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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
CAM
1401
Cormorant Asset Management
Boston,
Massachusetts
| $1.73B | -$549M | -24% | 3.14% | 3,977% | 67 | 41.79% | 1.2 |
|
| 1402 |
BWFA
1402
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $1.73B | +$122M | +8% | 4.5% | 80.6% | 147 | 19.05% | 4.1 |
|
| 1403 |
1403
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.73B | +$350M | +25% | 5.4% | 94.6% | 163 | 16.56% | 2.9 |
|
| 1404 |
QPBE
1404
Quintet Private Bank (Europe)
Luxembourg
| $1.72B | -$515M | -23% | 5.08% | 111% | 250 | 24.8% | 1.5 |
|
| 1405 |
HHGA
1405
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.72B | +$196M | +13% | 1.71% | 68.2% | 103 | 12.62% | 2.6 |
|
| 1406 |
KL
1406
KGH Ltd
Nassau,
Bahamas
| $1.72B | -$90.3M | -5% | 0.48% | 139% | 37 | 18.92% | 1.6 |
|
| 1407 |
LI
1407
LMCG Investments
Boston,
Massachusetts
| $1.72B | +$19.5M | +1% | 2.85% | 125% | 292 | 3.77% | 6.1 |
|
| 1408 |
1408
BlueCrest Capital Management
St Helier,
Jersey
| $1.72B | -$308M | -15% | 2.9% | 59.1% | 242 | 69.01% | 0.8 |
|
| 1409 |
PCM
1409
Philosophy Capital Management
Alamo,
California
| $1.72B | +$465M | +37% | 1.53% | 77.5% | 40 | 42.5% | 0.9 |
|
| 1410 |
1410
Nantahala Capital Management
New Canaan,
Connecticut
| $1.71B | -$39.6M | -2% | 6.99% | 341% | 146 | 26.71% | 1.9 |
|
| 1411 |
1SB
1411
1ST Source Bank
South Bend,
Indiana
| $1.71B | -$10.1M | -0.6% | 2.45% | 80.8% | 260 | 5.38% | 7.3 |
|
| 1412 |
JPM
1412
JANA Partners Management
New York
| $1.71B | -$120M | -7% | 6.32% | 47.2% | 13 | 30.77% | 0.5 |
|
| 1413 |
1413
SurgoCap Partners
New York
| $1.71B | -$154M | -8% | 10.2% | – | 18 | 50% | 0.3 |
|
| 1414 |
PAIM
1414
Punch & Associates Investment Management
Edina,
Minnesota
| $1.71B | -$47.3M | -3% | 1.03% | 97.5% | 181 | 7.73% | 4.8 |
|
| 1415 |
1415
Empyrean Capital Partners
Los Angeles,
California
| $1.71B | -$39.1M | -2% | 0.06% | 131% | 80 | 37.5% | 1.4 |
|
| 1416 |
CRM
1416
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.7B | -$137M | -7% | 2.19% | 113% | 113 | 17.7% | 2.6 |
|
| 1417 |
GIM
1417
Generate Investment Management
Auckland,
New Zealand
| $1.7B | +$322M | +23% | 6.11% | 153% | 94 | 40.43% | 0.3 |
|
| 1418 |
M
1418
MOTCO
San Antonio,
Texas
| $1.69B | +$21.8M | +1% | 1.28% | 63.5% | 801 | 23.35% | 4.7 |
|
| 1419 |
HCMT
1419
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.69B | -$46.3M | -3% | 3.71% | 142% | 373 | 15.82% | 5.1 |
|
| 1420 |
VWM
1420
Venturi Wealth Management
Austin,
Texas
| $1.69B | +$131M | +8% | 2.59% | 101% | 1,556 | 16.45% | 1.4 |
|
| 1421 |
SC
1421
SRB Corp
Boston,
Massachusetts
| $1.69B | -$119M | -7% | 3% | 87.3% | 77 | 77.92% | 4.2 |
|
| 1422 |
GCIM
1422
Gunn & Company Investment Management
Jacksonville,
Florida
| $1.69B | +$1.55B | +1,168% | 2.73% | – | 147 | 60.54% | 0.3 |
|
| 1423 |
CPSAC
1423
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.69B | +$31.3M | +2% | 2.73% | 53.7% | 155 | 9.03% | 5.3 |
|
| 1424 |
MWA
1424
Midland Wealth Advisors
Effingham,
Illinois
| $1.69B | +$62.4M | +4% | 0.74% | – | 229 | 19.65% | 0.4 |
|
| 1425 |
AT
1425
Arvest Trust
Bartlesville,
Oklahoma
| $1.68B | -$78.4M | -4% | 0.15% | – | 184 | 9.24% | 4 |
|