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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Halbert Hargrove Global Advisors
Long Beach,
California
| $376M | -$16.3M | -4% | 2.66% | 68.2% | 80 | 18.75% | 3 |
|
| 2302 |
2302
Wildcat Capital Management
New York
| $376M | +$60.4M | +19% | 33.1% | 126% | 22 | 50% | 0.8 |
|
| 2303 |
2303
Wintrust Investments
Chicago,
Illinois
| $376M | +$24.6M | +7% | 2.83% | 27.5% | 308 | 12.99% | 0.6 |
|
| 2304 |
2304
Needham Investment Management
New York
| $376M | -$12.6M | -3% | 4.42% | 424% | 111 | 15.32% | 2.7 |
|
| 2305 |
CAM
2305
Centre Asset Management
New York
| $375M | +$10.7M | +3% | 4.17% | 45.3% | 58 | 41.38% | 1.5 |
|
| 2306 |
2306
Klingman & Associates
New York
| $375M | +$14.6M | +4% | 0.43% | 64.9% | 101 | 11.88% | 2 |
|
| 2307 |
2307
Investure LLC
Charlottesville,
Virginia
| $375M | +$53.1M | +17% | 9.18% | 55.4% | 9 | 11.11% | 2.4 |
|
| 2308 |
BIM
2308
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $375M | +$5.86M | +2% | 4.06% | 48.4% | 113 | 11.5% | 2.5 |
|
| 2309 |
2309
Bruderman Asset Management
Locust Valley,
New York
| $375M | +$28.1M | +8% | 1.48% | 31.7% | 363 | 69.42% | 0.6 |
|
| 2310 |
2310
Zuckerman Investment Group
Chicago,
Illinois
| $374M | -$37.8M | -9% | 2.82% | 111% | 60 | 16.67% | 2.1 |
|
| 2311 |
2311
Griffin Asset Management
New York
| $374M | – | – | 1.69% | 88.9% | 126 | – | 2.5 |
|
| 2312 |
2312
Bowie Capital Management
Richardson,
Texas
| $374M | +$229M | +158% | 3.98% | 31.6% | 30 | 20% | 0.4 |
|
| 2313 |
2313
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $372M | +$15.7M | +4% | 0.36% | 95.1% | 103 | 44.66% | 0.9 |
|
| 2314 |
2314
Glynn Capital Management
Menlo Park,
California
| $372M | +$41.2M | +12% | 12.6% | 252% | 41 | 4.88% | 3 |
|
| 2315 |
AIS
2315
AlphaOne Investment Services
West Chester,
Pennsylvania
| $371M | -$26.3M | -7% | 6.24% | 77.1% | 122 | 30.33% | 2 |
|
| 2316 |
2316
Accident Compensation Corp
Wellington,
New Zealand
| $371M | -$22M | -6% | 0.41% | 24.6% | 122 | 13.11% | 1.2 |
|
| 2317 |
ACM
2317
Acertus Capital Management
Morristown,
New Jersey
| $371M | -$12.3M | -3% | 2.57% | 23.5% | 5 | 40% | 1.5 |
|
| 2318 |
2318
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $371M | +$14.1M | +4% | 1.68% | 17.2% | 214 | 8.88% | 3.1 |
|
| 2319 |
JWBC
2319
J.W. Burns & Co
Dewitt,
New York
| $371M | +$7.61M | +2% | 2.73% | 95.4% | 165 | 3.64% | 3.1 |
|
| 2320 |
2320
Pure Financial Advisors
San Diego,
California
| $371M | +$25.1M | +7% | 1.38% | 47.2% | 109 | 6.42% | 2.3 |
|
| 2321 |
MAM
2321
Marketfield Asset Management
New York
| $370M | -$47.4M | -11% | 3.68% | 61.5% | 43 | 6.98% | 1.9 |
|
| 2322 |
2322
RBO & Co
Saint Helena,
California
| $370M | +$13.7M | +4% | 3.63% | 27.9% | 50 | 2% | 3.2 |
|
| 2323 |
2323
Symetra Life Insurance
Bellevue,
Washington
| $370M | +$8.39M | +2% | 2.13% | – | 3 | 0% | 1.5 |
|
| 2324 |
2324
Income Research & Management
Boston,
Massachusetts
| $370M | -$14.7M | -4% | 0.11% | 1.19% | 34 | 0% | 2.3 |
|
| 2325 |
2325
Versor Investments
New York
| $369M | +$112M | +44% | 11.2% | 205% | 229 | 69.43% | 0.1 |
|