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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
MCM
1726
Manchester Capital Management
Manchester,
Vermont
| $629M | -$2.51M | -0.4% | 2.83% | 72.3% | 517 | 9.09% | 3.3 |
|
| 1727 |
ECM
1727
Estabrook Capital Management
New York
| $628M | -$10.9M | -2% | 1.24% | 87.2% | 412 | 3.16% | 3.3 |
|
| 1728 |
1728
Partners Value Investments
Hamilton,
Bermuda
| $628M | +$33.5M | +6% | 5.88% | 80.7% | 27 | 29.63% | 0.2 |
|
| 1729 |
1729
Nuveen Fund Advisors
Chicago,
Illinois
| $627M | -$130M | -17% | 1.97% | 52.3% | 458 | 12.01% | 0.9 |
|
| 1730 |
WCM
1730
Wallace Capital Management
Dallas,
Texas
| $626M | +$41.9M | +7% | 7.26% | 62.3% | 71 | 7.04% | 2.5 |
|
| 1731 |
1731
Capital Wealth Planning
Naples,
Florida
| $625M | +$506M | +427% | 0.92% | 73.9% | 131 | 52.67% | 1.3 |
|
| 1732 |
1732
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $625M | +$13.7M | +2% | 3.79% | 58.1% | 191 | 6.28% | 1.4 |
|
| 1733 |
1733
HBK Sorce Advisory
Erie,
Pennsylvania
| $624M | +$34.1M | +6% | 3.04% | 58.2% | 448 | 66.96% | 1.1 |
|
| 1734 |
1734
Prospera Financial Services
Dallas,
Texas
| $623M | +$68.6M | +12% | 2.76% | 97.4% | 466 | 27.68% | 1.7 |
|
| 1735 |
TS
1735
Twin Securities
New York
| $623M | +$43.4M | +7% | 7.93% | 506% | 33 | 63.64% | 0.4 |
|
| 1736 |
SBWIC
1736
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $622M | +$33.9M | +6% | 3.32% | 94.2% | 117 | 17.09% | 2.8 |
|
| 1737 |
BWP
1737
Baldwin Wealth Partners
Marion,
Massachusetts
| $622M | +$15.6M | +3% | 3.71% | 94.5% | 528 | 14.2% | 1.7 |
|
| 1738 |
PCMF
1738
Private Capital Management (Florida)
Naples,
Florida
| $622M | -$24.8M | -4% | 4.34% | 118% | 54 | 18.52% | 2.8 |
|
| 1739 |
1739
Peconic Partners
New York
| $621M | -$250M | -29% | 0.63% | 300% | 67 | 56.72% | 1.2 |
|
| 1740 |
PPC
1740
Park Presidio Capital
San Francisco,
California
| $621M | +$4.39M | +0.7% | 9.02% | 94.1% | 20 | 40% | 1.1 |
|
| 1741 |
GFWEX
1741
G.F.W. Energy XI
Dallas,
Texas
| $620M | -$3.51M | -0.6% | 0.56% | – | 1 | 0% | 0.5 |
|
| 1742 |
1742
Evergreen Capital Management
Bellevue,
Washington
| $620M | +$140M | +29% | 1.3% | 77.2% | 138 | 30.43% | 1.8 |
|
| 1743 |
PAM
1743
Private Asset Management
San Diego,
California
| $620M | +$5.82M | +0.9% | 0.63% | 38.2% | 161 | 9.94% | 2.9 |
|
| 1744 |
CC
1744
ClearArc Capital
Cincinnati,
Ohio
| $619M | +$18.3M | +3% | 3.49% | 63.4% | 466 | 4.72% | 3.1 |
|
| 1745 |
CCM
1745
Cobalt Capital Management
Short Hills,
New Jersey
| $619M | +$3.61M | +0.6% | 0.39% | 235% | 58 | 53.45% | 0.6 |
|
| 1746 |
NAM
1746
North American Management
Boston,
Massachusetts
| $619M | +$59K | +0% | 3.01% | 61.7% | 135 | 5.19% | 2.9 |
|
| 1747 |
1747
Giverny Capital
Montreal,
Quebec, Canada
| $619M | +$16.5M | +3% | 2.37% | 69.2% | 27 | 3.7% | 1.7 |
|
| 1748 |
MPMG
1748
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $618M | +$17.6M | +3% | 5.71% | 140% | 29 | 17.24% | 2.4 |
|
| 1749 |
CC
1749
Crosslink Capital
Menlo Park,
California
| $618M | -$6.82M | -1% | 7.26% | 135% | 33 | 21.21% | 2 |
|
| 1750 |
PSCM
1750
Prince Street Capital Management
New York
| $616M | +$181M | +42% | 4.26% | 302% | 50 | 56% | 0.4 |
|