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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Homrich & Berg
Atlanta,
Georgia
| $1.66B | +$281M | +20% | 6.32% | 38.3% | 343 | 13.41% | 2.7 |
|
| 1052 |
SPC
1052
Stone Point Capital
Greenwich,
Connecticut
| $1.66B | +$890M | +116% | 18.2% | 15.7% | 4 | 25% | 2.1 |
|
| 1053 |
1053
Copeland Capital Management
Conshohocken,
Pennsylvania
| $1.65B | -$54.3M | -3% | 6.3% | 56.7% | 150 | 13.33% | 2.8 |
|
| 1054 |
SDJVC
1054
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.65B | -$47M | -3% | 3.71% | 32.6% | 50 | 6% | 3.4 |
|
| 1055 |
SEC
1055
Seven Eight Capital
New York
| $1.65B | +$211M | +15% | 7.6% | 13.6% | 769 | 70.48% | 0.2 |
|
| 1056 |
1056
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.65B | +$399M | +32% | 5.29% | 25.2% | 1,654 | 79.87% | 0.7 |
|
| 1057 |
TU
1057
TDAM USA
Toronto,
Ontario, Canada
| $1.65B | +$68.5M | +4% | 7% | 104% | 337 | 8.31% | 3.4 |
|
| 1058 |
HVCM
1058
HG Vora Capital Management
New York
| $1.64B | -$76.9M | -4% | 4.14% | 42.6% | 24 | 41.67% | 0.7 |
|
| 1059 |
SIM
1059
Sentry Investment Management
Stevens Point,
Wisconsin
| $1.64B | +$110M | +7% | 7.81% | 103% | 472 | 5.3% | 3.9 |
|
| 1060 |
1060
FineMark National Bank & Trust
Fort Myers,
Florida
| $1.64B | -$7.36M | -0.4% | 7.85% | 69.8% | 443 | 34.31% | 3.6 |
|
| 1061 |
CHCM
1061
Columbus Hill Capital Management
Short Hills,
New Jersey
| $1.64B | +$233M | +17% | 4.5% | 151% | 70 | 50% | 0.9 |
|
| 1062 |
BPB
1062
Badgley, Phelps & Bell
Seattle,
Washington
| $1.64B | +$97.7M | +6% | 6.34% | 78.3% | 191 | 9.95% | 3.1 |
|
| 1063 |
OA
1063
Oak Associates
Akron,
Ohio
| $1.64B | +$141M | +9% | 8.18% | 152% | 169 | 11.83% | 3.2 |
|
| 1064 |
1064
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $1.63B | +$185M | +13% | 4.62% | 101% | 69 | 17.39% | 2.9 |
|
| 1065 |
1065
Covington Capital Management
Los Angeles,
California
| $1.63B | +$75.3M | +5% | 5.9% | 32% | 733 | 9.41% | 2 |
|
| 1066 |
VF
1066
Virtu Financial
New York
| $1.63B | -$32.8M | -2% | 5.06% | 160% | 2,640 | 70.57% | 0.3 |
|
| 1067 |
SCH
1067
Sylebra Capital (HK)
Hong Kong
| $1.63B | -$28.9M | -2% | 0.41% | 16.6% | 26 | 26.92% | 0.9 |
|
| 1068 |
1068
Penserra Capital Management
Orinda,
California
| $1.63B | +$44.4M | +3% | 13.1% | 208% | 785 | 43.31% | 0.9 |
|
| 1069 |
NAM
1069
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.62B | +$567M | +54% | 5.28% | 34.4% | 246 | 47.15% | 0.5 |
|
| 1070 |
CRCP
1070
Copper Rock Capital Partners
Boston,
Massachusetts
| $1.62B | -$123M | -7% | 8.73% | – | 99 | 35.35% | 0.9 |
|
| 1071 |
1071
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.6B | +$118M | +8% | 2.83% | 29.1% | 13 | 7.69% | 1 |
|
| 1072 |
1072
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $1.6B | +$204M | +15% | 6.85% | 135% | 139 | 14.39% | 1.4 |
|
| 1073 |
WAM
1073
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.6B | -$68.9M | -4% | 0% | 0% | 68 | 0% | 1.3 |
|
| 1074 |
FCM
1074
Farmstead Capital Management
Ridgewood,
New Jersey
| $1.6B | +$111M | +7% | 27.4% | – | 9 | 22.22% | 0.8 |
|
| 1075 |
FIM
1075
Freedom Investment Management
Hartford,
Connecticut
| $1.6B | -$65.2M | -4% | 3.77% | 68.5% | 1,012 | 17.59% | 2 |
|