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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 |
1476
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.18B | -$2.33M | -0.2% | 2.06% | 135% | 357 | 32.77% | 1.2 |
|
| 1477 |
1477
Oak Associates
Akron,
Ohio
| $1.18B | -$101M | -8% | 5.6% | 152% | 140 | 13.57% | 5.2 |
|
| 1478 |
1478
H&F Corporate Investors VIII
San Francisco,
California
| $1.18B | -$513M | -30% | 20% | 33.8% | 2 | 0% | 1.4 |
|
| 1479 |
1479
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.18B | -$210M | -15% | 5.32% | 64.4% | 131 | 12.98% | 5.4 |
|
| 1480 |
1480
Tokio Marine Asset Management
Tokyo,
Japan
| $1.18B | +$44.9M | +4% | 0.25% | 129% | 539 | 13.17% | 2.9 |
|
| 1481 |
1481
Carlson Capital Management
Northfield,
Minnesota
| $1.18B | +$38.8M | +3% | 5.56% | 9.85% | 170 | 10.59% | 4.2 |
|
| 1482 |
1482
Paradice Investment Management
Denver,
Colorado
| $1.17B | -$135M | -10% | 10.6% | 72.2% | 38 | 5.26% | 3.7 |
|
| 1483 |
1483
Sigma Investment Counselors
Northville,
Michigan
| $1.17B | -$54.5M | -4% | 4.63% | 54.9% | 186 | 4.84% | 4.9 |
|
| 1484 |
1484
Jana Partners
New York
| $1.17B | +$12M | +1% | 5.55% | 36% | 12 | 41.67% | 1.1 |
|
| 1485 |
1485
Calamos Wealth Management
Naperville,
Illinois
| $1.17B | +$38.9M | +3% | 2.33% | 102% | 342 | 12.87% | 3 |
|
| 1486 |
1486
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.17B | +$527M | +83% | 5.66% | 59.2% | 378 | 17.2% | 3.1 |
|
| 1487 |
1487
Invenomic Capital Management
Boston,
Massachusetts
| $1.16B | -$246M | -17% | 8.85% | 6.61% | 205 | 57.07% | 0.5 |
|
| 1488 |
1488
Elite Wealth Management
Kirkland,
Washington
| $1.16B | +$501M | +75% | 3.24% | 142% | 55 | 16.36% | 3.7 |
|
| 1489 |
1489
Doyle Wealth Management
St. Petersburg,
Florida
| $1.16B | -$75.1M | -6% | 4.52% | 32.3% | 214 | 6.54% | 3.9 |
|
| 1490 |
1490
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.16B | -$89.1M | -7% | 5.16% | 85% | 266 | 7.89% | 5.8 |
|
| 1491 |
1491
Stadion Money Management
Watkinsville,
Georgia
| $1.16B | -$75.8M | -6% | 6.35% | 55.3% | 27 | 44.44% | 3 |
|
| 1492 |
1492
Focus Financial Network
Minneapolis,
Minnesota
| $1.16B | -$52.7M | -4% | 5.3% | 106% | 502 | 10.56% | 1.6 |
|
| 1493 |
1493
Joel Isaacson & Co
New York
| $1.16B | -$33.3M | -3% | 5.7% | 72.5% | 310 | 7.1% | 4.7 |
|
| 1494 |
1494
Perigon Wealth Management
San Francisco,
California
| $1.16B | -$39.7M | -3% | 5.15% | 104% | 613 | 13.87% | 2.7 |
|
| 1495 |
1495
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.16B | -$122M | -10% | 6.55% | 99.5% | 260 | 19.62% | 5.3 |
|
| 1496 |
1496
GenTrust
Miami,
Florida
| $1.16B | -$57M | -5% | 5.72% | 53% | 152 | 23.68% | 1.5 |
|
| 1497 |
1497
Eversept Partners
New York
| $1.15B | -$253M | -18% | 1.89% | 321% | 89 | 34.83% | 1.1 |
|
| 1498 |
1498
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.15B | -$57.2M | -5% | 3.9% | 123% | 143 | 7.69% | 4.5 |
|
| 1499 |
1499
SpiderRock Advisors
Wilimington,
Delaware
| $1.15B | -$1.6B | -58% | – | – | 178 | 0% | 1.9 |
|
| 1500 |
1500
Nitorum Capital
New York
| $1.15B | -$209M | -15% | 4.92% | 87.1% | 34 | 20.59% | 3 |
|