | 7,491% | 66 | 15.15% | 0.9 |
|
| 1107 |
GH
1107
GAM Holding
Zurich,
Switzerland
| $2.31B | +$158M | +7% | 9.47% | 130% | 379 | 35.62% | 2.4 |
|
| 1108 |
RA
1108
Rovida Advisors
Fort Lauderdale,
Florida
| $2.31B | +$174M | +8% | 8.34% | 24.8% | 56 | 28.57% | 1 |
|
| 1109 |
LSCM
1109
Light Street Capital Management
Palo Alto,
California
| $2.31B | +$436M | +23% | 10.9% | 377% | 80 | 60% | 0.5 |
|
| 1110 |
1110
Grimes & Company
Westborough,
Massachusetts
| $2.3B | +$225M | +11% | 6.48% | 66.2% | 305 | 9.51% | 3.4 |
|
| 1111 |
1111
Citizens Financial Group
Providence,
Rhode Island
| $2.3B | +$405M | +21% | 8.49% | 83.7% | 366 | 16.67% | 3.1 |
|
| 1112 |
NCMU
1112
NAYA Capital Management (UK)
London,
United Kingdom
| $2.29B | -$390M | -15% | 6.4% | 121% | 22 | 40.91% | 0.7 |
|
| 1113 |
1113
Private Management Group
Irvine,
California
| $2.28B | +$95.2M | +4% | 6.57% | 62.2% | 151 | 11.26% | 3.7 |
|
| 1114 |
OPU
1114
Omni Partners US
Irvine,
California
| $2.27B | – | – | 13.3% | – | 226 | – | 0 |
|
| 1115 |
NHAS
1115
Novo Holdings A/S
Hellerup,
Denmark
| $2.25B | -$167M | -7% | 0.39% | 205% | 59 | 22.03% | 1.2 |
|
| 1116 |
1116
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.25B | +$89.6M | +4% | 7.9% | 117% | 343 | 16.03% | 2.3 |
|
| 1117 |
CCM
1117
Cadian Capital Management
New York
| $2.25B | -$451M | -17% | 5.12% | 19.5% | 80 | 61.25% | 0.7 |
|
| 1118 |
1118
Ingalls & Snyder LLC
New York
| $2.25B | +$110M | +5% | 5.94% | 217% | 474 | 10.55% | 3.6 |
|
| 1119 |
CCM
1119
Chickasaw Capital Management
Memphis,
Tennessee
| $2.25B | +$380M | +20% | 23.2% | 83.6% | 87 | 6.9% | 4.9 |
|
| 1120 |
BCV
1120
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2.25B | +$280M | +14% | 8.44% | – | 1,297 | 15.42% | 1 |
|
| 1121 |
1121
Partners Capital Investment Group
Boston,
Massachusetts
| $2.25B | -$33.5M | -1% | 6.5% | 47.5% | 153 | 15.03% | 1.6 |
|
| 1122 |
BC
1122
Broadwood Capital
New York
| $2.24B | +$356M | +19% | 29.5% | 110% | 8 | 12.5% | 5.9 |
|
| 1123 |
1123
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $2.23B | +$114M | +5% | 4.58% | 29.1% | 13 | 7.69% | 2.2 |
|
| 1124 |
1124
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2.23B | +$144M | +7% | 5.91% | 77.8% | 992 | 19.86% | 4.3 |
|
| 1125 |
1125
Signature Estate & Investment Advisors
Los Angeles,
California
| $2.23B | +$172M | +8% | 5.51% | 84.4% | 180 | 20% | 2.6 |
|