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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
CCM
1476
Consonance Capital Management
New York
| $707M | +$45.6M | +7% | 15.6% | 314% | 26 | 30.77% | 0.8 |
|
| 1477 |
CAM
1477
Cormorant Asset Management
Boston,
Massachusetts
| $705M | +$41.3M | +6% | 14.1% | 3,977% | 99 | 31.31% | 1.2 |
|
| 1478 |
WC
1478
Weatherbie Capital
Boston,
Massachusetts
| $705M | -$52.8M | -7% | 4.03% | 63.4% | 74 | 18.92% | 1.8 |
|
| 1479 |
ACM
1479
Aurelius Capital Management
New York
| $703M | +$25.3M | +4% | 42.5% | – | 6 | 50% | 0.3 |
|
| 1480 |
BOTW
1480
Bank of the West
Monterey Park,
California
| $703M | -$21.8M | -3% | 1.07% | 35.4% | 313 | 16.61% | 2.1 |
|
| 1481 |
LIC
1481
Lodestar Investment Counsel
Chicago,
Illinois
| $703M | +$6.85M | +1% | 1.84% | 45.1% | 160 | 3.75% | 2 |
|
| 1482 |
ST
1482
Sentinel Trust
Houston,
Texas
| $701M | +$20.9M | +3% | 10.1% | 79.2% | 152 | 17.76% | 1.7 |
|
| 1483 |
CCA
1483
Cobblestone Capital Advisors
Rochester,
New York
| $701M | +$16.1M | +2% | 1.96% | 83.3% | 189 | 7.94% | 2.2 |
|
| 1484 |
MCM
1484
Manchester Capital Management
Manchester,
Vermont
| $701M | -$19.8M | -3% | 2.75% | 72.3% | 608 | 12.66% | 2.4 |
|
| 1485 |
OA
1485
Oxbow Advisors
Austin,
Texas
| $698M | -$7.94M | -1% | 7.8% | 66.3% | 281 | 17.79% | 1.8 |
|
| 1486 |
MYAM
1486
Meiji Yasuda Asset Management
Tokyo,
Japan
| $698M | +$256M | +58% | 3.37% | 93.9% | 470 | 33.83% | 1.6 |
|
| 1487 |
JDR
1487
Jay D. Rosenbaum
| $698M | +$245M | +54% | 54.6% | 12.9% | 53 | 20.75% | 1 |
|
| 1488 |
SBCM
1488
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $697M | -$14.7M | -2% | 1.13% | 72.3% | 70 | 7.14% | 2.3 |
|
| 1489 |
PCM
1489
Portolan Capital Management
Boston,
Massachusetts
| $694M | -$52.5M | -7% | 6.03% | 738% | 132 | 33.33% | 0.9 |
|
| 1490 |
AC
1490
Axon Capital
New York
| $693M | -$218M | -24% | 2.35% | – | 15 | 33.33% | 0.9 |
|
| 1491 |
1491
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $692M | +$54.4M | +9% | 1.78% | 45.9% | 108 | 9.26% | 1.8 |
|
| 1492 |
1492
Geneos Wealth Management
Englewood,
Colorado
| $689M | +$35.1M | +5% | 4.36% | 66.7% | 1,870 | 8.5% | 0.2 |
|
| 1493 |
RVPG
1493
Relative Value Partners Group
| $689M | -$124M | -15% | 2.61% | 8.9% | 140 | 14.29% | 0.8 |
|
| 1494 |
RMCM
1494
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $689M | +$13.2M | +2% | 0.49% | 108% | 233 | 12.45% | 1.9 |
|
| 1495 |
IG
1495
Ithaka Group
Arlington,
Virginia
| $689M | -$3.58M | -0.5% | 2.23% | 143% | 44 | 13.64% | 2 |
|
| 1496 |
CCT
1496
Country Club Trust
Kansas City,
Missouri
| $688M | +$23.7M | +4% | 2.62% | 74.1% | 215 | 15.35% | 2.3 |
|
| 1497 |
LPT
1497
Legacy Private Trust
Neenah,
Wisconsin
| $688M | +$24.8M | +4% | 2.68% | 71.1% | 252 | 16.27% | 2 |
|
| 1498 |
TCM
1498
Tributary Capital Management
Omaha,
Nebraska
| $686M | +$51.9M | +8% | 5.19% | 82.3% | 200 | 11.5% | 1.7 |
|
| 1499 |
1499
SignatureFD
Atlanta,
Georgia
| $685M | +$97.9M | +17% | 1.26% | 73.6% | 1,598 | 21.09% | 1.3 |
|
| 1500 |
PCMF
1500
Private Capital Management (Florida)
Naples,
Florida
| $684M | -$112M | -14% | 3.11% | 118% | 64 | 7.81% | 2.5 |
|