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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
RIM
1351
Rampart Investment Management
Hartford,
Connecticut
| $1.05B | +$787M | +303% | 0.35% | 74% | 527 | 12.71% | 0.9 |
|
| 1352 |
1352
Sabal Trust
St. Petersburg,
Florida
| $1.05B | +$64.6M | +7% | 3.17% | 18.4% | 174 | 27.01% | 2.4 |
|
| 1353 |
1353
Clough Capital Partners
Boston,
Massachusetts
| $1.05B | -$155M | -13% | 5.04% | 175% | 172 | 44.19% | 1.1 |
|
| 1354 |
1354
Cadence Bank
Tupelo,
Mississippi
| $1.04B | -$12.7M | -1% | 3.05% | 70.9% | 263 | 11.41% | 0.2 |
|
| 1355 |
1355
Capital International Sarl
Los Angeles,
California
| $1.04B | -$28.2M | -3% | 2.87% | 149% | 146 | 13.7% | 2.5 |
|
| 1356 |
1356
Evergreen Capital Management
Bellevue,
Washington
| $1.04B | +$52.8M | +5% | 3.2% | 77.2% | 375 | 40.27% | 0.9 |
|
| 1357 |
SGCIA
1357
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.04B | -$25.4M | -2% | 0.6% | 56.9% | 133 | 2.26% | 3.7 |
|
| 1358 |
1358
Meritage Portfolio Management
Overland Park,
Kansas
| $1.04B | -$8.27M | -0.8% | 0.67% | 97.4% | 226 | 25.66% | 2 |
|
| 1359 |
1359
EP Wealth Advisors
Torrance,
California
| $1.03B | +$86.9M | +9% | 1.4% | – | 225 | 24.44% | 2 |
|
| 1360 |
GPCM
1360
Granite Point Capital Management
Boston,
Massachusetts
| $1.03B | +$12.3M | +1% | 0.63% | 125% | 134 | 47.01% | 0.7 |
|
| 1361 |
1361
Daido Life Insurance Company
Osaka,
Japan
| $1.03B | +$153M | +17% | 1.47% | 68.7% | 15 | 53.33% | 0.6 |
|
| 1362 |
1362
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.03B | -$12M | -1% | 0.66% | 165% | 706 | 1.27% | 3.4 |
|
| 1363 |
1363
Grimes & Company
Westborough,
Massachusetts
| $1.03B | -$3.91M | -0.4% | 0.27% | 66.2% | 268 | 23.13% | 2.3 |
|
| 1364 |
1364
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.03B | -$1.44M | -0.1% | 2.88% | 70.4% | 222 | 14.86% | 2.8 |
|
| 1365 |
PCP
1365
P2 Capital Partners
New York
| $1.03B | +$180M | +21% | 5.78% | 7.96% | 17 | 29.41% | 1.6 |
|
| 1366 |
1366
First Horizon Advisors
Memphis,
Tennessee
| $1.03B | -$24.5M | -2% | 1.49% | 55.2% | 1,556 | 10.22% | 2.7 |
|
| 1367 |
1367
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| $1.03B | -$31.8M | -3% | 1.67% | 46.7% | 175 | 10.86% | 1.4 |
|
| 1368 |
MFIMFI
1368
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $1.02B | -$396M | -28% | 0.67% | 26.9% | 130 | 30.77% | 0.9 |
|
| 1369 |
1369
Donaldson Capital Management
Evansville,
Indiana
| $1.02B | -$8.93M | -0.9% | 0.2% | 77.7% | 185 | 11.89% | 2.8 |
|
| 1370 |
CP
1370
Centerbridge Partners
New York
| $1.02B | +$135M | +15% | 4.72% | 15.9% | 22 | 36.36% | 1.4 |
|
| 1371 |
KWILP
1371
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.02B | +$102M | +11% | 1.85% | 28.5% | 199 | 41.21% | 0.8 |
|
| 1372 |
WC
1372
Walthausen & Co
Malta,
New York
| $1.01B | -$45.3M | -4% | 1% | 63.3% | 130 | 18.46% | 2.1 |
|
| 1373 |
1373
Shufro Rose & Co
New York
| $1.01B | -$2.33M | -0.2% | 2.86% | 68.1% | 311 | 19.29% | 3 |
|
| 1374 |
1374
Chai Trust Company
Chicago,
Illinois
| $1.01B | -$88.1M | -8% | 6.99% | 12.7% | 23 | 0% | 0.9 |
|
| 1375 |
1375
Bellevue Group
Kuesnacht,
Switzerland
| $1.01B | +$52.2M | +5% | 4.25% | 159% | 140 | 15% | 1.6 |
|