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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
ACG Wealth
Atlanta,
Georgia
| $660M | -$622K | -0.1% | 2.74% | 45.5% | 336 | 19.05% | 2.4 |
|
| 1827 |
1827
CPWM LLC
Seattle,
Washington
| $659M | +$17.3M | +3% | 4.2% | 36.6% | 302 | 13.25% | 2.1 |
|
| 1828 |
1828
Manchester Capital Management
Manchester,
Vermont
| $658M | +$30.8M | +5% | 2.6% | 86.7% | 619 | 19.22% | 3.7 |
|
| 1829 |
1829
Regis Management Company
Menlo Park,
California
| $655M | -$334K | -0.1% | 2.55% | 5.33% | 66 | 16.67% | 3.2 |
|
| 1830 |
1830
Capital International Inc
Los Angeles,
California
| $654M | -$37.7M | -5% | 1.07% | 132% | 171 | 9.94% | 2.4 |
|
| 1831 |
1831
Adams Street Partners
Chicago,
Illinois
| $653M | +$128M | +24% | 7.91% | 399% | 19 | 68.42% | 1 |
|
| 1832 |
1832
Sensato Investors
San Francisco,
California
| $649M | +$4.71M | +0.7% | 8.26% | 75.8% | 120 | 65% | 0.4 |
|
| 1833 |
1833
Vestar Capital Partners
New York
| $649M | +$20.2M | +3% | 3.32% | – | 2 | 0% | 2.8 |
|
| 1834 |
1834
Strategic Financial Services
Utica,
New York
| $649M | +$33.7M | +5% | 0.68% | 58.7% | 122 | 15.57% | 3.2 |
|
| 1835 |
1835
Sonora Investment Management
Tucson,
Arizona
| $649M | +$19.8M | +3% | 1.5% | 32.8% | 1,336 | 14.82% | 1.5 |
|
| 1836 |
KM
1836
Kylin Management
New York
| $648M | +$85.5M | +15% | 3.13% | 126% | 16 | 50% | 0.9 |
|
| 1837 |
SM
1837
Sabby Management
Miami Beach,
Florida
| $647M | -$194M | -23% | 1.9% | 95.5% | 208 | 58.65% | 0.6 |
|
| 1838 |
1838
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $647M | +$37.6M | +6% | 4.83% | 125% | 54 | 31.48% | 0.9 |
|
| 1839 |
1839
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $647M | +$41.9M | +7% | 4.93% | 119% | 158 | 13.29% | 2.2 |
|
| 1840 |
1840
DT Investment Partners
Chadds Ford,
Pennsylvania
| $647M | +$2.47M | +0.4% | 1.48% | 58% | 88 | 25% | 2.7 |
|
| 1841 |
1841
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $647M | +$44.4M | +7% | 2.14% | 116% | 132 | 6.06% | 2.7 |
|
| 1842 |
1842
First Financial Bank - Trust Division
Hamilton,
Ohio
| $646M | +$33.5M | +5% | 1.75% | 68.6% | 192 | 14.06% | 3.5 |
|
| 1843 |
1843
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $646M | +$8.24M | +1% | 2.25% | – | 185 | 8.65% | 3.8 |
|
| 1844 |
1844
Nexthera Capital
New York
| $646M | +$38.6M | +6% | 4.77% | 161% | 59 | 55.93% | 0.3 |
|
| 1845 |
1845
Atlantic Investment Management
New York
| $645M | -$81.9M | -11% | 13.9% | 28.8% | 21 | 38.1% | 1.4 |
|
| 1846 |
1846
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $645M | +$186M | +41% | 2.08% | 58.6% | 94 | 30.85% | 0.9 |
|
| 1847 |
MIM
1847
Marco Investment Management
Atlanta,
Georgia
| $645M | +$1.22M | +0.2% | 2.81% | 127% | 189 | 8.47% | 3.5 |
|
| 1848 |
1848
Chicago Partners Investment Group
Chicago,
Illinois
| $644M | +$61M | +10% | 4.64% | 75.8% | 1,029 | 16.23% | 1.3 |
|
| 1849 |
1849
Baldwin Wealth Partners
Marion,
Massachusetts
| $643M | +$25.2M | +4% | 4.7% | 94.5% | 537 | 10.99% | 2.2 |
|
| 1850 |
1850
Ithaka Group
Arlington,
Virginia
| $643M | +$47.8M | +8% | 10.9% | 143% | 41 | 9.76% | 3 |
|