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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 |
PAI
1226
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $1.09B | -$178M | -14% | 11.9% | 63.4% | 389 | 10.54% | 3.7 |
|
| 1227 |
1227
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.08B | -$142M | -12% | 11.7% | 101% | 407 | 28.26% | 3 |
|
| 1228 |
PIC
1228
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $1.08B | -$148M | -12% | 12.9% | 164% | 74 | 35.14% | 2.3 |
|
| 1229 |
MWP
1229
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $1.08B | +$44.4M | +4% | 13.1% | 69.3% | 315 | 17.14% | 3.1 |
|
| 1230 |
1230
SignatureFD
Atlanta,
Georgia
| $1.07B | +$88.9M | +9% | 11.1% | 73.6% | 2,195 | 18.59% | 1 |
|
| 1231 |
MRG
1231
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.07B | -$132M | -11% | 10.7% | 95% | 14 | 0% | 0.8 |
|
| 1232 |
CCM
1232
Contrarian Capital Management
Greenwich,
Connecticut
| $1.07B | -$63.7M | -6% | 2.25% | 29.4% | 35 | 45.71% | 1.2 |
|
| 1233 |
MYAM
1233
Meiji Yasuda Asset Management
Tokyo,
Japan
| $1.07B | -$158M | -13% | 10.9% | 93.9% | 508 | 14.17% | 3.4 |
|
| 1234 |
BAM
1234
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.07B | -$110M | -9% | 9.76% | 70.4% | 231 | 12.12% | 3.4 |
|
| 1235 |
BCPEM
1235
Bain Capital Public Equity Management
Boston,
Massachusetts
| $1.07B | -$347M | -24% | 14.5% | 128% | 77 | 51.95% | 0.7 |
|
| 1236 |
SIM
1236
SSI Investment Management
Los Angeles,
California
| $1.07B | -$229M | -18% | 2.1% | 15.7% | 289 | 12.8% | 2.4 |
|
| 1237 |
GL
1237
Governors Lane
New York
| $1.07B | -$719M | -40% | 10.4% | 133% | 96 | 42.71% | 0.7 |
|
| 1238 |
MCI
1238
McDonald Capital Investors
Orinda,
California
| $1.07B | -$139M | -11% | 11.1% | 60.2% | 25 | 32% | 3.1 |
|
| 1239 |
DLIC
1239
Daido Life Insurance Company
Osaka,
Japan
| $1.07B | -$130M | -11% | 14.1% | 68.7% | 15 | 20% | 1.1 |
|
| 1240 |
NPA
1240
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.07B | -$141M | -12% | 9.02% | 71.2% | 112 | 12.5% | 4.5 |
|
| 1241 |
AFG
1241
American Financial Group
Cincinnati,
Ohio
| $1.06B | +$50.9M | +5% | 15.8% | 32.5% | 140 | 26.43% | 2.6 |
|
| 1242 |
RI
1242
Redwood Investments
Boston,
Massachusetts
| $1.06B | -$218M | -17% | 15.4% | 74.1% | 151 | 37.09% | 1 |
|
| 1243 |
EC
1243
EMS Capital
New York
| $1.06B | -$271M | -20% | 16% | 228% | 38 | 34.21% | 1.6 |
|
| 1244 |
PWAG
1244
Polaris Wealth Advisory Group
San Rafael,
California
| $1.06B | -$387M | -27% | 12.5% | 64% | 527 | 74.38% | 1.5 |
|
| 1245 |
HCM
1245
Howland Capital Management
Boston,
Massachusetts
| $1.06B | -$255M | -19% | 9.3% | 72% | 223 | 14.35% | 4.3 |
|
| 1246 |
1246
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.06B | -$167M | -14% | 10.9% | 128% | 172 | 13.95% | 3.3 |
|
| 1247 |
VCM
1247
Valiant Capital Management
San Francisco,
California
| $1.06B | -$69.9M | -6% | 23.9% | 348% | 17 | 5.88% | 2.2 |
|
| 1248 |
1248
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $1.06B | +$33.4M | +3% | 19.1% | 223% | 28 | 42.86% | 1 |
|
| 1249 |
LW
1249
Linscomb Wealth
Houston,
Texas
| $1.06B | -$160M | -13% | 13% | 75.2% | 293 | 14.68% | 3.7 |
|
| 1250 |
1250
North Star Asset Management
Neenah,
Wisconsin
| $1.06B | -$189M | -15% | 12.7% | 62% | 298 | 10.07% | 4.1 |
|