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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Casdin Capital
New York
| $823M | +$108M | +15% | 14.6% | 370% | 41 | 26.83% | 1.4 |
|
| 1602 |
1602
Motley Fool Asset Management
Alexandria,
Virginia
| $822M | +$76.3M | +10% | 11.4% | 117% | 156 | 14.1% | 1.3 |
|
| 1603 |
1603
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $820M | +$74.7M | +10% | 8.16% | 64.4% | 110 | 10% | 3.4 |
|
| 1604 |
1604
Sapience Investments
Newport Beach,
California
| $819M | +$62.5M | +8% | 0.78% | 54.9% | 86 | 11.63% | 1.2 |
|
| 1605 |
1605
Moors & Cabot
Boston,
Massachusetts
| $819M | +$76.6M | +10% | 6.77% | 124% | 615 | 14.15% | 2.7 |
|
| 1606 |
1606
Rockland Trust
Hanover,
Massachusetts
| $818M | +$44.3M | +6% | 6.28% | 61.5% | 220 | 11.82% | 2.8 |
|
| 1607 |
AAM
1607
AO Asset Management
New York
| $818M | +$154M | +23% | 11.7% | 127% | 36 | 27.78% | 1.1 |
|
| 1608 |
1608
Courier Capital
Buffalo,
New York
| $817M | +$41.6M | +5% | 6.48% | 70.8% | 303 | 8.58% | 3.5 |
|
| 1609 |
1609
Taikang Asset Management (HK)
Hong Kong
| $816M | -$65.1M | -7% | 7.92% | 172% | 74 | 12.16% | 0.6 |
|
| 1610 |
TAM
1610
THB Asset Management
Norwalk,
Connecticut
| $815M | -$4.64M | -0.6% | 3.98% | 104% | 177 | 11.3% | 2.4 |
|
| 1611 |
WMC
1611
Westwood Management Corporation
Chicago,
Illinois
| $814M | +$63.8M | +9% | 14.8% | 44.3% | 84 | 15.48% | 2.9 |
|
| 1612 |
1612
Brighton Jones LLC
Seattle,
Washington
| $814M | +$36.7M | +5% | 8.9% | 97.9% | 326 | 22.09% | 1.6 |
|
| 1613 |
1613
Cevian Capital II
St. Helier,
Jersey
| $811M | -$8.4M | -1% | 1.53% | 105% | 3 | 66.67% | 0.3 |
|
| 1614 |
1614
Silvant Capital Management
Atlanta,
Georgia
| $811M | +$1.5M | +0.2% | 10.6% | 168% | 353 | 7.93% | 0.5 |
|
| 1615 |
1615
Wealthstreet Investment Advisors
Dallas,
Texas
| $811M | +$54.4M | +7% | 9.34% | 75.8% | 351 | 4.56% | 0.7 |
|
| 1616 |
1616
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $811M | +$781M | +2,645% | 2.56% | 61.2% | 4 | 25% | 0.5 |
|
| 1617 |
1617
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $810M | +$70.9M | +10% | 7.45% | – | 693 | 11.11% | 3.1 |
|
| 1618 |
1618
Trilogy Capital
Irvine,
California
| $808M | +$65M | +9% | 2.74% | 57.6% | 688 | 15.26% | 0.4 |
|
| 1619 |
1619
Tran Capital Management
San Rafael,
California
| $807M | +$60.9M | +8% | 9.66% | 173% | 38 | 13.16% | 2.1 |
|
| 1620 |
1620
Mint Tower Capital Management
Amsterdam,
Netherlands
| $807M | +$58.8M | +8% | 1.83% | 40% | 318 | 70.13% | 0.2 |
|
| 1621 |
1621
Boston Common Asset Management
Boston,
Massachusetts
| $806M | -$1.28M | -0.2% | 5.39% | 61.2% | 207 | 10.14% | 2.9 |
|
| 1622 |
1622
Edgemoor Investment Advisors
Bethesda,
Maryland
| $806M | +$58.3M | +8% | 7.72% | 109% | 141 | 6.38% | 3.2 |
|
| 1623 |
1623
Parallel Advisors
San Francisco,
California
| $805M | +$106M | +15% | 6.51% | 109% | 2,386 | 13.08% | 1.4 |
|
| 1624 |
1624
Keel Point
Huntsville,
Alabama
| $805M | +$53.3M | +7% | 4.63% | 76.4% | 208 | 20.19% | 1.8 |
|
| 1625 |
1625
Sigma Investment Counselors
Northville,
Michigan
| $805M | +$48.8M | +6% | 4.78% | 54.9% | 152 | 13.82% | 3.4 |
|