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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Carret Asset Management
New York
| $535M | +$17.2M | +3% | 5.2% | 94.4% | 261 | 9.58% | 2.6 |
|
| 1777 |
PAM
1777
Princeton Alpha Management
Princeton Junction,
New Jersey
| $534M | -$26.7M | -5% | 4.38% | 9.26% | 1,088 | 65.35% | 0.3 |
|
| 1778 |
1778
Grassi Investment Management
Santa Clara,
California
| $533M | +$4.41M | +0.8% | 2.79% | 170% | 139 | 8.63% | 2.5 |
|
| 1779 |
1779
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $533M | +$36.1M | +7% | 2.28% | 51.3% | 426 | 33.8% | 1.6 |
|
| 1780 |
1780
Veritas Investment Management
London,
United Kingdom
| $533M | +$14.7M | +3% | 3.29% | 69% | 77 | 7.79% | 1.6 |
|
| 1781 |
1781
Compass Capital Management
Minneapolis,
Minnesota
| $533M | +$9.7M | +2% | 3% | 50.8% | 42 | 4.76% | 2.7 |
|
| 1782 |
1782
Mather Group
Chicago,
Illinois
| $533M | +$40.4M | +8% | 2.8% | 54.1% | 30 | 13.33% | 1.5 |
|
| 1783 |
WAMC
1783
Western Asset Management Company
Pasadena,
California
| $533M | +$313M | +143% | 0.05% | 2.29% | 31 | 38.71% | 0.9 |
|
| 1784 |
1784
Dubuque Bank & Trust
Dubuque,
Iowa
| $533M | +$16.1M | +3% | 4.41% | 24% | 606 | 19.47% | 2 |
|
| 1785 |
1785
Advisory Services Network
Atlanta,
Georgia
| $532M | +$92M | +21% | 3.44% | 105% | 2,186 | 17.25% | 1.1 |
|
| 1786 |
ASP
1786
Adams Street Partners
Chicago,
Illinois
| $531M | -$80.3M | -13% | 6.84% | 399% | 24 | 54.17% | 0.6 |
|
| 1787 |
1787
Appleton Partners
Boston,
Massachusetts
| $531M | +$41.5M | +8% | 4.6% | 101% | 228 | 16.67% | 2.1 |
|
| 1788 |
1788
BVF Inc
San Francisco,
California
| $531M | +$61.3M | +13% | 55.7% | 592% | 37 | 29.73% | 1.4 |
|
| 1789 |
CC
1789
ClearArc Capital
Cincinnati,
Ohio
| $530M | +$15M | +3% | 4.2% | 63.4% | 447 | 6.04% | 2.5 |
|
| 1790 |
RCM
1790
Rutabaga Capital Management
Boston,
Massachusetts
| $529M | -$7.06M | -1% | 13.1% | 57% | 64 | 14.06% | 2 |
|
| 1791 |
AIM
1791
Astor Investment Management
Chicago,
Illinois
| $529M | -$26.1M | -5% | 2.66% | 23.3% | 39 | 30.77% | 1.5 |
|
| 1792 |
1792
Zions Bancorporation
Salt Lake City,
Utah
| $528M | -$44.2M | -8% | 3.84% | 22.9% | 989 | 18.3% | 1 |
|
| 1793 |
1793
TFG Asset Management
Grand Cayman,
Cayman Islands
| $528M | +$89.2M | +20% | 5.29% | 72.1% | 37 | 21.62% | 0.7 |
|
| 1794 |
SH
1794
SeaTown Holdings
Singapore
| $528M | +$204M | +63% | 0.89% | 220% | 46 | 69.57% | 0.2 |
|
| 1795 |
BCM
1795
Buckhead Capital Management
Atlanta,
Georgia
| $525M | -$25.3M | -5% | 4.63% | 67.6% | 183 | 6.56% | 2.4 |
|
| 1796 |
NPPM
1796
North Point Portfolio Managers
Orange Village,
Ohio
| $525M | +$16.6M | +3% | 4.54% | 72.8% | 88 | 12.5% | 2.4 |
|
| 1797 |
1797
Capital Investment Services of America
Milwaukee,
Wisconsin
| $524M | -$581K | -0.1% | 4.94% | 50.7% | 68 | 4.41% | 2.3 |
|
| 1798 |
BP
1798
Berkshire Partners
Boston,
Massachusetts
| $524M | -$36M | -6% | 9.64% | 79% | 2 | 50% | 3.3 |
|
| 1799 |
1799
Front Barnett Associates
Chicago,
Illinois
| $524M | +$30.5M | +6% | 6.23% | 40.5% | 123 | 2.44% | 2.7 |
|
| 1800 |
1800
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $523M | +$8.16M | +2% | 3.31% | 23.7% | 233 | 6.87% | 2.5 |
|