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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 |
1751
Evergreen Capital Management
Bellevue,
Washington
| $514M | +$5.85M | +1% | 0.8% | 82.9% | 107 | 11.21% | 1 |
|
| 1752 |
1752
Ashmore Group
London,
United Kingdom
| $512M | -$244M | -32% | 1.33% | 103% | 79 | 40.51% | 0.6 |
|
| 1753 |
CA
1753
Cornerstone Advisors
Asheville,
North Carolina
| $512M | +$9M | +2% | 1.51% | 108% | 277 | 11.19% | 0.9 |
|
| 1754 |
1754
Kanaly Trust
Houston,
Texas
| $511M | -$37.9M | -7% | 3.42% | 11.6% | 845 | 17.04% | 0.6 |
|
| 1755 |
1755
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $511M | -$25.6M | -5% | 0.09% | 142% | 157 | 9.55% | 1.1 |
|
| 1756 |
1756
Albert D. Mason Inc
Boston,
Massachusetts
| $509M | -$40.3M | -7% | 0.97% | 82% | 134 | 6.72% | 1.1 |
|
| 1757 |
ICAS
1757
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $509M | -$110M | -18% | 0.61% | 24.9% | 752 | 13.56% | 1 |
|
| 1758 |
1758
PartnerRe Asset Management
Greenwich,
Connecticut
| $509M | -$60.5M | -11% | 2.16% | – | 525 | 1.9% | 1.2 |
|
| 1759 |
1759
River Global Investors
London,
United Kingdom
| $508M | +$124M | +32% | 5.07% | 49.7% | 71 | 23.94% | 0.8 |
|
| 1760 |
1760
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $508M | -$93K | -0% | 1.48% | 116% | 96 | 12.5% | 1.1 |
|
| 1761 |
1761
Parus Finance (UK)
London,
United Kingdom
| $508M | +$28M | +6% | 0.87% | 199% | 26 | 7.69% | 1.1 |
|
| 1762 |
1762
DW Partners
New York
| $508M | -$391M | -44% | 10.5% | 44.5% | 57 | 42.11% | 0.5 |
|
| 1763 |
QCMC
1763
Quantum Capital Management (California)
San Francisco,
California
| $507M | -$77.5M | -13% | 1.13% | 53.7% | 195 | 15.38% | 1 |
|
| 1764 |
1764
Boys Arnold & Co
Asheville,
North Carolina
| $507M | -$71.5M | -12% | 0.06% | 11.5% | 224 | 8.93% | 1.1 |
|
| 1765 |
EIM
1765
Emerson Investment Management
Boston,
Massachusetts
| $507M | -$2.11M | -0.4% | 0.81% | 26.1% | 210 | 31.43% | 0.8 |
|
| 1766 |
PGCM
1766
Prescott Group Capital Management
Tulsa,
Oklahoma
| $507M | -$61.6M | -11% | 6.2% | 148% | 245 | 31.84% | 0.8 |
|
| 1767 |
1767
Payden & Rygel
Los Angeles,
California
| $505M | +$109M | +28% | 0.22% | 103% | 228 | 9.65% | 1.1 |
|
| 1768 |
1768
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $504M | +$11.1M | +2% | 2.34% | 64.4% | 104 | 19.23% | 1 |
|
| 1769 |
1769
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $503M | +$250M | +99% | 0.84% | 90.4% | 842 | 40.62% | 0.4 |
|
| 1770 |
1770
Next Financial Group
Houston,
Texas
| $503M | +$311M | +162% | 0.65% | 85.4% | 2,671 | 53.46% | 0.1 |
|
| 1771 |
1771
Investure LLC
Charlottesville,
Virginia
| $503M | -$4.63M | -0.9% | 0.8% | 55.4% | 6 | 0% | 0.9 |
|
| 1772 |
1772
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $503M | +$62.6M | +14% | 0.11% | 112% | 314 | 34.08% | 0.8 |
|
| 1773 |
1773
Linden Advisors
New York
| $502M | +$44.3M | +10% | 0.24% | 3.64% | 58 | 27.59% | 0.4 |
|
| 1774 |
JA
1774
JVL Advisors
Houston,
Texas
| $502M | +$59.6M | +13% | 18.1% | 89.4% | 29 | 37.93% | 0.4 |
|
| 1775 |
1775
Acropolis Investment Management
St. Louis,
Missouri
| $501M | +$5.94M | +1% | 1.8% | 51% | 148 | 7.43% | 1 |
|