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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 |
DAM
1301
Davis Asset Management
Sausalito,
California
| $990M | -$100M | -9% | 16.9% | 97.3% | 33 | 12.12% | 3 |
|
| 1302 |
SPC
1302
Stone Point Capital
Greenwich,
Connecticut
| $988M | -$669M | -40% | 34.7% | 15.7% | 4 | 0% | 2.3 |
|
| 1303 |
1303
Obermeyer Wealth Partners
Aspen,
Colorado
| $988M | -$195M | -17% | 10.9% | 80.9% | 123 | 13.82% | 3 |
|
| 1304 |
AIMU
1304
Allianz Investment Management US
Minneapolis,
Minnesota
| $987M | -$88.6M | -8% | 1.82% | 7.58% | 5 | 0% | 1.2 |
|
| 1305 |
BCM
1305
Bluefin Capital Management
New York
| $986M | -$91.9M | -9% | 11.2% | – | 653 | 60.03% | 0.7 |
|
| 1306 |
SR
1306
Swiss Re
Zurich,
Switzerland
| $985M | +$339M | +53% | 14.6% | – | 6 | 33.33% | 1.5 |
|
| 1307 |
1307
Jericho Capital Asset Management
New York
| $983M | -$1.36B | -58% | 7.68% | 573% | 32 | 78.13% | 0.4 |
|
| 1308 |
NCMU
1308
NAYA Capital Management (UK)
London,
United Kingdom
| $983M | +$265M | +37% | 11.3% | 121% | 14 | 42.86% | 0.8 |
|
| 1309 |
CP
1309
Centerbridge Partners
New York
| $982M | -$571M | -37% | 35.6% | 15.9% | 21 | 28.57% | 1 |
|
| 1310 |
BOS
1310
Bingham Osborn & Scarborough
San Francisco,
California
| $981M | -$143M | -13% | 13.7% | 51.7% | 151 | 15.89% | 3.7 |
|
| 1311 |
1311
Donaldson Capital Management
Evansville,
Indiana
| $981M | -$165M | -14% | 9.51% | 77.7% | 220 | 29.55% | 3.3 |
|
| 1312 |
1312
Old Mission Capital
Chicago,
Illinois
| $979M | +$400M | +69% | 11.2% | 55.3% | 406 | 68.23% | 0.3 |
|
| 1313 |
1313
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $978M | -$163M | -14% | 13.2% | 68.2% | 249 | 20.48% | 3.2 |
|
| 1314 |
LGP
1314
Leonard Green & Partners
Los Angeles,
California
| $978M | -$750M | -43% | 23.9% | 53.9% | 34 | 82.35% | 0.4 |
|
| 1315 |
NC
1315
Nitorum Capital
New York
| $978M | +$83.8M | +9% | 14.5% | 87.1% | 27 | 3.7% | 2.1 |
|
| 1316 |
ST
1316
Sabal Trust
St. Petersburg,
Florida
| $975M | -$157M | -14% | 7.38% | 18.4% | 148 | 16.22% | 3.3 |
|
| 1317 |
JFGIW
1317
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $972M | -$8.74M | -0.9% | 14% | 58.1% | 576 | 11.63% | 4 |
|
| 1318 |
1WCM
1318
12 West Capital Management
New York
| $971M | -$391M | -29% | 24.6% | 169% | 20 | 20% | 1.9 |
|
| 1319 |
CCA
1319
Cobblestone Capital Advisors
Rochester,
New York
| $971M | -$92.2M | -9% | 10.3% | 83.3% | 253 | 12.25% | 3.3 |
|
| 1320 |
1320
Busey Bank
Urbana,
Illinois
| $970M | -$110M | -10% | 11.6% | 94.2% | 219 | 15.53% | 3.5 |
|
| 1321 |
RC
1321
Rivulet Capital
Summit,
New Jersey
| $966M | +$117M | +14% | 6.23% | 27.4% | 11 | 27.27% | 1.6 |
|
| 1322 |
DY
1322
Dowling & Yahnke
San Diego,
California
| $965M | -$180M | -16% | 10% | 34.8% | 291 | 18.21% | 4.3 |
|
| 1323 |
1323
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $964M | -$98.8M | -9% | 11.4% | 19.7% | 1,834 | 18.65% | 2.6 |
|
| 1324 |
1324
SC US (TTGP)
Menlo Park,
California
| $964M | +$357M | +59% | 7.37% | 65.2% | 10 | 30% | 1.7 |
|
| 1325 |
SAS
1325
Sage Advisory Services
Austin,
Texas
| $957M | -$91M | -9% | 8.47% | 33.9% | 64 | 26.56% | 1.1 |
|