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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
Colony Group
Boston,
Massachusetts
| $932M | +$32.5M | +4% | 4.47% | 33.2% | 307 | 22.15% | 2 |
|
| 1302 |
SPC
1302
Silver Point Capital
Greenwich,
Connecticut
| $931M | +$262M | +39% | 14.7% | 108% | 23 | 39.13% | 1 |
|
| 1303 |
FMW
1303
Farr Miller & Washington
Washington,
District of Columbia
| $929M | +$9.38M | +1% | 4.82% | 62.3% | 145 | 7.59% | 2.6 |
|
| 1304 |
CTC
1304
Chai Trust Company
Chicago,
Illinois
| $928M | – | – | 11.1% | 12.7% | 18 | – | 0 |
|
| 1305 |
1305
Jefferies Financial Group
New York
| $927M | -$291M | -24% | 0.75% | 135% | 50 | 82% | 0.3 |
|
| 1306 |
SGCIA
1306
Smith Graham & Co Investment Advisors
Houston,
Texas
| $924M | +$138M | +18% | 12.9% | 56.9% | 146 | 10.27% | 2.6 |
|
| 1307 |
1307
Tower Research Capital (TRC)
New York
| $921M | -$85.5M | -8% | 4.63% | 144% | 5,143 | 50.85% | 0.7 |
|
| 1308 |
WI
1308
Winder Investment
Singapore
| $920M | – | – | 17.6% | 3.24% | 1 | – | 0 |
|
| 1309 |
LM
1309
Lincluden Management
Mississauga,
Ontario, Canada
| $918M | +$237M | +35% | 7.44% | 56.6% | 81 | 2.47% | 3 |
|
| 1310 |
RC
1310
RGM Capital
Naples,
Florida
| $918M | +$29.6M | +3% | 3.64% | 48.6% | 22 | 9.09% | 2.2 |
|
| 1311 |
CI
1311
Cigna Investments
Bloomfield,
Connecticut
| $918M | – | – | 5.01% | 138% | 704 | – | 0 |
|
| 1312 |
IL
1312
Investure LLC
Charlottesville,
Virginia
| $917M | +$469M | +105% | 1.29% | 55.4% | 11 | 9.09% | 1.9 |
|
| 1313 |
MPM
1313
Meritage Portfolio Management
Overland Park,
Kansas
| $916M | +$4.37M | +0.5% | 5.95% | 97.4% | 211 | 28.91% | 1.8 |
|
| 1314 |
1314
Junto Capital Management
New York
| $916M | +$154M | +20% | 9.03% | 122% | 43 | 72.09% | 0.2 |
|
| 1315 |
1315
Sigma Planning Corp
Ann Arbor,
Michigan
| $915M | +$71.4M | +8% | 2.31% | 87.3% | 832 | 22.36% | 1.3 |
|
| 1316 |
ST
1316
Sabal Trust
St. Petersburg,
Florida
| $915M | +$12.4M | +1% | 2.43% | 18.4% | 126 | 9.52% | 2.5 |
|
| 1317 |
TP
1317
Thunderbird Partners
London,
United Kingdom
| $914M | +$36.4M | +4% | 1.57% | 38% | 14 | 42.86% | 0.5 |
|
| 1318 |
1318
First Citizens Bank & Trust
Raleigh,
North Carolina
| $913M | -$185M | -17% | 5.79% | 69% | 489 | 12.68% | 1.5 |
|
| 1319 |
1319
Brookstone Capital Management
Wheaton,
Illinois
| $911M | +$2.68M | +0.3% | 2.93% | 64.2% | 276 | 32.25% | 1.2 |
|
| 1320 |
CCM
1320
Consonance Capital Management
New York
| $911M | -$128M | -12% | 0.63% | 314% | 28 | 35.71% | 0.8 |
|
| 1321 |
1321
North Star Asset Management
Neenah,
Wisconsin
| $908M | +$20.7M | +2% | 3.53% | 62% | 255 | 6.67% | 3 |
|
| 1322 |
BHWM
1322
Bar Harbor Wealth Management
Concord,
New Hampshire
| $906M | +$22.9M | +3% | 3.17% | 79.2% | 362 | 7.18% | 2.4 |
|
| 1323 |
CCP
1323
Caymus Capital Partners
The Woodlands,
Texas
| $906M | +$50.1M | +6% | 3.62% | 57.3% | 29 | 31.03% | 1.2 |
|
| 1324 |
BWCA
1324
Brenner West Capital Advisors
New York
| $905M | -$213M | -19% | 1.21% | 73.5% | 22 | 40.91% | 0.8 |
|
| 1325 |
B
1325
BancorpSouth
Tupelo,
Mississippi
| $903M | -$22.4M | -2% | 2% | 3.86% | 262 | 16.03% | 2.2 |
|