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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 |
NIM
1226
Northeast Investment Management
Boston,
Massachusetts
| $973M | +$10.4M | +1% | 0.42% | 93.4% | 159 | 9.43% | 2.3 |
|
| 1227 |
1227
Nantahala Capital Management
New Canaan,
Connecticut
| $972M | +$206M | +27% | 4.97% | 341% | 77 | 25.97% | 1.3 |
|
| 1228 |
TYCC
1228
Texas Yale Capital Corp
St. Petersburg,
Florida
| $972M | -$66.5M | -6% | 1.87% | 175% | 463 | 6.48% | 1.9 |
|
| 1229 |
1229
Reinhart Partners
Mequon,
Wisconsin
| $972M | +$39.6M | +4% | 4.37% | 110% | 116 | 23.28% | 1.4 |
|
| 1230 |
CPO
1230
Cerity Partners OCIO
New York
| $969M | +$61.1M | +7% | 2.71% | – | 247 | 25.91% | 1.5 |
|
| 1231 |
MPAM
1231
Monarch Partners Asset Management
Boston,
Massachusetts
| $969M | +$9.33M | +1% | 3.98% | 136% | 194 | 40.72% | 0.7 |
|
| 1232 |
GAI
1232
General American Investors
New York
| $968M | -$122M | -11% | 1.72% | 129% | 59 | 8.47% | 2.2 |
|
| 1233 |
MCI
1233
McDonald Capital Investors
Orinda,
California
| $968M | +$7.47M | +0.8% | 3.35% | 60.2% | 22 | 9.09% | 2.2 |
|
| 1234 |
ABI
1234
Abrams Bison Investments
Bethesda,
Maryland
| $966M | -$26.6M | -3% | 4.34% | 170% | 8 | 0% | 2 |
|
| 1235 |
ACM
1235
Arosa Capital Management
Miami Beach,
Florida
| $966M | +$229M | +31% | 4.19% | 536% | 72 | 63.89% | 0.3 |
|
| 1236 |
BPIM
1236
Brant Point Investment Management
New York
| $966M | +$89.9M | +10% | 2.75% | 169% | 171 | 47.95% | 1.1 |
|
| 1237 |
1237
State of Alaska Department of Revenue
Juneau,
Alaska
| $963M | +$252M | +35% | 5.66% | 131% | 383 | 19.58% | 1.3 |
|
| 1238 |
NAP
1238
New Amsterdam Partners
New York
| $953M | -$15.1M | -2% | 3.09% | 73.9% | 163 | 48.47% | 0.9 |
|
| 1239 |
1239
Freestone Capital Holdings
Seattle,
Washington
| $951M | -$14.6M | -2% | 3.99% | 86.9% | 393 | 25.45% | 0.9 |
|
| 1240 |
VFS
1240
VSR Financial Services
Overland Park,
Kansas
| $951M | +$13.8M | +1% | 2% | 20.7% | 636 | 17.92% | 1.8 |
|
| 1241 |
1241
Birch Hill Investment Advisors
Boston,
Massachusetts
| $951M | -$5.5M | -0.6% | 2.3% | 73.7% | 132 | 9.09% | 2.4 |
|
| 1242 |
CTA
1242
Chesley Taft & Associates
Chicago,
Illinois
| $948M | -$3.36M | -0.4% | 1.23% | 93.1% | 261 | 12.64% | 1.9 |
|
| 1243 |
WC
1243
Walthausen & Co
Malta,
New York
| $946M | -$90M | -9% | 3.05% | 63.3% | 141 | 19.15% | 1.4 |
|
| 1244 |
SM
1244
Scoggin Management
New York
| $946M | +$270M | +40% | 6.34% | 889% | 83 | 69.88% | 0.3 |
|
| 1245 |
1245
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $945M | +$8.72M | +0.9% | 0.16% | 72.7% | 240 | 17.92% | 1.1 |
|
| 1246 |
1246
ZWJ Investment Counsel
Atlanta,
Georgia
| $944M | +$27.4M | +3% | 1.45% | 128% | 167 | 14.37% | 2 |
|
| 1247 |
1247
Locust Wood Capital Advisers
New York
| $941M | +$133M | +16% | 0.27% | 111% | 46 | 30.43% | 1.2 |
|
| 1248 |
SL
1248
Summitry LLC
Foster City,
California
| $935M | -$10.3M | -1% | 0.54% | 68.1% | 86 | 17.44% | 1.9 |
|
| 1249 |
1249
Graham Capital Management
Rowayton,
Connecticut
| $933M | +$385M | +70% | 2.6% | 60.4% | 122 | 73.77% | 0.4 |
|
| 1250 |
SC
1250
Shellback Capital
Boston,
Massachusetts
| $932M | -$312M | -25% | 7.99% | 198% | 124 | 75% | 0.3 |
|