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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Waverton Investment Management
London,
United Kingdom
| $1.35B | -$43M | -3% | 0.37% | 129% | 111 | 26.13% | 1.4 |
|
| 1077 |
1077
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| $1.35B | -$3.11M | -0.2% | 1.45% | 101% | 98 | 35.71% | 1.4 |
|
| 1078 |
LIA
1078
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1.35B | +$37.2M | +3% | 0.08% | 98.7% | 1,878 | 48.78% | 0.9 |
|
| 1079 |
AAM
1079
AMI Asset Management
Los Angeles,
California
| $1.34B | +$56.8M | +4% | 0.46% | 81.6% | 72 | 12.5% | 1.6 |
|
| 1080 |
BIM
1080
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $1.34B | -$109M | -8% | 10% | 181% | 496 | 61.49% | 0.4 |
|
| 1081 |
JCG
1081
JHL Capital Group
Chicago,
Illinois
| $1.34B | +$251M | +23% | 1.95% | – | 28 | 46.43% | 0.7 |
|
| 1082 |
LOAMS
1082
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.33B | +$435M | +48% | 2.39% | 135% | 476 | 32.35% | 0.5 |
|
| 1083 |
MNBTD
1083
Moody National Bank Trust Division
Galveston,
Texas
| $1.33B | +$41.2M | +3% | 3.32% | 115% | 240 | 5.83% | 1.7 |
|
| 1084 |
COLIM
1084
City of London Investment Management
London,
United Kingdom
| $1.32B | -$2.7M | -0.2% | 0.22% | 102% | 130 | 27.69% | 0.9 |
|
| 1085 |
BG
1085
Bollard Group
Boston,
Massachusetts
| $1.32B | -$19.1M | -1% | 1.48% | 64.4% | 278 | 7.91% | 1.6 |
|
| 1086 |
1086
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $1.32B | +$27.4M | +2% | 12.8% | 4.24% | 4 | 50% | 0.7 |
|
| 1087 |
3CP
1087
3G Capital Partners
New York
| $1.32B | +$149M | +13% | 4.32% | 351% | 72 | 65.28% | 0.4 |
|
| 1088 |
KG
1088
Killen Group
Berwyn,
Pennsylvania
| $1.32B | -$77.4M | -6% | 0.98% | 34.3% | 117 | 6.84% | 1.5 |
|
| 1089 |
PFC
1089
Poplar Forest Capital
Pasadena,
California
| $1.32B | -$48.1M | -4% | 3.4% | 30% | 73 | 10.96% | 1.4 |
|
| 1090 |
SI
1090
Sprott Inc
Toronto,
Ontario, Canada
| $1.32B | +$62.6M | +5% | 0.62% | 203% | 179 | 34.08% | 1 |
|
| 1091 |
TAM
1091
THB Asset Management
Norwalk,
Connecticut
| $1.32B | -$112M | -8% | 2.49% | 104% | 309 | 54.37% | 0.8 |
|
| 1092 |
1092
Menora Mivtachim Holdings
Ramat Gan,
Israel
| $1.32B | +$79.7M | +6% | 4.7% | 140% | 69 | 4.35% | 1.6 |
|
| 1093 |
1093
Alpha Wave Global
New York
| $1.32B | -$722M | -35% | 1.27% | 226% | 24 | 45.83% | 0.5 |
|
| 1094 |
HPM
1094
H. Partners Management
New York
| $1.31B | -$26.9M | -2% | 0.47% | 13.5% | 5 | 0% | 2 |
|
| 1095 |
WIM
1095
Woodford Investment Management
London,
United Kingdom
| $1.3B | +$599M | +85% | 17.7% | 27.1% | 4 | 0% | 0.4 |
|
| 1096 |
HCMT
1096
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.3B | +$790M | +154% | 0.44% | 142% | 687 | 78.89% | 0.3 |
|
| 1097 |
1097
Heritage Investors Management Corp
Bethesda,
Maryland
| $1.3B | +$5.62M | +0.4% | 0.17% | 99.7% | 183 | 7.65% | 1.6 |
|
| 1098 |
OHCM
1098
Oak Hill Capital Management
New York
| $1.3B | -$175M | -12% | 8.61% | 1.19% | 5 | 0% | 0.8 |
|
| 1099 |
BCMIO
1099
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1.3B | +$233M | +22% | 2.02% | 46.4% | 270 | 16.3% | 1.2 |
|
| 1100 |
1100
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.29B | +$72.8M | +6% | 10.8% | 478% | 285 | 34.04% | 1 |
|