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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Versor Investments
New York
| $580M | -$51.8M | -8% | 3.08% | 240% | 1,029 | 57.34% | 0.4 |
|
| 3002 |
3002
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $580M | -$862M | -60% | 1.15% | 115% | 635 | 48.98% | 7.2 |
|
| 3003 |
3003
Mirova
Paris,
France
| $580M | +$838K | +0.1% | 4.1% | 64.6% | 133 | 12.78% | 2.7 |
|
| 3004 |
3004
SJS Investment Consulting
Sylvania,
Ohio
| $579M | +$12.4M | +2% | 0.09% | 69.4% | 1,727 | 11.35% | 2.3 |
|
| 3005 |
3005
St. James Investment Company
Southlake,
Texas
| $579M | -$13.1M | -2% | 3.28% | 43.8% | 32 | 25% | 3.6 |
|
| 3006 |
3006
Capital Insight Partners
Scottsdale,
Arizona
| $579M | +$7.22M | +1% | 1.46% | 51.7% | 163 | 7.98% | 3.6 |
|
| 3007 |
3007
Eagle Strategies
New York
| $578M | +$24.2M | +4% | 0.13% | 77.7% | 228 | 13.6% | 1.4 |
|
| 3008 |
3008
Intellus Advisors
Naples,
Florida
| $578M | – | – | 1.65% | – | 118 | – | 0 |
|
| 3009 |
3009
Montecito Bank & Trust
Santa Barbara,
California
| $577M | -$9.7M | -2% | 0.06% | – | 287 | 6.62% | 5.5 |
|
| 3010 |
3010
Crawford Fund Management
Boston,
Massachusetts
| $577M | +$111M | +24% | 0.24% | – | 241 | 26.56% | 0.6 |
|
| 3011 |
3011
Polymer Capital Management (HK)
Hong Kong
| $577M | +$145M | +33% | 12.6% | – | 228 | 59.65% | 0.3 |
|
| 3012 |
3012
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $577M | -$2.72M | -0.5% | 1.92% | 75.9% | 190 | 4.74% | 5.2 |
|
| 3013 |
JC
3013
Joho Capital
New York
| $576M | -$56.8M | -9% | 7.22% | 80.2% | 12 | 16.67% | 2.5 |
|
| 3014 |
3014
Front Street Capital Management
Missoula,
Montana
| $576M | -$42.4M | -7% | 4.05% | 316% | 72 | 13.89% | 5.3 |
|
| 3015 |
3015
Serenus Wealth Advisors
Santa Monica,
California
| $575M | – | – | 1.18% | – | 60 | – | 0 |
|
| 3016 |
MTC
3016
Matrix Trust Company
Denver,
Colorado
| $575M | +$40.6M | +8% | 2.49% | 51.4% | 286 | 28.67% | 0.8 |
|
| 3017 |
3017
James J. Burns & Company
Melville,
New York
| $575M | +$22.2M | +4% | 0.76% | 70.2% | 152 | 10.53% | 1.3 |
|
| 3018 |
3018
Greystone Financial Group
Bloomfield Hills,
Michigan
| $575M | +$15.3M | +3% | 0.99% | 79.3% | 109 | 19.27% | 1.5 |
|
| 3019 |
3019
Horizon Wealth Management
La Grange,
Illinois
| $575M | +$73.8M | +15% | 2.31% | 109% | 105 | 20.95% | 1.7 |
|
| 3020 |
3020
North Point Portfolio Managers
Orange Village,
Ohio
| $575M | -$49M | -8% | 0.12% | 72.8% | 96 | 31.25% | 4.8 |
|
| 3021 |
3021
Gilman Hill Asset Management
New Canaan,
Connecticut
| $574M | -$23.7M | -4% | 2.73% | 54.2% | 239 | 14.64% | 4.6 |
|
| 3022 |
NM
3022
Newtyn Management
New York
| $574M | -$77.2M | -12% | 0.02% | 52% | 42 | 28.57% | 1.7 |
|
| 3023 |
YLHM
3023
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $574M | -$33M | -5% | 3.36% | 144% | 100 | 10% | 1 |
|
| 3024 |
3024
Oarsman Capital
Milwaukee,
Wisconsin
| $574M | +$30.8M | +6% | 0.78% | 70.6% | 959 | 11.26% | 1.2 |
|
| 3025 |
3025
Evelyn Partners Investment Management Services
London,
| $574M | – | – | 2.15% | – | 277 | – | 0 |
|