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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 |
1726
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $964M | -$16.4M | -2% | 10.9% | 137% | 361 | 17.73% | 1.7 |
|
| 1727 |
1727
Apexium Financial
Dallas,
Texas
| $964M | +$159M | +20% | 6.13% | 89.6% | 210 | 9.52% | 1.2 |
|
| 1728 |
1728
Rebalance
Palo Alto,
California
| $964M | – | – | 7.24% | 47.6% | 140 | – | 0 |
|
| 1729 |
MC
1729
Maplelane Capital
New York
| $963M | -$885M | -48% | 7.24% | 295% | 75 | 78.67% | 0.5 |
|
| 1730 |
1730
Checchi Capital Advisers
Beverly Hills,
California
| $963M | -$108M | -10% | 8.5% | 68% | 580 | 11.03% | 4.7 |
|
| 1731 |
1731
Crescent Grove Advisors
Lake Forest,
Illinois
| $962M | +$96.1M | +11% | 5.51% | 64.1% | 289 | 15.92% | 2.6 |
|
| 1732 |
1732
Newlight Partners
New York
| $960M | -$111M | -10% | 9% | 92.8% | 5 | 40% | 2.2 |
|
| 1733 |
1733
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $958M | +$3.46M | +0.4% | 9.4% | 131% | 97 | 11.34% | 3.2 |
|
| 1734 |
1734
Cowen and Company
New York
| $956M | -$88.9M | -9% | 17.7% | 120% | 904 | 54.09% | 0.5 |
|
| 1735 |
1735
Hartford Funds Management
Wayne,
Pennsylvania
| $955M | +$136M | +17% | 4.35% | 26.8% | 79 | 63.29% | 0.4 |
|
| 1736 |
1736
Shelton Capital Management
Denver,
Colorado
| $955M | -$1.15B | -55% | 9.79% | 161% | 749 | 18.16% | 4.7 |
|
| 1737 |
1737
First Long Island Investors
Jericho,
New York
| $953M | +$52.6M | +6% | 9.42% | 85.5% | 61 | 13.11% | 5.5 |
|
| 1738 |
SCM
1738
SIR Capital Management
New York
| $951M | +$358M | +60% | 18% | 71.1% | 89 | 43.82% | 0.8 |
|
| 1739 |
1739
M Holdings Securities
Portland,
Oregon
| $949M | +$44.3M | +5% | 8.82% | 83.9% | 477 | 14.47% | 2.1 |
|
| 1740 |
1740
Cumberland Partners
Toronto,
Ontario, Canada
| $949M | +$7.24M | +0.8% | 9.68% | 101% | 186 | 32.26% | 2.3 |
|
| 1741 |
1741
LBMC Investment Advisors
Brentwood,
Tennessee
| $948M | +$79M | +9% | 9.67% | 52.8% | 168 | 15.48% | 4.1 |
|
| 1742 |
1742
GeoWealth Management
Chicago,
Illinois
| $946M | +$30M | +3% | 2.27% | 58% | 398 | 23.87% | 1.4 |
|
| 1743 |
1743
2Xideas
Kusnacht,
Switzerland
| $945M | -$3.44M | -0.4% | 9.04% | 40.6% | 76 | 17.11% | 1.6 |
|
| 1744 |
1744
OEP Capital Advisors
New York
| $945M | +$191M | +25% | 27.5% | 23.2% | 2 | 0% | 2 |
|
| 1745 |
1745
Essex Financial Services
Essex,
Connecticut
| $944M | +$105M | +12% | 11.3% | 87.7% | 499 | 13.63% | 3.6 |
|
| 1746 |
1746
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $943M | +$79.3M | +9% | 12.8% | 94.2% | 143 | 11.19% | 5.7 |
|
| 1747 |
1747
Hikari Tsushin Inc
Tokyo,
Japan
| $941M | +$121M | +15% | 12.9% | 59.5% | 57 | 7.02% | 4.4 |
|
| 1748 |
HEC
1748
Hudson Executive Capital
New York
| $939M | +$241M | +35% | 47.6% | 127% | 8 | 12.5% | 2.7 |
|
| 1749 |
1749
Heard Capital LLC
Chicago,
Illinois
| $939M | +$84.5M | +10% | 11.9% | 161% | 37 | 32.43% | 1.8 |
|
| 1750 |
1750
Abrams Bison Investments
Bethesda,
Maryland
| $938M | +$11.6M | +1% | 15.6% | 170% | 16 | 37.5% | 1.1 |
|