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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 |
NDSI
1176
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $1.18B | +$952M | +417% | 12.2% | 73.5% | 157 | 11.46% | 3.9 |
|
| 1177 |
CI
1177
Cigna Investments
Bloomfield,
Connecticut
| $1.18B | -$66.9M | -5% | 8.98% | 138% | 792 | 15.66% | 1.6 |
|
| 1178 |
1178
RegentAtlantic Capital
Morristown,
New Jersey
| $1.18B | -$125M | -10% | 12.7% | 23.5% | 448 | 14.06% | 3.7 |
|
| 1179 |
HCMT
1179
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.18B | -$210M | -15% | 12.6% | 142% | 356 | 26.12% | 2.9 |
|
| 1180 |
WC
1180
Wexford Capital
West Palm Beach,
Florida
| $1.17B | -$396M | -25% | 30% | 128% | 172 | 76.16% | 0.6 |
|
| 1181 |
FA
1181
Friess Associates
Greenville,
Delaware
| $1.17B | -$264M | -18% | 10.7% | 256% | 160 | 55.63% | 0.7 |
|
| 1182 |
PIM
1182
Paradice Investment Management
Denver,
Colorado
| $1.17B | -$284M | -20% | 17.2% | 77.6% | 35 | 8.57% | 3.3 |
|
| 1183 |
1183
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.17B | -$179M | -13% | 12% | 90.4% | 1,099 | 21.2% | 2.1 |
|
| 1184 |
1184
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1.16B | +$23.1M | +2% | 9.39% | 58.1% | 116 | 14.66% | 2 |
|
| 1185 |
SM
1185
Senvest Management
New York
| $1.16B | -$163M | -12% | 18.9% | 92.7% | 56 | 37.5% | 2.6 |
|
| 1186 |
1186
Nippon Life Global Investors Americas
New York
| $1.16B | -$155M | -12% | 12.4% | 173% | 154 | 18.18% | 2.2 |
|
| 1187 |
WIM
1187
Woodford Investment Management
London,
United Kingdom
| $1.16B | -$99.4M | -8% | 13.6% | 27.1% | 9 | 0% | 1.9 |
|
| 1188 |
BOH
1188
Bank of Hawaii
Honolulu,
Hawaii
| $1.16B | -$143M | -11% | 12% | 73.5% | 349 | 18.62% | 3 |
|
| 1189 |
RGI
1189
River Global Investors
London,
United Kingdom
| $1.15B | +$52.4M | +5% | 20% | 49.7% | 149 | 23.49% | 1.8 |
|
| 1190 |
SSG
1190
Summit Securities Group
New York
| $1.15B | +$885M | +329% | 5.96% | 136% | 382 | 73.04% | 0.3 |
|
| 1191 |
1191
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.15B | -$219M | -16% | 12.7% | 73.7% | 152 | 11.84% | 4.3 |
|
| 1192 |
1192
Advisory Services Network
Atlanta,
Georgia
| $1.15B | -$225M | -16% | 12.4% | 105% | 2,803 | 15.06% | 2.3 |
|
| 1193 |
MP
1193
MSD Partners
New York
| $1.14B | -$183M | -14% | 22.3% | 3.5% | 43 | 51.16% | 2 |
|
| 1194 |
CA
1194
Cornerstone Advisors
Asheville,
North Carolina
| $1.14B | -$248M | -18% | 12.5% | 108% | 266 | 33.08% | 1.3 |
|
| 1195 |
CAM
1195
Cacti Asset Management
Atlanta,
Georgia
| $1.14B | -$211M | -16% | 12.9% | 171% | 90 | 3.33% | 4.2 |
|
| 1196 |
1196
Addenda Capital
Montreal,
Quebec, Canada
| $1.14B | -$70.9M | -6% | 14.6% | 100% | 123 | 14.63% | 3.6 |
|
| 1197 |
TCAM
1197
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $1.14B | -$140M | -11% | 14.8% | 2.37% | 26 | 0% | 1.9 |
|
| 1198 |
ACJ
1198
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $1.14B | +$1.09B | +2,239% | 15.9% | 33.4% | 10 | 50% | 0.5 |
|
| 1199 |
MS
1199
Mizuho Securities
Tokyo,
Japan
| $1.13B | – | – | 12.6% | 109% | 115 | – | 0 |
|
| 1200 |
1200
Signature Estate & Investment Advisors
Los Angeles,
California
| $1.13B | +$19.6M | +2% | 12.2% | 84.4% | 198 | 36.36% | 1.8 |
|