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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Bridges Investment Counsel
Omaha,
Nebraska
| $577M | +$152M | +36% | 7.07% | 33.7% | 172 | 33.14% | 1.8 |
|
| 1627 |
1627
First Hawaiian Bank
Honolulu,
Hawaii
| $576M | -$51.3M | -8% | 7.58% | 72.7% | 100 | 13% | 1.7 |
|
| 1628 |
1628
First Midwest Bank Trust Division
Joliet,
Illinois
| $574M | -$49.3M | -8% | 6.37% | 107% | 438 | 16.21% | 1.6 |
|
| 1629 |
1629
Investment House LLC
Redondo Beach,
California
| $574M | -$47.4M | -8% | 5% | 137% | 174 | 16.09% | 1.8 |
|
| 1630 |
1630
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $574M | -$38.2M | -6% | 7.92% | 108% | 214 | 11.68% | 1.7 |
|
| 1631 |
1631
Quantbot Technologies
New York
| $574M | +$15.7M | +3% | 12% | 33.6% | 1,663 | 64.88% | 0.3 |
|
| 1632 |
ZAM
1632
Zenit Asset Management
Stockholm,
Sweden
| $573M | -$74.5M | -12% | 16.7% | – | 42 | 59.52% | 0.5 |
|
| 1633 |
1633
Crestwood Capital Management
New York
| $573M | -$67.2M | -11% | 8.33% | 203% | 43 | 46.51% | 0.9 |
|
| 1634 |
1634
Lowe Brockenbrough & Co
Richmond,
Virginia
| $572M | -$49.1M | -8% | 8.04% | 78.8% | 195 | 5.64% | 2 |
|
| 1635 |
CDH
1635
Charles D. Hyman
| $571M | -$51.8M | -8% | 6.53% | 36.8% | 156 | 9.62% | 1.9 |
|
| 1636 |
OCBV
1636
Ownership Capital B.V.
Amsterdam,
Netherlands
| $570M | – | – | 7.31% | 62.8% | 15 | – | 0 |
|
| 1637 |
1637
Viking Fund Management
Minot,
North Dakota
| $570M | -$185M | -24% | 18.4% | 105% | 57 | 28.07% | 1.6 |
|
| 1638 |
1638
BOK Financial Private Wealth
Denver,
Colorado
| $570M | -$31.2M | -5% | 7.79% | 61.8% | 82 | 12.2% | 1.9 |
|
| 1639 |
1639
NS Partners
London,
United Kingdom
| $570M | -$58.3M | -9% | 6.7% | 109% | 119 | 10.92% | 0.2 |
|
| 1640 |
1640
Endurance Wealth Management
Providence,
Rhode Island
| $569M | -$25.6M | -4% | 9.69% | 59% | 569 | 11.42% | 0.7 |
|
| 1641 |
1641
Aisling Capital
New York
| $569M | -$103M | -15% | 12.2% | 386% | 22 | 13.64% | 0.9 |
|
| 1642 |
1642
Baker Avenue Asset Management
San Francisco,
California
| $568M | -$184M | -24% | 6.91% | 95.6% | 271 | 40.96% | 1 |
|
| 1643 |
1643
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $568M | -$99.3M | -15% | 8.15% | 68.2% | 204 | 22.55% | 1.5 |
|
| 1644 |
1644
Beacon Trust
Morristown,
New Jersey
| $567M | -$54.6M | -9% | 5.92% | 33% | 208 | 13.94% | 1.8 |
|
| 1645 |
1645
Balasa Dinverno & Foltz
| $566M | -$48.5M | -8% | 7.34% | 23.2% | 224 | 24.11% | 1.6 |
|
| 1646 |
1646
Alerus Investment Advisors
Wayzata,
Minnesota
| $565M | -$37.3M | -6% | 5.13% | 32.7% | 198 | 14.65% | 1.6 |
|
| 1647 |
CHA
1647
Cedar Hill Associates
Chicago,
Illinois
| $563M | -$71.8M | -11% | 10.9% | 21% | 82 | 13.41% | 1.9 |
|
| 1648 |
1648
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $561M | -$34.7M | -6% | 5.97% | 70.4% | 171 | 18.13% | 1.7 |
|
| 1649 |
1649
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $559M | -$29.1M | -5% | 5.62% | 115% | 477 | 6.71% | 1.8 |
|
| 1650 |
1650
Harvest Capital Strategies
San Francisco,
California
| $559M | -$217M | -28% | 11.7% | 87.9% | 182 | 44.51% | 0.8 |
|