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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
EP Wealth Advisors
Torrance,
California
| $525M | -$9M | -2% | 6.6% | – | 151 | 27.15% | 1.4 |
|
| 1702 |
1702
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $523M | +$34.2M | +7% | 5.79% | 51.3% | 403 | 20.1% | 1.5 |
|
| 1703 |
WSA
1703
Wall Street Associates
Lajolla,
California
| $523M | -$538M | -51% | 10.7% | 94.4% | 381 | 30.97% | 1.1 |
|
| 1704 |
1704
Moody Lynn & Lieberson
Boston,
Massachusetts
| $521M | -$107M | -17% | 2.38% | 142% | 216 | 37.96% | 1.4 |
|
| 1705 |
IR
1705
IAT Reinsurance
New York
| $521M | -$113M | -18% | 12.6% | 60.2% | 127 | 12.6% | 0.6 |
|
| 1706 |
1706
Goodnow Investment Group
Darien,
Connecticut
| $521M | -$102M | -16% | 13.1% | 131% | 35 | 31.43% | 1.4 |
|
| 1707 |
1707
Ecofin Advisors
London,
United Kingdom
| $520M | -$102M | -16% | 21.4% | 77% | 45 | 28.89% | 1 |
|
| 1708 |
1708
Ledyard National Bank
| $520M | -$52.2M | -9% | 7.24% | 80.7% | 711 | 8.58% | 1.7 |
|
| 1709 |
1709
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $519M | -$50.8M | -9% | 7.2% | 64.4% | 108 | 18.52% | 1.6 |
|
| 1710 |
1710
Taurus Asset Management
New York
| $518M | -$32.2M | -6% | 6.7% | 26.9% | 97 | 11.34% | 1.9 |
|
| 1711 |
1711
Lincluden Management
Mississauga,
Ontario, Canada
| $517M | -$295M | -36% | 9% | 56.6% | 92 | 19.57% | 1.7 |
|
| 1712 |
1712
Welch Group
Birmingham,
Alabama
| $517M | -$10.8M | -2% | 4.64% | 73.2% | 163 | 23.31% | 1.7 |
|
| 1713 |
1713
Kanawha Capital Management
Richmond,
Virginia
| $517M | -$49M | -9% | 6.94% | 74.5% | 164 | 8.54% | 2 |
|
| 1714 |
1714
Wexford Capital
West Palm Beach,
Florida
| $517M | +$143M | +38% | 15.1% | 128% | 117 | 72.65% | 0.3 |
|
| 1715 |
1715
P2 Capital Partners
New York
| $517M | -$113M | -18% | 22% | 7.96% | 15 | 20% | 1.6 |
|
| 1716 |
1716
Sigma Investment Counselors
Northville,
Michigan
| $516M | -$22.1M | -4% | 6.64% | 54.9% | 116 | 6.03% | 1.9 |
|
| 1717 |
AIC
1717
AWM Investment Company
New York
| $516M | -$188M | -27% | 8.39% | 778% | 150 | 33.33% | 0.6 |
|
| 1718 |
1718
First Reserve GP XI
Stamford,
Connecticut
| $516M | -$299M | -37% | 35.9% | 26.4% | 4 | 50% | 1.8 |
|
| 1719 |
1719
Corda Investment Management
Houston,
Texas
| $515M | -$21.2M | -4% | 8.36% | 85% | 59 | 18.64% | 1.7 |
|
| 1720 |
1720
SeaTown Holdings
Singapore
| $514M | -$327M | -39% | 16.8% | 220% | 32 | 46.88% | 0.4 |
|
| 1721 |
1721
Granite Investment Advisors
Concord,
New Hampshire
| $513M | -$59.4M | -10% | 8.86% | 55.6% | 130 | 10% | 1.6 |
|
| 1722 |
1722
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $513M | -$125M | -20% | 6.91% | 106% | 18 | 22.22% | 1.1 |
|
| 1723 |
MRCP
1723
Manor Road Capital Partners
New York
| $513M | +$86.4M | +20% | 10.6% | 78.3% | 13 | 23.08% | 1.3 |
|
| 1724 |
1724
Atwood & Palmer
Kansas City,
Missouri
| $512M | -$44M | -8% | 5.09% | 90% | 476 | 30.04% | 1 |
|
| 1725 |
1725
Main Management
San Francisco,
California
| $512M | -$69.5M | -12% | 8.69% | 64.1% | 50 | 10% | 1.6 |
|