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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $522M | -$108M | -17% | 5.97% | 131% | 119 | 19.33% | 1.6 |
|
| 1827 |
1827
Cypress Asset Management
Houston,
Texas
| $522M | +$19.8M | +4% | 3.21% | 141% | 221 | 12.67% | 2.3 |
|
| 1828 |
1828
Evensky & Katz
Coral Gables,
Florida
| $522M | +$19.2M | +4% | 2.54% | 57.1% | 48 | 2.08% | 3 |
|
| 1829 |
HSC
1829
Harbor Spring Capital
New York
| $521M | +$5.46M | +1% | 1.24% | – | 12 | 0% | 0.9 |
|
| 1830 |
1830
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $521M | -$45.6M | -8% | 3.22% | 116% | 118 | 13.56% | 2 |
|
| 1831 |
1831
Strategic Financial Services
Utica,
New York
| $521M | +$17.4M | +3% | 1.63% | 58.7% | 112 | 8.93% | 2.4 |
|
| 1832 |
WMC
1832
Westwood Management Corporation
Chicago,
Illinois
| $521M | -$40.9M | -7% | 4.6% | 44.3% | 84 | 14.29% | 2.2 |
|
| 1833 |
1833
Paradigm Asset Management
New York
| $520M | -$52.8M | -9% | 7.51% | 73.8% | 817 | 51.65% | 1.3 |
|
| 1834 |
1834
Front Barnett Associates
Chicago,
Illinois
| $518M | -$5.32M | -1% | 3.68% | 40.5% | 126 | 6.35% | 2.8 |
|
| 1835 |
1835
Astor Investment Management
Chicago,
Illinois
| $518M | -$11.2M | -2% | 2.35% | 23.3% | 44 | 36.36% | 1.4 |
|
| 1836 |
1836
Evergreen Capital Management
Bellevue,
Washington
| $518M | +$9.8M | +2% | 0.29% | 82.9% | 122 | 15.57% | 1.9 |
|
| 1837 |
CAM
1837
Centre Asset Management
New York
| $518M | -$33.5M | -6% | 4.68% | 45.3% | 80 | 37.5% | 1.6 |
|
| 1838 |
1838
Beacon Investment Advisory Services
Morristown,
New Jersey
| $518M | +$60M | +13% | 2.64% | 95.8% | 82 | 18.29% | 1.1 |
|
| 1839 |
1839
Seminole Management
New York
| $516M | -$68.2M | -12% | 15% | 95.4% | 61 | 65.57% | 0.6 |
|
| 1840 |
1840
Provident Investment Management
Novi,
Michigan
| $516M | +$34.1M | +7% | 6.07% | 69.5% | 52 | 3.85% | 2.7 |
|
| 1841 |
BCM
1841
BBT Capital Management
Fort Worth,
Texas
| $516M | -$6M | -1% | 9.62% | 31.4% | 113 | 45.13% | 1.4 |
|
| 1842 |
CC
1842
Carbonado Capital
New York
| $514M | +$51.4M | +11% | 0.68% | 62.2% | 14 | 21.43% | 0.8 |
|
| 1843 |
1843
Main Street Research
Lakeville,
Connecticut
| $514M | +$1.92M | +0.4% | 4.85% | 232% | 121 | 22.31% | 2.3 |
|
| 1844 |
1844
Evermore Global Advisors
Summit,
New Jersey
| $512M | – | – | 19% | 133% | 19 | – | 0 |
|
| 1845 |
1845
Welch Group
Birmingham,
Alabama
| $512M | +$8.38M | +2% | 1.83% | 73.2% | 150 | 16% | 2.7 |
|
| 1846 |
1846
Thompson Investment Management
Madison,
Wisconsin
| $511M | -$7.91M | -2% | 5.18% | 100% | 184 | 7.07% | 2.7 |
|
| 1847 |
1847
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $511M | +$16.3M | +3% | 3.85% | – | 558 | 13.08% | 2.5 |
|
| 1848 |
1848
Prospera Financial Services
Dallas,
Texas
| $510M | +$12.5M | +3% | 1.13% | 97.4% | 438 | 26.26% | 1.6 |
|
| 1849 |
1849
Aureus Asset Management
Boston,
Massachusetts
| $510M | +$10.6M | +2% | 3.92% | 93.9% | 179 | 26.82% | 1.3 |
|
| 1850 |
HAM
1850
Hillcrest Asset Management
Plano,
Texas
| $510M | +$68.4M | +15% | 17.5% | 97.2% | 65 | 40% | 1.1 |
|