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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Diversified Trust
Memphis,
Tennessee
| $1.31B | +$78.3M | +6% | 3.83% | 81.5% | 322 | 17.08% | 2.1 |
|
| 1127 |
SRIM
1127
Saratoga Research & Investment Management
Saratoga,
California
| $1.31B | +$50.7M | +4% | 3.27% | 54.3% | 47 | 4.26% | 3.5 |
|
| 1128 |
VCM
1128
Valiant Capital Management
San Francisco,
California
| $1.31B | -$532M | -29% | 0.63% | 348% | 19 | 26.32% | 2.1 |
|
| 1129 |
TCM
1129
Tybourne Capital Management
Hong Kong
| $1.31B | -$934M | -42% | 0.96% | 109% | 9 | 55.56% | 1.2 |
|
| 1130 |
FI
1130
FormulaFolio Investments
Grand Rapids,
Michigan
| $1.31B | +$200M | +18% | 2.66% | 41.4% | 243 | 22.22% | 1 |
|
| 1131 |
MC
1131
Martin Currie
Edinburgh,
United Kingdom
| $1.3B | +$56.6M | +5% | 7.36% | 114% | 110 | 20.91% | 2.7 |
|
| 1132 |
1132
New Mountain Vantage Advisers
New York
| $1.3B | -$72.8M | -5% | 3.32% | 2.05% | 49 | 30.61% | 1.6 |
|
| 1133 |
CA
1133
Cullinan Associates
Louisville,
Kentucky
| $1.3B | +$14.2M | +1% | 4.05% | 107% | 205 | 8.78% | 2.5 |
|
| 1134 |
1134
Robeco Schweiz
Zurich,
Switzerland
| $1.3B | +$105M | +9% | 7.73% | 148% | 189 | 13.23% | 2.3 |
|
| 1135 |
1135
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.29B | +$234M | +22% | 5% | 75.9% | 168 | 13.69% | 2.1 |
|
| 1136 |
1136
Bailard
Foster City,
California
| $1.29B | +$61.5M | +5% | 5.09% | 105% | 315 | 17.14% | 1.2 |
|
| 1137 |
CM
1137
CS McKee
Pittsburgh,
Pennsylvania
| $1.29B | +$38.9M | +3% | 4.85% | 47.5% | 103 | 4.85% | 3.4 |
|
| 1138 |
LM
1138
Lincluden Management
Mississauga,
Ontario, Canada
| $1.29B | +$129M | +11% | 8.38% | 56.6% | 81 | 8.64% | 3.4 |
|
| 1139 |
1139
Avoro Capital Advisors
New York
| $1.29B | +$497M | +63% | 39.4% | 512% | 54 | 35.19% | 1.1 |
|
| 1140 |
VIP
1140
Vantage Investment Partners
Kansas City,
Missouri
| $1.28B | +$185M | +17% | 2.75% | 50.9% | 73 | 12.33% | 2.3 |
|
| 1141 |
1141
Tenor Capital Management
New York
| $1.28B | +$193M | +18% | 0.04% | 4.73% | 65 | 6.15% | 0.8 |
|
| 1142 |
1142
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.28B | +$31.5M | +3% | 5.25% | 128% | 315 | 13.97% | 1.7 |
|
| 1143 |
TCSAM
1143
Tyrus Capital S.A.M.
Monaco
| $1.28B | -$26.6M | -2% | 21% | – | 50 | 72% | 0.2 |
|
| 1144 |
CCM
1144
Chieftain Capital Management
New York
| $1.27B | -$153M | -11% | 3.5% | 12.2% | 9 | 0% | 2.6 |
|
| 1145 |
1145
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.27B | +$68.9M | +6% | 4.24% | 77.8% | 911 | 13.61% | 2.5 |
|
| 1146 |
1146
Avantax Planning Partners
Dubuque,
Iowa
| $1.27B | +$82M | +7% | 3.51% | 51% | 379 | 14.25% | 0.6 |
|
| 1147 |
1147
Homrich & Berg
Atlanta,
Georgia
| $1.27B | +$128M | +11% | 3.26% | 38.3% | 341 | 22.29% | 2.1 |
|
| 1148 |
MGAI
1148
MP Global Advisers III
New York
| $1.26B | +$166M | +15% | 15.1% | 16.5% | 1 | 0% | 4.3 |
|
| 1149 |
SAM
1149
Skyline Asset Management
Chicago,
Illinois
| $1.26B | +$75.4M | +6% | 6.36% | 26.1% | 65 | 4.62% | 2.7 |
|
| 1150 |
OCBV
1150
Ownership Capital B.V.
Amsterdam,
Netherlands
| $1.26B | +$220M | +21% | 7.44% | 62.8% | 17 | 17.65% | 1.4 |
|