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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 |
1301
Altshuler Shaham
Tel Aviv,
Israel
| $1.81B | -$1.88B | -51% | 11.1% | 108% | 327 | 34.56% | 1.4 |
|
| 1302 |
1302
Northeast Financial Consultants
Westport,
Connecticut
| $1.81B | +$212M | +13% | 10.6% | 63.8% | 293 | 7.17% | 4.2 |
|
| 1303 |
1303
NEPC LLC
Boston,
Massachusetts
| $1.81B | +$243M | +16% | 6.03% | 21.3% | 42 | 9.52% | 2 |
|
| 1304 |
WPC
1304
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.81B | +$135M | +8% | 10.7% | 54.3% | 186 | 6.99% | 6.7 |
|
| 1305 |
CAM
1305
ClariVest Asset Management
San Diego,
California
| $1.8B | -$33.2M | -2% | 16.2% | 106% | 968 | 26.34% | 1.7 |
|
| 1306 |
1306
Nippon Life Global Investors Americas
New York
| $1.8B | +$172M | +11% | 14.3% | 173% | 143 | 17.48% | 2.9 |
|
| 1307 |
ECG
1307
Edge Capital Group
Atlanta,
Georgia
| $1.8B | +$253M | +16% | 10.1% | 27.7% | 312 | 11.22% | 3 |
|
| 1308 |
1308
Apella Capital
West Hartford,
Connecticut
| $1.79B | +$380M | +27% | 8.33% | 48.6% | 297 | 14.48% | 2.1 |
|
| 1309 |
CA
1309
Cullinan Associates
Louisville,
Kentucky
| $1.79B | +$76.6M | +4% | 13.6% | 107% | 250 | 9.2% | 5.5 |
|
| 1310 |
1310
Montag & Associates
Atlanta,
Georgia
| $1.79B | +$209M | +13% | 11.7% | 82.9% | 949 | 9.69% | 3.7 |
|
| 1311 |
PC
1311
Port Capital
Chicago,
Illinois
| $1.79B | +$190M | +12% | 11.9% | 74.4% | 89 | 10.11% | 3.8 |
|
| 1312 |
SAMH
1312
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.79B | -$156M | -8% | 13.8% | 125% | 10 | 80% | 0.3 |
|
| 1313 |
1313
Alpha Cubed Investments
Irvine,
California
| $1.79B | +$300M | +20% | 12.9% | 126% | 303 | 21.12% | 4.1 |
|
| 1314 |
SI
1314
Sofinnova Investments
Menlo Park,
California
| $1.79B | +$202M | +13% | 58.7% | 450% | 83 | 45.78% | 1.4 |
|
| 1315 |
GIA
1315
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.78B | +$239M | +15% | 10.3% | 85.6% | 706 | 18.41% | 2.2 |
|
| 1316 |
1316
Level Four Advisory Services
Dallas,
Texas
| $1.78B | +$231M | +15% | 11.7% | 92.2% | 866 | 22.4% | 2.8 |
|
| 1317 |
CTA
1317
Chesley Taft & Associates
Chicago,
Illinois
| $1.78B | +$241M | +16% | 11.7% | 93.1% | 308 | 8.44% | 6.1 |
|
| 1318 |
1318
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.78B | +$154M | +9% | 8.34% | 50% | 1,066 | 10.32% | 5.9 |
|
| 1319 |
1319
Cornerstone Investment Partners
Atlanta,
Georgia
| $1.78B | +$175M | +11% | 13.6% | 166% | 258 | 34.5% | 1.5 |
|
| 1320 |
1320
Gratus Capital
Atlanta,
Georgia
| $1.77B | +$300M | +20% | 11.8% | 51.4% | 275 | 11.64% | 3.2 |
|
| 1321 |
1321
Bogart Wealth LLC
Mclean,
Virginia
| $1.77B | +$153M | +9% | 7.91% | 60.5% | 1,135 | 12.25% | 2.7 |
|
| 1322 |
MD
1322
Money Design
Tokyo,
Japan
| $1.77B | +$125M | +8% | 7.93% | 26.4% | 85 | 11.76% | 3.1 |
|
| 1323 |
IAN
1323
Integrated Advisors Network
Dallas,
Texas
| $1.77B | +$133M | +8% | 11% | 97.5% | 719 | 15.16% | 2.4 |
|
| 1324 |
1324
WesBanco Bank
Wheeling,
West Virginia
| $1.77B | -$526M | -23% | 11% | 87.2% | 570 | 35.09% | 7.1 |
|
| 1325 |
QF
1325
QVT Financial
New York
| $1.77B | -$3.32M | -0.2% | 0.6% | 267% | 40 | 15% | 3.6 |
|