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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 |
1451
Edge Advisors
Atlanta,
Georgia
| $817M | +$38.9M | +5% | 4.61% | – | 1,046 | 15.68% | 0.2 |
|
| 1452 |
1452
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $816M | +$97M | +13% | 8.04% | 110% | 559 | 3.04% | 3.1 |
|
| 1453 |
1453
Pacer Advisors
Malvern,
Pennsylvania
| $816M | +$114M | +16% | 6.5% | 58.4% | 1,102 | 7.99% | 1.2 |
|
| 1454 |
1454
RA Capital Management
Boston,
Massachusetts
| $815M | +$109M | +16% | 30% | 596% | 32 | 40.63% | 1.1 |
|
| 1455 |
1455
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $815M | +$68.7M | +9% | 5.13% | 69.3% | 259 | 20.08% | 2.3 |
|
| 1456 |
BFO
1456
Boston Family Office
Boston,
Massachusetts
| $813M | +$43.5M | +6% | 6.38% | 53.4% | 251 | 6.77% | 3 |
|
| 1457 |
1457
Alambic Investment Management
Belvedere,
California
| $812M | +$249M | +44% | 2.39% | 47.6% | 732 | 37.98% | 0.6 |
|
| 1458 |
1458
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $811M | -$20.2M | -2% | 4.95% | 30.8% | 414 | 15.94% | 2.4 |
|
| 1459 |
1459
Grandfield & Dodd
New York
| $810M | +$38M | +5% | 6.27% | 70.8% | 188 | 7.45% | 2.9 |
|
| 1460 |
MFP
1460
Michael F. Price
| $807M | -$17M | -2% | 0.56% | 42.6% | 131 | 20.61% | 1.9 |
|
| 1461 |
1461
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $807M | +$55.8M | +7% | 6.08% | 112% | 360 | 13.61% | 2.4 |
|
| 1462 |
1462
Lebenthal Asset Management
New York
| $807M | +$29.1M | +4% | 4.96% | – | 342 | 13.45% | 0.7 |
|
| 1463 |
1463
Sompo Asset Management
Tokyo,
Japan
| $803M | +$34.5M | +4% | 5.91% | 84.7% | 105 | 10.48% | 0.2 |
|
| 1464 |
LFM
1464
Lumina Fund Management
New York
| $802M | -$144M | -15% | 5.74% | 28.1% | 57 | 40.35% | 1.5 |
|
| 1465 |
1465
Goelzer Investment Management
Carmel,
Indiana
| $802M | +$32.1M | +4% | 5.47% | 97.2% | 207 | 10.14% | 2.6 |
|
| 1466 |
TAM
1466
THB Asset Management
Norwalk,
Connecticut
| $802M | -$6.92M | -0.9% | 0.75% | 104% | 193 | 18.65% | 1.5 |
|
| 1467 |
1467
RR Advisors
Dallas,
Texas
| $802M | +$33M | +4% | 1.56% | 115% | 65 | 40% | 1.2 |
|
| 1468 |
1468
New York Life Investment Management
New York
| $802M | -$61.7M | -7% | 2.65% | 100% | 34 | 11.76% | 2.2 |
|
| 1469 |
1469
Fosun International
Hong Kong,
China
| $800M | +$53.1M | +7% | 6.24% | 41.3% | 32 | 28.13% | 1.3 |
|
| 1470 |
1470
Signature Estate & Investment Advisors
Los Angeles,
California
| $800M | +$79.3M | +11% | 6.28% | 84.4% | 206 | 31.55% | 1.2 |
|
| 1471 |
1471
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $798M | -$48.2M | -6% | 3.23% | 80.6% | 138 | 12.32% | 0.7 |
|
| 1472 |
1472
WMS Partners
Towson,
Maryland
| $795M | +$41.9M | +6% | 5.52% | 10.8% | 204 | 10.29% | 2.6 |
|
| 1473 |
1473
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $794M | +$69.2M | +10% | 4.22% | 58.1% | 710 | 13.38% | 3 |
|
| 1474 |
1474
Bank of the West
Monterey Park,
California
| $794M | +$71.6M | +10% | 5.47% | 35.4% | 316 | 12.34% | 2.5 |
|
| 1475 |
1475
QCI Asset Management
Pittsford,
New York
| $792M | +$43.3M | +6% | 5.49% | 53.4% | 630 | 17.14% | 2.5 |
|