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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
TAM
1176
Timucuan Asset Management
Jacksonville,
Florida
| $1.09B | +$508K | +0% | 2.82% | 61.6% | 32 | 6.25% | 2.3 |
|
| 1177 |
1177
Freestone Capital Holdings
Seattle,
Washington
| $1.09B | +$69.3M | +7% | 6.51% | 86.9% | 356 | 17.42% | 1.2 |
|
| 1178 |
FAB
1178
First American Bank
Dundee,
Illinois
| $1.09B | +$51.2M | +5% | 2.21% | 99.7% | 343 | 13.99% | 1.6 |
|
| 1179 |
1179
Homrich & Berg
Atlanta,
Georgia
| $1.09B | +$39.4M | +4% | 3.14% | 38.3% | 284 | 11.62% | 1.9 |
|
| 1180 |
NPA
1180
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.09B | -$11.6M | -1% | 1.55% | 71.2% | 121 | 10.74% | 2.5 |
|
| 1181 |
1181
Atria Investments
Charlotte,
North Carolina
| $1.09B | +$160M | +17% | 3.37% | 83.9% | 592 | 28.89% | 1.3 |
|
| 1182 |
GLI
1182
Guardian Life Insurance
New York
| $1.09B | -$198M | -15% | 2% | – | 576 | 3.65% | 2.7 |
|
| 1183 |
SIC
1183
Starr International Company
Zug,
Switzerland
| $1.08B | +$112M | +12% | 11.5% | 26.1% | 23 | 0% | 2.6 |
|
| 1184 |
BOH
1184
Bank of Hawaii
Honolulu,
Hawaii
| $1.08B | +$156M | +17% | 2.78% | 73.5% | 356 | 23.03% | 1.8 |
|
| 1185 |
1185
Bailard
Foster City,
California
| $1.08B | +$243M | +29% | 5.3% | 105% | 354 | 27.12% | 0.5 |
|
| 1186 |
LOAMU
1186
Lombard Odier Asset Management (USA)
New York
| $1.08B | +$256M | +31% | 9.92% | 96.8% | 333 | 66.07% | 0.4 |
|
| 1187 |
1187
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.08B | +$59.5M | +6% | 5.97% | 73.7% | 133 | 8.27% | 2.7 |
|
| 1188 |
DVI
1188
Deccan Value Investors
Greenwich,
Connecticut
| $1.08B | +$230M | +27% | 7.18% | 66.5% | 7 | 0% | 1.2 |
|
| 1189 |
1189
Flow Traders U.S.
New York
| $1.08B | -$67.7M | -6% | 4.79% | 86.5% | 496 | 57.86% | 0.4 |
|
| 1190 |
HCM
1190
Howland Capital Management
Boston,
Massachusetts
| $1.08B | +$16M | +2% | 2.57% | 72% | 207 | 1.45% | 2.6 |
|
| 1191 |
1191
Fulton Bank
Lancaster,
Pennsylvania
| $1.08B | +$54.3M | +5% | 1.07% | 48.1% | 418 | 14.59% | 2 |
|
| 1192 |
1192
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.07B | +$110M | +11% | 5.04% | 25.2% | 318 | 13.52% | 2.3 |
|
| 1193 |
MI
1193
Markston International
White Plains,
New York
| $1.07B | +$2.75M | +0.3% | 5.02% | 109% | 193 | 4.66% | 2.7 |
|
| 1194 |
MCM
1194
Makena Capital Management
Menlo Park,
California
| $1.07B | +$255M | +31% | 3.45% | 78.7% | 24 | 29.17% | 1.7 |
|
| 1195 |
HIM
1195
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $1.07B | -$88.8M | -8% | 2.81% | 80.6% | 128 | 64.84% | 1.3 |
|
| 1196 |
MPAM
1196
Monarch Partners Asset Management
Boston,
Massachusetts
| $1.06B | +$66.2M | +7% | 5.76% | 136% | 200 | 38% | 0.7 |
|
| 1197 |
1197
Nippon Life Global Investors Americas
New York
| $1.06B | +$14.4M | +1% | 4.71% | 173% | 147 | 21.77% | 1.5 |
|
| 1198 |
OCAM
1198
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $1.06B | -$95.7M | -8% | 2.99% | 87.8% | 123 | 57.72% | 0.8 |
|
| 1199 |
AMI
1199
Amica Mutual Insurance
Providence,
Rhode Island
| $1.06B | +$28.2M | +3% | 4.41% | 80.4% | 445 | 12.58% | 2.2 |
|
| 1200 |
ICP
1200
Indus Capital Partners
New York
| $1.06B | +$24.4M | +2% | 14.8% | 117% | 52 | 38.46% | 0.9 |
|