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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Globeflex Capital
San Diego,
California
| $885M | -$34.6M | -4% | 0.45% | 186% | 746 | 43.03% | 0.6 |
|
| 1302 |
1302
Providence Equity Partners
Providence,
Rhode Island
| $884M | -$252M | -22% | 4.78% | 12.4% | 3 | 0% | 1.3 |
|
| 1303 |
IMS
1303
Index Management Solutions
Philadelphia,
Pennsylvania
| $883M | +$62.8M | +8% | 3.89% | – | 1,206 | 22.47% | 0.7 |
|
| 1304 |
1304
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| $881M | +$10.6M | +1% | 0.97% | – | 77 | 10.39% | 1 |
|
| 1305 |
1305
Shenkman Capital Management
New York
| $881M | +$33.6M | +4% | 0% | 3.15% | 53 | 0% | 0.8 |
|
| 1306 |
1306
Lindsell Train
London,
United Kingdom
| $881M | +$39.9M | +5% | 3.68% | 39.9% | 10 | 0% | 1.3 |
|
| 1307 |
1307
Fulton Bank
Lancaster,
Pennsylvania
| $879M | -$19.7M | -2% | 0.14% | 48.1% | 399 | 14.29% | 1 |
|
| 1308 |
1308
Meritage Portfolio Management
Overland Park,
Kansas
| $878M | -$40.3M | -4% | 0.46% | 97.4% | 230 | 23.48% | 0.9 |
|
| 1309 |
CA
1309
Cullinan Associates
Louisville,
Kentucky
| $878M | +$263M | +43% | 0.71% | 107% | 99 | 28.28% | 1 |
|
| 1310 |
1310
Goldentree Asset Management
New York
| $874M | +$411M | +89% | 6.05% | 27.7% | 37 | 54.05% | 0.3 |
|
| 1311 |
1311
Capital Investment Advisors
Atlanta,
Georgia
| $874M | +$656K | +0.1% | 2.1% | 62.2% | 408 | 11.27% | 0.7 |
|
| 1312 |
1312
Raymond James Trust
St. Petersburg,
Florida
| $874M | +$980K | +0.1% | 0.39% | 41.3% | 643 | 9.49% | 1 |
|
| 1313 |
1313
Timucuan Asset Management
Jacksonville,
Florida
| $871M | -$18.1M | -2% | 1.36% | 61.6% | 33 | 0% | 1 |
|
| 1314 |
1314
WhitTier Trust Company
Reno,
Nevada
| $870M | -$20.9M | -2% | 0.3% | 98.2% | 914 | 3.39% | 1.2 |
|
| 1315 |
1315
Davide Leone & Partners Investment Company
London,
United Kingdom
| $870M | +$380M | +78% | 9.55% | 64.1% | 26 | 69.23% | 0.4 |
|
| 1316 |
1316
Black Creek Investment Management
Toronto,
Ontario, Canada
| $870M | -$82M | -9% | 3.33% | 11.1% | 15 | 0% | 1.1 |
|
| 1317 |
1317
St. James Investment Company
Southlake,
Texas
| $868M | -$25.3M | -3% | 2.85% | 43.8% | 54 | 18.52% | 0.7 |
|
| 1318 |
1318
Hirzel Capital Management
Dallas,
Texas
| $867M | -$80M | -8% | 7.37% | 63.7% | 30 | 30% | 0.6 |
|
| 1319 |
1319
Redmile Group
San Francisco,
California
| $866M | +$41.2M | +5% | 7.72% | 777% | 70 | 52.86% | 0.5 |
|
| 1320 |
1320
Wafra Inc
New York
| $861M | +$61.3M | +8% | 4.3% | 45.9% | 81 | 40.74% | 0.8 |
|
| 1321 |
1321
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $860M | -$66.7M | -7% | 2.7% | 61.4% | 128 | 12.5% | 1.1 |
|
| 1322 |
1322
Matrix Asset Advisors
White Plains,
New York
| $860M | -$19.4M | -2% | 1.48% | 84.9% | 81 | 4.94% | 1.1 |
|
| 1323 |
1323
Advent International
Boston,
Massachusetts
| $860M | +$845M | +5,892% | 3.78% | 15.9% | 2 | 50% | 0.6 |
|
| 1324 |
1324
American Capital Management
New York
| $859M | -$30.4M | -3% | 0.95% | 96.7% | 82 | 8.54% | 1.1 |
|
| 1325 |
FVP
1325
Firefly Value Partners
Newtown,
Pennsylvania
| $859M | +$58.2M | +7% | 4% | 25.7% | 44 | 29.55% | 1 |
|