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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
Ashfield Capital Partners
San Francisco,
California
| $769M | -$8.78M | -1% | 0.1% | 48.8% | 255 | 5.88% | 3.7 |
|
| 1627 |
1627
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $768M | +$22.8M | +3% | 1.09% | 284% | 1,093 | 78.13% | 0.4 |
|
| 1628 |
1628
HMI Capital Management
San Francisco,
California
| $766M | -$98.7M | -11% | 1.51% | 5.95% | 9 | 0% | 3 |
|
| 1629 |
1629
Wedbush Securities
Los Angeles,
California
| $766M | -$53.1M | -6% | 0.75% | 114% | 937 | 21.13% | 2.4 |
|
| 1630 |
1630
Alpha Cubed Investments
Irvine,
California
| $766M | -$245K | -0% | 0.57% | 126% | 251 | 14.34% | 2 |
|
| 1631 |
1631
Avity Investment Management
Greenwich,
Connecticut
| $766M | -$26M | -3% | 1.41% | 119% | 82 | 9.76% | 3.1 |
|
| 1632 |
TAM
1632
THB Asset Management
Norwalk,
Connecticut
| $766M | +$6M | +0.8% | 3.83% | 104% | 172 | 10.47% | 2.1 |
|
| 1633 |
1633
Hollencrest Capital Management
Newport Beach,
California
| $763M | -$140K | -0% | 0.36% | 85.6% | 353 | 11.05% | 2.6 |
|
| 1634 |
1634
Spirit of America Management Corp
Syosset,
New York
| $761M | -$141M | -16% | 9.31% | 113% | 271 | 7.38% | 2.9 |
|
| 1635 |
1635
Essex Investment Management
Boston,
Massachusetts
| $761M | +$2.22M | +0.3% | 5.82% | 370% | 400 | 19.5% | 1.7 |
|
| 1636 |
1636
Checchi Capital Advisers
Beverly Hills,
California
| $759M | +$14.1M | +2% | 0.43% | 68% | 432 | 12.04% | 2.9 |
|
| 1637 |
1637
Courier Capital
Buffalo,
New York
| $759M | -$20.1M | -3% | 1.26% | 70.8% | 311 | 9.97% | 3.1 |
|
| 1638 |
1638
Skylands Capital
Milwaukee,
Wisconsin
| $759M | -$17.7M | -2% | 4.92% | 61% | 175 | 20.57% | 2.6 |
|
| 1639 |
1639
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $757M | -$24.8M | -3% | 2.99% | 67.9% | 68 | 4.41% | 3.4 |
|
| 1640 |
1640
Moors & Cabot
Boston,
Massachusetts
| $757M | +$1.64M | +0.2% | 2.11% | 124% | 617 | 14.42% | 2.4 |
|
| 1641 |
1641
Rockland Trust
Hanover,
Massachusetts
| $757M | -$20.3M | -3% | 4.1% | 61.5% | 224 | 15.63% | 2.6 |
|
| 1642 |
1642
Sumitomo Life Insurance
Tokyo,
Japan
| $756M | -$40.6M | -5% | 0.1% | 69.6% | 262 | 4.58% | 3.7 |
|
| 1643 |
1643
Partners Capital Investment Group
Boston,
Massachusetts
| $756M | +$137M | +22% | 1.79% | 47.5% | 84 | 10.71% | 1.2 |
|
| 1644 |
1644
Altshuler Shaham
Tel Aviv,
Israel
| $755M | +$50.5M | +7% | 0.27% | 108% | 231 | 40.69% | 0.2 |
|
| 1645 |
1645
Old Mission Capital
Chicago,
Illinois
| $755M | -$805M | -52% | 0.55% | 55.3% | 624 | 78.37% | 0.3 |
|
| 1646 |
1646
InterOcean Capital
Chicago,
Illinois
| $753M | +$7.51M | +1% | 2.53% | 32.1% | 187 | 20.32% | 2.2 |
|
| 1647 |
1647
Edgemoor Investment Advisors
Bethesda,
Maryland
| $751M | -$41.1M | -5% | 2.11% | 109% | 147 | 7.48% | 2.8 |
|
| 1648 |
1648
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $751M | -$122M | -14% | 12.1% | 380% | 2 | 0% | 1.1 |
|
| 1649 |
1649
Moneta Group Investment Advisors
St Louis,
Missouri
| $751M | +$89.8M | +14% | 0.58% | 64.3% | 749 | 42.06% | 0.8 |
|
| 1650 |
1650
Nationwide Fund Advisors
Columbus,
Ohio
| $750M | +$199M | +36% | 0.62% | 28.3% | 6 | 0% | 0.3 |
|