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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 |
1201
Chilton Capital Management
Houston,
Texas
| $1.03B | +$33M | +3% | 3.2% | 95.3% | 177 | 11.3% | 2.1 |
|
| 1202 |
TAM
1202
TPH Asset Management
Houston,
Texas
| $1.03B | +$158M | +18% | 12.9% | 8.46% | 118 | 25.42% | 1.3 |
|
| 1203 |
LHC
1203
Lodge Hill Capital
New York
| $1.03B | +$326M | +46% | 0.6% | 17.9% | 47 | 72.34% | 0.3 |
|
| 1204 |
AMI
1204
Amica Mutual Insurance
Providence,
Rhode Island
| $1.03B | -$23.9M | -2% | 3.02% | 80.4% | 443 | 10.61% | 2.1 |
|
| 1205 |
BC
1205
Broadfin Capital
New York
| $1.03B | -$6.85M | -0.7% | 6.13% | 298% | 84 | 32.14% | 1.6 |
|
| 1206 |
KWILP
1206
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.02B | +$46.6M | +5% | 2.98% | 28.5% | 137 | 46.72% | 0.5 |
|
| 1207 |
1207
Freestone Capital Holdings
Seattle,
Washington
| $1.02B | +$72.8M | +8% | 2.11% | 86.9% | 351 | 17.66% | 1.1 |
|
| 1208 |
SCM
1208
SKBA Capital Management
San Francisco,
California
| $1.02B | +$29.7M | +3% | 4.15% | 53.9% | 88 | 14.77% | 2 |
|
| 1209 |
1209
Fulton Bank
Lancaster,
Pennsylvania
| $1.02B | +$37.7M | +4% | 1.15% | 48.1% | 414 | 15.7% | 1.9 |
|
| 1210 |
RP
1210
RBS Partners
Bay Harbor Islands,
Florida
| $1.02B | -$110M | -10% | 9.1% | 210% | 11 | 18.18% | 1.5 |
|
| 1211 |
1211
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.02B | +$66.8M | +7% | 3.15% | 73.7% | 130 | 6.92% | 2.6 |
|
| 1212 |
TM
1212
TSG6 Management
San Francisco,
California
| $1.02B | -$38.6M | -4% | 16.3% | – | 1 | 0% | 0.5 |
|
| 1213 |
CPS
1213
Counsel Portfolio Services
Mississauga,
Ontario, Canada
| $1.01B | +$250M | +33% | 3.39% | 26.3% | 343 | 46.94% | 0.8 |
|
| 1214 |
1214
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.01B | -$27.9M | -3% | 2.23% | 94.6% | 124 | 37.9% | 1.1 |
|
| 1215 |
BCM
1215
Barometer Capital Management
Toronto,
Ontario, Canada
| $1.01B | -$13.5M | -1% | 12.2% | 336% | 196 | 57.14% | 0.3 |
|
| 1216 |
BCM
1216
Bluefin Capital Management
New York
| $1.01B | +$11.5M | +1% | 4.49% | – | 702 | 64.96% | 0.4 |
|
| 1217 |
TYCC
1217
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.01B | +$34.7M | +4% | 5.1% | 175% | 465 | 6.45% | 2.1 |
|
| 1218 |
1218
Perpetual Ltd
Sydney, New South Wales,
Australia
| $1.01B | +$19.4M | +2% | 0.98% | 104% | 206 | 16.02% | 1.8 |
|
| 1219 |
1219
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.01B | -$74M | -7% | 1.14% | 80.9% | 133 | 11.28% | 1.6 |
|
| 1220 |
1220
Reinhart Partners
Mequon,
Wisconsin
| $999M | +$27.7M | +3% | 1.93% | 110% | 113 | 20.35% | 1.4 |
|
| 1221 |
1221
ZWJ Investment Counsel
Atlanta,
Georgia
| $999M | +$55M | +6% | 1.92% | 115% | 163 | 6.13% | 2.2 |
|
| 1222 |
CPO
1222
Cerity Partners OCIO
New York
| $998M | +$28.6M | +3% | 2.04% | – | 216 | 6.02% | 1.7 |
|
| 1223 |
MPAM
1223
Monarch Partners Asset Management
Boston,
Massachusetts
| $997M | +$27.5M | +3% | 6.4% | 136% | 185 | 32.97% | 0.7 |
|
| 1224 |
MG
1224
Mitchell Group
Houston,
Texas
| $996M | +$163M | +20% | 17.7% | 0.96% | 30 | 26.67% | 2.1 |
|
| 1225 |
NIM
1225
Northeast Investment Management
Boston,
Massachusetts
| $994M | +$21.1M | +2% | 2.33% | 93.4% | 159 | 6.29% | 2.5 |
|