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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 |
1126
RNC Capital Management
Los Angeles,
California
| $1.21B | +$85.2M | +8% | 6.27% | 83% | 165 | 23.64% | 2.2 |
|
| 1127 |
BAM
1127
Barrett Asset Management
New York
| $1.21B | +$20.1M | +2% | 3.97% | 78.4% | 382 | 15.97% | 2.4 |
|
| 1128 |
1128
Glenview Trust
Louisville,
Kentucky
| $1.21B | – | – | 5.15% | 99.2% | 308 | – | 1.9 |
|
| 1129 |
MC
1129
Menta Capital
San Francisco,
California
| $1.2B | +$148M | +14% | 8.27% | 61.2% | 1,062 | 46.52% | 0.7 |
|
| 1130 |
DP
1130
Dearborn Partners
Chicago,
Illinois
| $1.2B | +$10.9M | +0.9% | 1.42% | 46.1% | 196 | 19.39% | 2.9 |
|
| 1131 |
1131
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.2B | +$42.3M | +4% | 2.88% | 94.6% | 133 | 23.31% | 1.3 |
|
| 1132 |
RBA
1132
Richard Bernstein Advisors
New York
| $1.19B | +$143M | +14% | 5.33% | 33.9% | 237 | 8.86% | 1.4 |
|
| 1133 |
NI
1133
Nuance Investments
Kansas City,
Missouri
| $1.19B | +$174M | +17% | 2.26% | 3.13% | 70 | 37.14% | 1.1 |
|
| 1134 |
PFC
1134
Poplar Forest Capital
Pasadena,
California
| $1.19B | +$23.4M | +2% | 11.3% | 30% | 54 | 11.11% | 2.4 |
|
| 1135 |
FAB
1135
First American Bank
Dundee,
Illinois
| $1.19B | +$97.3M | +9% | 2.4% | 99.7% | 355 | 16.06% | 1.7 |
|
| 1136 |
1136
Westwood Global Investments
Boston,
Massachusetts
| $1.19B | +$134M | +13% | 11.9% | 112% | 14 | 14.29% | 2.3 |
|
| 1137 |
HCMT
1137
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.19B | +$1.2M | +0.1% | 7.2% | 142% | 350 | 13.71% | 1.8 |
|
| 1138 |
SIC
1138
Starr International Company
Zug,
Switzerland
| $1.19B | +$102M | +9% | 9.47% | 26.1% | 23 | 0% | 2.9 |
|
| 1139 |
1139
Capital Investment Advisors
Atlanta,
Georgia
| $1.19B | +$50.4M | +4% | 1.91% | 56.6% | 475 | 11.37% | 2.2 |
|
| 1140 |
PP
1140
Palladium Partners
Norfolk,
Virginia
| $1.19B | +$41.4M | +4% | 5.41% | 64.3% | 254 | 5.12% | 2.8 |
|
| 1141 |
1141
Diversified Trust
Memphis,
Tennessee
| $1.18B | +$322M | +38% | 2.01% | 81.5% | 337 | 43.32% | 1.9 |
|
| 1142 |
MPAM
1142
Monarch Partners Asset Management
Boston,
Massachusetts
| $1.18B | +$115M | +11% | 11.1% | 136% | 223 | 50.22% | 0.6 |
|
| 1143 |
CA
1143
Cullinan Associates
Louisville,
Kentucky
| $1.17B | +$4.34M | +0.4% | 1.81% | 107% | 205 | 6.34% | 2 |
|
| 1144 |
KWILP
1144
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.17B | +$13.5M | +1% | 4.31% | 28.5% | 170 | 46.47% | 0.6 |
|
| 1145 |
ICOA
1145
Investment Centers of America
Bismarck,
North Dakota
| $1.17B | +$207M | +21% | 2.26% | 23.2% | 638 | 18.03% | 1.7 |
|
| 1146 |
MFG
1146
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $1.17B | +$55.8M | +5% | 5% | – | 2 | 0% | 3.5 |
|
| 1147 |
1147
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.17B | +$20.8M | +2% | 2.35% | 80.3% | 289 | 8.65% | 2.6 |
|
| 1148 |
FFH
1148
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.17B | +$58.6M | +5% | 1.66% | 70.7% | 33 | 24.24% | 2.2 |
|
| 1149 |
SI
1149
Sprott Inc
Toronto,
Ontario, Canada
| $1.17B | -$1.66B | -59% | 1.76% | 203% | 213 | 39.44% | 1.3 |
|
| 1150 |
1150
Freestone Capital Holdings
Seattle,
Washington
| $1.16B | +$70.9M | +6% | 3.14% | 86.9% | 382 | 21.2% | 1.3 |
|