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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
AEW Capital Management
Boston,
Massachusetts
| $2.05B | -$693M | -25% | 1.98% | 37.1% | 51 | 17.65% | 3.8 |
|
| 1277 |
1277
Cornerstone Investment Partners
Atlanta,
Georgia
| $2.05B | +$274M | +15% | 15% | 166% | 278 | 34.17% | 1.5 |
|
| 1278 |
1278
Clearline Capital
New York
| $2.05B | +$417M | +26% | 5.24% | 57.4% | 141 | 43.26% | 1.1 |
|
| 1279 |
1279
D.J. St. Germain
Springfield,
Massachusetts
| $2.05B | +$126M | +7% | 7.76% | 65.3% | 848 | 14.27% | 2.3 |
|
| 1280 |
1280
Unigestion Holding
Geneva,
Switzerland
| $2.04B | +$225M | +12% | 8% | 25% | 160 | 21.88% | 2.2 |
|
| 1281 |
1281
Northeast Financial Consultants
Westport,
Connecticut
| $2.04B | +$230M | +13% | 9.64% | 63.8% | 303 | 12.21% | 4.2 |
|
| 1282 |
1282
Northeast Investment Management
Boston,
Massachusetts
| $2.03B | +$165M | +9% | 13.3% | 110% | 185 | 7.03% | 6.7 |
|
| 1283 |
1283
BlueCrest Capital Management
St Helier,
Jersey
| $2.03B | -$584M | -22% | 7.19% | 59.1% | 276 | 43.12% | 0.7 |
|
| 1284 |
1284
Boxer Capital
San Diego,
California
| $2.02B | +$18.4M | +0.9% | 26.1% | 262% | 65 | 29.23% | 2.1 |
|
| 1285 |
1285
Clearstead Advisors
Cleveland,
Ohio
| $2.02B | +$136M | +7% | 8.87% | 71.4% | 1,662 | 15.7% | 2.7 |
|
| 1286 |
1286
GHP Investment Advisors
Denver,
Colorado
| $2.02B | +$168M | +9% | 8.97% | 81.4% | 880 | 8.52% | 3.8 |
|
| 1287 |
1287
Welch Group
Birmingham,
Alabama
| $2.02B | +$160M | +9% | 8.99% | 79.5% | 248 | 13.71% | 4.7 |
|
| 1288 |
1288
Foster Group
West Des Moines,
Iowa
| $2.01B | +$378M | +23% | 5.5% | 54.4% | 205 | 21.46% | 2.1 |
|
| 1289 |
1289
Edge Capital Group
Atlanta,
Georgia
| $2.01B | +$215M | +12% | 9.66% | 27.7% | 331 | 11.78% | 3 |
|
| 1290 |
1290
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $2.01B | +$129M | +7% | 7.92% | 67.9% | 185 | 69.73% | 1.8 |
|
| 1291 |
1291
Polaris Capital Management
Boston,
Massachusetts
| $2.01B | -$63.7M | -3% | 10.2% | 94.4% | 94 | 3.19% | 4.5 |
|
| 1292 |
1292
Edgestream Partners
Princeton,
New Jersey
| $2.01B | +$617M | +44% | 6.32% | 41.7% | 1,066 | 51.5% | 0.5 |
|
| 1293 |
1293
Point72 Hong Kong
Hong Kong
| $2.01B | +$338M | +20% | 9.87% | 396% | 850 | 71.29% | 0.1 |
|
| 1294 |
1294
Montag & Associates
Atlanta,
Georgia
| $2B | +$207M | +12% | 10.4% | 90.1% | 1,017 | 15.83% | 3.6 |
|
| 1295 |
1295
Kensington Asset Management
Austin,
Texas
| $2B | +$80.3M | +4% | 6.36% | 38.1% | 28 | 35.71% | 0.3 |
|
| 1296 |
1296
Rivulet Capital
Summit,
New Jersey
| $2B | +$36.3M | +2% | 8.99% | 27.4% | 19 | 26.32% | 1.5 |
|
| 1297 |
1297
Port Capital
Chicago,
Illinois
| $1.99B | +$202M | +11% | 11.3% | 74.4% | 93 | 10.75% | 4 |
|
| 1298 |
1298
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| $1.99B | -$183M | -8% | 9.52% | 15.7% | 63 | 15.87% | 4.7 |
|
| 1299 |
1299
Yaupon Capital Management
New York
| $1.99B | +$780M | +65% | 10.7% | 122% | 147 | 61.22% | 0.5 |
|
| 1300 |
1300
SteelPeak Wealth
Woodland Hills,
California
| $1.99B | +$260M | +15% | 9.41% | 140% | 566 | 27.56% | 1.7 |
|