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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
AAM
1151
AMI Asset Management
Los Angeles,
California
| $1.4B | -$3.11M | -0.2% | 4.13% | 81.6% | 74 | 6.76% | 2.6 |
|
| 1152 |
NONA
1152
Ninety One North America
New York
| $1.39B | +$77.9M | +6% | 4.79% | 70.6% | 122 | 11.48% | 1.3 |
|
| 1153 |
SRIM
1153
Saratoga Research & Investment Management
Saratoga,
California
| $1.39B | +$25.4M | +2% | 1.18% | 54.3% | 46 | 10.87% | 3.7 |
|
| 1154 |
1154
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $1.39B | +$3.29M | +0.2% | 6.9% | 210% | 225 | 32.89% | 1 |
|
| 1155 |
EC
1155
EMS Capital
New York
| $1.39B | +$274M | +25% | 13% | 228% | 34 | 44.12% | 1.5 |
|
| 1156 |
ELI
1156
Empire Life Investments
Toronto,
Ontario, Canada
| $1.39B | -$19.8M | -1% | 2.57% | 90.8% | 109 | 12.84% | 1.1 |
|
| 1157 |
1157
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $1.39B | +$27.4M | +2% | 2.69% | 80.3% | 288 | 4.17% | 3.6 |
|
| 1158 |
TCMV
1158
Technology Crossover Management VIII
Menlo Park,
California
| $1.39B | +$1B | +258% | 18.3% | 77.9% | 4 | 50% | 0.8 |
|
| 1159 |
1159
Simplicity Solutions
Minneapolis,
Minnesota
| $1.39B | +$230M | +20% | 1.21% | 37.1% | 517 | 34.82% | 0.9 |
|
| 1160 |
EMG
1160
ETF Managers Group
Summit,
New Jersey
| $1.39B | -$263M | -16% | 1.11% | 77.7% | 644 | 41.46% | 0.7 |
|
| 1161 |
1161
RTW Investments
New York
| $1.39B | +$336M | +32% | 41.8% | 467% | 46 | 30.43% | 1 |
|
| 1162 |
VIP
1162
Vantage Investment Partners
Kansas City,
Missouri
| $1.38B | +$173M | +14% | 1.08% | 50.9% | 96 | 14.58% | 2 |
|
| 1163 |
BIM
1163
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $1.38B | +$54.9M | +4% | 18.9% | 181% | 408 | 59.56% | 0.3 |
|
| 1164 |
CI
1164
Cigna Investments
Bloomfield,
Connecticut
| $1.38B | -$108M | -7% | 2.63% | 138% | 860 | 19.65% | 1.3 |
|
| 1165 |
MCM
1165
Matarin Capital Management
New York
| $1.38B | +$48.5M | +4% | 8.85% | 73.2% | 338 | 24.85% | 1.3 |
|
| 1166 |
1166
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.38B | +$49.8M | +4% | 3.25% | 77.8% | 896 | 10.6% | 3 |
|
| 1167 |
1167
Homrich & Berg
Atlanta,
Georgia
| $1.38B | -$65.6M | -5% | 2.35% | 38.3% | 365 | 21.37% | 2.6 |
|
| 1168 |
PP
1168
Palladium Partners
Norfolk,
Virginia
| $1.38B | +$24.2M | +2% | 1.53% | 64.3% | 275 | 7.64% | 3.8 |
|
| 1169 |
1169
Crestwood Advisors Group
Boston,
Massachusetts
| $1.37B | +$98.2M | +8% | 1.9% | 82.7% | 192 | 14.58% | 2.7 |
|
| 1170 |
CONA
1170
Capital One National Association
New York
| $1.37B | -$54.2M | -4% | 3.85% | – | 557 | 22.26% | 2.7 |
|
| 1171 |
1171
Level Four Advisory Services
Dallas,
Texas
| $1.37B | +$83M | +6% | 2.59% | 92.2% | 644 | 19.72% | 1 |
|
| 1172 |
LM
1172
Lincluden Management
Mississauga,
Ontario, Canada
| $1.37B | +$123M | +10% | 2.62% | 56.6% | 77 | 7.79% | 3.9 |
|
| 1173 |
SC
1173
Shellback Capital
Boston,
Massachusetts
| $1.37B | -$4.82M | -0.4% | 8.73% | 198% | 133 | 59.4% | 0.6 |
|
| 1174 |
WIC
1174
Willis Investment Counsel
Gainesville,
Georgia
| $1.36B | +$63.2M | +5% | 3.07% | 53.3% | 118 | 7.63% | 3.8 |
|
| 1175 |
HCM
1175
Hodges Capital Management
Dallas,
Texas
| $1.36B | +$89.5M | +7% | 5.35% | 200% | 272 | 17.28% | 2.3 |
|