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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
SCM
2576
Segantii Capital Management
Hong Kong
| $244M | -$169M | -41% | 3.79% | 33.1% | 204 | 92.16% | 0.1 |
|
| 2577 |
FRGX
2577
First Reserve GP XII
Stamford,
Connecticut
| $244M | -$3.24M | -1% | 6.31% | – | 5 | 40% | 0.8 |
|
| 2578 |
AIS
2578
AlphaOne Investment Services
West Chester,
Pennsylvania
| $244M | -$36.6M | -13% | 1.46% | 77.1% | 104 | 24.04% | 1.6 |
|
| 2579 |
NEPWA
2579
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $243M | -$8.44M | -3% | 1.82% | 51.3% | 130 | 14.62% | 1.8 |
|
| 2580 |
2580
Krilogy Financial
St. Louis,
Missouri
| $243M | +$135M | +126% | 2% | 79% | 717 | 41.42% | 0.3 |
|
| 2581 |
2581
Alphabet Inc
Mountain View,
California
| $243M | -$83.9M | -26% | 20.8% | 327% | 6 | 33.33% | 1.1 |
|
| 2582 |
PAM
2582
Pagoda Asset Management
New York
| $243M | +$67.9M | +39% | 2.42% | – | 24 | 41.67% | 0.2 |
|
| 2583 |
CPV
2583
Canaan Partners VII
Westport,
Connecticut
| $243M | -$79.3M | -25% | 24.5% | 20.7% | 4 | 0% | 1.4 |
|
| 2584 |
WCF
2584
West Coast Financial
Santa Barbara,
California
| $243M | +$3.71M | +2% | 3.64% | 22.2% | 93 | 10.75% | 2.1 |
|
| 2585 |
MIP
2585
Marietta Investment Partners
Milwaukee,
Wisconsin
| $242M | -$5.23M | -2% | 1.96% | 160% | 144 | 34.03% | 1.5 |
|
| 2586 |
EDRS
2586
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
| $242M | -$20.4M | -8% | 0.73% | – | 423 | 19.62% | 0.6 |
|
| 2587 |
SHWM
2587
Smith & Howard Wealth Management
Atlanta,
Georgia
| $241M | +$36.7M | +18% | 1.27% | 40.4% | 69 | 15.94% | 1.5 |
|
| 2588 |
CT
2588
Chicago Trust
Grayslake,
Illinois
| $241M | -$16.8M | -7% | 2.5% | 85.9% | 171 | 12.87% | 0.9 |
|
| 2589 |
WSA
2589
Wall Street Associates
Lajolla,
California
| $241M | -$115M | -32% | 5.36% | 94.4% | 314 | 36.62% | 1.4 |
|
| 2590 |
2590
Atlantic Union Bankshares
Glen Allen,
Virginia
| $241M | +$13M | +6% | 3.9% | 78.9% | 138 | 6.52% | 1.7 |
|
| 2591 |
MIM
2591
Manitou Investment Management
Toronto,
Ontario, Canada
| $241M | -$10.1M | -4% | 3.55% | 69.3% | 40 | 35% | 0.3 |
|
| 2592 |
LI
2592
Lafayette Investments
Ashton,
Maryland
| $241M | +$190K | +0.1% | 4.55% | 77.9% | 71 | 8.45% | 2.4 |
|
| 2593 |
KRC
2593
Kingdom Ridge Capital
White Plains,
New York
| $240M | +$62.4M | +35% | 4.11% | 51.6% | 28 | 57.14% | 0.5 |
|
| 2594 |
AIC
2594
Argus Investors Counsel
New York
| $240M | +$3.87M | +2% | 3.14% | 132% | 53 | 1.89% | 2.5 |
|
| 2595 |
MPEM
2595
Marathon Partners Equity Management
New York
| $239M | +$627K | +0.3% | 4.67% | – | 27 | 3.7% | 1.5 |
|
| 2596 |
AB
2596
Atlas Brown
Louisville,
Kentucky
| $239M | +$81.8M | +52% | 0.36% | 115% | 115 | 5.22% | 2 |
|
| 2597 |
JGGDR
2597
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $239M | +$121M | +103% | 4.91% | 206% | 46 | 67.39% | 0.4 |
|
| 2598 |
FBT
2598
First Bankers Trust
Louisville,
Kentucky
| $239M | +$9.24M | +4% | 3.01% | 78.9% | 147 | 5.44% | 2.4 |
|
| 2599 |
NGA
2599
Naples Global Advisors
Naples,
Florida
| $239M | +$32.2M | +16% | 3.06% | 103% | 254 | 18.11% | 1.6 |
|
| 2600 |
CC
2600
Callan Capital
La Jolla,
California
| $239M | -$14.3M | -6% | 6.5% | 20.1% | 66 | 7.58% | 1.8 |
|