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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 |
FHAM
1226
Folger Hill Asset Management
New York
| $1.15B | +$37.6M | +3% | 6.72% | 83.9% | 346 | 75.72% | 0.3 |
|
| 1227 |
PFC
1227
Poplar Forest Capital
Pasadena,
California
| $1.15B | -$11.5M | -1% | 4.02% | 30% | 68 | 14.71% | 2.3 |
|
| 1228 |
SCH
1228
Sylebra Capital (HK)
Hong Kong
| $1.15B | +$41.1M | +4% | 28.7% | 16.6% | 23 | 39.13% | 1.1 |
|
| 1229 |
1229
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.15B | +$20.4M | +2% | 2.53% | 73.7% | 129 | 4.65% | 3.6 |
|
| 1230 |
SWITC
1230
Stewart West Indies Trading Company
Boulder,
Colorado
| $1.14B | +$155K | +0% | 5.21% | 35.4% | 23 | 13.04% | 4 |
|
| 1231 |
FA
1231
Friess Associates
Greenville,
Delaware
| $1.14B | +$41.6M | +4% | 11.6% | 256% | 128 | 44.53% | 0.7 |
|
| 1232 |
1232
WestEnd Advisors
Charlotte,
North Carolina
| $1.14B | -$29.6M | -3% | 4.31% | 59.9% | 37 | 5.41% | 2.3 |
|
| 1233 |
PWAG
1233
Polaris Wealth Advisory Group
San Rafael,
California
| $1.14B | +$258M | +29% | 6.23% | 64% | 159 | 32.7% | 0.9 |
|
| 1234 |
WPC
1234
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.13B | +$52.6M | +5% | 4.08% | 54.3% | 181 | 10.5% | 2.9 |
|
| 1235 |
PAIM
1235
Punch & Associates Investment Management
Edina,
Minnesota
| $1.13B | +$62.3M | +6% | 5.14% | 97.5% | 188 | 7.98% | 2.7 |
|
| 1236 |
NIM
1236
Northeast Investment Management
Boston,
Massachusetts
| $1.13B | +$30.5M | +3% | 3.87% | 93.4% | 164 | 6.71% | 3.2 |
|
| 1237 |
1237
Pacer Advisors
Malvern,
Pennsylvania
| $1.13B | +$117M | +12% | 4.88% | 58.4% | 1,305 | 14.1% | 1.5 |
|
| 1238 |
1238
Level Four Advisory Services
Dallas,
Texas
| $1.13B | +$479M | +74% | 3.72% | 92.2% | 547 | 21.57% | 0.6 |
|
| 1239 |
CTC
1239
Chai Trust Company
Chicago,
Illinois
| $1.13B | +$175M | +18% | 8.5% | 12.7% | 23 | 17.39% | 0.6 |
|
| 1240 |
LC
1240
Lourd Capital
Beverly Hills,
California
| $1.13B | +$76M | +7% | 6.41% | 44.3% | 118 | 7.63% | 2.8 |
|
| 1241 |
1241
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $1.13B | +$133M | +13% | 6.12% | 110% | 565 | 2.12% | 3.4 |
|
| 1242 |
DLPIC
1242
Davide Leone & Partners Investment Company
London,
United Kingdom
| $1.12B | -$52.1M | -4% | 8.92% | 64.1% | 22 | 36.36% | 0.6 |
|
| 1243 |
AMI
1243
Amica Mutual Insurance
Providence,
Rhode Island
| $1.12B | +$23.8M | +2% | 4.47% | 80.4% | 399 | 22.06% | 2.5 |
|
| 1244 |
SIM
1244
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.12B | +$65.4M | +6% | 4.55% | 49.2% | 86 | 25.58% | 2.3 |
|
| 1245 |
TAM
1245
Timucuan Asset Management
Jacksonville,
Florida
| $1.12B | +$59.5M | +6% | 5.66% | 61.6% | 21 | 0% | 3 |
|
| 1246 |
NPA
1246
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.12B | +$23.6M | +2% | 2.94% | 71.2% | 112 | 6.25% | 3.3 |
|
| 1247 |
ZDA
1247
Zweig-DiMenna Associates
New York
| $1.12B | -$249M | -18% | 8.59% | 561% | 264 | 57.58% | 0.7 |
|
| 1248 |
CC
1248
Capital Counsel
New York
| $1.12B | +$19.5M | +2% | 3.63% | 94.9% | 60 | 3.33% | 3.3 |
|
| 1249 |
1249
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.12B | +$27M | +2% | 4.36% | 165% | 721 | 5.55% | 3 |
|
| 1250 |
ACB
1250
Aristotle Capital Boston
Boston,
Massachusetts
| $1.12B | +$220M | +25% | 8.48% | 72.2% | 125 | 2.4% | 2 |
|