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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
NCA
1226
Newbrook Capital Advisors
New York
| $925M | -$24.4M | -3% | 12.6% | 299% | 29 | 48.28% | 0.3 |
|
| 1227 |
OA
1227
Oak Associates
Akron,
Ohio
| $925M | – | – | 12.3% | 152% | 177 | – | 0.4 |
|
| 1228 |
NRS
1228
Neville Rodie & Shaw
New York
| $924M | +$65.8M | +8% | 11.2% | 125% | 274 | 8.76% | 0.5 |
|
| 1229 |
CP
1229
Cumberland Partners
Toronto,
Ontario, Canada
| $923M | +$110M | +13% | 8.46% | 101% | 62 | 25.81% | 0.4 |
|
| 1230 |
SC
1230
Skylands Capital
Milwaukee,
Wisconsin
| $922M | +$24.3M | +3% | 8.23% | 64.3% | 244 | 15.98% | 0.4 |
|
| 1231 |
TFA
1231
Transamerica Financial Advisors
St. Petersburg,
Florida
| $920M | +$150M | +19% | 6.13% | 77.1% | 670 | 19.85% | 0.4 |
|
| 1232 |
KIA
1232
KCM Investment Advisors
Greenbrae,
California
| $919M | +$81M | +10% | 6.08% | 85.7% | 472 | 11.23% | 0.4 |
|
| 1233 |
DM
1233
Delphi Management
Brookline,
Massachusetts
| $916M | +$34.5M | +4% | 10.5% | 111% | 132 | 18.94% | 0.4 |
|
| 1234 |
TCM
1234
Tybourne Capital Management
Hong Kong
| $915M | +$72.9M | +9% | 11.5% | 109% | 16 | 43.75% | 0.3 |
|
| 1235 |
RCG
1235
Rock Creek Group
Washington,
District of Columbia
| $913M | +$622M | +213% | 36.4% | 37.2% | 28 | 42.86% | 0.3 |
|
| 1236 |
1236
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| $912M | +$138M | +18% | 5.99% | 122% | 20 | 25% | 0.4 |
|
| 1237 |
CC
1237
CQS Cayman
Camana Bay, Grand Cayman,
Cayman Islands
| $911M | +$118M | +15% | 1.99% | 15.3% | 123 | 43.9% | 0.3 |
|
| 1238 |
1238
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $910M | -$26.2M | -3% | 5.48% | 4.24% | 7 | 57.14% | 0.3 |
|
| 1239 |
AAM
1239
AMI Asset Management
Los Angeles,
California
| $909M | +$215M | +31% | 10.2% | 81.6% | 72 | 9.72% | 0.5 |
|
| 1240 |
B
1240
BancorpSouth
Tupelo,
Mississippi
| $907M | +$52.3M | +6% | 4.69% | 3.86% | 251 | 8.37% | 0.4 |
|
| 1241 |
BG
1241
Bollard Group
Boston,
Massachusetts
| $907M | +$56.8M | +7% | 3.2% | 64.4% | 285 | 16.49% | 0.4 |
|
| 1242 |
RTIM
1242
Round Table Investment Management
Charlotte,
North Carolina
| $907M | +$776M | +591% | 5.76% | – | 82 | 65.85% | 0.2 |
|
| 1243 |
SJIC
1243
St. James Investment Company
Southlake,
Texas
| $906M | +$15.9M | +2% | 5.84% | 43.8% | 40 | 32.5% | 0.4 |
|
| 1244 |
WA
1244
Wintergreen Advisers
Mount Olive,
New Jersey
| $905M | -$44.2M | -5% | 10.3% | 25.4% | 14 | 21.43% | 0.5 |
|
| 1245 |
P
1245
Pitcairn
Conshohocken,
Pennsylvania
| $904M | +$88.5M | +11% | 9.4% | 111% | 488 | 12.09% | 0.4 |
|
| 1246 |
LC
1246
Lourd Capital
Beverly Hills,
California
| $901M | +$55.2M | +7% | 5.24% | 44.3% | 110 | 15.45% | 0.4 |
|
| 1247 |
MIU
1247
Man Investments (UK)
London,
United Kingdom
| $897M | +$163M | +22% | 9.65% | – | 755 | 38.15% | 0.3 |
|
| 1248 |
1248
Harvard Management Company
Boston,
Massachusetts
| $896M | -$321M | -26% | 6.79% | 123% | 131 | 35.11% | 0.4 |
|
| 1249 |
1249
Private Advisor Group
Morristown,
New Jersey
| $896M | – | – | 8.22% | 77.4% | 734 | – | 0 |
|
| 1250 |
1250
AMG National Trust Bank
Greenwood Village,
Colorado
| $895M | +$98.1M | +12% | 8.39% | 61.4% | 243 | 8.23% | 0.4 |
|