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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 |
1176
Cerity Partners
New York
| $1.35B | +$46M | +4% | 4.56% | 81% | 597 | 23.45% | 0.8 |
|
| 1177 |
CAM
1177
Cormorant Asset Management
Boston,
Massachusetts
| $1.35B | +$9.88M | +0.7% | 14.5% | 3,977% | 65 | 30.77% | 1.2 |
|
| 1178 |
1178
Glenview Trust
Louisville,
Kentucky
| $1.35B | -$103M | -7% | 1.5% | 99.2% | 337 | 14.54% | 3 |
|
| 1179 |
PCM
1179
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.34B | +$70.3M | +6% | 9.32% | 181% | 305 | 25.57% | 1.4 |
|
| 1180 |
JCI
1180
Jet Capital Investors
New York
| $1.34B | -$408M | -23% | 5.43% | 147% | 60 | 73.33% | 0.5 |
|
| 1181 |
LOAME
1181
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.34B | -$125M | -9% | 3.54% | 79.7% | 394 | 11.17% | 1.5 |
|
| 1182 |
1182
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.34B | +$92.6M | +7% | 3.12% | 75.9% | 167 | 14.97% | 2.7 |
|
| 1183 |
CCM
1183
Criterion Capital Management
San Francisco,
California
| $1.33B | -$111M | -8% | 6.84% | 122% | 40 | 57.5% | 1.3 |
|
| 1184 |
PIMC
1184
Praesidium Investment Management Company
New York
| $1.33B | +$114M | +9% | 7.62% | 79% | 14 | 0% | 3.3 |
|
| 1185 |
DAM
1185
DLD Asset Management
New York
| $1.33B | +$219M | +20% | 4.1% | 10.3% | 164 | 68.9% | 0.2 |
|
| 1186 |
PMG
1186
ProVise Management Group
Clearwater,
Florida
| $1.33B | +$649M | +96% | 4.45% | 66.8% | 344 | 19.48% | 3 |
|
| 1187 |
1187
Slate Path Capital
New York
| $1.32B | -$241M | -15% | 12% | 394% | 29 | 34.48% | 1.2 |
|
| 1188 |
IA
1188
Icon Advisers
Greenwood Village,
Colorado
| $1.32B | -$119K | -0% | 4.41% | 114% | 363 | 31.4% | 1.5 |
|
| 1189 |
BCM
1189
Bluefin Capital Management
New York
| $1.32B | -$157M | -11% | 1.47% | – | 583 | 59.01% | 0.6 |
|
| 1190 |
RP
1190
RR Partners
New York
| $1.32B | +$26.7M | +2% | 0.87% | 73.3% | 23 | 30.43% | 1.9 |
|
| 1191 |
DVI
1191
Deccan Value Investors
Greenwich,
Connecticut
| $1.32B | +$138M | +12% | 5.14% | 66.5% | 8 | 37.5% | 1.7 |
|
| 1192 |
1192
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.31B | +$121M | +10% | 3.35% | 101% | 392 | 12.5% | 3 |
|
| 1193 |
1193
Advisory Services Network
Atlanta,
Georgia
| $1.31B | +$60.8M | +5% | 3.06% | 105% | 2,860 | 18.18% | 2 |
|
| 1194 |
HCMT
1194
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.31B | +$32.2M | +3% | 3.44% | 142% | 376 | 19.95% | 2.5 |
|
| 1195 |
DLIC
1195
Daido Life Insurance Company
Osaka,
Japan
| $1.31B | +$277M | +27% | 3.25% | 68.7% | 15 | 0% | 0.8 |
|
| 1196 |
GLAM
1196
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $1.31B | +$17M | +1% | 6.6% | 240% | 113 | 55.75% | 1.2 |
|
| 1197 |
CC
1197
Capital Counsel
New York
| $1.31B | +$74.5M | +6% | 6.04% | 94.9% | 58 | 6.9% | 3.8 |
|
| 1198 |
ACM
1198
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.31B | +$95.5M | +8% | 10.1% | 70.7% | 12 | 0% | 2.6 |
|
| 1199 |
FIM
1199
Frontier Investment Management
Dallas,
Texas
| $1.31B | +$105M | +9% | 3.56% | 16.4% | 278 | 26.98% | 2.2 |
|
| 1200 |
NCA
1200
Newbrook Capital Advisors
New York
| $1.31B | -$71M | -5% | 6.6% | 299% | 28 | 32.14% | 0.9 |
|