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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%
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50
100
250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1226 |
CC
1226
Colrain Capital
Boston,
Massachusetts
| $958M | -$177M | -16% | 7.84% | – | 94 | 12.77% |
|
| 1227 |
TMAM
1227
Tokio Marine Asset Management
Tokyo,
Japan
| $956M | -$63M | -6% | 6.09% | 129% | 530 | 8.68% |
|
| 1228 |
ACM
1228
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $955M | -$74.7M | -7% | 4.91% | 80.3% | 300 | 10.33% |
|
| 1229 |
AB
1229
Amalgamated Bank
New York
| $953M | -$64.9M | -6% | 5.93% | 132% | 1,398 | 8.37% |
|
| 1230 |
BP
1230
Ballentine Partners
Waltham,
Massachusetts
| $953M | -$74.3M | -7% | 11.6% | 76.9% | 169 | 14.2% |
|
| 1231 |
SWITC
1231
Stewart West Indies Trading Company
Boulder,
Colorado
| $951M | -$36.2M | -4% | 8.76% | 35.4% | 40 | 35% |
|
| 1232 |
HB
1232
Homrich & Berg
Atlanta,
Georgia
| $950M | -$73.3M | -7% | 8.68% | 38.3% | 286 | 18.53% |
|
| 1233 |
OWP
1233
Obermeyer Wealth Partners
Aspen,
Colorado
| $949M | -$223M | -19% | 8.18% | 80.9% | 133 | 15.04% |
|
| 1234 |
EP
1234
Edinburgh Partners
Edinburgh,
United Kingdom
| $948M | +$40.3M | +4% | 8.15% | 39.2% | 37 | 10.81% |
|
| 1235 |
SP
1235
Steelhead Partners
Seattle,
Washington
| $947M | -$59.3M | -6% | 3.71% | 0.4% | 64 | 21.88% |
|
| 1236 |
C
1236
Consulta
London,
United Kingdom
| $947M | -$157M | -14% | 12.6% | 30.7% | 17 | 58.82% |
|
| 1237 |
LG
1237
Leuthold Group
Minneapolis,
Minnesota
| $947M | -$122M | -11% | 3% | 126% | 236 | 33.05% |
|
| 1238 |
SCM
1238
Suvretta Capital Management
New York
| $943M | -$1.17B | -55% | 6.15% | 364% | 40 | 72.5% |
|
| 1239 |
SG
1239
Swarthmore Group
Philadelphia,
Pennsylvania
| $941M | -$135M | -13% | 6.69% | 44.2% | 57 | 29.82% |
|
| 1240 |
PAG
1240
Pinnacle Advisory Group
Columbia,
Maryland
| $939M | -$87.5M | -9% | 4.35% | 45.8% | 132 | 36.36% |
|
| 1241 |
CCP
1241
Cyrus Capital Partners
New York
| $938M | -$151M | -14% | 4.61% | 163% | 21 | 42.86% |
|
| 1242 |
SFFS
1242
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $937M | +$100M | +12% | 3.76% | 74.9% | 153 | 23.53% |
|
| 1243 |
KM
1243
Kylin Management
New York
| $937M | +$17M | +2% | 13.3% | 126% | 8 | 50% |
|
| 1244 |
UM
1244
Ulysses Management
New York
| $937M | +$97.4M | +12% | 10.7% | 51.8% | 64 | 32.81% |
|
| 1245 |
DT
1245
Diversified Trust
Memphis,
Tennessee
| $931M | -$127M | -12% | 4.85% | 81.5% | 501 | 22.55% |
|
| 1246 |
MCI
1246
McDonald Capital Investors
Orinda,
California
| $930M | -$92.1M | -9% | 1.8% | 60.2% | 31 | 32.26% |
|
| 1247 |
SIM
1247
SSI Investment Management
Los Angeles,
California
| $929M | -$91.8M | -9% | 2.01% | 15.7% | 290 | 11.03% |
|
| 1248 |
CPS
1248
Counsel Portfolio Services
Mississauga,
Ontario, Canada
| $926M | -$59.9M | -6% | 6.13% | 26.3% | 347 | 36.6% |
|
| 1249 |
NIM
1249
Northeast Investment Management
Boston,
Massachusetts
| $926M | -$63.7M | -6% | 5.37% | 93.4% | 167 | 9.58% |
|
| 1250 |
QI
1250
Qualcomm Inc
San Diego,
California
| $924M | +$39.2M | +4% | 2.78% | – | 108 | 22.22% |
|