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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Windward Capital Management
Los Angeles,
California
| $782M | +$88.4M | +13% | 13.4% | 78.5% | 79 | 2.53% | 3.8 |
|
| 1627 |
1627
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $780M | +$60.6M | +8% | 11.9% | 103% | 305 | 3.93% | 4.8 |
|
| 1628 |
1628
Advisor Partners
Walnut Creek,
California
| $779M | +$154M | +25% | 12.5% | 63.8% | 681 | 16.74% | 2.6 |
|
| 1629 |
EA
1629
Echinus Advisors
New York
| $779M | +$215M | +38% | 42.3% | 91.4% | 8 | 0% | 1.8 |
|
| 1630 |
1630
HighTower Trust
Houston,
Texas
| $779M | +$83.3M | +12% | 15% | 90.4% | 115 | 23.48% | 3 |
|
| 1631 |
1631
Shenkman Capital Management
New York
| $778M | +$94.2M | +14% | 0.03% | 3.15% | 82 | 0% | 1.4 |
|
| 1632 |
1632
Gabelli & Co Investment Advisers
Rye,
New York
| $777M | +$69.5M | +10% | 29.2% | 248% | 216 | 49.07% | 1.2 |
|
| 1633 |
1633
GHP Investment Advisors
Denver,
Colorado
| $776M | +$112M | +17% | 13.7% | 81.4% | 307 | 8.79% | 4.1 |
|
| 1634 |
1634
Gillson Capital
Chicago,
Illinois
| $775M | +$40.8M | +6% | 13.3% | 84.9% | 68 | 36.76% | 0.6 |
|
| 1635 |
1635
First Long Island Investors
Jericho,
New York
| $774M | +$101M | +15% | 13.4% | 85.5% | 78 | 12.82% | 3.2 |
|
| 1636 |
1636
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $771M | +$245M | +47% | 51.6% | 61.2% | 4 | 25% | 0.9 |
|
| 1637 |
1637
Reilly Financial Advisors
La Mesa,
California
| $771M | +$84.5M | +12% | 13.6% | 99% | 1,025 | 8.1% | 2.9 |
|
| 1638 |
1638
Boston Common Asset Management
Boston,
Massachusetts
| $770M | +$84.6M | +12% | 12.5% | 61.2% | 198 | 13.64% | 3.2 |
|
| 1639 |
1639
BBR Partners
New York
| $770M | +$10.2M | +1% | 11.8% | 63.4% | 150 | 21.33% | 1.6 |
|
| 1640 |
1640
Bragg Financial Advisors
Charlotte,
North Carolina
| $770M | +$105M | +16% | 12.8% | 101% | 263 | 6.08% | 4.2 |
|
| 1641 |
1641
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $770M | +$101M | +15% | 16% | 94.2% | 109 | 6.42% | 4.4 |
|
| 1642 |
1642
First Light Asset Management
Edina,
Minnesota
| $770M | +$142M | +23% | 26.2% | 364% | 67 | 17.91% | 2.5 |
|
| 1643 |
WC
1643
Walthausen & Co
Malta,
New York
| $769M | +$47M | +7% | 13.7% | 63.3% | 151 | 17.88% | 1.9 |
|
| 1644 |
1644
Venturi Wealth Management
Austin,
Texas
| $769M | +$150M | +24% | 13.3% | 101% | 277 | 22.74% | 1.2 |
|
| 1645 |
1645
Courier Capital
Buffalo,
New York
| $769M | +$86.5M | +13% | 12.4% | 70.8% | 294 | 12.59% | 3.6 |
|
| 1646 |
1646
Pelham Capital
London,
United Kingdom
| $768M | +$132M | +21% | 12.5% | 135% | 10 | 30% | 0.8 |
|
| 1647 |
1647
Pacific Heights Asset Management
San Francisco,
California
| $766M | +$33.5M | +5% | 20.4% | 181% | 78 | 12.82% | 4.5 |
|
| 1648 |
1648
Dai-ichi Life Holdings
Tokyo,
Japan
| $766M | +$131M | +21% | 20.6% | – | 1 | 0% | 1.8 |
|
| 1649 |
1649
Indus Capital Partners
New York
| $766M | +$213M | +38% | 17.7% | 117% | 44 | 40.91% | 1.1 |
|
| 1650 |
1650
Axar Capital Management
New York
| $766M | +$432M | +129% | 40.7% | 680% | 8 | 50% | 1.1 |
|