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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
Miracle Mile Advisors
Los Angeles,
California
| $1.89B | +$128M | +7% | 6.03% | 56% | 405 | 16.05% | 1.7 |
|
| 1252 |
1252
Montag & Associates
Atlanta,
Georgia
| $1.88B | +$107M | +6% | 6.98% | 82.9% | 903 | 6.31% | 1.9 |
|
| 1253 |
DAM
1253
Davis Asset Management
Sausalito,
California
| $1.88B | +$123M | +7% | 7.75% | 97.3% | 33 | 3.03% | 3.9 |
|
| 1254 |
HWAM
1254
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.88B | +$211M | +13% | 6.86% | 95% | 781 | 18.57% | 0.2 |
|
| 1255 |
PIMC
1255
Praesidium Investment Management Company
New York
| $1.87B | -$64.9M | -3% | 9.54% | 79% | 17 | 23.53% | 2 |
|
| 1256 |
SDJVC
1256
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.87B | +$39.4M | +2% | 5.1% | 32.6% | 62 | 9.68% | 3.6 |
|
| 1257 |
ACM
1257
Adelante Capital Management
Alameda,
California
| $1.87B | +$274M | +17% | 13.4% | 43.2% | 45 | 24.44% | 2.8 |
|
| 1258 |
1258
Winton Group
London,
United Kingdom
| $1.86B | +$110M | +6% | 7.77% | 128% | 1,569 | 23.45% | 1.3 |
|
| 1259 |
1259
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.86B | +$106M | +6% | 7.08% | 73.7% | 165 | 6.67% | 5.1 |
|
| 1260 |
MP
1260
MFN Partners
Boston,
Massachusetts
| $1.86B | +$514M | +38% | 10.9% | 172% | 16 | 18.75% | 1.1 |
|
| 1261 |
NIM
1261
Northeast Investment Management
Boston,
Massachusetts
| $1.86B | +$164M | +10% | 10.4% | 93.4% | 197 | 6.6% | 4.7 |
|
| 1262 |
1262
First Horizon Advisors
Memphis,
Tennessee
| $1.86B | +$124M | +7% | 5.68% | 55.2% | 2,244 | 14.88% | 2.8 |
|
| 1263 |
LMGAM
1263
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.85B | +$227M | +14% | 8% | 47.9% | 27 | 55.56% | 1.4 |
|
| 1264 |
MBA
1264
Maple-Brown Abbott
Barangaroo,
Australia
| $1.85B | +$70.3M | +4% | 2.46% | 7.92% | 18 | 0% | 3.6 |
|
| 1265 |
1265
Modera Wealth Management
Westwood,
New Jersey
| $1.85B | +$315M | +20% | 5.06% | 68.2% | 251 | 13.55% | 3 |
|
| 1266 |
1266
Choreo LLC
Rockford,
Illinois
| $1.85B | +$285M | +18% | 6.83% | 74.7% | 224 | 11.61% | 4.2 |
|
| 1267 |
SI
1267
SQN Investors
Menlo Park,
California
| $1.85B | -$34.2M | -2% | 18.1% | – | 31 | 45.16% | 0.8 |
|
| 1268 |
1268
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $1.85B | +$162M | +10% | 7.68% | 58% | 467 | 14.99% | 2.1 |
|
| 1269 |
CCMIC
1269
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.85B | +$148M | +9% | 7.1% | 77.8% | 87 | 21.84% | 3 |
|
| 1270 |
SC
1270
Shellback Capital
Boston,
Massachusetts
| $1.85B | +$166M | +10% | 6.7% | 198% | 141 | 38.3% | 0.7 |
|
| 1271 |
CCP
1271
Clough Capital Partners
Boston,
Massachusetts
| $1.84B | -$401M | -18% | 6.83% | 175% | 183 | 49.73% | 1 |
|
| 1272 |
SVG
1272
Sun Valley Gold
Sun Valley,
Idaho
| $1.84B | +$1.56B | +554% | 5.71% | 160% | 15 | 6.67% | 2.1 |
|
| 1273 |
JPG
1273
Jordan Park Group
San Francisco,
California
| $1.84B | +$242M | +15% | 4.14% | 43.2% | 120 | 45% | 0.6 |
|
| 1274 |
TAM
1274
TFG Asset Management
Grand Cayman,
Cayman Islands
| $1.83B | +$436M | +31% | 0.13% | 72.1% | 243 | 70.37% | 0.2 |
|
| 1275 |
GCM
1275
Gladstone Capital Management
London,
United Kingdom
| $1.83B | +$9.48M | +0.5% | 14% | 304% | 17 | 35.29% | 1.4 |
|