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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 |
GPP
1326
Great Point Partners
Greenwich,
Connecticut
| $1.09B | +$188M | +21% | 12.7% | 710% | 48 | 52.08% | 0.6 |
|
| 1327 |
AF
1327
Advisornet Financial
Minnetonka,
Minnesota
| $1.09B | +$184M | +20% | 0.99% | 71.2% | 2,045 | 18.63% | 1.2 |
|
| 1328 |
SJIC
1328
St. James Investment Company
Southlake,
Texas
| $1.09B | +$46.3M | +4% | 1.34% | 43.8% | 51 | 31.37% | 2.3 |
|
| 1329 |
1329
Salem Investment Counselors
Winston Salem,
North Carolina
| $1.09B | +$1.12M | +0.1% | 1.66% | 181% | 684 | 4.97% | 1.5 |
|
| 1330 |
1330
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.08B | -$30.5M | -3% | 2.38% | 80.9% | 130 | 16.15% | 3 |
|
| 1331 |
A
1331
AdvicePeriod
Los Angeles,
California
| $1.08B | +$12M | +1% | 0.25% | 31.5% | 89 | 11.24% | 1.3 |
|
| 1332 |
LM
1332
Lincluden Management
Mississauga,
Ontario, Canada
| $1.08B | -$492M | -31% | 2.34% | 56.6% | 76 | 3.95% | 4.7 |
|
| 1333 |
PTC
1333
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.08B | -$58M | -5% | 2.42% | 162% | 212 | 13.68% | 3.4 |
|
| 1334 |
UM
1334
Ulysses Management
New York
| $1.08B | -$44M | -4% | 3.14% | 51.8% | 61 | 39.34% | 1.3 |
|
| 1335 |
1335
Reinhart Partners
Mequon,
Wisconsin
| $1.08B | -$58.7M | -5% | 0.82% | 110% | 78 | 10.26% | 2.6 |
|
| 1336 |
CCMIC
1336
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.07B | +$69.5M | +7% | 1.59% | 85.6% | 61 | 24.59% | 2.7 |
|
| 1337 |
1337
Harvard Management Company
Boston,
Massachusetts
| $1.07B | +$669M | +165% | 0.86% | 123% | 19 | 15.79% | 2.9 |
|
| 1338 |
BAWC
1338
Black-and-white Capital
Los Angeles,
California
| $1.07B | -$384M | -26% | 0.74% | 265% | 70 | 71.43% | 0.4 |
|
| 1339 |
1339
Evergreen Capital Management
Bellevue,
Washington
| $1.07B | +$23.3M | +2% | 0.86% | 77.2% | 493 | 25.35% | 1.7 |
|
| 1340 |
OP
1340
Oldfield Partners
London,
United Kingdom
| $1.07B | +$24.1M | +2% | 4.89% | 90.3% | 23 | 4.35% | 4.3 |
|
| 1341 |
1341
Moneta Group Investment Advisors
St Louis,
Missouri
| $1.07B | +$54.8M | +5% | 0.16% | 64% | 314 | 33.44% | 2.3 |
|
| 1342 |
SHGA
1342
Sand Hill Global Advisors
Palo Alto,
California
| $1.07B | +$91.2M | +9% | 0.55% | 58.6% | 135 | 28.89% | 2.3 |
|
| 1343 |
NM
1343
Newtyn Management
New York
| $1.06B | +$288M | +37% | 14.9% | 52% | 41 | 24.39% | 0.9 |
|
| 1344 |
CB
1344
Cadence Bank
Tupelo,
Mississippi
| $1.06B | +$28.9M | +3% | 0.34% | 70.9% | 238 | 13.03% | 1.4 |
|
| 1345 |
FQ
1345
First Quadrant
Glendale,
California
| $1.06B | -$377M | -26% | 3.45% | 90.6% | 733 | 26.33% | 3.4 |
|
| 1346 |
MPM
1346
Meritage Portfolio Management
Overland Park,
Kansas
| $1.05B | +$71.9M | +7% | 3.01% | 97.4% | 264 | 29.92% | 2 |
|
| 1347 |
WI
1347
WBI Investments
Red Bank,
New Jersey
| $1.05B | -$85.4M | -7% | 2.3% | 97.3% | 297 | 62.63% | 0.5 |
|
| 1348 |
BCPEMI
1348
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $1.05B | -$30.7M | -3% | 3.06% | 201% | 67 | 38.81% | 0.2 |
|
| 1349 |
BTP
1349
Bloom Tree Partners
New York
| $1.05B | +$90.6M | +9% | 3.07% | 20.4% | 32 | 37.5% | 1 |
|
| 1350 |
1350
Skye Global Management
West Palm Beach,
Florida
| $1.05B | +$105M | +11% | 0.46% | 77.8% | 50 | 56% | 0.6 |
|