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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Matrix Asset Advisors
White Plains,
New York
| $879M | +$43.4M | +5% | 5.34% | 84.9% | 85 | 12.94% | 0.9 |
|
| 1327 |
ZAM
1327
Zenit Asset Management
Stockholm,
Sweden
| $877M | +$111M | +14% | 1.42% | – | 63 | 63.49% | 0.4 |
|
| 1328 |
1328
Private Capital Management (Florida)
Naples,
Florida
| $873M | +$81.6M | +10% | 6.96% | 118% | 77 | 6.49% | 0.9 |
|
| 1329 |
1329
Capital Investment Advisors
Atlanta,
Georgia
| $873M | +$77M | +10% | 4.99% | 56.6% | 411 | 12.17% | 0.5 |
|
| 1330 |
1330
Raymond James Trust
St. Petersburg,
Florida
| $873M | +$60.1M | +7% | 4.94% | 41.3% | 641 | 12.48% | 0.8 |
|
| 1331 |
1331
Balasa Dinverno & Foltz
| $872M | +$53.4M | +7% | 4.14% | 23.2% | 179 | 10.06% | 0.8 |
|
| 1332 |
1332
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $871M | +$1.37M | +0.2% | 4.48% | – | 84 | 16.67% | 0.8 |
|
| 1333 |
1333
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $866M | +$26.2M | +3% | 6.87% | 95.6% | 208 | 15.38% | 0.8 |
|
| 1334 |
PSI
1334
Pinnacle Summer Investments
Fairfax,
Virginia
| $862M | +$72.2M | +9% | 3.45% | – | 1,067 | 11.9% | 0.8 |
|
| 1335 |
SAM
1335
Sheffield Asset Management
Chicago,
Illinois
| $862M | +$16M | +2% | 5.34% | 24.5% | 29 | 48.28% | 0.5 |
|
| 1336 |
1336
North Star Asset Management
Neenah,
Wisconsin
| $858M | +$23.5M | +3% | 3.78% | 62% | 268 | 8.96% | 0.9 |
|
| 1337 |
ECA
1337
Endeavour Capital Advisors
Greenwich,
Connecticut
| $854M | +$26.7M | +3% | 1.49% | 105% | 103 | 23.3% | 0.7 |
|
| 1338 |
BTP
1338
Bloom Tree Partners
New York
| $854M | +$193M | +29% | 3.08% | 20.4% | 40 | 47.5% | 0.3 |
|
| 1339 |
1339
Pinnacle Advisory Group
Columbia,
Maryland
| $852M | -$151M | -15% | 3.41% | 45.8% | 142 | 40.14% | 0.5 |
|
| 1340 |
DWA
1340
Dorsey Wright & Associates
Pasadena,
California
| $852M | +$132M | +18% | 4.22% | 311% | 183 | 40.44% | 0.4 |
|
| 1341 |
1341
National Penn Investors Trust
Wyomissing,
Pennsylvania
| $851M | +$6.1M | +0.7% | 4.38% | 40.9% | 204 | 14.22% | 0.9 |
|
| 1342 |
1342
Richard Bernstein Advisors
New York
| $851M | +$146M | +21% | 4.16% | 33.9% | 277 | 21.3% | 0.8 |
|
| 1343 |
1343
Newbrook Capital Advisors
New York
| $850M | +$14M | +2% | 13.5% | 299% | 26 | 42.31% | 0.4 |
|
| 1344 |
1344
Ally Financial
Detroit,
Michigan
| $850M | -$89M | -9% | 2.62% | 9.35% | 155 | 34.84% | 0.6 |
|
| 1345 |
PCM
1345
Proxima Capital Management
New York
| $849M | +$318M | +60% | 4.92% | 20.7% | 50 | 36% | 0.4 |
|
| 1346 |
1346
Shenkman Capital Management
New York
| $848M | -$72.7M | -8% | 0% | 3.15% | 52 | 0% | 0.6 |
|
| 1347 |
1347
Cannell & Spears
New York
| $846M | +$50.8M | +6% | 7.16% | 113% | 148 | 26.35% | 0.7 |
|
| 1348 |
1348
Ballentine Partners
Waltham,
Massachusetts
| $845M | -$9.9M | -1% | 4.15% | 76.9% | 142 | 7.75% | 0.9 |
|
| 1349 |
1349
Mountain Pacific Investment Advisers
Boise,
Idaho
| $844M | +$29.8M | +4% | 3.39% | 79.5% | 107 | 2.8% | 0.9 |
|
| 1350 |
1350
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $842M | +$263M | +45% | 8.27% | 87.2% | 253 | 60.87% | 0.2 |
|