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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 |
COLIM
1226
City of London Investment Management
London,
United Kingdom
| $1.29B | +$45.6M | +4% | 2.34% | 102% | 137 | 39.42% | 1.5 |
|
| 1227 |
LCP
1227
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.29B | +$5.43M | +0.4% | 6.15% | 67.2% | 60 | 11.67% | 2.5 |
|
| 1228 |
FVP
1228
Firefly Value Partners
Newtown,
Pennsylvania
| $1.29B | -$141M | -10% | 2.79% | 25.7% | 34 | 11.76% | 2.2 |
|
| 1229 |
BCM
1229
Barometer Capital Management
Toronto,
Ontario, Canada
| $1.29B | +$89.4M | +7% | 12.4% | 336% | 195 | 59.49% | 0.4 |
|
| 1230 |
1230
First Horizon Advisors
Memphis,
Tennessee
| $1.29B | +$93.2M | +8% | 5.41% | 55.2% | 1,662 | 9.39% | 2.8 |
|
| 1231 |
RI
1231
Redwood Investments
Boston,
Massachusetts
| $1.28B | -$164M | -11% | 10.5% | 74.1% | 145 | 31.03% | 0.9 |
|
| 1232 |
DF
1232
Donoghue Forlines
Boston,
Massachusetts
| $1.28B | +$71.8M | +6% | 4.28% | 199% | 204 | 42.65% | 0.5 |
|
| 1233 |
1233
EP Wealth Advisors
Torrance,
California
| $1.28B | +$220M | +21% | 7.17% | – | 286 | 36.71% | 1.6 |
|
| 1234 |
TCAM
1234
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $1.28B | +$162M | +14% | 6.16% | 2.37% | 30 | 23.33% | 1.6 |
|
| 1235 |
1235
Krane Funds Advisors
New York
| $1.28B | +$103M | +9% | 14.1% | 72.6% | 92 | 21.74% | 0.4 |
|
| 1236 |
UM
1236
Ulysses Management
New York
| $1.27B | +$129M | +11% | 5.97% | 51.8% | 60 | 38.33% | 1.5 |
|
| 1237 |
AGC
1237
Angelo Gordon & Co
New York
| $1.27B | -$293M | -19% | 4% | 90.1% | 114 | 37.72% | 0.7 |
|
| 1238 |
1238
Paradigm Capital Management Inc
Albany,
New York
| $1.27B | +$31.5M | +3% | 3.25% | 237% | 175 | 9.71% | 3.4 |
|
| 1239 |
1239
Citizens Financial Group
Providence,
Rhode Island
| $1.27B | +$74.9M | +6% | 8.15% | 83.7% | 602 | 20.43% | 2 |
|
| 1240 |
PAI
1240
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $1.27B | +$98.1M | +8% | 8.29% | 63.4% | 397 | 10.08% | 3.5 |
|
| 1241 |
JCI
1241
Jet Capital Investors
New York
| $1.27B | -$76.2M | -6% | 4.68% | 147% | 50 | 60% | 0.7 |
|
| 1242 |
PAIM
1242
Punch & Associates Investment Management
Edina,
Minnesota
| $1.26B | +$47.4M | +4% | 4.06% | 97.5% | 218 | 9.17% | 2.7 |
|
| 1243 |
1SB
1243
1ST Source Bank
South Bend,
Indiana
| $1.26B | +$29.3M | +2% | 4.62% | 80.8% | 233 | 3.86% | 4 |
|
| 1244 |
NHAS
1244
Novo Holdings A/S
Hellerup,
Denmark
| $1.26B | +$265M | +27% | 24.7% | 205% | 23 | 21.74% | 1.3 |
|
| 1245 |
RC
1245
RGM Capital
Naples,
Florida
| $1.26B | +$149M | +13% | 11.1% | 48.6% | 22 | 13.64% | 2.2 |
|
| 1246 |
CTA
1246
Chesley Taft & Associates
Chicago,
Illinois
| $1.26B | +$93.6M | +8% | 7.74% | 93.1% | 288 | 7.64% | 3.4 |
|
| 1247 |
WIM
1247
Woodford Investment Management
London,
United Kingdom
| $1.26B | +$431M | +52% | 19.5% | 27.1% | 10 | 10% | 1.6 |
|
| 1248 |
MBA
1248
Maple-Brown Abbott
Barangaroo,
Australia
| $1.25B | -$27.6M | -2% | 2.77% | 7.92% | 22 | 18.18% | 2.7 |
|
| 1249 |
MTIM
1249
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.25B | +$311M | +33% | 2.61% | 143% | 258 | 53.88% | 0.9 |
|
| 1250 |
NIM
1250
Northeast Investment Management
Boston,
Massachusetts
| $1.25B | +$70.1M | +6% | 9.45% | 93.4% | 174 | 9.2% | 3.8 |
|