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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%
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1926 |
3I
1926
3I Investments
London Swie 5jd,
United Kingdom
| $426M | -$5.65M | -1% | 1.31% | 64.3% | 1 | 0% |
|
| 1927 |
LH
1927
Lebenthal Holdings
New York
| $426M | -$8.57M | -2% | 7.12% | – | 333 | 23.42% |
|
| 1928 |
AIP
1928
ARS Investment Partners
New York
| $426M | -$10.6M | -2% | 8.01% | 260% | 89 | 10.11% |
|
| 1929 |
1IA
1929
1834 Investment Advisors
Milwaukee,
Wisconsin
| $426M | +$22.6M | +6% | 5.2% | 51.8% | 199 | 15.58% |
|
| 1930 |
1930
Pacer Advisors
Malvern,
Pennsylvania
| $426M | +$385M | +936% | 7.3% | 46.1% | 854 | 88.29% |
|
| 1931 |
ACM
1931
Ashford Capital Management
Wilmington,
Delaware
| $425M | -$845K | -0.2% | 8.64% | 111% | 123 | 21.95% |
|
| 1932 |
DBG
1932
De Burlo Group
Boston,
Massachusetts
| $425M | -$1.04M | -0.2% | 8.98% | 98.1% | 111 | 18.92% |
|
| 1933 |
WC
1933
Wexford Capital
West Palm Beach,
Florida
| $425M | -$92.1M | -18% | 4.78% | 92.6% | 106 | 65.09% |
|
| 1934 |
CL
1934
Choreo LLC
Rockford,
Illinois
| $424M | +$42.7M | +11% | 5.03% | 59.7% | 169 | 14.79% |
|
| 1935 |
ASA
1935
Armstrong Shaw Associates
New Canaan,
Connecticut
| $424M | +$11.2M | +3% | 5.82% | 51.2% | 44 | 11.36% |
|
| 1936 |
RSCM
1936
Rail-Splitter Capital Management
Chicago,
Illinois
| $423M | +$61.5M | +17% | 9.59% | 64.1% | 50 | 38% |
|
| 1937 |
ZIG
1937
Zuckerman Investment Group
Chicago,
Illinois
| $423M | -$2.36M | -0.6% | 6% | 115% | 49 | 12.24% |
|
| 1938 |
CW
1938
Cobiz Wealth
Denver,
Colorado
| $423M | +$11.5M | +3% | 5.94% | 54% | 150 | 13.33% |
|
| 1939 |
TA
1939
Tiptree Advisors
New York
| $423M | -$226M | -35% | 2.51% | – | 54 | 44.44% |
|
| 1940 |
CC
1940
Cadinha & Co
Honolulu,
Hawaii
| $422M | +$9.71M | +2% | 6.05% | 122% | 114 | 14.04% |
|
| 1941 |
JCM
1941
JS Capital Management
New York
| $421M | -$179M | -30% | 9.03% | 16.3% | 64 | 28.13% |
|
| 1942 |
PEP
1942
Providence Equity Partners
Providence,
Rhode Island
| $421M | +$10.1M | +2% | 1.59% | 10.6% | 4 | 25% |
|
| 1943 |
CMBA
1943
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $421M | +$14.2M | +3% | 6.21% | 59.8% | 314 | 56.05% |
|
| 1944 |
FPCM
1944
Financial Partners Capital Management
New York
| $420M | +$21.9M | +5% | 6.91% | 34.2% | 130 | 19.23% |
|
| 1945 |
GAM
1945
Goldentree Asset Management
New York
| $419M | -$192M | -31% | 0.93% | 41.1% | 25 | 36% |
|
| 1946 |
PAS
1946
Professional Advisory Services
Vero Beach,
Florida
| $419M | +$20.7M | +5% | 5.88% | 61.8% | 61 | 14.75% |
|
| 1947 |
IAM
1947
Integre Asset Management
New York
| $418M | -$2.4M | -0.6% | 7.11% | 74.1% | 180 | 35.56% |
|
| 1948 |
ECM
1948
Evergreen Capital Management
Bellevue,
Washington
| $418M | +$32.3M | +8% | 1.8% | 77.2% | 96 | 17.71% |
|
| 1949 |
EK
1949
Evensky & Katz
Coral Gables,
Florida
| $418M | +$53.8M | +15% | 3.6% | 57.1% | 48 | 0% |
|
| 1950 |
ERIM
1950
Eagle Ridge Investment Management
Stamford,
Connecticut
| $417M | +$28.7M | +7% | 6.12% | 28.2% | 123 | 13.82% |
|