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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
Cooperman Leon G
| $1.61B | +$186M | +13% | 7.44% | 147% | 60 | 15% | 2.6 |
|
| 1252 |
1252
Advisor Partners II
Walnut Creek,
California
| $1.61B | +$288M | +22% | 11.2% | – | 983 | 20.35% | 0.2 |
|
| 1253 |
1253
Shenkman Capital Management
New York
| $1.61B | -$175M | -10% | 1.57% | 3.15% | 138 | 2.17% | 1.2 |
|
| 1254 |
1254
North Star Asset Management
Neenah,
Wisconsin
| $1.61B | +$147M | +10% | 9.62% | 62% | 324 | 11.42% | 5.5 |
|
| 1255 |
1255
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $1.61B | -$807K | -0.1% | 7.7% | 68.7% | 381 | 1.84% | 3.7 |
|
| 1256 |
1256
Frazier Life Sciences Management
Palo Alto,
California
| $1.61B | +$310M | +24% | 29.6% | 866% | 50 | 26% | 0.6 |
|
| 1257 |
1257
Chilton Capital Management
Houston,
Texas
| $1.61B | +$102M | +7% | 8.62% | 95.3% | 235 | 11.49% | 4.1 |
|
| 1258 |
1258
Abdiel Capital Advisors
New York
| $1.61B | -$215M | -12% | 5.92% | 43.7% | 9 | 0% | 2.6 |
|
| 1259 |
1259
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.6B | +$252M | +19% | 10.2% | 92.4% | 135 | 14.81% | 3.8 |
|
| 1260 |
1260
Novo Holdings A/S
Hellerup,
Denmark
| $1.6B | -$496M | -24% | 5.32% | 205% | 55 | 18.18% | 1.6 |
|
| 1261 |
1261
Money Design
Tokyo,
Japan
| $1.6B | +$184M | +13% | 6.83% | 26.4% | 90 | 7.78% | 2.3 |
|
| 1262 |
1262
IHT Wealth Management
Chicago,
Illinois
| $1.59B | +$276M | +21% | 7.75% | 74.8% | 958 | 14.93% | 2.5 |
|
| 1263 |
1263
Arvest Trust
Bartlesville,
Oklahoma
| $1.59B | +$136M | +9% | 11% | – | 189 | 12.7% | 3.2 |
|
| 1264 |
1264
Capital Counsel
New York
| $1.59B | +$44.2M | +3% | 11% | 94.9% | 52 | 0% | 6.4 |
|
| 1265 |
1265
La Financiere de L'Echiquier
Paris,
France
| $1.58B | +$8.84M | +0.6% | 3.8% | 28.1% | 94 | 13.83% | 1.9 |
|
| 1266 |
1266
Summit Partners Public Asset Management
Boston,
Massachusetts
| $1.58B | -$359M | -18% | 7.37% | 1,167% | 147 | 68.03% | 0.7 |
|
| 1267 |
1267
Heartland Advisors
Milwaukee,
Wisconsin
| $1.58B | +$241M | +18% | 13.3% | 88.6% | 195 | 14.36% | 2.9 |
|
| 1268 |
1268
SSI Investment Management
Los Angeles,
California
| $1.58B | +$88.3M | +6% | 1.46% | 15.7% | 310 | 8.06% | 2.5 |
|
| 1269 |
1269
Ocean Park Asset Management
Santa Monica,
California
| $1.58B | +$1.57B | +31,203% | 4.04% | 19.3% | 16 | 100% | 0 |
|
| 1270 |
SC
1270
SRB Corp
Boston,
Massachusetts
| $1.58B | +$143M | +10% | 10.6% | 87.3% | 118 | 37.29% | 1.5 |
|
| 1271 |
1271
Rockland Trust
Hanover,
Massachusetts
| $1.57B | +$172M | +12% | 11.4% | 61.5% | 307 | 14.66% | 4.6 |
|
| 1272 |
1272
Koch Industries
Wichita,
Kansas
| $1.57B | +$87.3M | +6% | 2.48% | 56.9% | 13 | 15.38% | 1.5 |
|
| 1273 |
1273
Facet Wealth Inc
Baltimore,
Maryland
| $1.57B | +$252M | +19% | 7.87% | 48.1% | 78 | 26.92% | 1.3 |
|
| 1274 |
1274
Northeast Investment Management
Boston,
Massachusetts
| $1.57B | +$92.3M | +6% | 8.76% | 93.4% | 182 | 8.79% | 6.2 |
|
| 1275 |
1275
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.57B | +$87.7M | +6% | 8.47% | 80.1% | 155 | 7.74% | 6.3 |
|