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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
B
1251
BancorpSouth
Tupelo,
Mississippi
| $969M | +$48.7M | +5% | 3.55% | 3.86% | 292 | 22.26% | 0.8 |
|
| 1252 |
SAM
1252
Silverback Asset Management
Chapel Hill,
North Carolina
| $968M | -$456M | -32% | 0.84% | 92.1% | 66 | 27.27% | 0.4 |
|
| 1253 |
SWITC
1253
Stewart West Indies Trading Company
Boulder,
Colorado
| $968M | +$29.4M | +3% | 3.25% | 35.4% | 55 | 5.45% | 0.9 |
|
| 1254 |
ANRF
1254
Adams Natural Resources Fund
Baltimore,
Maryland
| $968M | +$93.3M | +11% | 12% | 43% | 40 | 7.5% | 0.9 |
|
| 1255 |
CTA
1255
Chesley Taft & Associates
Chicago,
Illinois
| $967M | +$34.1M | +4% | 4.39% | 93.1% | 258 | 6.98% | 0.9 |
|
| 1256 |
1256
Lincoln National Corp
Radnor,
Pennsylvania
| $967M | +$241M | +33% | 3.8% | 42.9% | 139 | 21.58% | 0.4 |
|
| 1257 |
SLF
1257
Sun Life Financial
Toronto,
Ontario, Canada
| $965M | -$33.8M | -3% | 4.79% | 65.7% | 99 | 9.09% | 1 |
|
| 1258 |
SAM
1258
Symphony Asset Management
San Francisco,
California
| $961M | -$93.7M | -9% | 3.33% | 21.6% | 475 | 31.79% | 0.6 |
|
| 1259 |
SAS
1259
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $960M | -$199M | -17% | 3.76% | 29.3% | 39 | 61.54% | 0.6 |
|
| 1260 |
AIM
1260
Allen Investment Management
New York
| $955M | +$310M | +48% | 10.1% | 92.4% | 171 | 39.77% | 0.4 |
|
| 1261 |
1261
Birch Hill Investment Advisors
Boston,
Massachusetts
| $955M | +$26.4M | +3% | 4.21% | 73.7% | 138 | 4.35% | 0.9 |
|
| 1262 |
TEC
1262
Tiger Eye Capital
Nashville,
Tennessee
| $953M | +$279M | +41% | 12% | 116% | 60 | 55% | 0.4 |
|
| 1263 |
ICM
1263
ICC Capital Management
Orlando,
Florida
| $953M | -$157M | -14% | 5.04% | – | 287 | 18.82% | 0.8 |
|
| 1264 |
BCIM
1264
Black Creek Investment Management
Toronto,
Ontario, Canada
| $952M | +$37.1M | +4% | 1.62% | 11.1% | 18 | 22.22% | 0.8 |
|
| 1265 |
RCM
1265
Redwood Capital Management
New York
| $950M | +$72.7M | +8% | 7.48% | 313% | 56 | 17.86% | 0.7 |
|
| 1266 |
SG
1266
Swarthmore Group
Philadelphia,
Pennsylvania
| $950M | +$104M | +12% | 7.48% | 44.2% | 62 | 20.97% | 0.7 |
|
| 1267 |
LW
1267
Linscomb Wealth
Houston,
Texas
| $947M | +$40.8M | +4% | 4.79% | 75.2% | 287 | 9.06% | 0.8 |
|
| 1268 |
HCM
1268
Hirzel Capital Management
Dallas,
Texas
| $947M | +$163M | +21% | 4.13% | 63.7% | 27 | 40.74% | 0.5 |
|
| 1269 |
FRGX
1269
First Reserve GP XII
Stamford,
Connecticut
| $946M | +$375M | +66% | 19.7% | – | 5 | 40% | 0.2 |
|
| 1270 |
QLMGAA
1270
QS Legg Mason Global Asset Allocation
New York
| $944M | +$143M | +18% | 3.31% | – | 68 | 10.29% | 0.8 |
|
| 1271 |
SKK
1271
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $944M | +$77.2M | +9% | 11.3% | 38.5% | 680 | 32.35% | 0.6 |
|
| 1272 |
LC
1272
Lourd Capital
Beverly Hills,
California
| $942M | +$26.8M | +3% | 2.33% | 44.3% | 115 | 12.17% | 0.8 |
|
| 1273 |
1273
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $941M | +$131M | +16% | 0.3% | 43.3% | 76 | 15.79% | 0.2 |
|
| 1274 |
RCM
1274
Raging Capital Management
Rocky Hill,
New Jersey
| $940M | +$373M | +66% | 0.4% | 6.41% | 56 | 62.5% | 0.3 |
|
| 1275 |
NI
1275
Nuance Investments
Kansas City,
Missouri
| $940M | +$221M | +31% | 3.09% | 3.13% | 62 | 25.81% | 0.6 |
|