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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 |
1351
Palo Alto Investors
Palo Alto,
California
| $1.66B | -$158M | -9% | 3.89% | 157% | 43 | 4.65% | 4.4 |
|
| 1352 |
1352
Daido Life Insurance Company
Osaka,
Japan
| $1.65B | -$222K | -0% | 0.01% | 68.7% | 12 | 0% | 3.3 |
|
| 1353 |
1353
Matthews International Capital Management
San Francisco,
California
| $1.65B | -$752M | -31% | 8.83% | 227% | 55 | 36.36% | 1.8 |
|
| 1354 |
1354
Clough Capital Partners
Boston,
Massachusetts
| $1.65B | -$190M | -10% | 1.03% | 175% | 157 | 44.59% | 1 |
|
| 1355 |
1355
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.65B | -$24.6M | -1% | 0.53% | 160% | 347 | 9.22% | 4.1 |
|
| 1356 |
1356
Fullerton Fund Management
Singapore
| $1.65B | +$178M | +12% | 6.69% | 412% | 96 | 57.29% | 0.7 |
|
| 1357 |
1357
Sand Hill Global Advisors
Palo Alto,
California
| $1.65B | +$9.38M | +0.6% | 0.78% | 58.6% | 172 | 16.28% | 3 |
|
| 1358 |
1358
Wilkinson Global Asset Management
New York
| $1.64B | -$50.3M | -3% | 0.13% | 86.5% | 100 | 11% | 0.4 |
|
| 1359 |
1359
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.64B | +$32.3M | +2% | 5.14% | 307% | 254 | 37.8% | 0.7 |
|
| 1360 |
1360
Hexavest
Montreal,
Quebec, Canada
| $1.64B | -$384M | -19% | 0.03% | 75.9% | 331 | 37.76% | 2.6 |
|
| 1361 |
1361
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.64B | +$41M | +3% | 0.33% | 18.1% | 2,526 | 9.94% | 1.9 |
|
| 1362 |
1362
Encompass Capital Advisors
New York
| $1.63B | +$199M | +14% | 11.8% | 364% | 66 | 51.52% | 0.7 |
|
| 1363 |
1363
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.63B | +$1.24M | +0.1% | 0.35% | 108% | 239 | 10.04% | 4.7 |
|
| 1364 |
1364
Heritage Wealth Advisors
Richmond,
Virginia
| $1.63B | +$8.85M | +0.5% | 0.55% | 65% | 586 | 10.07% | 2.6 |
|
| 1365 |
1365
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.63B | +$46.4M | +3% | 2.79% | 79.5% | 141 | 4.26% | 5.1 |
|
| 1366 |
1366
TFG Asset Management
Grand Cayman,
Cayman Islands
| $1.63B | -$204M | -11% | 0.13% | 72.1% | 222 | 20.72% | 0.4 |
|
| 1367 |
1367
Honeycomb Asset Management
New York
| $1.63B | +$128M | +9% | 1.37% | 49% | 63 | 58.73% | 0.5 |
|
| 1368 |
1368
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.63B | -$72.9M | -4% | 0.75% | 70.5% | 141 | 5.67% | 2.6 |
|
| 1369 |
1369
D.J. St. Germain
Springfield,
Massachusetts
| $1.62B | +$30.3M | +2% | 0.29% | 65.3% | 247 | 5.67% | 4.1 |
|
| 1370 |
1370
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $1.62B | -$18.4M | -1% | 0.19% | – | 973 | 9.04% | 3.8 |
|
| 1371 |
LLL
1371
Lynrock Lake LP
Rye Brook,
New York
| $1.62B | +$167M | +12% | 2.85% | 21.2% | 47 | 38.3% | 0.8 |
|
| 1372 |
1372
Edgestream Partners
Princeton,
New Jersey
| $1.62B | -$77.9M | -5% | 3.49% | 41.7% | 598 | 47.99% | 0.5 |
|
| 1373 |
RIG
1373
Roosevelt Investment Group
New York
| $1.61B | -$44.6M | -3% | 0.14% | 57.6% | 257 | 7.78% | 2.7 |
|
| 1374 |
NM
1374
NWI Management
New York
| $1.61B | -$14M | -0.9% | 3.3% | 230% | 59 | 37.29% | 2 |
|
| 1375 |
1375
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $1.61B | +$85.8M | +6% | 12.2% | 507% | 34 | 14.71% | 1.2 |
|