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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
AIA
1226
Affinity Investment Advisors
Newport Beach,
California
| $986M | +$104M | +12% | 0.85% | 189% | 125 | 44.8% | 0.7 |
|
| 1227 |
SC
1227
Skylands Capital
Milwaukee,
Wisconsin
| $986M | -$37.2M | -4% | 2.77% | 64.3% | 269 | 15.61% | 0.9 |
|
| 1228 |
GLI
1228
Guardian Life Insurance
New York
| $983M | -$57.1M | -5% | 1.31% | – | 586 | 5.29% | 1.2 |
|
| 1229 |
1229
Copeland Capital Management
Conshohocken,
Pennsylvania
| $982M | +$87.2M | +10% | 1.06% | 56.7% | 200 | 12.5% | 0.9 |
|
| 1230 |
CCM
1230
Cobalt Capital Management
Short Hills,
New Jersey
| $980M | -$292M | -23% | 1.47% | 235% | 79 | 45.57% | 0.5 |
|
| 1231 |
1231
Atria Investments
Charlotte,
North Carolina
| $978M | -$24.3M | -2% | 0.59% | 83.9% | 497 | 25.15% | 0.9 |
|
| 1232 |
BMCMI
1232
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| $977M | -$66.9M | -6% | 6.98% | – | 765 | 58.69% | 0.4 |
|
| 1233 |
1233
Resolution Capital
Sydney, NSW,
Australia
| $977M | -$55.5M | -5% | 4.04% | 59.8% | 23 | 17.39% | 1 |
|
| 1234 |
HCM
1234
Howland Capital Management
Boston,
Massachusetts
| $973M | -$5.46M | -0.6% | 1.64% | 72% | 195 | 8.72% | 1.1 |
|
| 1235 |
CCM
1235
Corsair Capital Management
New York
| $971M | -$133M | -12% | 2.02% | 435% | 109 | 24.77% | 0.8 |
|
| 1236 |
CI
1236
Cowen Inc
New York
| $970M | +$79.3M | +9% | 2.95% | 252% | 388 | 60.05% | 0.3 |
|
| 1237 |
SAM
1237
Symphony Asset Management
San Francisco,
California
| $970M | +$8.94M | +0.9% | 0.79% | 21.6% | 472 | 29.45% | 0.7 |
|
| 1238 |
WSA
1238
Wall Street Associates
Lajolla,
California
| $969M | -$196M | -17% | 2.95% | 94.4% | 366 | 26.5% | 0.8 |
|
| 1239 |
1239
AMG National Trust Bank
Greenwood Village,
Colorado
| $964M | -$20.5M | -2% | 3.23% | 61.4% | 262 | 13.74% | 1.1 |
|
| 1240 |
SRC
1240
Shufro Rose & Co
New York
| $964M | -$10.1M | -1% | 1.66% | 68.1% | 272 | 6.99% | 1.1 |
|
| 1241 |
CPS
1241
Counsel Portfolio Services
Mississauga,
Ontario, Canada
| $963M | -$97.4M | -9% | 2.41% | 26.3% | 365 | 33.42% | 0.8 |
|
| 1242 |
1242
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $959M | -$73.2M | -7% | 5.97% | 75.9% | 126 | 29.37% | 0.5 |
|
| 1243 |
1243
Horizon Investments
Charlotte,
North Carolina
| $959M | +$123M | +15% | 0.38% | 89.1% | 148 | 48.65% | 0.5 |
|
| 1244 |
1244
Birch Hill Investment Advisors
Boston,
Massachusetts
| $958M | +$2.93M | +0.3% | 1.29% | 73.7% | 141 | 8.51% | 1.1 |
|
| 1245 |
1245
Destination Wealth Management
Walnut Creek,
California
| $956M | -$12.9M | -1% | 1.45% | 52.7% | 139 | 6.47% | 1 |
|
| 1246 |
CTA
1246
Chesley Taft & Associates
Chicago,
Illinois
| $956M | -$11.7M | -1% | 0.71% | 93.1% | 255 | 6.67% | 1.1 |
|
| 1247 |
BC
1247
Broadfin Capital
New York
| $954M | -$71.4M | -7% | 1.67% | 298% | 81 | 24.69% | 0.7 |
|
| 1248 |
GAM
1248
GVO Asset Management
Zug,
Switzerland
| $953M | +$38.1M | +4% | 3.18% | 71.2% | 15 | 40% | 0.2 |
|
| 1249 |
SLF
1249
Sun Life Financial
Toronto,
Ontario, Canada
| $953M | -$11.8M | -1% | 0.2% | 65.7% | 93 | 9.68% | 1.2 |
|
| 1250 |
QIM
1250
Quest Investment Management
Lake Oswego,
Oregon
| $952M | -$65.2M | -6% | 1.98% | 105% | 244 | 24.59% | 0.9 |
|