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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
SC
1276
Sureview Capital
Greenwich,
Connecticut
| $851M | +$291M | +52% | 13.4% | – | 57 | 57.89% | 0.2 |
|
| 1277 |
PFM
1277
Parsec Financial Management
Asheville,
North Carolina
| $851M | +$79.9M | +10% | 10.3% | 70.7% | 151 | 13.25% | 0.4 |
|
| 1278 |
1278
Advent International
Boston,
Massachusetts
| $851M | -$355M | -29% | 11% | 15.9% | 3 | 0% | 0.5 |
|
| 1279 |
BCIM
1279
Black Creek Investment Management
Toronto,
Ontario, Canada
| $850M | +$261M | +44% | 14.4% | 11.1% | 17 | 11.76% | 0.4 |
|
| 1280 |
GJIC
1280
Gamble Jones Investment Counsel
Pasadena,
California
| $849M | +$71.4M | +9% | 9.17% | 32.9% | 231 | 6.93% | 0.5 |
|
| 1281 |
HCS
1281
Harvest Capital Strategies
San Francisco,
California
| $849M | -$704M | -45% | 15.7% | 87.9% | 178 | 51.12% | 0.3 |
|
| 1282 |
TNBTD
1282
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $848M | +$43.2M | +5% | 5.28% | 58.6% | 353 | 13.6% | 0.4 |
|
| 1283 |
PAG
1283
Pinnacle Advisory Group
Columbia,
Maryland
| $845M | -$9.69M | -1% | 9.58% | 45.8% | 115 | 29.57% | 0.4 |
|
| 1284 |
SCM
1284
Stux Capital Management
New York
| $842M | +$89M | +12% | 11.4% | – | 479 | 42.17% | 0.3 |
|
| 1285 |
1285
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $841M | +$92.4M | +12% | 8.99% | 25.2% | 319 | 20.69% | 0.4 |
|
| 1286 |
VCM
1286
Vision Capital Management
Portland,
Oregon
| $841M | -$4.47M | -0.5% | 8.71% | 67.4% | 72 | 11.11% | 0.5 |
|
| 1287 |
1287
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $839M | +$112M | +15% | 9.56% | 80.3% | 267 | 8.61% | 0.4 |
|
| 1288 |
1288
Resolution Capital
Sydney, NSW,
Australia
| $839M | +$109M | +15% | 1.58% | 59.8% | 25 | 36% | 0.4 |
|
| 1289 |
1289
Altimeter Capital Management
Boston,
Massachusetts
| $836M | +$79.4M | +10% | 16% | 187% | 42 | 30.95% | 0.4 |
|
| 1290 |
SAS
1290
Sage Advisory Services
Austin,
Texas
| $835M | +$44.1M | +6% | 5.45% | 33.9% | 16 | 18.75% | 0.4 |
|
| 1291 |
1291
Perceptive Advisors
New York
| $833M | -$400M | -32% | 2.07% | 1,707% | 156 | 60.9% | 0.2 |
|
| 1292 |
PP
1292
PDT Partners
New York
| $831M | -$2.86B | -77% | 10.3% | 211% | 1,551 | 65.96% | 0.4 |
|
| 1293 |
1293
WhitTier Trust Company
Reno,
Nevada
| $830M | +$85.6M | +11% | 8.8% | 96.9% | 914 | 6.13% | 0.5 |
|
| 1294 |
NM
1294
Naya Management
London,
United Kingdom
| $829M | – | – | 12.4% | – | 13 | – | 0 |
|
| 1295 |
1295
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $829M | +$79.1M | +11% | 12.7% | 95.6% | 211 | 16.11% | 0.4 |
|
| 1296 |
GC
1296
Globeflex Capital
San Diego,
California
| $829M | +$50.1M | +6% | 12.5% | 186% | 750 | 34.8% | 0.4 |
|
| 1297 |
AB
1297
Aozora Bank
Tokyo,
Japan
| $827M | +$156M | +23% | 0.83% | 5.45% | 3 | 33.33% | 0.3 |
|
| 1298 |
GBCP
1298
Glade Brook Capital Partners
Greenwich,
Connecticut
| $826M | -$70.9M | -8% | 13.1% | – | 62 | 77.42% | 0.2 |
|
| 1299 |
1299
North Star Asset Management
Neenah,
Wisconsin
| $825M | +$60.3M | +8% | 9.49% | 62% | 262 | 8.78% | 0.5 |
|
| 1300 |
HA
1300
Hays Advisory
Franklin,
Tennessee
| $824M | +$47.7M | +6% | 12.6% | 31.8% | 52 | 21.15% | 0.4 |
|