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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Simmons Bank
Pine Bluff,
Arkansas
| $1.21B | +$62M | +5% | 16.7% | 92.9% | 357 | 10.36% | 3 |
|
| 1252 |
1252
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $1.21B | +$858M | +244% | 11.6% | 2.63% | 9 | 11.11% | 0.4 |
|
| 1253 |
1253
Summitry LLC
Foster City,
California
| $1.21B | +$117M | +11% | 18.8% | 68.1% | 88 | 15.91% | 4 |
|
| 1254 |
1254
RWC Asset Advisors
Miami,
Florida
| $1.2B | +$296M | +33% | 48.8% | 267% | 22 | 27.27% | 1.7 |
|
| 1255 |
1255
Carroll Financial Associates
Charlotte,
North Carolina
| $1.2B | +$180M | +18% | 19.9% | 79.9% | 1,797 | 13.08% | 3.3 |
|
| 1256 |
1256
P2 Capital Partners
New York
| $1.2B | +$361M | +43% | 31.6% | 7.96% | 17 | 17.65% | 2.5 |
|
| 1257 |
1257
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.2B | +$369M | +45% | 20.7% | 69% | 430 | 35.58% | 2.4 |
|
| 1258 |
1258
Peter Svennilson
| $1.2B | +$406M | +51% | 39.3% | – | 7 | 14.29% | 0.9 |
|
| 1259 |
1259
Dowling & Yahnke
San Diego,
California
| $1.19B | +$154M | +15% | 20.4% | 34.8% | 314 | 11.78% | 4.6 |
|
| 1260 |
1260
Oak Ridge Investments
Chicago,
Illinois
| $1.19B | +$215M | +22% | 33.9% | 208% | 191 | 22.51% | 2.4 |
|
| 1261 |
1261
Venrock Management V
Palo Alto,
California
| $1.19B | – | – | 50.4% | – | 3 | – | 0 |
|
| 1262 |
BCM
1262
Bluefin Capital Management
New York
| $1.19B | +$411M | +53% | 30% | – | 553 | 54.79% | 0.6 |
|
| 1263 |
1263
First Merchants Corp
Muncie,
Indiana
| $1.19B | +$413M | +53% | 14.9% | 55.6% | 242 | 7.02% | 3.8 |
|
| 1264 |
1264
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.18B | -$17.7M | -1% | 8.89% | 85.6% | 82 | 28.05% | 2.5 |
|
| 1265 |
1265
First National Trust
Hermitage,
Pennsylvania
| $1.18B | +$182M | +18% | 18.7% | 82.9% | 305 | 10.82% | 4.7 |
|
| 1266 |
1266
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.18B | +$247M | +26% | 25.4% | 91.3% | 140 | 17.14% | 2.8 |
|
| 1267 |
HC
1267
Henshaw Capital
Woburn,
Massachusetts
| $1.18B | +$184M | +19% | 21.3% | 128% | 324 | 17.28% | 2 |
|
| 1268 |
1268
Alibaba Group
Causeway Bay,
Hong Kong
| $1.18B | +$246M | +26% | 41.1% | 2.06% | 7 | 0% | 2.7 |
|
| 1269 |
1269
Salem Investment Counselors
Winston Salem,
North Carolina
| $1.18B | +$212M | +22% | 24.2% | 181% | 749 | 11.48% | 2 |
|
| 1270 |
CCA
1270
Castle Creek Arbitrage
Avon,
Colorado
| $1.18B | +$554M | +89% | 6.09% | 17.2% | 172 | 33.72% | 0.6 |
|
| 1271 |
1271
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $1.18B | +$613M | +109% | 33.1% | 192% | 175 | 75.43% | 0.3 |
|
| 1272 |
1272
Highbridge Capital Management
New York
| $1.18B | +$241M | +26% | 13.9% | 55.8% | 99 | 45.45% | 0.5 |
|
| 1273 |
1273
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.17B | +$323M | +38% | 23.5% | 79.2% | 41 | 39.02% | 1.8 |
|
| 1274 |
1274
Harvard Management Company
Boston,
Massachusetts
| $1.17B | +$533M | +83% | 15.1% | 123% | 22 | 31.82% | 2.7 |
|
| 1275 |
1275
Tributary Capital Management
Omaha,
Nebraska
| $1.17B | +$191M | +19% | 18.7% | 82.3% | 211 | 9.95% | 3.2 |
|