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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
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $2.88B | -$155M | -5% | 2.31% | 67.9% | 158 | 19.62% | 3.2 |
|
| 1202 |
1202
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $2.87B | -$458M | -14% | 5.65% | 96.2% | 1,150 | 65.3% | 0.4 |
|
| 1203 |
1203
Chilton Capital Management
Houston,
Texas
| $2.87B | -$34.4M | -1% | 0.16% | 95.3% | 759 | 25.56% | 3.2 |
|
| 1204 |
1204
Crake Asset Management
London,
United Kingdom
| $2.86B | +$309M | +12% | 6.14% | 52.7% | 25 | 52% | 1 |
|
| 1205 |
1205
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $2.86B | -$502M | -15% | 0.73% | 29.1% | 26 | 26.92% | 3.5 |
|
| 1206 |
1206
Covea Finance
Paris,
France
| $2.86B | -$178M | -6% | 0.16% | 115% | 153 | 20.92% | 2 |
|
| 1207 |
YC
1207
Yarbrough Capital
Franklin,
Tennessee
| $2.85B | -$359M | -11% | 7.64% | 154% | 159 | 47.17% | 2.9 |
|
| 1208 |
1208
Winton Group
London,
United Kingdom
| $2.85B | -$46.4M | -2% | 2.51% | 128% | 1,422 | 59.99% | 0.6 |
|
| 1209 |
1209
Michael & Susan Dell Foundation
New York
| $2.85B | -$35.1M | -1% | 0.15% | 238% | 8 | 0% | 0.9 |
|
| 1210 |
1210
Meridian Wealth Management
Lexington,
Kentucky
| $2.85B | +$6.77M | +0.2% | 0.34% | 117% | 829 | 15.8% | 1.2 |
|
| 1211 |
1211
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| $2.85B | +$64.2M | +2% | 1.07% | – | 517 | 26.5% | 0.2 |
|
| 1212 |
SAI
1212
Systematic Alpha Investments
Princeton,
New Jersey
| $2.84B | -$361M | -11% | 1.13% | 117% | 241 | 7.88% | 3.7 |
|
| 1213 |
1213
Atlas Infrastructure Partners
London,
United Kingdom
| $2.84B | +$845M | +42% | 9.52% | 20.7% | 10 | 20% | 1.2 |
|
| 1214 |
1214
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.84B | -$170M | -6% | 1.41% | 150% | 115 | 36.52% | 3.1 |
|
| 1215 |
1215
Fulton Bank
Lancaster,
Pennsylvania
| $2.84B | -$56.9M | -2% | 0.54% | 48.1% | 696 | 9.77% | 5.2 |
|
| 1216 |
SL
1216
Summitry LLC
Foster City,
California
| $2.83B | +$435M | +18% | 2.23% | 68.1% | 318 | 30.19% | 2.2 |
|
| 1217 |
CCM
1217
Chickasaw Capital Management
Memphis,
Tennessee
| $2.83B | +$402M | +17% | 20.8% | 83.6% | 101 | 13.86% | 6.8 |
|
| 1218 |
1218
GTS Securities
Miami,
Florida
| $2.83B | -$104M | -4% | 1.59% | 104% | 1,977 | 56.45% | 0.6 |
|
| 1219 |
1219
Ingalls & Snyder LLC
New York
| $2.83B | +$102M | +4% | 5.91% | 217% | 489 | 8.38% | 6 |
|
| 1220 |
1220
Aviso Financial
Toronto,
Ontario, Canada
| $2.82B | +$185M | +7% | 0.37% | – | 380 | 20% | 1.4 |
|
| 1221 |
SIC
1221
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.82B | -$46.2M | -2% | 5.39% | 87.8% | 139 | 11.51% | 5.4 |
|
| 1222 |
1222
GLOBALT Investments
Atlanta,
Georgia
| $2.8B | +$64.6M | +2% | 0.24% | – | 213 | 9.39% | 1.9 |
|
| 1223 |
SHIM
1223
Spruce House Investment Management
New York
| $2.8B | -$647M | -19% | 25% | 863% | 11 | 9.09% | 4.6 |
|
| 1224 |
HCC
1224
Hill City Capital
Boston,
Massachusetts
| $2.8B | +$150M | +6% | 7.44% | 194% | 27 | 29.63% | 1.7 |
|
| 1225 |
AGA
1225
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.79B | +$3.48M | +0.1% | 1.16% | 45% | 45 | 6.67% | 4.3 |
|