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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
MAM
1126
Meeder Asset Management
Dublin,
Ohio
| $1.18B | +$109M | +10% | 5.71% | 156% | 1,102 | 50.64% | 1.1 |
|
| 1127 |
AIA
1127
Affinity Investment Advisors
Newport Beach,
California
| $1.18B | -$177M | -13% | 3.48% | 189% | 184 | 30.98% | 1.3 |
|
| 1128 |
MCM
1128
Mason Capital Management
New York
| $1.18B | -$1.92B | -62% | 7.69% | 18.5% | 24 | 50% | 0.7 |
|
| 1129 |
1129
Nikko Asset Management Americas
New York
| $1.18B | +$125M | +12% | 2.54% | 234% | 283 | 28.98% | 1.8 |
|
| 1130 |
CCP
1130
Cyrus Capital Partners
New York
| $1.17B | +$116M | +11% | 4.34% | 163% | 25 | 36% | 0.8 |
|
| 1131 |
KL
1131
KGH Ltd
Nassau,
Bahamas
| $1.17B | +$26.8M | +2% | 15.1% | 139% | 78 | 41.03% | 0.6 |
|
| 1132 |
MWAC
1132
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $1.17B | +$57M | +5% | 3.66% | 54.1% | 257 | 6.61% | 1.8 |
|
| 1133 |
1133
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.17B | +$52.7M | +5% | 4.62% | 61.4% | 280 | 8.57% | 2.3 |
|
| 1134 |
CA
1134
Cullinan Associates
Louisville,
Kentucky
| $1.17B | -$60.4M | -5% | 1.81% | 107% | 206 | 5.34% | 1.8 |
|
| 1135 |
SRIM
1135
Saratoga Research & Investment Management
Saratoga,
California
| $1.17B | +$53.5M | +5% | 2.94% | 54.3% | 46 | 2.17% | 2.8 |
|
| 1136 |
PFC
1136
Poplar Forest Capital
Pasadena,
California
| $1.17B | +$93.5M | +9% | 9.96% | 30% | 52 | 5.77% | 2.4 |
|
| 1137 |
1137
Raymond James Trust
St. Petersburg,
Florida
| $1.16B | +$27.5M | +2% | 2.37% | 41.3% | 715 | 10.49% | 2.3 |
|
| 1138 |
MCM
1138
Marcato Capital Management
San Francisco,
California
| $1.16B | -$74.6M | -6% | 15.6% | 142% | 28 | 42.86% | 0.6 |
|
| 1139 |
AC
1139
Avenir Corporation
Alexandria,
Virginia
| $1.16B | -$62.2M | -5% | 4.18% | 34.4% | 72 | 8.33% | 2.2 |
|
| 1140 |
KWILP
1140
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.16B | +$135M | +13% | 4.15% | 28.5% | 149 | 47.65% | 0.5 |
|
| 1141 |
PTC
1141
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.16B | +$258K | +0% | 5.79% | 162% | 217 | 18.43% | 1.8 |
|
| 1142 |
1142
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.15B | +$144M | +14% | 3.92% | 94.6% | 141 | 34.75% | 1.1 |
|
| 1143 |
1143
Robeco Schweiz
Zurich,
Switzerland
| $1.15B | +$61.8M | +6% | 6.6% | 148% | 193 | 15.54% | 1.9 |
|
| 1144 |
1144
Quadrature Capital
London,
United Kingdom
| $1.15B | -$199M | -15% | 5.58% | 212% | 853 | 77.96% | 0.1 |
|
| 1145 |
1145
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.15B | +$30.3M | +3% | 2.41% | 80.3% | 288 | 9.03% | 2.4 |
|
| 1146 |
PP
1146
Palladium Partners
Norfolk,
Virginia
| $1.14B | +$46.3M | +4% | 3.34% | 64.3% | 249 | 6.83% | 2.6 |
|
| 1147 |
TAL
1147
TIG Advisors LLC
New York
| $1.14B | -$213K | -0% | 20.2% | 379% | 62 | 77.42% | 0.2 |
|
| 1148 |
TA
1148
Teton Advisors
Rye,
New York
| $1.14B | +$33.4M | +3% | 10.3% | 139% | 510 | 10.2% | 2.7 |
|
| 1149 |
PHAM
1149
Pacific Heights Asset Management
San Francisco,
California
| $1.14B | +$42.8M | +4% | 5.82% | 181% | 77 | 1.3% | 2.9 |
|
| 1150 |
BPIM
1150
Brant Point Investment Management
New York
| $1.14B | +$77.3M | +7% | 10.1% | 169% | 178 | 43.82% | 1.1 |
|