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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
PFC
1301
Phocas Financial Corp
Alameda,
California
| $1.11B | -$82.7M | -7% | 0.39% | – | 225 | 22.22% | 2.1 |
|
| 1302 |
1302
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.11B | -$156M | -12% | 1.78% | 128% | 299 | 51.84% | 3 |
|
| 1303 |
DAM
1303
DLD Asset Management
New York
| $1.11B | -$268M | -19% | 2.58% | 10.3% | 149 | 71.14% | 0.2 |
|
| 1304 |
1304
Chilton Capital Management
Houston,
Texas
| $1.11B | +$10.9M | +1% | 3.2% | 95.3% | 229 | 34.06% | 2.3 |
|
| 1305 |
1305
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.1B | +$36.1M | +3% | 4.34% | 307% | 186 | 43.55% | 0.8 |
|
| 1306 |
1306
Brookstone Capital Management
Wheaton,
Illinois
| $1.1B | -$11.6M | -1% | 1.51% | 64.2% | 375 | 24.27% | 1.5 |
|
| 1307 |
1307
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.1B | -$49.5M | -4% | 0.49% | 80.9% | 127 | 17.32% | 2.7 |
|
| 1308 |
1308
Baker Avenue Asset Management
San Francisco,
California
| $1.1B | +$64.7M | +6% | 0.72% | 95.6% | 243 | 7.41% | 1.9 |
|
| 1309 |
MCA
1309
Mendon Capital Advisors
Key Largo,
Florida
| $1.1B | +$51.6M | +5% | 4.44% | – | 117 | 26.5% | 1.6 |
|
| 1310 |
NPA
1310
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.1B | -$54.9M | -5% | 3.09% | 71.2% | 113 | 6.19% | 3.8 |
|
| 1311 |
MAM
1311
Majedie Asset Management
London,
United Kingdom
| $1.1B | -$96.1M | -8% | 4.36% | 126% | 80 | 15% | 1.8 |
|
| 1312 |
CCM
1312
Consonance Capital Management
New York
| $1.09B | -$12.9M | -1% | 2.58% | 314% | 30 | 36.67% | 0.9 |
|
| 1313 |
VCM
1313
Valiant Capital Management
San Francisco,
California
| $1.09B | -$244M | -18% | 9.93% | 348% | 17 | 23.53% | 2.1 |
|
| 1314 |
1314
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $1.09B | +$2.93M | +0.3% | 0.8% | 95.6% | 255 | 18.43% | 2.3 |
|
| 1315 |
SPC
1315
Silver Point Capital
Greenwich,
Connecticut
| $1.09B | +$122M | +13% | 2.47% | 108% | 17 | 35.29% | 1.3 |
|
| 1316 |
UM
1316
Ulysses Management
New York
| $1.09B | +$152M | +16% | 1.55% | 51.8% | 68 | 42.65% | 1.2 |
|
| 1317 |
LPC
1317
Lion Point Capital
New York
| $1.09B | -$65M | -6% | 1.98% | 319% | 40 | 40% | 0.8 |
|
| 1318 |
1318
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $1.09B | +$322M | +42% | 0.13% | 55.6% | 147 | 47.62% | 0.5 |
|
| 1319 |
ZCA
1319
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.08B | +$130M | +14% | 1.73% | 41% | 712 | 28.79% | 0.6 |
|
| 1320 |
TGA
1320
Trilogy Global Advisors
Winter Park,
Florida
| $1.08B | -$497M | -31% | 4.67% | 42.3% | 33 | 15.15% | 2.4 |
|
| 1321 |
SL
1321
Summitry LLC
Foster City,
California
| $1.08B | -$17.8M | -2% | 0.47% | 68.1% | 83 | 9.64% | 3.3 |
|
| 1322 |
NAM
1322
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.08B | -$32.5M | -3% | 0.7% | 34.4% | 228 | 50.44% | 0.6 |
|
| 1323 |
1323
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1.08B | -$9.66M | -0.9% | 0.64% | 58.1% | 144 | 11.11% | 1.4 |
|
| 1324 |
MPAM
1324
Monarch Partners Asset Management
Boston,
Massachusetts
| $1.08B | +$9.33M | +0.9% | 0.87% | 136% | 226 | 34.51% | 0.7 |
|
| 1325 |
MAM
1325
Meeder Asset Management
Dublin,
Ohio
| $1.08B | -$99.6M | -8% | 0.02% | 156% | 1,895 | 28.76% | 1.1 |
|