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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Greenwich Wealth Management
Greenwich,
Connecticut
| $751M | -$40.9M | -5% | 7.36% | 198% | 228 | 31.58% | 2.3 |
|
| 1527 |
1527
SKBA Capital Management
San Francisco,
California
| $751M | -$98.7M | -12% | 1.98% | 53.9% | 81 | 19.75% | 2.4 |
|
| 1528 |
1528
Cobblestone Capital Advisors
Rochester,
New York
| $751M | +$26.4M | +4% | 6.52% | 83.3% | 202 | 13.37% | 2.5 |
|
| 1529 |
1529
Bellevue Group
Kuesnacht,
Switzerland
| $750M | +$262M | +54% | 12.6% | 159% | 137 | 14.6% | 0.8 |
|
| 1530 |
1530
Aristotle Capital Boston
Boston,
Massachusetts
| $750M | +$19.7M | +3% | 5.5% | 72.2% | 131 | 6.11% | 1.6 |
|
| 1531 |
1531
Falcon Point Capital
San Francisco,
California
| $750M | +$3.29M | +0.4% | 4.21% | 119% | 131 | 25.95% | 1.5 |
|
| 1532 |
1532
SeaTown Holdings
Singapore
| $748M | +$313M | +72% | 9.97% | 220% | 54 | 72.22% | 0.2 |
|
| 1533 |
SCM
1533
Suffolk Capital Management
New York
| $748M | +$16.5M | +2% | 8.22% | 48.6% | 162 | 37.04% | 1.1 |
|
| 1534 |
1534
Viking Fund Management
Minot,
North Dakota
| $747M | -$42.3M | -5% | 4.54% | 105% | 140 | 22.14% | 0.8 |
|
| 1535 |
1535
Buckingham Capital Management (New York)
New York
| $746M | -$9.17M | -1% | 6.49% | 62.5% | 92 | 27.17% | 1.7 |
|
| 1536 |
LT
1536
LJ Trust
Reno,
Nevada
| $746M | +$38.8M | +5% | 6.15% | 19.3% | 15 | 6.67% | 2.6 |
|
| 1537 |
SCM
1537
SIR Capital Management
New York
| $746M | +$106M | +16% | 3.67% | 71.1% | 74 | 64.86% | 0.4 |
|
| 1538 |
1538
Baker Avenue Asset Management
San Francisco,
California
| $744M | +$30M | +4% | 5.78% | 95.6% | 226 | 22.12% | 1.6 |
|
| 1539 |
1539
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $741M | +$6.19M | +0.8% | 1.88% | 44.2% | 383 | 46.48% | 0.8 |
|
| 1540 |
1540
Packer & Co
Cottesloe,
Australia
| $740M | +$20.5M | +3% | 2.85% | – | 23 | 8.7% | 1 |
|
| 1541 |
1541
NF Trinity Capital
Central,
Hong Kong
| $739M | +$27.3M | +4% | 10.4% | 49.6% | 47 | 10.64% | 0.8 |
|
| 1542 |
1542
Wedbush Securities
Los Angeles,
California
| $738M | +$59.1M | +9% | 5.39% | 99.9% | 916 | 18.23% | 1.9 |
|
| 1543 |
1543
SVA Wealth Management
Madison,
Wisconsin
| $737M | +$66.2M | +10% | 4.69% | 44.5% | 210 | 11.43% | 2.4 |
|
| 1544 |
1544
Boston Common Asset Management
Boston,
Massachusetts
| $736M | +$50.5M | +7% | 8.01% | 61.2% | 198 | 13.64% | 2.4 |
|
| 1545 |
1545
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $735M | -$12.5M | -2% | 1.81% | 34.1% | 12 | 0% | 1.9 |
|
| 1546 |
SCI
1546
S&CO Inc
Boston,
Massachusetts
| $735M | +$43.6M | +6% | 5.87% | 68.8% | 192 | 12.5% | 2.3 |
|
| 1547 |
1547
Beaumont Financial Advisors
Needham,
Massachusetts
| $731M | +$69.9M | +11% | 5.21% | 80.6% | 203 | 35.47% | 1.5 |
|
| 1548 |
GLRA
1548
Gerald L. Ray & Associates
Dallas,
Texas
| $730M | +$40.7M | +6% | 6.68% | 38.2% | 325 | 7.38% | 2.8 |
|
| 1549 |
1549
RBF Capital
San Francisco,
California
| $730M | +$28.8M | +4% | 7.36% | 147% | 394 | 11.42% | 2.3 |
|
| 1550 |
1550
Country Club Trust
Kansas City,
Missouri
| $729M | +$91.5M | +14% | 3.93% | 74.1% | 216 | 31.02% | 2.2 |
|