We are live on
!
Find out more
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 |
BCA
1501
Bernzott Capital Advisors
Camarillo,
California
| $959M | +$123M | +15% | 11.4% | 46.6% | 44 | 6.82% | 4.2 |
|
| 1502 |
SCI
1502
S&CO Inc
Boston,
Massachusetts
| $958M | +$55.4M | +6% | 8.6% | 68.8% | 187 | 7.49% | 4.2 |
|
| 1503 |
NSIM
1503
North Star Investment Management
Chicago,
Illinois
| $958M | +$58M | +6% | 8.51% | 80.6% | 1,148 | 10.1% | 1.9 |
|
| 1504 |
IHG
1504
Insight Holdings Group
New York
| $958M | +$49.5M | +5% | 5.49% | 111% | 2 | 0% | 1.4 |
|
| 1505 |
CCM
1505
Cinctive Capital Management
New York
| $956M | – | – | 10.2% | 163% | 184 | – | 0 |
|
| 1506 |
LDB
1506
Lee, Danner & Bass
Nashville,
Tennessee
| $956M | +$23.8M | +3% | 8.76% | – | 187 | 9.63% | 4.7 |
|
| 1507 |
LPT
1507
Legacy Private Trust
Neenah,
Wisconsin
| $956M | +$61.7M | +7% | 6.58% | 71.1% | 241 | 9.54% | 3.7 |
|
| 1508 |
1508
Oribel Capital Management
New York
| $955M | +$134M | +16% | 11.4% | 337% | 83 | 69.88% | 0.4 |
|
| 1509 |
1509
Westwood Global Investments
Boston,
Massachusetts
| $955M | +$61.6M | +7% | 8.11% | 112% | 10 | 10% | 3.7 |
|
| 1510 |
I
1510
IberiaBank
Lafayette,
Louisiana
| $954M | +$87.2M | +10% | 6.43% | 39.6% | 232 | 9.91% | 2.9 |
|
| 1511 |
SIC
1511
Sigma Investment Counselors
Northville,
Michigan
| $954M | +$74.4M | +8% | 6.66% | 54.9% | 166 | 9.04% | 4.1 |
|
| 1512 |
S
1512
Seeyond
Paris,
France
| $954M | -$8.65M | -0.9% | 5.43% | 21.3% | 649 | 6.63% | 0.9 |
|
| 1513 |
PCM
1513
Penn Capital Management
Philadelphia,
Pennsylvania
| $952M | -$7.03M | -0.7% | 12.9% | 181% | 243 | 23.05% | 1.7 |
|
| 1514 |
CI
1514
Cooper Investors
Melbourne, Victoria,
Australia
| $951M | +$65.7M | +7% | 5.48% | 57.5% | 42 | 7.14% | 2.1 |
|
| 1515 |
SS
1515
Sunbelt Securities
Houston,
Texas
| $950M | +$58.2M | +7% | 7.3% | 83.5% | 643 | 11.35% | 1 |
|
| 1516 |
1516
Capital International
Los Angeles,
California
| $949M | +$288M | +44% | 10.7% | 147% | 148 | 14.86% | 2.9 |
|
| 1517 |
HPC
1517
Hill Path Capital
New York
| $949M | +$163M | +21% | 18.9% | 5.23% | 2 | 0% | 2.4 |
|
| 1518 |
ACJ
1518
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $947M | +$772M | +442% | 28.4% | 33.4% | 9 | 22.22% | 1.4 |
|
| 1519 |
TBA
1519
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $947M | +$33.3M | +4% | 8.09% | 78.9% | 226 | 11.06% | 4.5 |
|
| 1520 |
1520
NorthRock Partners
Minneapolis,
Minnesota
| $947M | +$213M | +29% | 8.58% | 62.8% | 297 | 36.03% | 0.7 |
|
| 1521 |
KTA
1521
Keeley-Teton Advisors
Chicago,
Illinois
| $946M | -$1.29M | -0.1% | 7.05% | 28.6% | 277 | 8.66% | 2.1 |
|
| 1522 |
1522
Harvard Management Company
Boston,
Massachusetts
| $945M | -$128M | -12% | 10.9% | 123% | 20 | 20% | 3 |
|
| 1523 |
CI
1523
Cigna Investments
Bloomfield,
Connecticut
| $945M | -$23.7M | -2% | 9.45% | 138% | 689 | 9.87% | 2.5 |
|
| 1524 |
1524
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $945M | +$55.8M | +6% | 8% | 192% | 215 | 55.35% | 0.6 |
|
| 1525 |
APCM
1525
Alaska Permanent Capital Management
Anchorage,
Alaska
| $943M | +$114M | +14% | 5.04% | 42.8% | 33 | 9.09% | 2.5 |
|