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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 |
NRS
1251
Neville Rodie & Shaw
New York
| $988M | -$26.3M | -3% | 2.7% | 125% | 294 | 10.88% | 1.3 |
|
| 1252 |
JPCCM
1252
J&P (China) Capital Management
Hong Kong,
China
| $988M | – | – | 4.25% | 84.4% | 24 | – | 0 |
|
| 1253 |
1253
Homrich & Berg
Atlanta,
Georgia
| $987M | -$2.31M | -0.2% | 0.57% | 38.3% | 262 | 24.81% | 1 |
|
| 1254 |
1254
Horizon Investments
Charlotte,
North Carolina
| $986M | +$27.2M | +3% | 2.81% | 89.1% | 147 | 46.26% | 0.6 |
|
| 1255 |
SIM
1255
SSI Investment Management
Los Angeles,
California
| $985M | -$40.5M | -4% | 1.25% | 15.7% | 432 | 55.56% | 0.9 |
|
| 1256 |
GAM
1256
GVO Asset Management
Zug,
Switzerland
| $984M | +$30.9M | +3% | 5.08% | 71.2% | 15 | 46.67% | 0.3 |
|
| 1257 |
SRFM
1257
Shannon River Fund Management
New York
| $984M | -$341M | -26% | 7.47% | 554% | 57 | 49.12% | 0.7 |
|
| 1258 |
1258
Chilton Capital Management
Houston,
Texas
| $984M | +$42.4M | +5% | 5.05% | 95.3% | 174 | 14.37% | 1.2 |
|
| 1259 |
SRC
1259
Shufro Rose & Co
New York
| $983M | +$19.2M | +2% | 5.59% | 68.1% | 278 | 10.07% | 1.3 |
|
| 1260 |
BA
1260
Broadview Advisors
Milwaukee,
Wisconsin
| $983M | +$67.5M | +7% | 9.59% | 65.3% | 106 | 29.25% | 1 |
|
| 1261 |
GLI
1261
Guardian Life Insurance
New York
| $983M | -$86K | -0% | 0.6% | – | 587 | 2.9% | 1.4 |
|
| 1262 |
WA
1262
Westport Advisers
Westport,
Connecticut
| $979M | -$27.6M | -3% | 7.83% | 39.2% | 57 | 8.77% | 1.4 |
|
| 1263 |
1263
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $978M | +$60.5M | +7% | 3.91% | 25.2% | 341 | 21.99% | 1.1 |
|
| 1264 |
1264
Personal Capital Advisors
Redwood City,
California
| $978M | +$201M | +26% | 0.91% | 17.6% | 142 | 9.15% | 0.7 |
|
| 1265 |
SC
1265
Skylands Capital
Milwaukee,
Wisconsin
| $977M | -$8.38M | -0.9% | 6.95% | 64.3% | 267 | 21.35% | 1.1 |
|
| 1266 |
JCP
1266
Jabre Capital Partners
Geneva,
Switzerland
| $975M | -$184M | -16% | 0.87% | 62.9% | 147 | 51.02% | 0.5 |
|
| 1267 |
ACP
1267
ArcLight Capital Partners
Boston,
Massachusetts
| $971M | – | – | 22% | 50% | 2 | – | 0 |
|
| 1268 |
1268
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $971M | +$59.7M | +7% | 6.19% | 80.3% | 303 | 11.55% | 1.2 |
|
| 1269 |
WI
1269
Wafra Inc
New York
| $968M | +$107M | +12% | 5.77% | 45.9% | 78 | 37.18% | 0.8 |
|
| 1270 |
GJIC
1270
Gamble Jones Investment Counsel
Pasadena,
California
| $968M | +$63.2M | +7% | 5.63% | 32.9% | 242 | 11.16% | 1.3 |
|
| 1271 |
RBA
1271
Richard Bernstein Advisors
New York
| $966M | +$17.2M | +2% | 5.36% | 33.9% | 312 | 2.24% | 1.1 |
|
| 1272 |
FCM
1272
Force Capital Management
New York
| $962M | +$167M | +21% | 14.1% | 72.7% | 44 | 29.55% | 1 |
|
| 1273 |
MCM
1273
Makena Capital Management
Menlo Park,
California
| $961M | -$169M | -15% | 6.59% | 78.7% | 14 | 7.14% | 1.1 |
|
| 1274 |
CP
1274
Cumberland Partners
Toronto,
Ontario, Canada
| $956M | +$139M | +17% | 2.87% | 101% | 62 | 27.42% | 0.9 |
|
| 1275 |
1275
Colony Group
Boston,
Massachusetts
| $956M | +$63.9M | +7% | 5.93% | 33.2% | 968 | 26.14% | 0.8 |
|