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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 |
MIHAS
1676
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $568M | +$166M | +41% | 0.21% | 92.8% | 41 | 14.63% | 1.8 |
|
| 1677 |
OIM
1677
Opus Investment Management
Worcester,
Massachusetts
| $568M | +$46.7M | +9% | 3.91% | 52.8% | 83 | 14.46% | 2.1 |
|
| 1678 |
1678
Brighton Jones LLC
Seattle,
Washington
| $566M | +$22.4M | +4% | 9.1% | 97.9% | 219 | 11.42% | 2.1 |
|
| 1679 |
1679
Calamos Wealth Management
Naperville,
Illinois
| $566M | +$46.3M | +9% | 2.01% | 102% | 270 | 22.22% | 1.2 |
|
| 1680 |
KGI
1680
Kopernik Global Investors
Tampa,
Florida
| $565M | +$26.3M | +5% | 30.2% | 128% | 31 | 22.58% | 1.7 |
|
| 1681 |
CAM
1681
Centre Asset Management
New York
| $565M | -$9.22M | -2% | 3.58% | 45.3% | 86 | 11.63% | 1.8 |
|
| 1682 |
1682
Coldstream Capital Management
Bellevue,
Washington
| $564M | +$15.5M | +3% | 2.18% | 71% | 286 | 26.92% | 1.3 |
|
| 1683 |
RPAM
1683
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $563M | +$59.4M | +12% | 4.47% | 131% | 102 | 14.71% | 1.5 |
|
| 1684 |
ZC
1684
Zelman Capital
Beachwood,
Ohio
| $563M | +$221M | +65% | 6.12% | – | 27 | 29.63% | 1 |
|
| 1685 |
IRM
1685
Income Research & Management
Boston,
Massachusetts
| $562M | -$19.7M | -3% | 0.38% | 0.7% | 33 | 0% | 1.9 |
|
| 1686 |
GI
1686
Glovista Investments
Jersey City,
New Jersey
| $561M | -$40M | -7% | 4.19% | 2.48% | 120 | 51.67% | 1 |
|
| 1687 |
AA
1687
Ancient Art
Austin,
Texas
| $561M | +$48.9M | +10% | 0.68% | 168% | 19 | 31.58% | 1.2 |
|
| 1688 |
AC
1688
Alexandria Capital
Arlington,
Virginia
| $561M | +$4.04M | +0.7% | 0.18% | 66.8% | 696 | 15.8% | 2 |
|
| 1689 |
PAM
1689
Princeton Alpha Management
Princeton Junction,
New Jersey
| $561M | -$55.8M | -9% | 0.84% | 9.26% | 1,112 | 69.69% | 0.2 |
|
| 1690 |
MGAM
1690
McGowan Group Asset Management
Dallas,
Texas
| $561M | +$40.4M | +8% | 4.49% | 69.8% | 106 | 4.72% | 1.2 |
|
| 1691 |
RCMC
1691
RK Capital Management (Colorado)
Denver,
Colorado
| $561M | -$42.9M | -7% | 2.73% | 89% | 58 | 29.31% | 1.3 |
|
| 1692 |
BDF
1692
Balasa Dinverno & Foltz
| $560M | +$232K | +0% | 1.94% | 23.2% | 196 | 19.39% | 2.1 |
|
| 1693 |
BP
1693
Berkshire Partners
Boston,
Massachusetts
| $560M | +$75.8M | +16% | 13.7% | 79% | 2 | 0% | 1.8 |
|
| 1694 |
BGCP
1694
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $559M | +$18.6M | +3% | 1.09% | 79.2% | 25 | 32% | 0.8 |
|
| 1695 |
MLL
1695
Moody Lynn & Lieberson
Boston,
Massachusetts
| $558M | -$76.8M | -12% | 5.43% | 142% | 174 | 21.84% | 1.7 |
|
| 1696 |
AFG
1696
Albion Financial Group
Salt Lake City,
Utah
| $556M | -$32.5M | -6% | 0.51% | 68% | 199 | 14.57% | 2.1 |
|
| 1697 |
CC
1697
Crosslink Capital
Menlo Park,
California
| $556M | -$46.4M | -8% | 12.8% | 135% | 45 | 35.56% | 1.6 |
|
| 1698 |
MPMG
1698
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $556M | -$44.8M | -7% | 0.29% | 140% | 33 | 27.27% | 1.8 |
|
| 1699 |
MM
1699
Main Management
San Francisco,
California
| $555M | +$1.58M | +0.3% | 2.96% | 64.1% | 54 | 27.78% | 1.9 |
|
| 1700 |
SBWIC
1700
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $555M | +$22.3M | +4% | 3.57% | 94.2% | 103 | 5.83% | 2.6 |
|