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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
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50
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250
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2,500
5,000
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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 |
CTC
1251
Chai Trust Company
Chicago,
Illinois
| $1.19B | +$78.9M | +7% | 6.76% | 12.7% | 20 | 0% | 2.4 |
|
| 1252 |
NIP
1252
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.19B | +$98.6M | +9% | 0.01% | 397% | 239 | 30.96% | 0.9 |
|
| 1253 |
1253
Coldstream Capital Management
Bellevue,
Washington
| $1.19B | -$13.9M | -1% | 1.58% | 71% | 357 | 14.85% | 2.5 |
|
| 1254 |
1254
Locust Wood Capital Advisers
New York
| $1.19B | -$168M | -12% | 1.4% | 111% | 54 | 29.63% | 1.9 |
|
| 1255 |
MCI
1255
McDonald Capital Investors
Orinda,
California
| $1.18B | -$46.4M | -4% | 0.79% | 60.2% | 21 | 19.05% | 3.9 |
|
| 1256 |
HC
1256
Henshaw Capital
Woburn,
Massachusetts
| $1.18B | +$5.8M | +0.5% | 1.39% | 128% | 306 | 11.76% | 2.1 |
|
| 1257 |
MFM
1257
MHR Fund Management
New York
| $1.18B | -$149M | -11% | 7.35% | 332% | 11 | 0% | 3.7 |
|
| 1258 |
MAM
1258
Majedie Asset Management
London,
United Kingdom
| $1.18B | -$124M | -10% | 2.22% | 126% | 85 | 7.06% | 2.2 |
|
| 1259 |
1259
Penserra Capital Management
Orinda,
California
| $1.18B | -$108M | -8% | 4.23% | 208% | 1,011 | 37.39% | 0.9 |
|
| 1260 |
1260
GW & Wade
Wellesley,
Massachusetts
| $1.17B | +$73.2M | +7% | 2.47% | 32.2% | 244 | 8.2% | 3.6 |
|
| 1261 |
MCM
1261
Maltese Capital Management
New York
| $1.17B | -$123M | -10% | 0.65% | 114% | 205 | 21.95% | 2.2 |
|
| 1262 |
RP
1262
Regal Partners
Sydney, NSW,
Australia
| $1.17B | -$15.3M | -1% | 1.44% | 146% | 10 | 0% | 3 |
|
| 1263 |
1263
Parallel Advisors
San Francisco,
California
| $1.17B | +$143M | +14% | 1.33% | 109% | 2,617 | 16.16% | 1.9 |
|
| 1264 |
BCF
1264
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $1.17B | +$194M | +20% | 0.68% | 2.43% | 11 | 9.09% | 2.5 |
|
| 1265 |
C
1265
Consulta
London,
United Kingdom
| $1.16B | +$27.1M | +2% | 2.73% | 30.7% | 18 | 11.11% | 1.8 |
|
| 1266 |
ECP
1266
Elk Creek Partners
Denver,
Colorado
| $1.16B | -$175M | -13% | 3.28% | 16.4% | 127 | 11.02% | 2.5 |
|
| 1267 |
BAM
1267
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.16B | -$46.2M | -4% | 1.51% | 70.4% | 228 | 17.54% | 3.7 |
|
| 1268 |
BIM
1268
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $1.16B | -$115M | -9% | 2.14% | 181% | 360 | 51.94% | 0.4 |
|
| 1269 |
SM
1269
Senvest Management
New York
| $1.16B | +$20.2M | +2% | 3.74% | 92.7% | 49 | 22.45% | 2.4 |
|
| 1270 |
1270
Trexquant Investment
Stamford,
Connecticut
| $1.16B | +$46.7M | +4% | 2.14% | 112% | 1,247 | 72.89% | 0.2 |
|
| 1271 |
EA
1271
Echinus Advisors
New York
| $1.16B | +$161M | +16% | 0.27% | 91.4% | 10 | 10% | 1.7 |
|
| 1272 |
AP
1272
Altarock Partners
West Palm Beach,
Florida
| $1.15B | -$5.12M | -0.4% | 5.05% | 58.1% | 6 | 0% | 4.1 |
|
| 1273 |
FIM
1273
Freedom Investment Management
Hartford,
Connecticut
| $1.15B | -$43.2M | -4% | 1.57% | 68.5% | 760 | 20.13% | 2.8 |
|
| 1274 |
DVI
1274
Deccan Value Investors
Greenwich,
Connecticut
| $1.15B | -$16.7M | -1% | 5.96% | 66.5% | 6 | 0% | 2 |
|
| 1275 |
1275
Partners Capital Investment Group
Boston,
Massachusetts
| $1.15B | +$144M | +14% | 0.35% | 47.5% | 95 | 16.84% | 1.5 |
|