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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 |
3CP
1276
3G Capital Partners
New York
| $1.21B | -$238M | -16% | 4.33% | 351% | 43 | 62.79% | 0.7 |
|
| 1277 |
1277
Chilton Capital Management
Houston,
Texas
| $1.21B | +$46.9M | +4% | 4.93% | 95.3% | 227 | 10.57% | 2.5 |
|
| 1278 |
1278
Addenda Capital
Montreal,
Quebec, Canada
| $1.21B | -$20M | -2% | 3.34% | 100% | 110 | 2.73% | 3.9 |
|
| 1279 |
NPIC
1279
Neumeier Poma Investment Counsel
Carmel,
California
| $1.21B | +$133M | +12% | 4.73% | 229% | 44 | 4.55% | 2.4 |
|
| 1280 |
1280
Quadrature Capital
London,
United Kingdom
| $1.21B | +$140M | +13% | 6.08% | 212% | 853 | 77.73% | 0.2 |
|
| 1281 |
MCI
1281
McDonald Capital Investors
Orinda,
California
| $1.21B | -$26.9M | -2% | 10.1% | 60.2% | 25 | 24% | 3.5 |
|
| 1282 |
NPA
1282
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.21B | +$89.1M | +8% | 9.62% | 71.2% | 111 | 1.8% | 4.1 |
|
| 1283 |
ZDA
1283
Zweig-DiMenna Associates
New York
| $1.21B | -$424M | -26% | 7.6% | 561% | 191 | 54.97% | 0.7 |
|
| 1284 |
MRG
1284
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.2B | +$264M | +28% | 8.82% | 95% | 14 | 14.29% | 0.6 |
|
| 1285 |
RCM
1285
Roystone Capital Management
New York
| $1.2B | +$53.7M | +5% | 4.78% | 11.9% | 38 | 42.11% | 1 |
|
| 1286 |
LM
1286
Lincluden Management
Mississauga,
Ontario, Canada
| $1.2B | -$170M | -12% | 2.83% | 56.6% | 74 | 4.05% | 4.2 |
|
| 1287 |
RCM
1287
Rivernorth Capital Management
West Palm Beach,
Florida
| $1.2B | -$71.2M | -6% | 0.37% | 9.04% | 261 | 38.31% | 1.3 |
|
| 1288 |
DLIC
1288
Daido Life Insurance Company
Osaka,
Japan
| $1.2B | -$114M | -9% | 6.76% | 68.7% | 15 | 6.67% | 1 |
|
| 1289 |
1289
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $1.19B | +$138M | +13% | 6.21% | 86% | 450 | 15.56% | 2.2 |
|
| 1290 |
OAMG
1290
Odey Asset Management Group
London,
United Kingdom
| $1.19B | +$127M | +12% | 2.16% | 259% | 73 | 21.92% | 1.6 |
|
| 1291 |
1291
SCGE Management
Menlo Park,
California
| $1.19B | +$217M | +22% | 14.3% | 154% | 21 | 28.57% | 1.2 |
|
| 1292 |
HC
1292
Henshaw Capital
Woburn,
Massachusetts
| $1.19B | +$86.5M | +8% | 8.33% | 128% | 320 | 12.19% | 1.6 |
|
| 1293 |
TCOV
1293
Trust Company of Vermont
Brattleboro,
Vermont
| $1.18B | +$68.3M | +6% | 7.51% | – | 1,162 | 12.91% | 3 |
|
| 1294 |
1294
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.18B | +$59.1M | +5% | 7.2% | 80.9% | 123 | 9.76% | 2.7 |
|
| 1295 |
FMW
1295
Farr Miller & Washington
Washington,
District of Columbia
| $1.18B | +$77.1M | +7% | 9.24% | 62.3% | 160 | 10.63% | 3.4 |
|
| 1296 |
BAM
1296
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.18B | +$113M | +11% | 6.61% | 70.4% | 234 | 13.25% | 3 |
|
| 1297 |
IA
1297
Icon Advisers
Greenwood Village,
Colorado
| $1.18B | -$142M | -11% | 4.36% | 114% | 351 | 32.19% | 1.5 |
|
| 1298 |
SL
1298
Summitry LLC
Foster City,
California
| $1.17B | +$96.1M | +9% | 8.35% | 68.1% | 81 | 3.7% | 3.6 |
|
| 1299 |
1299
Aspiriant LLC
Los Angeles,
California
| $1.17B | +$1.84M | +0.2% | 4.49% | 47.1% | 266 | 18.42% | 1.5 |
|
| 1300 |
GJL
1300
Gendell Jeffrey L
| $1.17B | +$188M | +19% | 7.16% | 748% | 64 | 12.5% | 2.8 |
|