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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
BIM
1501
BRC Investment Management
Greenwood Village,
Colorado
| $722M | -$14.8M | -2% | 11.8% | 114% | 157 | 65.61% | 0.3 |
|
| 1502 |
1502
Prelude Capital Management
New York
| $722M | +$38.9M | +6% | 7.72% | 198% | 2,476 | 47.74% | 0.6 |
|
| 1503 |
1503
Bailard
Foster City,
California
| $721M | +$12.9M | +2% | 3.15% | 105% | 268 | 26.12% | 1 |
|
| 1504 |
1504
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $720M | -$26.9M | -4% | 4.24% | 284% | 470 | 49.36% | 0.7 |
|
| 1505 |
1505
Ardsley Advisory Partners
Stamford,
Connecticut
| $719M | +$88.4M | +14% | 8.17% | 555% | 285 | 70.18% | 0.3 |
|
| 1506 |
1506
Qualcomm Inc
San Diego,
California
| $718M | -$450M | -39% | 3.85% | – | 193 | 12.44% | 1.5 |
|
| 1507 |
1507
Bellevue Asset Management (Switzerland)
Kuesnacht,
Switzerland
| $717M | – | – | 12.1% | – | 141 | – | 0 |
|
| 1508 |
1508
Martin Investment Management
Palm Beach Gardens,
Florida
| $717M | +$109M | +18% | 2.81% | 44% | 50 | 16% | 1.4 |
|
| 1509 |
1509
Spark Investment Management
New York
| $716M | +$121M | +20% | 9.01% | 459% | 871 | 40.99% | 0.6 |
|
| 1510 |
1510
Polaris Capital Management
Boston,
Massachusetts
| $716M | +$120M | +20% | 5.54% | 94.4% | 106 | 53.77% | 0.2 |
|
| 1511 |
1511
Essex Investment Management
Boston,
Massachusetts
| $715M | +$28M | +4% | 10.5% | 370% | 371 | 25.88% | 1.1 |
|
| 1512 |
SC
1512
SRB Corp
Boston,
Massachusetts
| $714M | +$11.2M | +2% | 3.73% | 87.3% | 206 | 29.61% | 0.5 |
|
| 1513 |
1513
Laffer Tengler Investments
Nashville,
Tennessee
| $714M | +$13.7M | +2% | 1.74% | 96.5% | 202 | 100% | 0 |
|
| 1514 |
1514
Thomas White International
Chicago,
Illinois
| $713M | -$15.7M | -2% | 2.1% | 34.9% | 400 | 23.5% | 1.2 |
|
| 1515 |
SBCM
1515
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $712M | -$25.5M | -3% | 1.03% | 72.3% | 72 | 18.06% | 1.4 |
|
| 1516 |
1516
Parsons Capital Management
Providence,
Rhode Island
| $712M | -$42.3M | -6% | 1.03% | 84.9% | 652 | 53.53% | 0.8 |
|
| 1517 |
1517
First Allied Asset Management
San Diego,
California
| $712M | -$6.47M | -0.9% | 2.57% | – | 218 | 31.65% | 0.9 |
|
| 1518 |
RCM
1518
Ratan Capital Management
Miami Beach,
Florida
| $711M | +$362M | +103% | 23% | 616% | 9 | 44.44% | 0.8 |
|
| 1519 |
1519
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
| $711M | +$20M | +3% | 2.37% | 54.1% | 197 | 12.69% | 1.2 |
|
| 1520 |
1520
Bank of the West
Monterey Park,
California
| $711M | +$25.8M | +4% | 0.77% | 35.4% | 303 | 13.2% | 1.3 |
|
| 1521 |
1521
Donaldson Capital Management
Evansville,
Indiana
| $710M | +$41.3M | +6% | 0.06% | 77.7% | 170 | 19.41% | 1.2 |
|
| 1522 |
SCM
1522
SIR Capital Management
New York
| $710M | +$234M | +49% | 6.02% | 71.1% | 83 | 62.65% | 0.3 |
|
| 1523 |
1523
Country Club Trust
Kansas City,
Missouri
| $710M | -$51M | -7% | 0.31% | 74.1% | 232 | 12.5% | 1.4 |
|
| 1524 |
ECM
1524
EII Capital Management
New York
| $709M | -$155M | -18% | 3.74% | 46.9% | 164 | 21.34% | 1.3 |
|
| 1525 |
1525
Frontier Investment Management
Dallas,
Texas
| $709M | +$118M | +20% | 2.15% | 16.4% | 205 | 29.76% | 1.1 |
|