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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
BCM
1201
Bluefin Capital Management
New York
| $1.09B | -$577M | -35% | 0.13% | – | 784 | 63.39% | 0.6 |
|
| 1202 |
TT
1202
Tiedemann Trust
Wilmington,
Delaware
| $1.09B | -$69.6M | -6% | 0.14% | 18.9% | 65 | 13.85% | 1.5 |
|
| 1203 |
BIC
1203
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $1.09B | -$112M | -9% | 0.21% | 36% | 191 | 15.18% | 1.4 |
|
| 1204 |
JCG
1204
JHL Capital Group
Chicago,
Illinois
| $1.09B | -$431M | -28% | 0.77% | – | 26 | 50% | 0.7 |
|
| 1205 |
1205
Cetera Advisors
Denver,
Colorado
| $1.08B | +$57.6M | +6% | 1.98% | 27.6% | 744 | 19.35% | 1.1 |
|
| 1206 |
1206
Alesco Advisors
Pittsford,
New York
| $1.08B | +$21.3M | +2% | 1.99% | 46.9% | 100 | 4% | 1.4 |
|
| 1207 |
WIC
1207
Willis Investment Counsel
Gainesville,
Georgia
| $1.08B | +$11.4M | +1% | 0.06% | 53.3% | 130 | 6.15% | 1.4 |
|
| 1208 |
1208
Tokio Marine Asset Management
Tokyo,
Japan
| $1.08B | -$70M | -6% | 1.83% | 129% | 512 | 5.27% | 1.6 |
|
| 1209 |
LG
1209
Leuthold Group
Minneapolis,
Minnesota
| $1.08B | +$59.1M | +6% | 4.76% | 126% | 229 | 24.45% | 1 |
|
| 1210 |
TCM
1210
Tybourne Capital Management
Hong Kong
| $1.07B | +$19M | +2% | 5.73% | 109% | 14 | 50% | 0.8 |
|
| 1211 |
SRIM
1211
Saratoga Research & Investment Management
Saratoga,
California
| $1.07B | -$7.29M | -0.7% | 1.13% | 54.3% | 55 | 0% | 1.6 |
|
| 1212 |
AA
1212
Antipodean Advisors
New York
| $1.07B | -$47.4M | -4% | 15.5% | 67.8% | 29 | 51.72% | 0.6 |
|
| 1213 |
RSCM
1213
Rock Springs Capital Management
Baltimore,
Maryland
| $1.07B | +$214M | +25% | 18.1% | 342% | 121 | 36.36% | 0.6 |
|
| 1214 |
JCP
1214
Jabre Capital Partners
Geneva,
Switzerland
| $1.07B | +$92.1M | +9% | 0.24% | 62.9% | 148 | 43.92% | 0.5 |
|
| 1215 |
BCMIO
1215
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1.06B | +$243M | +30% | 1.58% | 46.4% | 258 | 15.5% | 1 |
|
| 1216 |
CCM
1216
Corsair Capital Management
New York
| $1.06B | +$115M | +12% | 3.99% | 435% | 96 | 22.92% | 1.1 |
|
| 1217 |
SIM
1217
SSI Investment Management
Los Angeles,
California
| $1.06B | +$74.8M | +8% | 0.16% | 15.7% | 414 | 64.25% | 0.9 |
|
| 1218 |
WSA
1218
Wall Street Associates
Lajolla,
California
| $1.06B | +$16.2M | +2% | 11.8% | 94.4% | 377 | 30.5% | 0.9 |
|
| 1219 |
GLI
1219
Guardian Life Insurance
New York
| $1.06B | +$73.4M | +7% | 0.2% | – | 594 | 5.22% | 1.6 |
|
| 1220 |
FRGX
1220
First Reserve GP XI
Stamford,
Connecticut
| $1.05B | -$107M | -9% | 7.39% | 26.4% | 4 | 0% | 1.1 |
|
| 1221 |
1221
Horizon Investments
Charlotte,
North Carolina
| $1.05B | +$68M | +7% | 3.7% | 89.1% | 147 | 45.58% | 0.6 |
|
| 1222 |
VCM
1222
Valiant Capital Management
San Francisco,
California
| $1.05B | +$117M | +13% | 6.63% | 348% | 18 | 27.78% | 1.1 |
|
| 1223 |
1223
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.04B | +$55.1M | +6% | 2.04% | 61.4% | 272 | 12.87% | 1.4 |
|
| 1224 |
SIC
1224
Starr International Company
Zug,
Switzerland
| $1.04B | -$30.1M | -3% | 2.9% | 26.1% | 24 | 8.33% | 1.7 |
|
| 1225 |
QIM
1225
Quantitative Investment Management
Charlottesville,
Virginia
| $1.04B | +$393M | +61% | 5.91% | 24.6% | 842 | 73.52% | 0.1 |
|