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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
NPA
1176
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.04B | +$44.4M | +4% | 6.5% | 71.2% | 121 | 7.44% | 2 |
|
| 1177 |
NHAS
1177
Novo Holdings A/S
Hellerup,
Denmark
| $1.04B | +$72.5M | +7% | 37% | 205% | 20 | 35% | 1.1 |
|
| 1178 |
SP
1178
Steelhead Partners
Seattle,
Washington
| $1.04B | +$92.5M | +10% | 0.27% | 0.4% | 69 | 15.94% | 0.8 |
|
| 1179 |
BTP
1179
Bloom Tree Partners
New York
| $1.04B | -$22.3M | -2% | 4.38% | 20.4% | 32 | 46.88% | 0.8 |
|
| 1180 |
DCC
1180
Dow Chemical Company
Midland,
Michigan
| $1.04B | -$147M | -12% | 0.11% | 29.4% | 95 | 75.79% | 1.7 |
|
| 1181 |
TYCC
1181
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.04B | -$23.9M | -2% | 3.12% | 175% | 491 | 14.05% | 1.7 |
|
| 1182 |
WC
1182
Walthausen & Co
Malta,
New York
| $1.04B | -$110M | -10% | 1.71% | 63.3% | 139 | 17.27% | 1.4 |
|
| 1183 |
1183
Shelton Capital Management
Denver,
Colorado
| $1.03B | +$126M | +14% | 8.51% | 161% | 787 | 10.93% | 2 |
|
| 1184 |
BCM
1184
Barometer Capital Management
Toronto,
Ontario, Canada
| $1.03B | +$224M | +28% | 10.2% | 336% | 171 | 66.08% | 0.3 |
|
| 1185 |
HEIP
1185
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $1.03B | -$823M | -44% | 3.79% | 68.8% | 155 | 17.42% | 1.8 |
|
| 1186 |
SRIM
1186
Saratoga Research & Investment Management
Saratoga,
California
| $1.03B | +$35.2M | +4% | 7.06% | 54.3% | 52 | 13.46% | 2.2 |
|
| 1187 |
BCM
1187
Brigade Capital Management
New York
| $1.03B | +$217M | +27% | 0.15% | 42.7% | 53 | 54.72% | 0.9 |
|
| 1188 |
LOAMU
1188
Lombard Odier Asset Management (USA)
New York
| $1.03B | -$114M | -10% | 7.14% | 96.8% | 227 | 51.98% | 0.6 |
|
| 1189 |
1189
Harvard Management Company
Boston,
Massachusetts
| $1.03B | -$244M | -19% | 6.29% | 123% | 158 | 47.47% | 1 |
|
| 1190 |
1190
Ballentine Partners
Waltham,
Massachusetts
| $1.03B | +$73.7M | +8% | 4.16% | 76.9% | 172 | 12.79% | 1.9 |
|
| 1191 |
1191
Covington Capital Management
Los Angeles,
California
| $1.03B | +$56.4M | +6% | 6.49% | 32% | 243 | 7.41% | 2 |
|
| 1192 |
1192
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.02B | +$69.3M | +7% | 7% | 80.3% | 287 | 8.71% | 2 |
|
| 1193 |
MWAC
1193
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $1.02B | – | – | 5.74% | 54.1% | 243 | – | 1.2 |
|
| 1194 |
TAM
1194
Timucuan Asset Management
Jacksonville,
Florida
| $1.02B | +$50.8M | +5% | 0.67% | 61.6% | 40 | 27.5% | 1.5 |
|
| 1195 |
1195
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.02B | +$30.1M | +3% | 3.62% | 52.7% | 804 | 29.73% | 0.5 |
|
| 1196 |
MAM
1196
Myriad Asset Management
North Point,
Hong Kong
| $1.02B | +$232M | +30% | 7.19% | 149% | 59 | 28.81% | 0.4 |
|
| 1197 |
BPB
1197
Badgley, Phelps & Bell
Seattle,
Washington
| $1.02B | +$56.1M | +6% | 6.15% | 78.3% | 193 | 16.06% | 1.8 |
|
| 1198 |
TM
1198
TSG6 Management
San Francisco,
California
| $1.02B | – | – | 8.81% | – | 1 | – | 0 |
|
| 1199 |
MAM
1199
Marketfield Asset Management
New York
| $1.01B | -$1.49B | -60% | 6.76% | 61.5% | 44 | 40.91% | 1.6 |
|
| 1200 |
1200
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.01B | +$307M | +44% | 6.02% | 25.2% | 304 | 15.13% | 1.9 |
|