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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
SQN Investors
Menlo Park,
California
| $1.87B | +$22.6M | +1% | 3.71% | – | 29 | 27.59% | 0.9 |
|
| 1252 |
1252
Northeast Investment Management
Boston,
Massachusetts
| $1.87B | +$15.5M | +0.8% | 1.22% | 93.4% | 199 | 6.53% | 4.9 |
|
| 1253 |
1253
Choreo LLC
Rockford,
Illinois
| $1.87B | +$18.3M | +1% | 1.46% | 74.7% | 235 | 12.34% | 4.3 |
|
| 1254 |
1254
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $1.87B | -$181M | -9% | 2.98% | 105% | 458 | 42.14% | 0.6 |
|
| 1255 |
1255
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $1.86B | -$46.8M | -2% | 2.92% | 81.9% | 189 | 8.99% | 4.1 |
|
| 1256 |
1256
Montag & Associates
Atlanta,
Georgia
| $1.86B | -$21M | -1% | 0.12% | 82.9% | 904 | 5.64% | 2.2 |
|
| 1257 |
1257
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.86B | -$1.68M | -0.1% | 0.15% | 80.1% | 168 | 4.17% | 5.2 |
|
| 1258 |
1258
AJ Wealth Strategies
New York
| $1.85B | +$177M | +11% | 0.06% | 32.2% | 301 | 11.96% | 1.7 |
|
| 1259 |
1259
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.84B | -$67.6M | -4% | 0.31% | 94.6% | 90 | 13.33% | 2.1 |
|
| 1260 |
1260
Locust Wood Capital Advisers
New York
| $1.84B | +$103M | +6% | 0.92% | 111% | 53 | 22.64% | 2.5 |
|
| 1261 |
1261
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $1.84B | -$13.6M | -0.7% | 0.8% | 47.9% | 28 | 42.86% | 0.9 |
|
| 1262 |
1262
Capital International
Los Angeles,
California
| $1.84B | +$21.6M | +1% | 2.31% | 147% | 162 | 6.79% | 2.9 |
|
| 1263 |
1263
Nippon Life Insurance
Tokyo,
Japan
| $1.83B | +$57.1M | +3% | 3.26% | 26% | 3 | 0% | 8.3 |
|
| 1264 |
1264
Crake Asset Management
London,
United Kingdom
| $1.83B | -$91.1M | -5% | 0.65% | 52.7% | 27 | 14.81% | 1 |
|
| 1265 |
1265
Osterweis Capital Management
San Francisco,
California
| $1.83B | -$113M | -6% | 0.8% | 93.7% | 156 | 17.95% | 2.1 |
|
| 1266 |
1266
Salem Investment Counselors
Winston Salem,
North Carolina
| $1.83B | +$14.5M | +0.8% | 0.81% | 181% | 1,054 | 14.23% | 2.2 |
|
| 1267 |
1267
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.83B | -$19.8M | -1% | 2.64% | 85.6% | 94 | 31.91% | 2.9 |
|
| 1268 |
1268
North Star Asset Management
Neenah,
Wisconsin
| $1.82B | +$18.4M | +1% | 0.08% | 62% | 323 | 7.12% | 4.9 |
|
| 1269 |
1269
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.81B | +$1.98M | +0.1% | 0.52% | 58.2% | 623 | 10.91% | 2.7 |
|
| 1270 |
1270
New York Life Investment Management
New York
| $1.81B | +$81.8M | +5% | 0.31% | 100% | 43 | 30.23% | 1.3 |
|
| 1271 |
1271
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $1.81B | +$642M | +55% | 58.2% | 40.5% | 2 | 0% | 0.8 |
|
| 1272 |
CA
1272
Cullinan Associates
Louisville,
Kentucky
| $1.81B | +$24.5M | +1% | 0.69% | 107% | 244 | 12.3% | 4 |
|
| 1273 |
1273
Dowling & Yahnke
San Diego,
California
| $1.81B | +$66.5M | +4% | 0.79% | 34.8% | 383 | 7.05% | 4.7 |
|
| 1274 |
1274
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.81B | +$8.97M | +0.5% | 1.55% | 91.3% | 228 | 11.84% | 2.5 |
|
| 1275 |
1275
Praesidium Investment Management Company
New York
| $1.81B | -$69M | -4% | 0.93% | 79% | 16 | 12.5% | 2.2 |
|