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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
Pictet North America Advisors
Geneva 73,
Switzerland
| $599M | +$145M | +32% | 7.21% | 67.7% | 137 | 30.66% | 1 |
|
| 1752 |
1752
Oakmont Corp
Los Angeles,
California
| $599M | +$52.6M | +10% | 10.9% | 70.2% | 21 | 28.57% | 1.4 |
|
| 1753 |
1753
Rehmann Capital Advisory Group
Lansing,
Michigan
| $599M | +$52.6M | +10% | 5.15% | 64.6% | 413 | 12.59% | 2.3 |
|
| 1754 |
1754
Dean Investment Associates
Beavercreek,
Ohio
| $599M | +$15.3M | +3% | 0.67% | 63.5% | 233 | 32.19% | 1.8 |
|
| 1755 |
1755
Howard Capital Management (New York)
New York
| $599M | +$35.6M | +6% | 6.03% | 76.8% | 118 | 17.8% | 2.6 |
|
| 1756 |
RCIM
1756
Russell Clark Investment Management
London,
United Kingdom
| $599M | +$281M | +89% | 17.1% | 172% | 48 | 56.25% | 0.2 |
|
| 1757 |
1757
Citizens Business Bank
Ontario,
California
| $598M | +$35.8M | +6% | 4.16% | 108% | 286 | 11.19% | 2.5 |
|
| 1758 |
1758
Cambridge Associates
Boston,
Massachusetts
| $597M | +$121M | +26% | 3.63% | 50.1% | 35 | 22.86% | 1.6 |
|
| 1759 |
1759
Regis Management Company
Menlo Park,
California
| $597M | +$50.2M | +9% | 4.51% | 5.33% | 91 | 15.38% | 2 |
|
| 1760 |
1760
Partners Value Investments
Hamilton,
Bermuda
| $594M | – | – | 7.97% | 80.7% | 24 | – | 0 |
|
| 1761 |
1761
Moors & Cabot
Boston,
Massachusetts
| $593M | -$14.8M | -2% | 4.33% | 124% | 584 | 19.18% | 2 |
|
| 1762 |
1762
Balasa Dinverno & Foltz
| $592M | +$3.3M | +0.6% | 5.9% | 23.2% | 222 | 22.97% | 2.4 |
|
| 1763 |
WMC
1763
Westwood Management Corporation
Chicago,
Illinois
| $591M | +$70.7M | +14% | 14.2% | 44.3% | 91 | 24.18% | 2.1 |
|
| 1764 |
1764
Nine Masts Capital
Central,
Hong Kong
| $591M | +$104M | +21% | 7.15% | 88.1% | 96 | 59.38% | 0.4 |
|
| 1765 |
1765
Gladius Capital Management
Chicago,
Illinois
| $591M | +$56.8M | +11% | 5.13% | 78% | 5 | 40% | 1.4 |
|
| 1766 |
VOAM
1766
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $590M | -$6.01M | -1% | 6.53% | 107% | 156 | 50.64% | 1 |
|
| 1767 |
1767
HBK Sorce Advisory
Erie,
Pennsylvania
| $590M | +$36.3M | +7% | 5.5% | 58.2% | 441 | 67.57% | 1 |
|
| 1768 |
1768
Cornercap Investment Counsel
Atlanta,
Georgia
| $589M | +$10.5M | +2% | 3.43% | 55.4% | 427 | 38.64% | 1 |
|
| 1769 |
1769
Daido Life Insurance Company
Osaka,
Japan
| $589M | +$86.9M | +17% | 4.26% | 68.7% | 7 | 0% | 0.3 |
|
| 1770 |
MIM
1770
Marco Investment Management
Atlanta,
Georgia
| $589M | +$15.2M | +3% | 4.52% | 127% | 187 | 6.95% | 2.9 |
|
| 1771 |
1771
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $589M | +$14.7M | +3% | 4.22% | 71.6% | 301 | 8.97% | 2.7 |
|
| 1772 |
1772
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $588M | +$24.6M | +4% | 6.55% | 94.2% | 101 | 8.91% | 3.1 |
|
| 1773 |
1773
BVF Inc
San Francisco,
California
| $588M | +$90.2M | +18% | 31.6% | 592% | 33 | 21.21% | 1.5 |
|
| 1774 |
1774
Nexus Investment Management
Toronto,
Ontario, Canada
| $587M | -$1.98M | -0.3% | 4.47% | 77.5% | 71 | 7.04% | 3.2 |
|
| 1775 |
RA
1775
Rovida Advisors
Fort Lauderdale,
Florida
| $586M | +$136M | +30% | 4.8% | 24.8% | 22 | 45.45% | 0.5 |
|