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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Weatherly Asset Management
Del Mar,
California
| $822M | +$28.8M | +4% | 1.45% | 116% | 206 | 8.74% | 5.1 |
|
| 2127 |
2127
Fernbridge Capital Management
Los Angeles,
California
| $821M | +$1.94M | +0.2% | 0.53% | 12.4% | 18 | 16.67% | 0.5 |
|
| 2128 |
2128
Private Ocean
San Rafael,
California
| $821M | +$57.8M | +8% | 1.2% | 2.82% | 672 | 34.97% | 2.5 |
|
| 2129 |
2129
Community Bank
Dewitt,
New York
| $821M | -$26.2M | -3% | 1.08% | 73.5% | 514 | 14.01% | 4.1 |
|
| 2130 |
2130
Palisade Asset Management
Minneapolis,
Minnesota
| $820M | -$30M | -4% | 0.56% | 61.8% | 185 | 3.78% | 5.4 |
|
| 2131 |
2131
1834 Investment Advisors
Milwaukee,
Wisconsin
| $820M | -$7.29M | -0.9% | 0.91% | 68.7% | 534 | 16.48% | 3.3 |
|
| 2132 |
SC
2132
Sasco Capital
Fairfield,
Connecticut
| $819M | -$28.7M | -3% | 4.73% | 15.5% | 48 | 4.17% | 3.6 |
|
| 2133 |
2133
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $819M | -$5.74M | -0.7% | 2.56% | 22.7% | 34 | 0% | 4.9 |
|
| 2134 |
2134
RiverPark Advisors
New York
| $818M | +$34.3M | +4% | 1.86% | 87.5% | 210 | 35.24% | 1.1 |
|
| 2135 |
2135
TD Capital Management
Memphis,
Tennessee
| $818M | +$16.3M | +2% | 0.4% | 40.5% | 379 | 7.65% | 3.2 |
|
| 2136 |
2136
Ithaka Group
Arlington,
Virginia
| $818M | -$7.27M | -0.9% | 2.51% | 143% | 50 | 30% | 3.1 |
|
| 2137 |
2137
Voya Financial Advisors
Windsor,
Connecticut
| $817M | +$51.4M | +7% | 0.79% | 44.8% | 262 | 8.78% | 4.5 |
|
| 2138 |
2138
Olstein Capital Management
Purchase,
New York
| $816M | +$21.8M | +3% | 2.77% | 16.6% | 109 | 2.75% | 4.1 |
|
| 2139 |
2139
Grosvenor Holdings
Chicago,
Illinois
| $816M | -$191M | -19% | 12.3% | 54.3% | 25 | 40% | 1 |
|
| 2140 |
2140
Trinity Street Asset Management
London,
United Kingdom
| $816M | +$91.8M | +13% | 4.72% | 76.9% | 21 | 14.29% | 1.2 |
|
| 2141 |
2141
Essex Investment Management
Boston,
Massachusetts
| $815M | -$44.8M | -5% | 0.22% | 370% | 458 | 17.03% | 2.4 |
|
| 2142 |
2142
Leuthold Group
Minneapolis,
Minnesota
| $815M | +$526K | +0.1% | 0.56% | 126% | 207 | 16.91% | 1.7 |
|
| 2143 |
2143
Graypoint LLC
Albany,
New York
| $815M | +$61.9M | +8% | 0.4% | 72.8% | 282 | 11.7% | 1 |
|
| 2144 |
2144
HighTower Trust
Houston,
Texas
| $814M | -$4.64M | -0.6% | 0.36% | 90.4% | 106 | 5.66% | 3.9 |
|
| 2145 |
2145
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $813M | +$843K | +0.1% | 0.69% | 67% | 72 | 4.17% | 4 |
|
| 2146 |
2146
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $812M | -$22.2M | -3% | 2.66% | 99.4% | 103 | 7.77% | 3.7 |
|
| 2147 |
2147
CDAM (UK)
London,
United Kingdom
| $812M | +$36.6M | +5% | 1.8% | 7.89% | 13 | 7.69% | 2.2 |
|
| 2148 |
2148
AH Equity Partners III
Menlo Park,
California
| $811M | +$147M | +22% | 30.8% | 42.6% | 12 | 50% | 0.3 |
|
| 2149 |
2149
Colonial Trust Advisors
Spartanburg,
South Carolina
| $811M | -$8.33M | -1% | 0.42% | 80% | 196 | 6.12% | 4.3 |
|
| 2150 |
2150
Meridian Wealth Management
Lexington,
Kentucky
| $811M | +$26.1M | +3% | 0.01% | 117% | 409 | 12.22% | 1.6 |
|