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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 |
PR
1226
Payden & Rygel
Los Angeles,
California
| $1.1B | +$11.7M | +1% | 3.2% | 103% | 118 | 8.47% | 3 |
|
| 1227 |
SIM
1227
SSI Investment Management
Los Angeles,
California
| $1.09B | -$2.99M | -0.3% | 1.14% | 15.7% | 309 | 2.27% | 1.6 |
|
| 1228 |
ZDA
1228
Zweig-DiMenna Associates
New York
| $1.09B | -$303M | -22% | 6.81% | 561% | 275 | 67.64% | 0.6 |
|
| 1229 |
1229
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.09B | +$40.9M | +4% | 3.93% | 80.9% | 136 | 8.82% | 2.1 |
|
| 1230 |
NPA
1230
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.08B | +$22.5M | +2% | 3.98% | 71.2% | 109 | 6.42% | 3 |
|
| 1231 |
SAMC
1231
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $1.08B | -$64.7M | -6% | 0.7% | 0.74% | 25 | 20% | 1.7 |
|
| 1232 |
AFG
1232
American Financial Group
Cincinnati,
Ohio
| $1.08B | +$36.4M | +3% | 5.93% | 32.5% | 109 | 4.59% | 2.5 |
|
| 1233 |
PFC
1233
Phocas Financial Corp
Alameda,
California
| $1.08B | -$439M | -29% | 1.6% | – | 238 | 10.92% | 1.9 |
|
| 1234 |
1234
RegentAtlantic Capital
Morristown,
New Jersey
| $1.08B | +$52.2M | +5% | 5.35% | 23.5% | 410 | 9.51% | 2.7 |
|
| 1235 |
ACP
1235
ArcLight Capital Partners
Boston,
Massachusetts
| $1.08B | +$137M | +15% | 0.7% | 50% | 4 | 25% | 1.4 |
|
| 1236 |
1236
Verition Fund Management
Greenwich,
Connecticut
| $1.07B | -$86.9M | -7% | 5.06% | 110% | 1,642 | 62.36% | 0.3 |
|
| 1237 |
1237
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $1.07B | +$66.8M | +7% | 6.56% | 42.1% | 125 | 14.4% | 2.5 |
|
| 1238 |
1238
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.07B | -$899M | -46% | 6.15% | 165% | 706 | 3.82% | 2.6 |
|
| 1239 |
NIM
1239
Northeast Investment Management
Boston,
Massachusetts
| $1.07B | +$24.9M | +2% | 5.71% | 93.4% | 167 | 8.38% | 2.8 |
|
| 1240 |
1240
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.06B | +$247M | +30% | 5.27% | 90.4% | 1,087 | 40.11% | 1.3 |
|
| 1241 |
LOAMU
1241
Lombard Odier Asset Management (USA)
New York
| $1.06B | +$276M | +35% | 6.03% | 96.8% | 276 | 62.32% | 0.4 |
|
| 1242 |
1242
Allworth Financial
Folsom,
California
| $1.06B | +$75.4M | +8% | 3.79% | 53.3% | 871 | 25.95% | 1.5 |
|
| 1243 |
EC
1243
EMS Capital
New York
| $1.06B | +$101M | +11% | 17.5% | 228% | 35 | 25.71% | 1.4 |
|
| 1244 |
FA
1244
Friess Associates
Greenville,
Delaware
| $1.06B | +$43.5M | +4% | 13.3% | 256% | 186 | 67.2% | 0.5 |
|
| 1245 |
CTA
1245
Chesley Taft & Associates
Chicago,
Illinois
| $1.06B | +$51M | +5% | 6.22% | 93.1% | 281 | 7.47% | 2.5 |
|
| 1246 |
1246
Paradigm Capital Management Inc
Albany,
New York
| $1.06B | +$33.8M | +3% | 11% | 237% | 180 | 13.33% | 2.7 |
|
| 1247 |
1247
Colony Group
Boston,
Massachusetts
| $1.06B | +$129M | +14% | 5.91% | 33.2% | 312 | 24.04% | 2.1 |
|
| 1248 |
NAM
1248
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.06B | +$61.6M | +6% | 5.43% | 34.4% | 232 | 57.33% | 0.4 |
|
| 1249 |
1249
Junto Capital Management
New York
| $1.06B | +$141M | +15% | 10.7% | 122% | 46 | 69.57% | 0.2 |
|
| 1250 |
WPC
1250
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.06B | +$64.8M | +7% | 5.99% | 54.3% | 175 | 7.43% | 2.7 |
|