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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
BREA
2751
Barings Real Estate Advisers
Hartford,
Connecticut
| $223M | +$13.3M | +6% | 10.5% | 44.2% | 40 | 20% | 1.4 |
|
| 2752 |
SIRP
2752
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $223M | +$6.12M | +3% | 2.73% | 60.5% | 42 | 4.76% | 1.8 |
|
| 2753 |
PCM
2753
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $222M | +$8.13M | +4% | 3.41% | 62.6% | 175 | 8% | 0.2 |
|
| 2754 |
ACM
2754
Atika Capital Management
New York
| $222M | +$72.3M | +48% | 18.1% | 811% | 85 | 50.59% | 0.5 |
|
| 2755 |
CA
2755
Corrado Advisors
Ramsey,
New Jersey
| $222M | -$9.46M | -4% | 1.04% | 64% | 97 | 25.77% | 1 |
|
| 2756 |
SFU
2756
Stonehage Fleming (UK)
London,
United Kingdom
| $222M | +$6.24M | +3% | 0.54% | – | 215 | 23.26% | 0.9 |
|
| 2757 |
IIM
2757
Ipswich Investment Management
Beverly,
Massachusetts
| $222M | -$6.2M | -3% | 0.07% | 104% | 135 | 3.7% | 1.7 |
|
| 2758 |
ERIM
2758
Eagle Ridge Investment Management
Stamford,
Connecticut
| $222M | +$1.83M | +0.8% | 0.13% | 28.2% | 60 | 16.67% | 1.5 |
|
| 2759 |
AMG
2759
Asset Management Group
Stamford,
Connecticut
| $222M | +$6.15M | +3% | 1.17% | 57% | 99 | 7.07% | 1.6 |
|
| 2760 |
MMG
2760
Monetary Management Group
St Louis,
Missouri
| $222M | -$4.9M | -2% | 1.65% | 138% | 365 | 9.04% | 1.5 |
|
| 2761 |
TI
2761
Telemetry Investments
New York
| $222M | +$40.5M | +22% | 3.84% | 77.4% | 279 | 71.33% | 0.2 |
|
| 2762 |
TAM
2762
Trust Asset Management
Houston,
Texas
| $222M | -$37.3M | -14% | 2.52% | 91.1% | 115 | 23.48% | 0.8 |
|
| 2763 |
SWK
2763
Stephen W. Kidder
| $222M | -$9.63M | -4% | 0.72% | 94.7% | 95 | 6.32% | 1.5 |
|
| 2764 |
2764
RFG Advisory
Birmingham,
Alabama
| $221M | +$90.3M | +69% | 1.37% | 52.3% | 175 | 81.71% | 0.1 |
|
| 2765 |
III
2765
Independent Investors Inc
Nesconset,
New York
| $221M | +$516K | +0.2% | 0.24% | 61.6% | 81 | 6.17% | 1.9 |
|
| 2766 |
SAMH
2766
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $221M | +$59.8M | +37% | 5.3% | 125% | 35 | 77.14% | 0.1 |
|
| 2767 |
YP
2767
Yellowstone Partners
Idaho Falls,
Idaho
| $221M | +$22.5M | +11% | 0.11% | – | 239 | 24.27% | 1 |
|
| 2768 |
SC
2768
ShearLink Capital
New York
| $221M | +$110M | +100% | 6.11% | 49.1% | 26 | 42.31% | 0.3 |
|
| 2769 |
SBK
2769
Steven B. Klinsky
| $220M | +$941K | +0.4% | 2.84% | – | 3 | 0% | 1.4 |
|
| 2770 |
CIA
2770
Capital Impact Advisors
Boston,
Massachusetts
| $220M | +$1.27M | +0.6% | 2.76% | – | 265 | 0.75% | 0.7 |
|
| 2771 |
A
2771
Abingworth
London,
United Kingdom
| $220M | -$14.8M | -6% | 20.1% | 184% | 19 | 26.32% | 1 |
|
| 2772 |
OSNBOA
2772
Old Second National Bank of Aurora
Aurora,
Illinois
| $220M | -$5.07M | -2% | 0.1% | 89.5% | 364 | 11.26% | 1.4 |
|
| 2773 |
MWP
2773
Moller Wealth Partners
| $220M | +$3.66M | +2% | 1.78% | 44.1% | 46 | 17.39% | 1.8 |
|
| 2774 |
PWAP
2774
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $220M | +$6.51M | +3% | 0.02% | 58.5% | 140 | 9.29% | 1.6 |
|
| 2775 |
QGI
2775
Quadrangle GP Investors
New York
| $220M | -$70.8M | -24% | 6.19% | 17.1% | 4 | 0% | 1.8 |
|