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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
MUFG Bank
Tokyo 100-8388,,
Japan
| $1.96B | -$133M | -6% | 2.76% | 74% | 4 | 25% | 0.8 |
|
| 1202 |
SI
1202
Standard Investments
New York
| $1.95B | -$110M | -5% | 8.89% | 29.6% | 28 | 21.43% | 1.6 |
|
| 1203 |
1203
Advisory Alpha
Holland,
Michigan
| $1.95B | +$373M | +24% | 4.15% | 50.3% | 343 | 23.03% | 1.8 |
|
| 1204 |
1204
Leonteq Securities AG
Zurich,
Switzerland
| $1.93B | -$261M | -12% | 3.5% | 74.7% | 1,342 | 18.85% | 1.7 |
|
| 1205 |
1205
CX Institutional
Auburn,
Indiana
| $1.93B | +$52.7M | +3% | 4.45% | 62.9% | 543 | 19.15% | 2 |
|
| 1206 |
1206
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.93B | +$219M | +13% | 5.4% | 70.9% | 860 | 18.6% | 2.8 |
|
| 1207 |
SAMH
1207
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.92B | +$215M | +13% | 17% | 125% | 5 | 20% | 0.8 |
|
| 1208 |
1208
Chicago Partners Investment Group
Chicago,
Illinois
| $1.92B | +$209M | +12% | 5.89% | 75.8% | 725 | 14.07% | 3.3 |
|
| 1209 |
1209
IHT Wealth Management
Chicago,
Illinois
| $1.92B | +$168M | +10% | 6.71% | 74.8% | 1,044 | 16% | 2.7 |
|
| 1210 |
SCM
1210
Segantii Capital Management
Hong Kong
| $1.92B | -$925M | -33% | 0.29% | 33.1% | 344 | 59.01% | 1 |
|
| 1211 |
SIM
1211
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.92B | +$78.2M | +4% | 13% | 45.5% | 36 | 2.78% | 5.9 |
|
| 1212 |
1212
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.91B | +$101M | +6% | 5.53% | 128% | 208 | 20.67% | 4.6 |
|
| 1213 |
MPM
1213
MBB Public Markets
Chicago,
Illinois
| $1.91B | +$105M | +6% | 5.32% | 50.3% | 140 | 39.29% | 0.7 |
|
| 1214 |
1214
Geneos Wealth Management
Englewood,
Colorado
| $1.91B | +$262M | +16% | 4.5% | 66.7% | 2,148 | 8.61% | 4.5 |
|
| 1215 |
TBC
1215
Tweedy, Browne Co
Stamford,
Connecticut
| $1.91B | +$68.3M | +4% | 6.46% | 70.3% | 46 | 4.35% | 5.9 |
|
| 1216 |
BCPEMI
1216
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $1.9B | +$130M | +7% | 12.7% | 201% | 40 | 42.5% | 0.6 |
|
| 1217 |
BGCP
1217
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.9B | +$55M | +3% | 6.05% | 79.2% | 32 | 3.13% | 3.8 |
|
| 1218 |
1218
Giverny Capital
Montreal,
Quebec, Canada
| $1.9B | +$241M | +14% | 10.3% | 69.2% | 60 | 1.67% | 4.3 |
|
| 1219 |
NP
1219
NS Partners
London,
United Kingdom
| $1.9B | +$121M | +7% | 11.2% | 109% | 76 | 6.58% | 5.6 |
|
| 1220 |
1220
Krane Funds Advisors
New York
| $1.9B | -$290M | -13% | 11.7% | 72.6% | 123 | 34.96% | 1.9 |
|
| 1221 |
DJSG
1221
D.J. St. Germain
Springfield,
Massachusetts
| $1.89B | – | – | 5.46% | 65.3% | 730 | – | 1.8 |
|
| 1222 |
CH
1222
Cannae Holdings
Las Vegas,
Nevada
| $1.89B | -$62M | -3% | 2.58% | 88.6% | 5 | 0% | 2.3 |
|
| 1223 |
1223
Heritage Wealth Advisors
Richmond,
Virginia
| $1.89B | +$94.4M | +5% | 5.3% | 65% | 611 | 10.31% | 3.7 |
|
| 1224 |
SP
1224
Symmetry Partners
Glastonbury,
Connecticut
| $1.89B | +$74.2M | +4% | 4.18% | 58.5% | 596 | 11.58% | 2.6 |
|
| 1225 |
1225
Hawk Ridge Capital Management
Los Angeles,
California
| $1.89B | +$125M | +7% | 4.14% | 84.9% | 50 | 38% | 1.1 |
|