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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 |
1276
Slate Path Capital
New York
| $924M | +$52.3M | +6% | 11.9% | 394% | 17 | 52.94% | 0.6 |
|
| 1277 |
BAC
1277
Boys Arnold & Co
Asheville,
North Carolina
| $918M | +$438M | +91% | 5.6% | 11.5% | 234 | 12.39% | 2 |
|
| 1278 |
1278
ZWJ Investment Counsel
Atlanta,
Georgia
| $916M | +$36.4M | +4% | 5.86% | 128% | 158 | 14.56% | 1.9 |
|
| 1279 |
1279
Squarepoint
New York
| $912M | +$511M | +128% | 2.43% | 77.6% | 1,368 | 82.38% | 0.1 |
|
| 1280 |
SAM
1280
Symphony Asset Management
San Francisco,
California
| $911M | +$85.4M | +10% | 4.04% | 21.6% | 485 | 27.22% | 1 |
|
| 1281 |
1281
Atria Investments
Charlotte,
North Carolina
| $910M | +$186M | +26% | 3.74% | 83.9% | 425 | 26.35% | 1.4 |
|
| 1282 |
1282
Aspiriant LLC
Los Angeles,
California
| $910M | -$293M | -24% | 1.69% | 47.1% | 111 | 30.63% | 1.7 |
|
| 1283 |
NA
1283
Navellier & Associates
Reno,
Nevada
| $909M | -$84M | -8% | 6.2% | 361% | 367 | 52.86% | 1 |
|
| 1284 |
CPO
1284
Cerity Partners OCIO
New York
| $908M | +$25.6M | +3% | 2.3% | – | 253 | 26.48% | 1.4 |
|
| 1285 |
GJIC
1285
Gamble Jones Investment Counsel
Pasadena,
California
| $906M | +$37.3M | +4% | 7.99% | 32.9% | 215 | 7.91% | 2.2 |
|
| 1286 |
1286
CMT Capital Markets Trading
Frankfurt,
Germany
| $904M | +$217M | +32% | 6.17% | 107% | 174 | 28.16% | 0.3 |
|
| 1287 |
1287
Tokio Marine Asset Management
Tokyo,
Japan
| $902M | -$53.1M | -6% | 6.5% | 129% | 519 | 5.01% | 2.2 |
|
| 1288 |
NI
1288
Nuance Investments
Kansas City,
Missouri
| $902M | -$13.6M | -1% | 1.46% | 3.13% | 64 | 26.56% | 1 |
|
| 1289 |
P
1289
Pitcairn
Conshohocken,
Pennsylvania
| $900M | +$146M | +19% | 5.23% | 111% | 477 | 24.53% | 1.7 |
|
| 1290 |
SAM
1290
Senzar Asset Management
New York
| $899M | +$212M | +31% | 9.33% | 0.75% | 49 | 42.86% | 0.5 |
|
| 1291 |
1291
Paradigm Capital Management Inc
Albany,
New York
| $897M | +$75.5M | +9% | 11.1% | 237% | 230 | 18.7% | 1.8 |
|
| 1292 |
1292
Perpetual Ltd
Sydney, New South Wales,
Australia
| $895M | +$53.9M | +6% | 5.47% | 104% | 188 | 21.81% | 1.7 |
|
| 1293 |
KWILP
1293
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $894M | +$42.4M | +5% | 5.18% | 28.5% | 139 | 63.31% | 0.4 |
|
| 1294 |
CIP
1294
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $891M | +$19.9M | +2% | 6.41% | 284% | 430 | 49.77% | 0.8 |
|
| 1295 |
NPIT
1295
National Penn Investors Trust
Wyomissing,
Pennsylvania
| $890M | +$24.5M | +3% | 4.74% | 40.9% | 244 | 18.44% | 1.6 |
|
| 1296 |
1296
Nikko Asset Management Americas
New York
| $889M | -$78.8M | -8% | 1.25% | 234% | 198 | 15.15% | 1.8 |
|
| 1297 |
MPM
1297
Meritage Portfolio Management
Overland Park,
Kansas
| $889M | +$26.2M | +3% | 5.24% | 97.4% | 217 | 19.35% | 1.5 |
|
| 1298 |
LW
1298
Linscomb Wealth
Houston,
Texas
| $883M | +$32.7M | +4% | 4.52% | 75.2% | 275 | 12.73% | 1.9 |
|
| 1299 |
SBIA
1299
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $883M | – | – | 5.82% | 61.9% | 669 | – | 0 |
|
| 1300 |
CPCM
1300
Clifton Park Capital Management
Wilmington,
Delaware
| $881M | -$237M | -21% | 2% | – | 22 | 27.27% | 2 |
|