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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.04B | -$83.8M | -7% | 5.24% | 116% | 117 | 3.42% | 4.9 |
|
| 1852 |
1852
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.04B | -$18.9M | -2% | 4.5% | 75.7% | 696 | 16.52% | 3.2 |
|
| 1853 |
1853
ARS Investment Partners
New York
| $1.04B | -$51.6M | -5% | 0.64% | 260% | 190 | 15.79% | 2 |
|
| 1854 |
1854
Levin Capital Strategies
New York
| $1.04B | -$33.4M | -3% | 1.76% | 88.6% | 422 | 42.18% | 2.5 |
|
| 1855 |
1855
Delta Asset Management
Memphis,
Tennessee
| $1.04B | -$96.8M | -9% | 6.72% | 53.8% | 642 | 78.82% | 7.8 |
|
| 1856 |
1856
Parker Investment Management
Menlo Park,
California
| $1.04B | +$394M | +61% | 1.27% | 208% | 47 | 31.91% | 2.1 |
|
| 1857 |
1857
Thomasville National Bank
Thomasville,
Georgia
| $1.03B | -$10.8M | -1% | 0.89% | – | 230 | 6.52% | 4.2 |
|
| 1858 |
1858
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.03B | +$163M | +19% | 16.3% | 54.4% | 194 | 47.94% | 1 |
|
| 1859 |
1859
Linse Capital
San Juan,
Puerto Rico
| $1.03B | -$28M | -3% | 2.3% | – | 2 | 0% | 0.3 |
|
| 1860 |
1860
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $1.03B | -$231M | -18% | 18.5% | 507% | 35 | 5.71% | 1.5 |
|
| 1861 |
CWM
1861
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.03B | -$20M | -2% | 3.44% | 69.8% | 534 | 20.22% | 2.9 |
|
| 1862 |
1862
Evanson Asset Management
Carmel,
California
| $1.03B | -$94.9M | -8% | 3.37% | 66.6% | 311 | 13.5% | 4.3 |
|
| 1863 |
1863
Adell Harriman & Carpenter
Houston,
Texas
| $1.03B | -$48.9M | -5% | 2.48% | 176% | 183 | 8.2% | 4.5 |
|
| 1864 |
1864
Wealthcare Capital Management
Richmond,
Virginia
| $1.03B | -$60.3M | -6% | 5.93% | 46.2% | 92 | 25% | 4.3 |
|
| 1865 |
1865
Naspers
South Africa
| $1.03B | -$734M | -42% | 40.1% | 88.2% | 4 | 0% | 0.3 |
|
| 1866 |
1866
Engaged Capital
Newport Beach,
California
| $1.03B | +$216M | +27% | 7.34% | 26.2% | 11 | 36.36% | 2.7 |
|
| 1867 |
1867
JB Capital
Wethersfield,
Connecticut
| $1.03B | +$5.31M | +0.5% | 3.39% | 83.8% | 274 | 24.45% | 0.4 |
|
| 1868 |
1868
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $1.03B | -$13M | -1% | 4.59% | 26.1% | 182 | 12.09% | 5.3 |
|
| 1869 |
1869
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $1.03B | -$214M | -17% | 8.7% | 80.6% | 164 | 38.41% | 3.3 |
|
| 1870 |
1870
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.02B | -$44.7M | -4% | 6.91% | 64.1% | 317 | 16.09% | 2 |
|
| 1871 |
1871
Hartford Funds Management
Wayne,
Pennsylvania
| $1.02B | -$34.2M | -3% | 5.91% | 26.8% | 14 | 42.86% | 1 |
|
| 1872 |
1872
Redpoint Management
Woodside,
California
| $1.02B | -$400M | -28% | 22% | 20.6% | 8 | 25% | 0.2 |
|
| 1873 |
1873
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.01B | -$490M | -33% | 2.03% | 131% | 97 | 13.4% | 3.2 |
|
| 1874 |
1874
BTC Capital Management
Des Moines,
Iowa
| $1.01B | +$619K | +0.1% | 2.86% | – | 276 | 12.68% | 2.7 |
|
| 1875 |
1875
Graypoint LLC
Albany,
New York
| $1.01B | +$57.4M | +6% | 3.79% | 72.8% | 338 | 18.05% | 1.3 |
|