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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 |
CTA
1176
Chesley Taft & Associates
Chicago,
Illinois
| $1.39B | +$98.8M | +8% | 7.93% | 93.1% | 277 | 9.03% | 4.2 |
|
| 1177 |
1177
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1.39B | +$138M | +11% | 7.56% | 68.2% | 296 | 14.53% | 3.1 |
|
| 1178 |
1178
Mariner Independent Advisor Network
Overland Park,
Kansas
| $1.39B | +$71.7M | +5% | 9.56% | 39.5% | 401 | 15.96% | 1.2 |
|
| 1179 |
SI
1179
Sofinnova Investments
Menlo Park,
California
| $1.39B | +$281M | +25% | 79% | 450% | 81 | 39.51% | 0.9 |
|
| 1180 |
BM
1180
Bridger Management
New York
| $1.39B | +$176M | +15% | 20.7% | 103% | 37 | 21.62% | 2.2 |
|
| 1181 |
FMW
1181
Farr Miller & Washington
Washington,
District of Columbia
| $1.38B | +$128M | +10% | 8.39% | 62.3% | 152 | 11.84% | 4.2 |
|
| 1182 |
1182
Baker Avenue Asset Management
San Francisco,
California
| $1.38B | +$124M | +10% | 7.19% | 95.6% | 275 | 22.55% | 2.6 |
|
| 1183 |
LCM
1183
Landscape Capital Management
Englewood,
New Jersey
| $1.38B | +$20.5M | +2% | 8.17% | 92.5% | 909 | 63.7% | 0.6 |
|
| 1184 |
1184
Meitav Investment House
Bene-Beraq,
Israel
| $1.38B | -$14.8M | -1% | 9.82% | 131% | 495 | 25.66% | 1 |
|
| 1185 |
SCM
1185
Segantii Capital Management
Hong Kong
| $1.38B | +$640M | +87% | 13.8% | 33.1% | 116 | 74.14% | 0.2 |
|
| 1186 |
SSB
1186
Sandy Spring Bank
Olney,
Maryland
| $1.38B | +$95M | +7% | 8.86% | 31.4% | 894 | 12.53% | 3.8 |
|
| 1187 |
1187
H&F Corporate Investors VII
San Francisco,
California
| $1.37B | – | – | 6.43% | – | 1 | – | 0 |
|
| 1188 |
MAM
1188
Majedie Asset Management
London,
United Kingdom
| $1.37B | +$195M | +17% | 9.84% | 126% | 89 | 19.1% | 2.2 |
|
| 1189 |
1189
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.37B | +$115M | +9% | 9.57% | 137% | 509 | 4.13% | 5.2 |
|
| 1190 |
1190
Wealthspire Advisors (New York)
New York
| $1.37B | +$152M | +12% | 6.07% | 59% | 221 | 27.15% | 0.4 |
|
| 1191 |
VC
1191
Vivo Capital
Palo Alto,
California
| $1.37B | +$494M | +56% | 0% | 7,491% | 5 | 20% | 0.3 |
|
| 1192 |
LOAME
1192
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $1.37B | +$150M | +12% | 5.08% | 79.7% | 417 | 7.91% | 2.3 |
|
| 1193 |
PCP
1193
P2 Capital Partners
New York
| $1.36B | -$117M | -8% | 9.36% | 7.96% | 17 | 11.76% | 2.4 |
|
| 1194 |
ORI
1194
Oak Ridge Investments
Chicago,
Illinois
| $1.36B | +$33.5M | +3% | 12.5% | 208% | 181 | 9.94% | 2.6 |
|
| 1195 |
KWILP
1195
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.36B | +$117M | +9% | 10.4% | 28.5% | 224 | 39.29% | 1 |
|
| 1196 |
1196
Reinhart Partners
Mequon,
Wisconsin
| $1.36B | +$284M | +26% | 6.47% | 110% | 77 | 6.49% | 2.7 |
|
| 1197 |
CDR
1197
Clayton Dubilier & Rice
New York
| $1.36B | +$8.39M | +0.6% | 9.16% | 176% | 9 | 0% | 2.9 |
|
| 1198 |
1198
First Horizon Advisors
Memphis,
Tennessee
| $1.36B | +$74.7M | +6% | 6.87% | 55.2% | 1,707 | 11.66% | 3.3 |
|
| 1199 |
SRAIM
1199
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.36B | +$63.3M | +5% | 3.92% | 74.2% | 28 | 3.57% | 4.9 |
|
| 1200 |
NIM
1200
Northeast Investment Management
Boston,
Massachusetts
| $1.36B | +$106M | +8% | 9.4% | 93.4% | 177 | 3.95% | 4.5 |
|