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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 |
CPS
1251
Counsel Portfolio Services
Mississauga,
Ontario, Canada
| $955M | +$29M | +3% | 3.68% | 26.3% | 303 | 24.75% | 1.3 |
|
| 1252 |
1252
Chilton Capital Management
Houston,
Texas
| $953M | -$17M | -2% | 8.86% | 95.3% | 162 | 14.81% | 1.9 |
|
| 1253 |
LG
1253
Leuthold Group
Minneapolis,
Minnesota
| $953M | +$6.27M | +0.7% | 3.64% | 126% | 219 | 28.77% | 1.2 |
|
| 1254 |
CTA
1254
Chesley Taft & Associates
Chicago,
Illinois
| $952M | +$35.4M | +4% | 7.4% | 93.1% | 265 | 21.51% | 1.8 |
|
| 1255 |
LC
1255
Lourd Capital
Beverly Hills,
California
| $951M | +$29.9M | +3% | 2.57% | 44.3% | 121 | 18.18% | 1.9 |
|
| 1256 |
BWCA
1256
Brenner West Capital Advisors
New York
| $949M | +$208M | +28% | 6.19% | 73.5% | 13 | 46.15% | 0.6 |
|
| 1257 |
SL
1257
Summitry LLC
Foster City,
California
| $945M | +$81.6M | +9% | 5.68% | 68.1% | 80 | 15% | 1.8 |
|
| 1258 |
AC
1258
Apex Capital
Orinda,
California
| $938M | -$115M | -11% | 6.56% | – | 59 | 50.85% | 0.9 |
|
| 1259 |
ACJ
1259
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $938M | +$817M | +677% | 15.4% | 33.4% | 5 | 60% | 0.3 |
|
| 1260 |
VFS
1260
VSR Financial Services
Overland Park,
Kansas
| $937M | +$54.5M | +6% | 3.26% | 20.7% | 641 | 18.88% | 1.6 |
|
| 1261 |
1261
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $936M | +$192M | +26% | 3.8% | 72.7% | 224 | 22.32% | 1 |
|
| 1262 |
1262
RegentAtlantic Capital
Morristown,
New Jersey
| $936M | -$104M | -10% | 5.32% | 23.5% | 392 | 10.71% | 2 |
|
| 1263 |
SG
1263
Swarthmore Group
Philadelphia,
Pennsylvania
| $933M | -$7.32M | -0.8% | 9.13% | 44.2% | 55 | 21.82% | 1.3 |
|
| 1264 |
1264
Diversified Trust
Memphis,
Tennessee
| $933M | +$2.52M | +0.3% | 3.87% | 81.5% | 453 | 16.56% | 1.5 |
|
| 1265 |
RI
1265
Redwood Investments
Boston,
Massachusetts
| $933M | +$181M | +24% | 7.87% | 74.1% | 196 | 19.39% | 1.5 |
|
| 1266 |
CAM
1266
Cacti Asset Management
Atlanta,
Georgia
| $932M | +$51M | +6% | 4.86% | 171% | 94 | 5.32% | 2.1 |
|
| 1267 |
1267
Reinhart Partners
Mequon,
Wisconsin
| $932M | -$61.6M | -6% | 1.17% | 110% | 131 | 32.06% | 1.4 |
|
| 1268 |
TAM
1268
THB Asset Management
Norwalk,
Connecticut
| $931M | -$88.1M | -9% | 7% | 104% | 217 | 21.66% | 0.8 |
|
| 1269 |
SPC
1269
Stone Point Capital
Greenwich,
Connecticut
| $930M | – | – | 0.58% | 15.7% | 6 | – | 0 |
|
| 1270 |
TC
1270
TFS Capital
West Chester,
Pennsylvania
| $929M | -$109M | -10% | 5.75% | 53.8% | 1,130 | 57.96% | 0.6 |
|
| 1271 |
KCM
1271
Kingstown Capital Management
New York
| $928M | +$38.6M | +4% | 2.28% | 38.6% | 24 | 16.67% | 1.2 |
|
| 1272 |
FAM
1272
Foxhaven Asset Management
Charlottesville,
Virginia
| $926M | +$71.9M | +8% | 9.94% | 88.2% | 24 | 29.17% | 0.9 |
|
| 1273 |
PWAM
1273
Park West Asset Management
San Francisco,
California
| $926M | -$171M | -16% | 8.09% | 181% | 86 | 46.51% | 0.8 |
|
| 1274 |
EP
1274
Edinburgh Partners
Edinburgh,
United Kingdom
| $925M | -$23M | -2% | 7.37% | 39.2% | 39 | 10.26% | 1.7 |
|
| 1275 |
CCP
1275
Cyrus Capital Partners
New York
| $925M | -$12.9M | -1% | 4.07% | 163% | 16 | 31.25% | 1.1 |
|