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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
Avoro Capital Advisors
New York
| $570M | +$120M | +27% | 57.4% | 512% | 55 | 36.36% | 0.7 |
|
| 1702 |
1702
Ally Financial
Detroit,
Michigan
| $570M | -$29.1M | -5% | 3.94% | 9.35% | 121 | 27.27% | 1.4 |
|
| 1703 |
1703
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $569M | +$14M | +3% | 3.48% | 94.2% | 103 | 4.85% | 2.8 |
|
| 1704 |
1704
Kimelman & Baird
New York
| $569M | +$21.7M | +4% | 5.32% | – | 109 | 8.26% | 2.4 |
|
| 1705 |
WCM
1705
Wallace Capital Management
Dallas,
Texas
| $568M | -$35.2M | -6% | 2.67% | 62.3% | 64 | 4.69% | 2.1 |
|
| 1706 |
IAS
1706
INR Advisory Services
Media,
Pennsylvania
| $568M | +$27.1M | +5% | 3.27% | 21.9% | 78 | 6.41% | 1.6 |
|
| 1707 |
1707
Matrix Asset Advisors
White Plains,
New York
| $567M | +$53.2M | +10% | 6.34% | 84.9% | 82 | 12.2% | 2.4 |
|
| 1708 |
1708
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $567M | +$17.6M | +3% | 2.67% | 108% | 116 | 23.28% | 1.9 |
|
| 1709 |
1709
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $566M | +$52.5M | +10% | 2.76% | 19.7% | 1,204 | 15.2% | 2.1 |
|
| 1710 |
1710
Greenwich Wealth Management
Greenwich,
Connecticut
| $565M | +$151M | +37% | 8.25% | 198% | 221 | 12.67% | 1.8 |
|
| 1711 |
1711
Nottingham Advisors
Amherst,
New York
| $565M | +$23.2M | +4% | 2.75% | 44.3% | 111 | 25.23% | 1.6 |
|
| 1712 |
1712
Coldstream Capital Management
Bellevue,
Washington
| $564M | -$187K | -0% | 4.16% | 71% | 254 | 22.44% | 1.4 |
|
| 1713 |
1713
Pier Capital
Stamford,
Connecticut
| $564M | +$15.2M | +3% | 18.9% | 223% | 155 | 53.55% | 0.6 |
|
| 1714 |
1714
Reilly Financial Advisors
La Mesa,
California
| $564M | +$18.9M | +3% | 3.71% | 99% | 950 | 20.95% | 1.5 |
|
| 1715 |
1715
Vigilant Capital Management
Portland,
Maine
| $564M | +$41.1M | +8% | 3.91% | 48.8% | 404 | 30.94% | 1.8 |
|
| 1716 |
HEC
1716
Hudson Executive Capital
New York
| $564M | +$297M | +111% | 28.9% | 127% | 11 | 18.18% | 0.5 |
|
| 1717 |
1717
North Star Investment Management
Chicago,
Illinois
| $563M | +$19.1M | +4% | 6.34% | 80.6% | 843 | 8.66% | 2 |
|
| 1718 |
MLM
1718
Mount Lucas Management
Newtown,
Pennsylvania
| $562M | -$26.8M | -5% | 4.71% | 109% | 183 | 34.97% | 0.5 |
|
| 1719 |
WMC
1719
Westwood Management Corporation
Chicago,
Illinois
| $562M | +$35.8M | +7% | 9.28% | 44.3% | 86 | 24.42% | 1.9 |
|
| 1720 |
1720
Aristotle Capital Boston
Boston,
Massachusetts
| $561M | +$46.4M | +9% | 7.77% | 72.2% | 106 | 8.49% | 1.5 |
|
| 1721 |
1721
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $561M | +$71.9M | +15% | 5.3% | 192% | 142 | 60.56% | 0.4 |
|
| 1722 |
1722
Smithfield Trust
Pittsburgh,
Pennsylvania
| $561M | +$27.5M | +5% | 2.44% | 50% | 850 | 8.35% | 2.3 |
|
| 1723 |
RMC
1723
Regis Management Company
Menlo Park,
California
| $561M | +$61.2M | +12% | 3.7% | 5.33% | 89 | 17.98% | 1.5 |
|
| 1724 |
1724
Foundation Resource Management
Little Rock,
Arkansas
| $560M | +$23M | +4% | 3.97% | 84.5% | 60 | 3.33% | 3 |
|
| 1725 |
1725
Ledyard National Bank
| $560M | +$5.45M | +1% | 3.19% | 69.8% | 634 | 10.41% | 2.4 |
|