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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
Merriman Wealth Management
Seattle,
Washington
| $2.03B | +$88.1M | +5% | 3.41% | 18.3% | 214 | 12.62% | 2.5 |
|
| 1177 |
PCM
1177
Palestra Capital Management
New York
| $2.02B | +$164M | +9% | 13.8% | 236% | 31 | 38.71% | 0.8 |
|
| 1178 |
1178
Harbour Investments
Madison,
Wisconsin
| $2.02B | +$186M | +10% | 5.26% | 62.7% | 3,162 | 9.55% | 1.8 |
|
| 1179 |
SHGA
1179
Sand Hill Global Advisors
Palo Alto,
California
| $2.01B | +$149M | +8% | 5.1% | 58.6% | 161 | 8.7% | 4.2 |
|
| 1180 |
1180
SIG North Trading
Bala Cynwyd,
Pennsylvania
| $2.01B | -$191M | -9% | 2.7% | – | 276 | 21.01% | 1.2 |
|
| 1181 |
CGIM
1181
Capital Group Investment Management
Raffles Quay,
Singapore
| $2.01B | +$140M | +7% | 10.4% | 145% | 211 | 11.37% | 0.5 |
|
| 1182 |
1182
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2B | -$50.7M | -2% | 6.49% | 68.7% | 441 | 17.23% | 3.8 |
|
| 1183 |
BCA
1183
Boundary Creek Advisors
New York
| $2B | -$1.35B | -40% | 3.96% | 15% | 56 | 57.14% | 0.5 |
|
| 1184 |
RCM
1184
Rivernorth Capital Management
West Palm Beach,
Florida
| $2B | -$62.8M | -3% | 0.83% | 9.04% | 748 | 36.36% | 1.1 |
|
| 1185 |
MYAM
1185
Meiji Yasuda Asset Management
Tokyo,
Japan
| $2B | +$73.3M | +4% | 5.65% | 93.9% | 607 | 5.93% | 4.7 |
|
| 1186 |
LFDLE
1186
La Financiere de L'Echiquier
Paris,
France
| $2B | +$93M | +5% | 13% | 27.9% | 103 | 12.62% | 2 |
|
| 1187 |
1187
NZS Capital
Denver,
Colorado
| $2B | +$111M | +6% | 11.6% | 134% | 68 | 10.29% | 1.4 |
|
| 1188 |
CRM
1188
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $2B | -$222M | -10% | 4.41% | 113% | 111 | 17.12% | 2.8 |
|
| 1189 |
CCMIC
1189
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $2B | +$154M | +8% | 2.44% | 77.8% | 56 | 5.36% | 4.9 |
|
| 1190 |
CAM
1190
ClariVest Asset Management
San Diego,
California
| $1.99B | -$247M | -11% | 15.9% | 106% | 790 | 25.44% | 2.1 |
|
| 1191 |
1191
Jasper Ridge Partners
Menlo Park,
California
| $1.99B | -$110M | -5% | 8.85% | 84.2% | 153 | 9.15% | 4 |
|
| 1192 |
1192
Baker Avenue Asset Management
San Francisco,
California
| $1.99B | +$132M | +7% | 8.03% | 95.6% | 1,799 | 22.85% | 1 |
|
| 1193 |
1193
Brighton Jones LLC
Seattle,
Washington
| $1.98B | +$223M | +13% | 13.9% | 97.9% | 573 | 14.31% | 3.2 |
|
| 1194 |
1194
Aspiriant LLC
Los Angeles,
California
| $1.98B | +$68.3M | +4% | 4.71% | 47.1% | 297 | 11.45% | 3.9 |
|
| 1195 |
TMC
1195
Toyota Motor Corp
Japan
| $1.98B | +$704M | +55% | 73.9% | 78.9% | 5 | 0% | 1.6 |
|
| 1196 |
BBA
1196
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.98B | +$14.1M | +0.7% | 12.3% | 155% | 533 | 53.28% | 0.6 |
|
| 1197 |
1197
Reinhart Partners
Mequon,
Wisconsin
| $1.97B | +$126M | +7% | 5.05% | 110% | 78 | 6.41% | 3.9 |
|
| 1198 |
ICM
1198
Invenomic Capital Management
Boston,
Massachusetts
| $1.97B | +$203M | +11% | 2.16% | 6.61% | 162 | 30.86% | 0.7 |
|
| 1199 |
1199
Facet Wealth Inc
Baltimore,
Maryland
| $1.97B | +$313M | +19% | 3.98% | 48.1% | 97 | 27.84% | 1.3 |
|
| 1200 |
IP
1200
Indigo Partners
Phoenix,
Arizona
| $1.97B | -$4.83M | -0.2% | 0.06% | 2.56% | 2 | 0% | 2 |
|