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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1701 |
WMC
1701
Westwood Management Corporation
Chicago,
Illinois
| $715M | +$46.7M | +7% | 9.61% | 44.3% | 87 | 18.39% |
|
| 1702 |
BGCP
1702
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $715M | +$55.7M | +8% | 10.8% | 79.2% | 26 | 34.62% |
|
| 1703 |
NHAS
1703
Novo Holdings A/S
Hellerup,
Denmark
| $713M | -$55M | -7% | 11.3% | 205% | 19 | 36.84% |
|
| 1704 |
AP
1704
Atwood & Palmer
Kansas City,
Missouri
| $713M | +$22.1M | +3% | 4.72% | 82.3% | 311 | 9.65% |
|
| 1705 |
SCM
1705
Sandler Capital Management
New York
| $711M | -$92.7M | -12% | 10.8% | 325% | 158 | 52.53% |
|
| 1706 |
PDN
1706
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $710M | +$42.6M | +6% | 5.18% | 36.6% | 228 | 23.68% |
|
| 1707 |
DAM
1707
Delta Asset Management
Memphis,
Tennessee
| $709M | +$47.7M | +7% | 8.42% | 53.8% | 716 | 10.2% |
|
| 1708 |
WA
1708
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $709M | +$156M | +28% | 22% | 89.9% | 8 | 37.5% |
|
| 1709 |
TL
1709
Tirschwell & Loewy
New York
| $708M | +$46.7M | +7% | 7.25% | 78% | 77 | 7.79% |
|
| 1710 |
PC
1710
Port Capital
Chicago,
Illinois
| $708M | – | – | 4.85% | 74.4% | 150 | – |
|
| 1711 |
BPCE
1711
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $707M | +$9.85M | +1% | 6.45% | 99.4% | 169 | 12.43% |
|
| 1712 |
PWM
1712
Patriot Wealth Management
Houston,
Texas
| $706M | +$89M | +14% | 6.1% | 24.3% | 96 | 31.25% |
|
| 1713 |
AF
1713
Alerus Financial
Grand Forks,
North Dakota
| $706M | +$19.2M | +3% | 5.26% | 97.1% | 138 | 15.22% |
|
| 1714 |
AS
1714
Altshuler Shaham
Tel Aviv,
Israel
| $705M | – | – | 6.46% | 108% | 162 | – |
|
| 1715 |
RFA
1715
Reilly Financial Advisors
La Mesa,
California
| $704M | +$37.1M | +6% | 4.93% | 99% | 1,075 | 13.58% |
|
| 1716 |
ECA
1716
Encompass Capital Advisors
New York
| $704M | +$89.8M | +15% | 6.59% | 364% | 44 | 63.64% |
|
| 1717 |
GIA
1717
GHP Investment Advisors
Denver,
Colorado
| $704M | +$44.5M | +7% | 6.22% | 75.2% | 313 | 8.63% |
|
| 1718 |
KB
1718
Kimelman & Baird
New York
| $703M | +$32.6M | +5% | 7.64% | – | 123 | 10.57% |
|
| 1719 |
CK
1719
Cohen Klingenstein
New York
| $703M | +$41.1M | +6% | 7.26% | 87.7% | 164 | 1.83% |
|
| 1720 |
1720
Lido Advisors
Los Angeles,
California
| $703M | +$76.7M | +12% | 3.52% | 75% | 327 | 19.88% |
|
| 1721 |
OC
1721
ORIX Corp
Tokyo,
Japan
| $703M | – | – | 4.77% | 11.7% | 1 | – |
|
| 1722 |
BA
1722
Broadview Advisors
Milwaukee,
Wisconsin
| $703M | +$17M | +2% | 6.33% | 65.3% | 118 | 29.66% |
|
| 1723 |
NCMU
1723
NAYA Capital Management (UK)
London,
United Kingdom
| $702M | +$161M | +30% | 11% | 121% | 12 | 58.33% |
|
| 1724 |
KCM
1724
Knighthead Capital Management
New York
| $702M | +$1.7M | +0.2% | 6.85% | 74.1% | 13 | 23.08% |
|
| 1725 |
PAM
1725
PSquared Asset Management
Zurich,
Switzerland
| $701M | +$262M | +60% | 2.77% | 178% | 8 | 50% |
|