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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
6CM
1676
683 Capital Management
New York
| $561M | -$170M | -23% | 1.34% | 311% | 110 | 46.36% | 0.7 |
|
| 1677 |
LAM
1677
Lapides Asset Management
Greenwich,
Connecticut
| $561M | -$10.5M | -2% | 4.06% | 63% | 97 | 28.87% | 1.5 |
|
| 1678 |
BDF
1678
Balasa Dinverno & Foltz
| $560M | -$35.4M | -6% | 0.39% | 23.2% | 208 | 19.23% | 2 |
|
| 1679 |
FNFDCM
1679
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $559M | -$2.69M | -0.5% | 0.99% | 77.5% | 173 | 4.05% | 2.4 |
|
| 1680 |
RT
1680
Rockland Trust
Hanover,
Massachusetts
| $557M | -$10.5M | -2% | 3.32% | 61.5% | 169 | 16.57% | 1.9 |
|
| 1681 |
BWP
1681
Baldwin Wealth Partners
Marion,
Massachusetts
| $557M | -$57.1M | -9% | 0.19% | 94.5% | 541 | 63.59% | 0.8 |
|
| 1682 |
AC
1682
Alexandria Capital
Arlington,
Virginia
| $557M | +$159M | +40% | 0.95% | 66.8% | 707 | 15.7% | 1.9 |
|
| 1683 |
JCM
1683
JS Capital Management
New York
| $557M | +$136M | +32% | 0.79% | 52.4% | 56 | 58.93% | 0.8 |
|
| 1684 |
ZB
1684
Zions Bancorporation
Salt Lake City,
Utah
| $556M | -$16.4M | -3% | 1.15% | 22.9% | 932 | 11.7% | 0.6 |
|
| 1685 |
EA
1685
Efficient Advisors
Mason,
Ohio
| $556M | +$97.4M | +21% | 1.34% | 30.6% | 59 | 28.81% | 1.4 |
|
| 1686 |
TTWM
1686
TCV Trust & Wealth Management
Richmond,
Virginia
| $556M | -$7.71M | -1% | 1.75% | 69% | 169 | 11.24% | 2.3 |
|
| 1687 |
NP
1687
NS Partners
London,
United Kingdom
| $555M | -$4.64M | -0.8% | 1.76% | 109% | 123 | 17.89% | 0.6 |
|
| 1688 |
DAM
1688
Davis Asset Management
Sausalito,
California
| $554M | +$36.5M | +7% | 3.99% | 97.3% | 24 | 0% | 1.8 |
|
| 1689 |
MC
1689
Moors & Cabot
Boston,
Massachusetts
| $554M | +$7.88M | +1% | 3.01% | 124% | 575 | 19.83% | 1.5 |
|
| 1690 |
MM
1690
Main Management
San Francisco,
California
| $554M | -$8.29M | -1% | 0.39% | 64.1% | 54 | 20.37% | 1.9 |
|
| 1691 |
LCP
1691
LGT Capital Partners
Pfaeffikon,
Switzerland
| $554M | +$110M | +25% | 3.5% | 67.2% | 59 | 20.34% | 1 |
|
| 1692 |
1692
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $552M | -$18.4M | -3% | 0.29% | 110% | 543 | 3.31% | 2.4 |
|
| 1693 |
PAM
1693
Private Asset Management
San Diego,
California
| $552M | -$448K | -0.1% | 1.55% | 38.2% | 147 | 10.88% | 2.2 |
|
| 1694 |
UR
1694
USCA RIA
Houston,
Texas
| $551M | +$88.4M | +19% | 3.42% | 60.6% | 416 | 27.16% | 1.6 |
|
| 1695 |
1695
Bellevue Group
Kuesnacht,
Switzerland
| $551M | – | – | 10.7% | 159% | 130 | – | 0 |
|
| 1696 |
1696
Bridges Investment Management
Omaha,
Nebraska
| $550M | -$9.36M | -2% | 0.97% | 77.9% | 134 | 8.96% | 2.3 |
|
| 1697 |
1697
Coldstream Capital Management
Bellevue,
Washington
| $549M | +$88.4M | +19% | 0.53% | 71% | 295 | 40.68% | 0.9 |
|
| 1698 |
ASP
1698
Adams Street Partners
Chicago,
Illinois
| $548M | -$8.21M | -1% | 12.9% | 399% | 25 | 60% | 0.7 |
|
| 1699 |
IEFM
1699
IQ EQ Fund Management
Dublin 2,
Ireland
| $547M | -$35.9M | -6% | 1.93% | 109% | 96 | 13.54% | 0.9 |
|
| 1700 |
CI
1700
Constellation Investments
Montgomery,
Ohio
| $547M | +$12.5M | +2% | 0.9% | – | 451 | 7.76% | 2.2 |
|