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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 |
LCM
1176
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.34B | +$190M | +9% | 11.8% | 134% | 503 | 9.94% | 5.4 |
|
| 1177 |
HPC
1177
Hill Path Capital
New York
| $2.33B | +$179M | +8% | 9.53% | 5.23% | 6 | 16.67% | 4.6 |
|
| 1178 |
DP
1178
Dearborn Partners
Chicago,
Illinois
| $2.33B | -$416M | -15% | 6.63% | 46.1% | 269 | 8.18% | 5.5 |
|
| 1179 |
LFDLE
1179
La Financiere de L'Echiquier
Paris,
France
| $2.32B | +$157M | +7% | 15.6% | 27.9% | 110 | 15.45% | 2.3 |
|
| 1180 |
1180
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $2.32B | +$353M | +18% | 6.51% | 74.8% | 563 | 16.34% | 2.3 |
|
| 1181 |
BIAS
1181
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.32B | +$118M | +5% | 8.57% | 95.8% | 282 | 12.06% | 4.3 |
|
| 1182 |
1182
Plancorp LLC
Saint Louis,
Missouri
| $2.3B | +$217M | +10% | 8.07% | 67.3% | 304 | 11.51% | 3.8 |
|
| 1183 |
CCP
1183
Cryder Capital Partners
London,
United Kingdom
| $2.3B | +$280M | +14% | 11.3% | 55.7% | 9 | 0% | 7.3 |
|
| 1184 |
YC
1184
Yarbrough Capital
Franklin,
Tennessee
| $2.3B | +$390M | +20% | 18.6% | 154% | 213 | 13.15% | 1.6 |
|
| 1185 |
MLICM
1185
Metropolitan Life Insurance Company (MetLife)
New York
| $2.3B | +$169M | +8% | 12.2% | 50.8% | 2,376 | 4.29% | 6.4 |
|
| 1186 |
AIIMS
1186
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $2.3B | +$369M | +19% | 9.81% | 99.4% | 114 | 6.14% | 4.5 |
|
| 1187 |
MVIP
1187
Mar Vista Investment Partners
Los Angeles,
California
| $2.29B | +$101M | +5% | 8.4% | 73.9% | 65 | 10.77% | 4.9 |
|
| 1188 |
ECP
1188
Electron Capital Partners
New York
| $2.28B | -$93.5M | -4% | 21.3% | 333% | 50 | 38% | 1.1 |
|
| 1189 |
DAM
1189
Davis Asset Management
Sausalito,
California
| $2.28B | +$222M | +11% | 10.6% | 97.3% | 33 | 0% | 4.8 |
|
| 1190 |
1190
IFP Advisors
Tampa,
Florida
| $2.28B | +$162M | +8% | 7.61% | 80.6% | 3,299 | 13.76% | 4.4 |
|
| 1191 |
CAM
1191
Cormorant Asset Management
Boston,
Massachusetts
| $2.28B | +$186M | +9% | 56.3% | 3,977% | 67 | 43.28% | 1.4 |
|
| 1192 |
WHCM
1192
Wolf Hill Capital Management
Greenwich,
Connecticut
| $2.27B | +$708M | +45% | 10.1% | 384% | 46 | 52.17% | 0.5 |
|
| 1193 |
1193
Ingalls & Snyder LLC
New York
| $2.26B | +$52.9M | +2% | 6.95% | 217% | 471 | 11.46% | 5.2 |
|
| 1194 |
1194
Himalaya Capital Management
Seattle,
Washington
| $2.26B | +$201M | +10% | 10.2% | 116% | 6 | 0% | 2.7 |
|
| 1195 |
1195
Journey Strategic Wealth
Summit,
New Jersey
| $2.26B | +$135M | +6% | 4.17% | 62.2% | 331 | 34.74% | 0.9 |
|
| 1196 |
LI
1196
Leeward Investments
Boston,
Massachusetts
| $2.26B | +$128M | +6% | 7.91% | 91% | 150 | 6.67% | 1.7 |
|
| 1197 |
TYCC
1197
Texas Yale Capital Corp
St. Petersburg,
Florida
| $2.25B | +$152M | +7% | 7.67% | 175% | 458 | 5.9% | 6.5 |
|
| 1198 |
CCMIC
1198
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $2.25B | +$141M | +7% | 6.39% | 85.6% | 56 | 12.5% | 4.9 |
|
| 1199 |
1199
Peconic Partners
New York
| $2.25B | +$169M | +8% | 20.3% | 300% | 14 | 64.29% | 1.9 |
|
| 1200 |
1200
Merriman Wealth Management
Seattle,
Washington
| $2.24B | +$187M | +9% | 7.5% | 18.3% | 209 | 13.4% | 2.9 |
|