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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
Prana Capital Management
Greenwich,
Connecticut
| $1.47B | +$150M | +11% | 4.59% | 36.6% | 105 | 38.1% | 0.9 |
|
| 1277 |
1277
Hamilton Capital
Columbus,
Ohio
| $1.47B | -$119M | -8% | 5.28% | – | 122 | 26.23% | 1.6 |
|
| 1278 |
CG
1278
Cutler Group
San Francisco,
California
| $1.46B | +$30.5M | +2% | 1.92% | 57.7% | 5,884 | 29.37% | 1.7 |
|
| 1279 |
1279
North Star Asset Management
Neenah,
Wisconsin
| $1.46B | -$55.7M | -4% | 4.87% | 62% | 315 | 10.79% | 5.6 |
|
| 1280 |
1280
Arvest Trust
Bartlesville,
Oklahoma
| $1.45B | -$74.3M | -5% | 5.76% | – | 187 | 22.46% | 3 |
|
| 1281 |
1281
BloombergSen
Toronto,
Ontario, Canada
| $1.45B | -$167M | -10% | 5.84% | 46.9% | 38 | 0% | 2 |
|
| 1282 |
1282
Geneos Wealth Management
Englewood,
Colorado
| $1.45B | -$572M | -28% | 5.21% | 66.7% | 2,744 | 27.84% | 4.2 |
|
| 1283 |
1283
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.45B | +$12.9M | +0.9% | 5% | 51.3% | 1,140 | 15.96% | 2.9 |
|
| 1284 |
1284
Bragg Financial Advisors
Charlotte,
North Carolina
| $1.45B | -$55M | -4% | 4.86% | 101% | 299 | 4.68% | 5.9 |
|
| 1285 |
1285
Locust Wood Capital Advisers
New York
| $1.45B | -$168M | -10% | 4.26% | 111% | 51 | 13.73% | 3 |
|
| 1286 |
LAMC
1286
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $1.45B | -$109M | -7% | 6.99% | 40.5% | 3 | 0% | 1.3 |
|
| 1287 |
1287
Peconic Partners
New York
| $1.45B | +$83.6M | +6% | 3.97% | 300% | 66 | 60.61% | 2.4 |
|
| 1288 |
1288
Hennessy Advisors Inc
Novato,
California
| $1.45B | -$224M | -13% | 2.1% | 206% | 293 | 10.92% | 3.1 |
|
| 1289 |
1289
Edgar Lomax Company
Kingstowne,
Virginia
| $1.45B | -$150M | -9% | 7.2% | 66.2% | 59 | 1.69% | 4.7 |
|
| 1290 |
KWILP
1290
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.45B | $0 | 0% | 5.25% | 28.5% | 194 | 0% | 1.7 |
|
| 1291 |
1291
Montag & Associates
Atlanta,
Georgia
| $1.44B | -$102M | -7% | 3.93% | 82.9% | 913 | 9.64% | 2.9 |
|
| 1292 |
1292
CX Institutional
Auburn,
Indiana
| $1.44B | +$116M | +9% | 5.34% | 62.9% | 1,200 | 64.42% | 2 |
|
| 1293 |
1293
Summit Partners
Boston,
Massachusetts
| $1.44B | -$57.9M | -4% | 8.56% | 13.7% | 11 | 0% | 2.8 |
|
| 1294 |
1294
Capital International
Los Angeles,
California
| $1.43B | +$106M | +8% | 1.16% | 147% | 163 | 9.2% | 3.4 |
|
| 1295 |
SC
1295
SRB Corp
Boston,
Massachusetts
| $1.43B | -$110M | -7% | 10% | 87.3% | 108 | 50% | 1.4 |
|
| 1296 |
1296
QVT Financial
New York
| $1.43B | -$154M | -10% | 12.1% | 267% | 66 | 19.7% | 2.2 |
|
| 1297 |
1297
Punch & Associates Investment Management
Edina,
Minnesota
| $1.43B | +$2.79M | +0.2% | 0.8% | 97.5% | 242 | 11.16% | 3.9 |
|
| 1298 |
T
1298
TOBAM
Paris,
France
| $1.43B | -$165M | -10% | 6.06% | 56% | 484 | 22.52% | 1.7 |
|
| 1299 |
1299
Cormorant Asset Management
Boston,
Massachusetts
| $1.43B | +$108M | +8% | 41.6% | 3,977% | 87 | 24.14% | 1.6 |
|
| 1300 |
1300
Deer Management Company
Larchmont,
New York
| $1.43B | -$122M | -8% | 15% | 154% | 17 | 5.88% | 0.7 |
|