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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
CWM
1451
Concert Wealth Management
San Jose,
California
| $742M | -$73.8M | -9% | 5.61% | 28.5% | 595 | 13.45% | 1 |
|
| 1452 |
1452
Crestwood Capital Management
New York
| $741M | -$75M | -9% | 1.35% | 203% | 55 | 29.09% | 0.8 |
|
| 1453 |
1453
Cooper Investors
Melbourne, Victoria,
Australia
| $738M | -$11.1M | -1% | 1.96% | 57.5% | 25 | 4% | 1 |
|
| 1454 |
1454
Freshford Capital Management
Rye Brook,
New York
| $735M | -$28.3M | -4% | 0.99% | 97.3% | 40 | 27.5% | 0.6 |
|
| 1455 |
1455
Blackhill Capital
Morristown,
New Jersey
| $734M | -$2.08M | -0.3% | 0.75% | 212% | 95 | 2.11% | 1.1 |
|
| 1456 |
AWMDMG
1456
Austin W. Marxe & David M. Greenhouse
New York
| $733M | -$56.2M | -7% | 2.59% | – | 157 | 16.56% | 0.9 |
|
| 1457 |
1457
Hollencrest Capital Management
Newport Beach,
California
| $731M | -$15M | -2% | 0.92% | 85.6% | 473 | 16.49% | 0.6 |
|
| 1458 |
1458
Granite Investment Partners
El Segundo,
California
| $730M | +$25.8M | +4% | 0.05% | 131% | 312 | 15.38% | 0.9 |
|
| 1459 |
1459
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $729M | -$28.5M | -4% | 0.77% | 284% | 474 | 48.1% | 0.6 |
|
| 1460 |
1460
Consonance Capital Management
New York
| $729M | +$56.4M | +8% | 6.6% | 314% | 32 | 43.75% | 0.5 |
|
| 1461 |
CWA
1461
Convergent Wealth Advisors
Potomac,
Maryland
| $728M | +$31.3M | +4% | 2.91% | – | 33 | 9.09% | 0.9 |
|
| 1462 |
1462
Ally Financial
Detroit,
Michigan
| $728M | -$121M | -14% | 1.51% | 9.35% | 153 | 36.6% | 0.6 |
|
| 1463 |
1463
Sage Advisory Services
Austin,
Texas
| $728M | -$75.1M | -9% | 1.61% | 33.9% | 21 | 47.62% | 0.7 |
|
| 1464 |
1464
Peconic Partners
New York
| $727M | -$153M | -17% | 4.72% | 300% | 73 | 45.21% | 0.8 |
|
| 1465 |
1465
Arden Trust
Wilmington,
Delaware
| $727M | -$5.5M | -0.8% | 0.45% | 22.5% | 347 | 11.82% | 1 |
|
| 1466 |
1466
Opus Capital Group
Cincinnati,
Ohio
| $727M | -$713M | -49% | 4.42% | 49.7% | 254 | 18.9% | 0.7 |
|
| 1467 |
1467
Quantbot Technologies
New York
| $727M | +$94.3M | +15% | 5.41% | 33.6% | 1,666 | 66.57% | 0.2 |
|
| 1468 |
NAM
1468
Nexus Asset Management
New York
| $725M | +$104M | +17% | 11.7% | – | 68 | 63.24% | 0.3 |
|
| 1469 |
1469
SC XI Management
Menlo Park,
California
| $724M | -$293M | -29% | 10.7% | 117% | 4 | 25% | 1.3 |
|
| 1470 |
1470
Solus Alternative Asset Management
Summit,
New Jersey
| $724M | +$177M | +32% | 2.53% | 79.3% | 15 | 46.67% | 0.8 |
|
| 1471 |
MIM
1471
Marco Investment Management
Atlanta,
Georgia
| $724M | +$200M | +38% | 2.99% | 127% | 189 | 10.58% | 1 |
|
| 1472 |
1472
Oracle Investment Management
Greenwich,
Connecticut
| $723M | -$101M | -12% | 3.83% | 865% | 32 | 18.75% | 1 |
|
| 1473 |
1473
Parsons Capital Management
Providence,
Rhode Island
| $723M | -$6.21M | -0.9% | 0.05% | 84.9% | 371 | 7.28% | 1.1 |
|
| 1474 |
1474
Hood River Capital Management
Palm Beach Gardens,
Florida
| $722M | -$24.7M | -3% | 2.17% | 696% | 100 | 34% | 0.7 |
|
| 1475 |
1475
Marathon Asset Management (New York)
New York
| $722M | +$118M | +20% | 4.88% | 490% | 37 | 43.24% | 0.6 |
|