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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Permanens Capital
New York
| $357M | +$5.46M | +2% | 1.03% | 76.9% | 121 | 24.79% | 0.7 |
|
| 2602 |
2602
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $357M | +$148M | +71% | 1.91% | 70.9% | 28 | 21.43% | 3.5 |
|
| 2603 |
2603
Caledonia Investments plc (UK)
London England,
United Kingdom
| $357M | -$744K | -0.2% | 1.3% | 61.9% | 11 | 0% | 3.7 |
|
| 2604 |
2604
Gilbert & Cook
West Des Moines,
Iowa
| $357M | +$14.8M | +4% | 1.24% | 63.2% | 131 | 19.85% | 1.6 |
|
| 2605 |
2605
East Coast Asset Management
Essex,
Massachusetts
| $357M | -$16.9M | -5% | 2.32% | 153% | 70 | 8.57% | 5.4 |
|
| 2606 |
2606
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $356M | +$12.1M | +4% | 1.78% | 68.6% | 150 | 13.33% | 3.1 |
|
| 2607 |
2607
Verdence Capital Advisors
Hunt Valley,
Maryland
| $356M | +$7.79M | +2% | 1.44% | 104% | 319 | 13.48% | 1.2 |
|
| 2608 |
2608
MA Private Wealth
San Carlos,
California
| $356M | +$12.7M | +4% | 0.96% | 57.5% | 90 | 8.89% | 0.7 |
|
| 2609 |
2609
ACK Asset Management
Greenwich,
Connecticut
| $356M | +$11.4M | +3% | 2.6% | 132% | 34 | 50% | 0.9 |
|
| 2610 |
2610
Brown Advisory Securities
Baltimore,
Maryland
| $356M | -$19.8M | -5% | 2.33% | 51% | 251 | 10.36% | 4.4 |
|
| 2611 |
2611
Morningstar Investment Management
Chicago,
Illinois
| $355M | +$31M | +10% | 0.12% | 48.2% | 20 | 10% | 0.6 |
|
| 2612 |
AMCA
2612
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $355M | +$62.6M | +21% | 3.79% | 129% | 130 | 13.85% | 2.9 |
|
| 2613 |
2613
Harber Asset Management
Asheville,
North Carolina
| $355M | -$3.91M | -1% | 2.75% | 63.6% | 42 | 19.05% | 1.6 |
|
| 2614 |
2614
Newport Asia
San Francisco,
California
| $355M | -$36.8M | -9% | 5.34% | – | 4 | 0% | 4.5 |
|
| 2615 |
2615
StrategIQ Financial Group
Merrillville,
Indiana
| $354M | +$8.98M | +3% | 0.82% | 12.6% | 202 | 12.87% | 2.3 |
|
| 2616 |
2616
Glade Brook Capital Partners
Greenwich,
Connecticut
| $354M | -$280M | -44% | 35.5% | – | 2 | 0% | 0.4 |
|
| 2617 |
2617
Cumberland Advisors
Sarasota,
Florida
| $354M | +$57.7M | +19% | 1.27% | 73.5% | 80 | 13.75% | 1.3 |
|
| 2618 |
2618
Hussman Strategic Advisors
Ellicott City,
Maryland
| $353M | -$5.01M | -1% | 1.8% | 41.6% | 216 | 24.07% | 1.6 |
|
| 2619 |
2619
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $353M | +$6.6M | +2% | 2.01% | 117% | 251 | 11.16% | 2.1 |
|
| 2620 |
2620
Riverpark Capital Management
New York
| $353M | -$115M | -25% | 0.14% | 152% | 64 | 10.94% | 2.1 |
|
| 2621 |
2621
G2 Investment Partners Management
New York
| $352M | +$34.4M | +11% | 4.09% | 1,145% | 90 | 52.22% | 0.8 |
|
| 2622 |
2622
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $352M | +$5.88M | +2% | 3.62% | 65.9% | 135 | 3.7% | 4.4 |
|
| 2623 |
TFM
2623
TPI Fund Managers
London,
United Kingdom
| $351M | +$24.1M | +7% | 2.95% | 49.6% | 37 | 8.11% | 0.2 |
|
| 2624 |
2624
NTV Asset Management
Charleston,
West Virginia
| $351M | +$2.82M | +0.8% | 1.12% | 110% | 182 | 8.79% | 4.6 |
|
| 2625 |
2625
Silver Rock Financial
Los Angeles,
California
| $351M | -$60.3M | -15% | 2.61% | 2.58% | 22 | 18.18% | 1.2 |
|