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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Plancorp LLC
Saint Louis,
Missouri
| $2.52B | +$88.2M | +4% | 1.34% | 73.1% | 373 | 17.69% | 3.8 |
|
| 1152 |
1152
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $2.52B | -$605M | -19% | 2.74% | 31.5% | 26 | 34.62% | 2.6 |
|
| 1153 |
1153
HUB Investment Partners
Austin,
Texas
| $2.52B | +$133M | +6% | 3.99% | 109% | 686 | 20.99% | 1.3 |
|
| 1154 |
1154
Cooperman Leon G
| $2.52B | -$123M | -5% | 4.06% | 147% | 46 | 13.04% | 3.2 |
|
| 1155 |
1155
Vinva Investment Management
Sydney,
Australia
| $2.52B | -$109M | -4% | 3.64% | 142% | 441 | 22.45% | 1.4 |
|
| 1156 |
1156
Nantahala Capital Management
New Canaan,
Connecticut
| $2.52B | +$188M | +8% | 3.81% | 341% | 161 | 24.84% | 1.8 |
|
| 1157 |
1157
F/M Investments
Washington,
District of Columbia
| $2.51B | -$201M | -7% | 2.84% | 101% | 422 | 12.8% | 0.7 |
|
| 1158 |
1158
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.51B | -$132M | -5% | 1.32% | 165% | 114 | 31.58% | 3 |
|
| 1159 |
1159
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.51B | -$62.3M | -2% | 0.48% | 103% | 310 | 5.81% | 2.4 |
|
| 1160 |
1160
First Merchants Corp
Muncie,
Indiana
| $2.51B | -$96.3M | -4% | 1.06% | 55.6% | 414 | 10.14% | 4.2 |
|
| 1161 |
1161
Kedalion Capital Management
London,
United Kingdom
| $2.5B | +$31.2M | +1% | 4.58% | – | 7 | 85.71% | 0.1 |
|
| 1162 |
1162
Sachem Head Capital Management
New York
| $2.49B | +$679M | +37% | 2.58% | 172% | 17 | 23.53% | 1 |
|
| 1163 |
1163
GeoWealth Management
Chicago,
Illinois
| $2.49B | -$570M | -19% | 0.52% | 58% | 1,841 | 45.63% | 1.5 |
|
| 1164 |
1164
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2.48B | -$147M | -6% | 0.97% | 93.9% | 694 | 9.8% | 5.5 |
|
| 1165 |
1165
First National Trust
Hermitage,
Pennsylvania
| $2.48B | -$182M | -7% | 1.09% | 92.7% | 414 | 9.66% | 6.6 |
|
| 1166 |
1166
Martin Currie
Edinburgh,
United Kingdom
| $2.48B | -$239M | -9% | 0.38% | 114% | 56 | 5.36% | 3.5 |
|
| 1167 |
1167
Fulton Bank
Lancaster,
Pennsylvania
| $2.48B | -$117M | -5% | 1.29% | 48.1% | 694 | 12.1% | 4.7 |
|
| 1168 |
1168
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.48B | -$421M | -15% | 2.27% | 68.7% | 915 | 10.93% | 1.9 |
|
| 1169 |
1169
Highbridge Capital Management
New York
| $2.47B | -$200M | -7% | 1.09% | 55.8% | 322 | 35.4% | 1 |
|
| 1170 |
1170
Prana Capital Management
Greenwich,
Connecticut
| $2.47B | +$361M | +17% | 2.35% | 36.6% | 127 | 49.61% | 1 |
|
| 1171 |
1171
ZWJ Investment Counsel
Atlanta,
Georgia
| $2.46B | +$38M | +2% | 1.74% | 128% | 227 | 9.25% | 5.5 |
|
| 1172 |
1172
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $2.46B | -$110M | -4% | 2.29% | 90.1% | 190 | 31.58% | 1.1 |
|
| 1173 |
1173
American Capital Management
New York
| $2.46B | -$229M | -9% | 6.02% | 96.7% | 67 | 11.94% | 6.4 |
|
| 1174 |
1174
Lockheed Martin Investment Management
Bethesda,
Maryland
| $2.46B | -$52.9M | -2% | 2.28% | 94.6% | 117 | 15.38% | 3 |
|
| 1175 |
1175
First Foundation Advisors
Irvine,
California
| $2.46B | -$201M | -8% | 2.94% | 70.4% | 350 | 7.71% | 5.4 |
|