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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
First National Trust
Hermitage,
Pennsylvania
| $2.28B | +$182M | +9% | 10.4% | 82.9% | 393 | 8.4% | 6 |
|
| 1127 |
TAM
1127
Thematics Asset Management
Paris,
France
| $2.28B | +$244M | +12% | 16.2% | 113% | 143 | 5.59% | 0.9 |
|
| 1128 |
1128
Baker Avenue Asset Management
San Francisco,
California
| $2.28B | +$278M | +14% | 10.6% | 95.6% | 1,609 | 78.37% | 3 |
|
| 1129 |
1129
Perfromance Wealth Partners
Hinsdale,
Illinois
| $2.28B | +$218M | +11% | 12.5% | 106% | 180 | 16.11% | 1.6 |
|
| 1130 |
CA
1130
Cornerstone Advisors
Asheville,
North Carolina
| $2.27B | +$127M | +6% | 10.9% | 108% | 315 | 8.25% | 1.8 |
|
| 1131 |
1131
Reinhart Partners
Mequon,
Wisconsin
| $2.27B | +$347M | +18% | 15.5% | 110% | 80 | 3.75% | 4.1 |
|
| 1132 |
1132
Wedbush Securities
Los Angeles,
California
| $2.26B | +$247M | +12% | 11.3% | 99.9% | 1,132 | 10.87% | 4.2 |
|
| 1133 |
1133
Westwood Global Investments
Boston,
Massachusetts
| $2.26B | +$357M | +19% | 20.3% | 112% | 13 | 0% | 5.4 |
|
| 1134 |
1134
Castleark Management
Chicago,
Illinois
| $2.26B | +$293M | +15% | 16.4% | 248% | 322 | 27.64% | 3.3 |
|
| 1135 |
1135
Klingenstein Fields & Co
New York
| $2.24B | +$195M | +10% | 13.1% | 93.4% | 189 | 11.64% | 6.5 |
|
| 1136 |
1136
IHT Wealth Management
Chicago,
Illinois
| $2.24B | +$271M | +14% | 10.4% | 74.8% | 1,053 | 15.48% | 3 |
|
| 1137 |
AVM
1137
Altos Ventures Management
Burlingame,
California
| $2.24B | +$493M | +28% | 57.9% | 220% | 1 | 0% | 2 |
|
| 1138 |
1138
Braun Stacey Associates
New York
| $2.24B | +$183M | +9% | 13.8% | 231% | 122 | 11.48% | 3.9 |
|
| 1139 |
1139
Munro Partners
Melbourne,
Australia
| $2.23B | +$252M | +13% | 15.8% | 350% | 59 | 45.76% | 1.1 |
|
| 1140 |
PAI
1140
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $2.23B | +$249M | +13% | 13.3% | 63.4% | 458 | 13.97% | 5.5 |
|
| 1141 |
1141
Donaldson Capital Management
Evansville,
Indiana
| $2.23B | +$109M | +5% | 8.73% | 77.7% | 236 | 14.83% | 4.9 |
|
| 1142 |
SAI
1142
Systematic Alpha Investments
Princeton,
New Jersey
| $2.23B | +$222M | +11% | 11.8% | 117% | 311 | 11.9% | 1.8 |
|
| 1143 |
1143
Freestone Capital Holdings
Seattle,
Washington
| $2.23B | +$338M | +18% | 11.8% | 86.9% | 429 | 17.02% | 3.8 |
|
| 1144 |
MYAM
1144
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2.22B | +$85.3M | +4% | 10.9% | 93.9% | 633 | 21.48% | 5.4 |
|
| 1145 |
1145
Fulton Bank
Lancaster,
Pennsylvania
| $2.22B | +$212M | +11% | 5.86% | 48.1% | 614 | 10.42% | 4.3 |
|
| 1146 |
1146
Aspiriant LLC
Los Angeles,
California
| $2.22B | +$266M | +14% | 8.73% | 47.1% | 318 | 14.47% | 4 |
|
| 1147 |
1147
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.22B | +$187M | +9% | 12.9% | 103% | 310 | 8.39% | 1.3 |
|
| 1148 |
1148
Ingalls & Snyder LLC
New York
| $2.21B | +$135M | +6% | 10.1% | 217% | 471 | 12.74% | 5.2 |
|
| 1149 |
SCM
1149
Suvretta Capital Management
New York
| $2.21B | +$361M | +20% | 31.3% | 364% | 101 | 26.73% | 1.3 |
|
| 1150 |
1150
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $2.21B | -$239M | -10% | 14% | 96.2% | 464 | 71.12% | 0.2 |
|