We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Swiss Re
Zurich,
Switzerland
| $871M | +$179M | +26% | 5.66% | – | 5 | 0% | 1.7 |
|
| 1402 |
1402
Peconic Partners
New York
| $871M | +$114M | +15% | 4.32% | 300% | 58 | 48.28% | 1.3 |
|
| 1403 |
1403
Checchi Capital Advisers
Beverly Hills,
California
| $869M | +$128M | +17% | 5.98% | 68% | 420 | 12.38% | 2.2 |
|
| 1404 |
1404
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $869M | +$76.9M | +10% | 7.63% | 24.6% | 1,524 | 54.33% | 0.5 |
|
| 1405 |
1405
Patten & Patten
Chattanooga,
Tennessee
| $868M | +$55.1M | +7% | 5% | 74.1% | 246 | 12.6% | 2.5 |
|
| 1406 |
1406
Towle & Co
Denver,
Colorado
| $867M | +$121M | +16% | 5.1% | 172% | 40 | 17.5% | 2.2 |
|
| 1407 |
1407
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $867M | +$67.1M | +8% | 1.22% | 75.9% | 139 | 6.47% | 2.3 |
|
| 1408 |
1408
Leonard Green & Partners
Los Angeles,
California
| $865M | -$132M | -13% | 2.83% | 53.9% | 4 | 0% | 2.3 |
|
| 1409 |
1409
Community Trust & Investment
Versailles,
Kentucky
| $864M | +$23.5M | +3% | 4.21% | 123% | 116 | 11.21% | 2.3 |
|
| 1410 |
JC
1410
JBF Capital
Aspen,
Colorado
| $864M | +$66.8M | +8% | 5.78% | 93.6% | 124 | 58.87% | 0.8 |
|
| 1411 |
1411
Mountain Pacific Investment Advisers
Boise,
Idaho
| $861M | -$71.5M | -8% | 6.44% | 79.5% | 104 | 5.77% | 3.2 |
|
| 1412 |
1412
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $861M | +$17.5M | +2% | 4.2% | 123% | 164 | 10.98% | 2.5 |
|
| 1413 |
1413
Donaldson Capital Management
Evansville,
Indiana
| $861M | +$48M | +6% | 5.47% | 77.7% | 172 | 16.28% | 2.4 |
|
| 1414 |
1414
Rothschild Investment LLC
Chicago,
Illinois
| $859M | +$28M | +3% | 4.66% | 99.4% | 518 | 14.48% | 2.5 |
|
| 1415 |
1415
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $858M | +$317M | +58% | 2.52% | 2.37% | 14 | 7.14% | 1.6 |
|
| 1416 |
1416
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $856M | +$31.4M | +4% | 4.64% | 78.9% | 222 | 10.36% | 2.9 |
|
| 1417 |
1417
Sectoral Asset Management
Montreal,
Quebec, Canada
| $856M | -$46.4M | -5% | 16.9% | 168% | 72 | 33.33% | 1.2 |
|
| 1418 |
1GA
1418
1st Global Advisors
Dallas,
Texas
| $856M | +$56.3M | +7% | 5.15% | 23.5% | 566 | 21.2% | 1.8 |
|
| 1419 |
1419
Bar Harbor Wealth Management
Concord,
New Hampshire
| $856M | -$50.5M | -6% | 4.38% | 85% | 366 | 13.66% | 2.7 |
|
| 1420 |
SC
1420
Stralem & Co
New York
| $855M | +$14.9M | +2% | 7.38% | 25.5% | 54 | 11.11% | 2.9 |
|
| 1421 |
1421
Arosa Capital Management
Miami Beach,
Florida
| $853M | +$129M | +18% | 8.57% | 536% | 57 | 63.16% | 0.3 |
|
| 1422 |
1422
Redwood Capital Management
New York
| $848M | +$113M | +15% | 9.37% | 313% | 50 | 22% | 2 |
|
| 1423 |
1423
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $844M | +$17.7M | +2% | 10.1% | 105% | 839 | 65.08% | 0.2 |
|
| 1424 |
1424
Jabre Capital Partners
Geneva,
Switzerland
| $844M | -$30M | -3% | 2.12% | 62.9% | 146 | 59.59% | 0.4 |
|
| 1425 |
1425
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $842M | +$68M | +9% | 4.12% | 70.4% | 196 | 11.22% | 2.3 |
|