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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 |
LW
1226
Linscomb Wealth
Houston,
Texas
| $1.22B | +$52.4M | +5% | 4.74% | 75.2% | 285 | 11.23% | 3.1 |
|
| 1227 |
CC
1227
Capital Counsel
New York
| $1.22B | +$99M | +9% | 6.32% | 94.9% | 66 | 15.15% | 3.3 |
|
| 1228 |
ACM
1228
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.22B | +$8.52M | +0.7% | 1.07% | 70.7% | 13 | 7.69% | 2.1 |
|
| 1229 |
1SB
1229
1ST Source Bank
South Bend,
Indiana
| $1.22B | +$13M | +1% | 3.64% | 80.8% | 236 | 5.51% | 3.4 |
|
| 1230 |
RCM
1230
Redwood Capital Management
New York
| $1.21B | +$234M | +24% | 10.7% | 313% | 53 | 30.19% | 2.1 |
|
| 1231 |
1231
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.21B | +$59.6M | +5% | 5.64% | 73.7% | 135 | 8.15% | 3.6 |
|
| 1232 |
FA
1232
Friess Associates
Greenville,
Delaware
| $1.21B | +$66.8M | +6% | 8.03% | 256% | 136 | 55.15% | 0.7 |
|
| 1233 |
1233
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.21B | +$450K | +0% | 6.01% | 90.4% | 1,367 | 53.33% | 1.7 |
|
| 1234 |
CCP
1234
Clough Capital Partners
Boston,
Massachusetts
| $1.2B | -$292M | -20% | 5.78% | 175% | 162 | 41.98% | 1.1 |
|
| 1235 |
SIM
1235
SSI Investment Management
Los Angeles,
California
| $1.2B | +$27.1M | +2% | 0.94% | 15.7% | 319 | 6.27% | 2 |
|
| 1236 |
FIM
1236
Frontier Investment Management
Dallas,
Texas
| $1.2B | -$10.5M | -0.9% | 7.22% | 16.4% | 268 | 19.78% | 2 |
|
| 1237 |
1237
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $1.2B | -$15.5M | -1% | 6.07% | 223% | 27 | 37.04% | 1.4 |
|
| 1238 |
1238
RA Capital Management
Boston,
Massachusetts
| $1.2B | +$88.2M | +8% | 34% | 596% | 35 | 45.71% | 1 |
|
| 1239 |
MAM
1239
Majedie Asset Management
London,
United Kingdom
| $1.19B | -$34.9M | -3% | 1.4% | 126% | 80 | 16.25% | 1.6 |
|
| 1240 |
PFC
1240
Phocas Financial Corp
Alameda,
California
| $1.19B | -$2.98M | -0.2% | 4.45% | – | 225 | 28.44% | 1.8 |
|
| 1241 |
MBA
1241
Maple-Brown Abbott
Barangaroo,
Australia
| $1.19B | +$187M | +19% | 2.06% | 7.92% | 20 | 5% | 2.2 |
|
| 1242 |
NIM
1242
Northeast Investment Management
Boston,
Massachusetts
| $1.19B | +$61.2M | +5% | 7.66% | 93.4% | 169 | 8.28% | 3.3 |
|
| 1243 |
WPC
1243
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.19B | +$55M | +5% | 6.38% | 54.3% | 179 | 4.47% | 3.1 |
|
| 1244 |
6CM
1244
683 Capital Management
New York
| $1.19B | +$235M | +25% | 2.89% | 311% | 173 | 40.46% | 0.6 |
|
| 1245 |
SWITC
1245
Stewart West Indies Trading Company
Boulder,
Colorado
| $1.18B | +$40M | +3% | 10% | 35.4% | 21 | 9.52% | 4.2 |
|
| 1246 |
CCMIC
1246
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.18B | +$104M | +10% | 4.61% | 77.8% | 73 | 17.81% | 2 |
|
| 1247 |
1247
Centiva Capital
New York
| $1.18B | – | – | 6.25% | 65.1% | 39 | – | 0 |
|
| 1248 |
CTA
1248
Chesley Taft & Associates
Chicago,
Illinois
| $1.18B | +$23.7M | +2% | 6.42% | 93.1% | 290 | 5.86% | 2.9 |
|
| 1249 |
FCPV
1249
FS Capital Partners VI
Los Angeles,
California
| $1.18B | +$204M | +21% | 36.7% | – | 2 | 0% | 1.8 |
|
| 1250 |
GLAM
1250
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $1.18B | -$385M | -25% | 15.2% | 240% | 136 | 59.56% | 1 |
|