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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
CCC
1751
Chelsea Counsel Company
Los Angeles,
California
| $512M | +$19.9M | +4% | 7.39% | 106% | 137 | 14.6% | 0.8 |
|
| 1752 |
1752
Steel Partners Holdings
New York
| $511M | +$73.1M | +17% | 11.8% | – | 31 | 22.58% | 0.7 |
|
| 1753 |
1753
Beach Point Capital Management
Santa Monica,
California
| $511M | +$34M | +7% | 9.68% | 84.1% | 28 | 25% | 0.6 |
|
| 1754 |
1754
Penn Davis McFarland
Dallas,
Texas
| $511M | +$39.4M | +8% | 8.3% | 86.8% | 29 | 10.34% | 0.9 |
|
| 1755 |
1755
Gradient Investments
Arden Hills,
Minnesota
| $510M | +$77.7M | +18% | 3.15% | 67.6% | 616 | 27.44% | 0.7 |
|
| 1756 |
EIM
1756
Emerson Investment Management
Boston,
Massachusetts
| $509M | +$22.7M | +5% | 3.2% | 26.1% | 153 | 8.5% | 0.8 |
|
| 1757 |
1757
Smithfield Trust
Pittsburgh,
Pennsylvania
| $509M | +$7.87M | +2% | 4.14% | 50% | 879 | 12.74% | 0.8 |
|
| 1758 |
1758
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $508M | +$41M | +9% | 3.33% | 108% | 90 | 2.22% | 0.9 |
|
| 1759 |
1759
Evergreen Capital Management
Bellevue,
Washington
| $508M | +$10.8M | +2% | 4.08% | 77.2% | 109 | 17.43% | 0.8 |
|
| 1760 |
1760
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $508M | +$55.4M | +12% | 4.06% | 45.9% | 78 | 3.85% | 0.7 |
|
| 1761 |
1761
Howard Capital Management (New York)
New York
| $508M | +$216K | +0% | 4.94% | 76.8% | 114 | 14.04% | 0.8 |
|
| 1762 |
TCM
1762
TriOaks Capital Management
New York
| $508M | -$546M | -52% | 7.27% | – | 88 | 56.82% | 0.3 |
|
| 1763 |
OIM
1763
Opus Investment Management
Worcester,
Massachusetts
| $507M | +$73.2M | +17% | 5.41% | 52.8% | 84 | 13.1% | 0.9 |
|
| 1764 |
1764
Investure LLC
Charlottesville,
Virginia
| $507M | +$420M | +481% | 3.78% | 55.4% | 6 | 33.33% | 0.6 |
|
| 1765 |
EC
1765
EMS Capital
New York
| $507M | -$46.8M | -8% | 10.4% | 228% | 42 | 57.14% | 0.4 |
|
| 1766 |
1766
Contravisory Investment Management
Norwell,
Massachusetts
| $506M | -$3.29M | -0.6% | 4.73% | 135% | 204 | 53.43% | 0.5 |
|
| 1767 |
1767
Courier Capital
Buffalo,
New York
| $506M | +$20.7M | +4% | 4.08% | 70.8% | 298 | 8.72% | 0.8 |
|
| 1768 |
1768
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $505M | +$18.5M | +4% | 6.18% | 127% | 393 | 2.54% | 1 |
|
| 1769 |
1769
First Financial Bank - Trust Division
Hamilton,
Ohio
| $505M | -$8.32M | -2% | 2.98% | 68.6% | 189 | 8.99% | 0.9 |
|
| 1770 |
1770
Chemung Canal Trust
Elmira,
New York
| $504M | +$18.7M | +4% | 5.09% | 80.9% | 144 | 5.56% | 0.9 |
|
| 1771 |
1771
Pine Brook Road Advisors
Bedford,
New York
| $504M | -$44.3M | -8% | 7.97% | – | 2 | 0% | 0.5 |
|
| 1772 |
CA
1772
Cornerstone Advisors
Asheville,
North Carolina
| $503M | +$77.8M | +18% | 5.92% | 108% | 293 | 20.48% | 0.7 |
|
| 1773 |
1773
RK Capital Management (Colorado)
Denver,
Colorado
| $502M | +$8.45M | +2% | 4.64% | 89% | 60 | 28.33% | 0.5 |
|
| 1774 |
1774
Tributary Capital Management
Omaha,
Nebraska
| $501M | +$24.8M | +5% | 3.78% | 82.3% | 180 | 25.56% | 0.7 |
|
| 1775 |
1775
Cortland Associates
St Louis,
Missouri
| $501M | +$11.8M | +2% | 0.01% | 57.1% | 41 | 12.2% | 0.9 |
|