We are live on
!
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Freestone Capital Holdings
Seattle,
Washington
| $921M | +$293M | +47% | 8.15% | 86.9% | 374 | 47.06% | 0.6 |
|
| 1252 |
LC
1252
Lourd Capital
Beverly Hills,
California
| $921M | -$57.8M | -6% | 4.62% | 44.3% | 125 | 18.4% | 1.8 |
|
| 1253 |
PFM
1253
Parsec Financial Management
Asheville,
North Carolina
| $918M | -$77.3M | -8% | 9.04% | 70.7% | 182 | 9.89% | 1.8 |
|
| 1254 |
HCM
1254
Howland Capital Management
Boston,
Massachusetts
| $918M | -$58M | -6% | 5.14% | 72% | 205 | 11.22% | 1.9 |
|
| 1255 |
CTA
1255
Chesley Taft & Associates
Chicago,
Illinois
| $916M | -$64.3M | -7% | 5.68% | 93.1% | 248 | 15.32% | 1.9 |
|
| 1256 |
GHF
1256
Good Harbor Financial
Barrington,
Illinois
| $916M | -$204M | -18% | 0.9% | – | 74 | 45.95% | 0.7 |
|
| 1257 |
1257
Birch Hill Investment Advisors
Boston,
Massachusetts
| $916M | -$58.3M | -6% | 4.45% | 73.7% | 137 | 5.84% | 2.1 |
|
| 1258 |
MFG
1258
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $915M | -$149M | -14% | 14% | – | 2 | 0% | 2.3 |
|
| 1259 |
NI
1259
Nuance Investments
Kansas City,
Missouri
| $915M | -$113M | -11% | 10.9% | 3.13% | 67 | 32.84% | 0.9 |
|
| 1260 |
1260
LMR Partners
London,
United Kingdom
| $915M | +$96.4M | +12% | 5.25% | 229% | 645 | 72.4% | 0.4 |
|
| 1261 |
1261
Advisors Capital Management
Ridgewood,
New Jersey
| $913M | -$6.77M | -0.7% | 10.4% | 92.3% | 176 | 20.45% | 1.4 |
|
| 1262 |
1262
ACR Alpine Capital Research
St. Louis,
Missouri
| $913M | +$112M | +14% | 5.45% | 58.1% | 25 | 16% | 1.6 |
|
| 1263 |
FAB
1263
First American Bank
Dundee,
Illinois
| $912M | -$102M | -10% | 2.36% | 99.7% | 267 | 12.36% | 1.5 |
|
| 1264 |
ABI
1264
Abrams Bison Investments
Bethesda,
Maryland
| $911M | -$160M | -15% | 2.91% | 170% | 8 | 12.5% | 1.5 |
|
| 1265 |
1265
Shelton Capital Management
Denver,
Colorado
| $908M | -$58.3M | -6% | 6.53% | 161% | 809 | 12.98% | 1.8 |
|
| 1266 |
JCG
1266
JHL Capital Group
Chicago,
Illinois
| $905M | -$433M | -32% | 15% | – | 30 | 43.33% | 0.8 |
|
| 1267 |
CWA
1267
Constellation Wealth Advisors
New York
| $903M | -$278M | -24% | 8.17% | – | 180 | 57.22% | 1.7 |
|
| 1268 |
1268
DRW Securities
Chicago,
Illinois
| $903M | -$17.9M | -2% | 10.4% | 96.2% | 139 | 66.19% | 0.5 |
|
| 1269 |
1269
Destination Wealth Management
Walnut Creek,
California
| $900M | -$611M | -40% | 6.66% | 52.7% | 255 | 56.86% | 1.8 |
|
| 1270 |
BPIM
1270
Brant Point Investment Management
New York
| $900M | -$202M | -18% | 3.49% | 169% | 166 | 40.36% | 1 |
|
| 1271 |
MCM
1271
Maltese Capital Management
New York
| $895M | +$6.51M | +0.7% | 2.43% | 114% | 240 | 25.83% | 1.2 |
|
| 1272 |
1272
Capital Investment Advisors
Atlanta,
Georgia
| $892M | -$37.4M | -4% | 5.87% | 56.6% | 408 | 5.64% | 1.5 |
|
| 1273 |
SCH
1273
Sylebra Capital (HK)
Hong Kong
| $890M | +$113M | +15% | 6.19% | 16.6% | 18 | 27.78% | 0.4 |
|
| 1274 |
KCM
1274
Kingstown Capital Management
New York
| $890M | +$112M | +14% | 16.5% | 38.6% | 23 | 30.43% | 1 |
|
| 1275 |
1275
Lockheed Martin Investment Management
Bethesda,
Maryland
| $889M | -$1.13B | -56% | 7.51% | 94.6% | 142 | 37.32% | 1.1 |
|