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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 |
JIC
1151
Joel Isaacson & Co
New York
| $3.02B | -$12.1M | -0.4% | 1.69% | 72.5% | 478 | 8.79% | 5.1 |
|
| 1152 |
CFM
1152
Comprehensive Financial Management
Los Gatos,
California
| $3.01B | -$302M | -9% | 6.4% | 33.7% | 42 | 19.05% | 3.9 |
|
| 1153 |
SM
1153
Senvest Management
New York
| $3.01B | -$213M | -7% | 2.48% | 92.7% | 61 | 32.79% | 2.9 |
|
| 1154 |
1154
Trillium Asset Management
Boston,
Massachusetts
| $3.01B | -$254M | -8% | 3.82% | 81.7% | 239 | 6.69% | 6.8 |
|
| 1155 |
KIA
1155
KCM Investment Advisors
Greenbrae,
California
| $3.01B | -$106M | -3% | 0.29% | 85.7% | 407 | 6.63% | 7.4 |
|
| 1156 |
CI
1156
Constellation Investments
Montgomery,
Ohio
| $3.01B | -$227M | -7% | 3.13% | – | 20 | 10% | 1.7 |
|
| 1157 |
1157
Members Trust
Tampa,
Florida
| $3.01B | -$56.2M | -2% | 0.77% | 31.5% | 160 | 11.25% | 3 |
|
| 1158 |
1158
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $3.01B | -$1.42B | -32% | 2.5% | 95.1% | 339 | 59.88% | 0.5 |
|
| 1159 |
1159
Conning Inc
Hartford,
Connecticut
| $3.01B | +$22.3M | +0.7% | 4.63% | 57.5% | 347 | 12.39% | 8.9 |
|
| 1160 |
1160
Braun Stacey Associates
New York
| $3.01B | -$77.5M | -3% | 2.93% | 231% | 119 | 10.92% | 4.3 |
|
| 1161 |
1161
Regents of the University of California
Oakland,
California
| $3.01B | +$201M | +7% | 2.41% | 86.1% | 13 | 30.77% | 0.9 |
|
| 1162 |
1162
Venture Visionary Partners
Sylvania,
Ohio
| $3B | -$64.6M | -2% | 1.37% | 95.4% | 723 | 17.7% | 3.3 |
|
| 1163 |
1163
Palisade Capital Management
Fort Lee,
New Jersey
| $3B | -$372M | -11% | 0.08% | 70.5% | 327 | 13.46% | 4.9 |
|
| 1164 |
1164
Dragoneer Investment Group
San Francisco,
California
| $3B | -$1.58B | -35% | 18.3% | 77.3% | 28 | 42.86% | 2.7 |
|
| 1165 |
NBS
1165
Narodna banka Slovenska
Bratislava,
| $3B | – | – | 1.76% | – | 3 | – | 0 |
|
| 1166 |
1166
NZS Capital
Denver,
Colorado
| $3B | -$262M | -8% | 7.34% | 134% | 66 | 18.18% | 2.3 |
|
| 1167 |
B
1167
Braidwell
Stamford,
Connecticut
| $3B | -$129M | -4% | 3.75% | 96.5% | 102 | 41.18% | 0.9 |
|
| 1168 |
SGI
1168
Swan Global Investments
Durango,
Colorado
| $3B | -$383M | -11% | 3.29% | 62.5% | 80 | 8.75% | 3.6 |
|
| 1169 |
1169
SurgoCap Partners
New York
| $2.99B | -$617M | -17% | 1.57% | – | 20 | 45% | 0.8 |
|
| 1170 |
PHAM
1170
Pacific Heights Asset Management
San Francisco,
California
| $2.99B | +$320M | +12% | 11.4% | 181% | 79 | 2.53% | 9.5 |
|
| 1171 |
SSM
1171
Sound Shore Management
Greenwich,
Connecticut
| $2.98B | -$159M | -5% | 2.74% | 91.4% | 50 | 46% | 1.3 |
|
| 1172 |
HCPC
1172
Hamilton Capital Partners (Canada)
Toronto,
| $2.98B | +$255M | +9% | 3.52% | 143% | 238 | 13.87% | 1.8 |
|
| 1173 |
SHGA
1173
Sand Hill Global Advisors
Palo Alto,
California
| $2.97B | +$106M | +4% | 1.78% | 58.6% | 213 | 11.74% | 4.6 |
|
| 1174 |
HWAM
1174
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $2.97B | +$73.6M | +3% | 1.58% | 95% | 992 | 13.1% | 2.3 |
|
| 1175 |
JWCA
1175
J.W. Cole Advisors
Tampa,
Florida
| $2.96B | -$1.16B | -28% | 0.67% | 84.9% | 1,550 | 55.23% | 2.2 |
|