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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
Fulton Bank
Lancaster,
Pennsylvania
| $870M | +$16.8M | +2% | 0.78% | 48.1% | 376 | 17.02% | 0.6 |
|
| 1277 |
1277
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $869M | +$169M | +24% | 2.13% | – | 86 | 29.07% | 0.5 |
|
| 1278 |
SKK
1278
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $866M | +$76.9M | +10% | 9.36% | 38.5% | 709 | 43.44% | 0.5 |
|
| 1279 |
1279
ZWJ Investment Counsel
Atlanta,
Georgia
| $863M | -$5.83M | -0.7% | 0.57% | 128% | 152 | 10.53% | 0.7 |
|
| 1280 |
TNBTD
1280
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $863M | +$15.4M | +2% | 1.07% | 58.6% | 365 | 12.6% | 0.6 |
|
| 1281 |
GJIC
1281
Gamble Jones Investment Counsel
Pasadena,
California
| $860M | +$10.6M | +1% | 0.28% | 32.9% | 235 | 11.06% | 0.7 |
|
| 1282 |
LFM
1282
Lumina Fund Management
New York
| $857M | -$113M | -12% | 0.96% | 28.1% | 71 | 69.01% | 0.3 |
|
| 1283 |
CP
1283
Cumberland Partners
Toronto,
Ontario, Canada
| $855M | -$67.4M | -7% | 2.86% | 101% | 61 | 34.43% | 0.5 |
|
| 1284 |
WA
1284
Wintergreen Advisers
Mount Olive,
New Jersey
| $855M | -$49.7M | -5% | 2.21% | 25.4% | 11 | 0% | 0.8 |
|
| 1285 |
1285
Ballentine Partners
Waltham,
Massachusetts
| $854M | -$35.8M | -4% | 0.76% | 76.9% | 144 | 9.72% | 0.7 |
|
| 1286 |
1286
WhitTier Trust Company
Reno,
Nevada
| $853M | +$22.9M | +3% | 1.3% | 96.9% | 946 | 7.4% | 0.7 |
|
| 1287 |
KM
1287
Kylin Management
New York
| $852M | +$123M | +17% | 26% | 126% | 14 | 35.71% | 0.5 |
|
| 1288 |
GHA
1288
GW Henssler & Associates
Kennesaw,
Georgia
| $852M | -$2.81M | -0.3% | 0.39% | 62.4% | 187 | 14.44% | 0.6 |
|
| 1289 |
1289
Investor AB
Stockholm,
Sweden
| $852M | -$13.4M | -2% | 4.98% | 86.6% | 12 | 16.67% | 0.5 |
|
| 1290 |
FAS
1290
Formuepleje A/S
Aarhus C,
Denmark
| $851M | – | – | 2.14% | 92.1% | 57 | – | 0 |
|
| 1291 |
ABC
1291
Anchor Bolt Capital
Chicago,
Illinois
| $850M | +$377M | +80% | 7.56% | 3.04% | 97 | 42.27% | 0.4 |
|
| 1292 |
ACM
1292
American Capital Management
New York
| $848M | +$41.4M | +5% | 6.46% | 96.7% | 83 | 9.64% | 0.7 |
|
| 1293 |
SAS
1293
Sage Advisory Services
Austin,
Texas
| $848M | +$13M | +2% | 1.02% | 33.9% | 16 | 25% | 0.5 |
|
| 1294 |
NCCM
1294
Nine Chapters Capital Management
Short Hills,
New Jersey
| $848M | -$146M | -15% | 3.34% | – | 1,117 | 60.61% | 0.2 |
|
| 1295 |
AIA
1295
Affinity Investment Advisors
Newport Beach,
California
| $848M | +$25.5M | +3% | 3.68% | 189% | 92 | 21.74% | 0.6 |
|
| 1296 |
CCP
1296
Cyrus Capital Partners
New York
| $847M | +$201M | +31% | 7.45% | 163% | 25 | 56% | 0.4 |
|
| 1297 |
ACM
1297
Altai Capital Management
West Hollywood,
California
| $846M | +$476M | +128% | 35.7% | 24.9% | 10 | 50% | 0.3 |
|
| 1298 |
SG
1298
Swarthmore Group
Philadelphia,
Pennsylvania
| $846M | -$13.3M | -2% | 3.95% | 44.2% | 60 | 28.33% | 0.5 |
|
| 1299 |
SAM
1299
Sheffield Asset Management
Chicago,
Illinois
| $846M | +$106M | +14% | 3.15% | 24.5% | 27 | 37.04% | 0.4 |
|
| 1300 |
NPIT
1300
National Penn Investors Trust
Wyomissing,
Pennsylvania
| $845M | -$47M | -5% | 3.14% | 40.9% | 233 | 18.03% | 0.7 |
|