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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $626M | +$299M | +91% | 3.84% | 99.4% | 175 | 43.43% | 1.7 |
|
| 1902 |
1902
Merit Financial Group
Alpharetta,
Georgia
| $625M | +$66.4M | +12% | 5.36% | 67.3% | 123 | 13.82% | 0.6 |
|
| 1903 |
1903
Intrinsic Edge Capital Management
Chicago,
Illinois
| $624M | -$226M | -27% | 9.13% | 283% | 207 | 62.8% | 0.3 |
|
| 1904 |
1904
Summit Creek Advisors
Minneapolis,
Minnesota
| $624M | +$67.4M | +12% | 13% | 68.8% | 62 | 14.52% | 2.4 |
|
| 1905 |
1905
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $624M | -$665K | -0.1% | 9.27% | 146% | 36 | 8.33% | 4.2 |
|
| 1906 |
1906
Freshford Capital Management
Rye Brook,
New York
| $624M | -$10.3M | -2% | 0.73% | 97.3% | 21 | 19.05% | 1.2 |
|
| 1907 |
1907
GenTrust
Miami,
Florida
| $623M | +$27.9M | +5% | 1.33% | 53% | 94 | 20.21% | 1.3 |
|
| 1908 |
1908
Thomasville National Bank
Thomasville,
Georgia
| $623M | +$42.8M | +7% | 6.97% | – | 200 | 6.5% | 2.2 |
|
| 1909 |
1909
Park Avenue Securities
New York
| $623M | +$54.8M | +10% | 2.71% | 71% | 227 | 20.7% | 0.9 |
|
| 1910 |
1910
Acropolis Investment Management
St. Louis,
Missouri
| $623M | +$13.6M | +2% | 3.13% | 51% | 155 | 12.9% | 3.6 |
|
| 1911 |
1911
Brown Advisory Securities
Baltimore,
Maryland
| $622M | +$45.7M | +8% | 8.31% | 51% | 435 | 5.98% | 2.8 |
|
| 1912 |
1912
Vicus Capital
State College,
Pennsylvania
| $622M | +$15.2M | +3% | 4.53% | 59.6% | 245 | 10.2% | 2.8 |
|
| 1913 |
1913
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $621M | -$25.8M | -4% | 3.93% | 125% | 56 | 39.29% | 1.1 |
|
| 1914 |
1914
Wellington Shields Capital Management
New York
| $620M | +$15.2M | +3% | 3.3% | 137% | 333 | 12.01% | 3.2 |
|
| 1915 |
1915
First Light Asset Management
Edina,
Minnesota
| $620M | -$22.5M | -4% | 12.4% | 364% | 63 | 17.46% | 2.5 |
|
| 1916 |
1916
Blackhill Capital
Morristown,
New Jersey
| $618M | +$56.4M | +10% | 10.3% | 212% | 75 | 5.33% | 4.3 |
|
| 1917 |
1917
NBT Bank
Norwich,
New York
| $618M | +$59.4M | +11% | 6.9% | 77% | 192 | 9.9% | 4.4 |
|
| 1918 |
1918
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $617M | +$20.3M | +3% | 6.68% | 34% | 98 | 3.06% | 3.6 |
|
| 1919 |
1919
J.V. Bruni & Co
Colorado Springs,
Colorado
| $617M | +$41.5M | +7% | 7.67% | 97.9% | 28 | 7.14% | 3.1 |
|
| 1920 |
1920
Alpha Wave Global
New York
| $616M | -$94.6M | -13% | 1.8% | 226% | 35 | 71.43% | 0.7 |
|
| 1921 |
1921
Citizens Business Bank
Ontario,
California
| $615M | +$19.2M | +3% | 5.13% | 108% | 285 | 8.42% | 3.3 |
|
| 1922 |
1922
Financial Architects (New Jersey)
Marlton,
New Jersey
| $614M | +$53.8M | +10% | 6.11% | 31.3% | 1,601 | 25.42% | 1.8 |
|
| 1923 |
1923
Wintrust Investments
Chicago,
Illinois
| $614M | +$37.7M | +7% | 5.42% | 27.5% | 379 | 13.72% | 1.2 |
|
| 1924 |
NAM
1924
North American Management
Boston,
Massachusetts
| $613M | -$3.4M | -0.6% | 8.64% | 61.7% | 137 | 8.03% | 3.5 |
|
| 1925 |
1925
Guardian Life Insurance
New York
| $613M | +$21.8M | +4% | 1.28% | – | 527 | 1.71% | 4.3 |
|