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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
Chilton Capital Management
Houston,
Texas
| $1.09B | +$55.4M | +5% | 6.34% | 95.3% | 188 | 14.89% | 2.8 |
|
| 1302 |
1302
Avantax Planning Partners
Dubuque,
Iowa
| $1.09B | -$177M | -14% | 5.19% | 51% | 375 | 20.27% | 0.9 |
|
| 1303 |
1303
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1.09B | +$83.5M | +8% | 3.3% | 58.1% | 226 | 48.67% | 1.1 |
|
| 1304 |
1304
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $1.09B | +$41.9M | +4% | 7% | 95.6% | 237 | 11.81% | 2.3 |
|
| 1305 |
RIG
1305
Roosevelt Investment Group
New York
| $1.09B | +$5.15M | +0.5% | 6.34% | 57.6% | 192 | 11.46% | 2.3 |
|
| 1306 |
MCM
1306
Marcato Capital Management
San Francisco,
California
| $1.09B | +$212M | +24% | 15.5% | 142% | 26 | 30.77% | 1.2 |
|
| 1307 |
TA
1307
Teton Advisors
Rye,
New York
| $1.09B | +$9.07M | +0.8% | 4.24% | 139% | 439 | 5.92% | 3.3 |
|
| 1308 |
LFM
1308
Lumina Fund Management
New York
| $1.08B | +$109M | +11% | 5.68% | 28.1% | 55 | 34.55% | 2 |
|
| 1309 |
TCAM
1309
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $1.08B | +$78.1M | +8% | 7.9% | 2.37% | 28 | 10.71% | 1.3 |
|
| 1310 |
AC
1310
Avenir Corporation
Alexandria,
Virginia
| $1.08B | -$80.7M | -7% | 7.14% | 34.4% | 73 | 16.44% | 3 |
|
| 1311 |
1311
Verition Fund Management
Greenwich,
Connecticut
| $1.08B | -$159M | -13% | 4.08% | 110% | 1,437 | 62.84% | 0.4 |
|
| 1312 |
1312
Locust Wood Capital Advisers
New York
| $1.08B | +$27.2M | +3% | 6.65% | 111% | 44 | 31.82% | 1.6 |
|
| 1313 |
1313
WestEnd Advisors
Charlotte,
North Carolina
| $1.08B | -$58.1M | -5% | 5.94% | 59.9% | 47 | 21.28% | 2 |
|
| 1314 |
1314
Quantbot Technologies
New York
| $1.08B | +$36.6M | +4% | 3.12% | 33.6% | 1,690 | 63.73% | 0.3 |
|
| 1315 |
TCOV
1315
Trust Company of Vermont
Brattleboro,
Vermont
| $1.08B | +$71.1M | +7% | 6.43% | – | 1,047 | 14.8% | 2.8 |
|
| 1316 |
RC
1316
RGM Capital
Naples,
Florida
| $1.08B | +$107M | +11% | 4.25% | 48.6% | 19 | 15.79% | 2.4 |
|
| 1317 |
NYLIC
1317
New York Life Insurance Company
New York
| $1.07B | +$217M | +25% | 5.37% | 61.5% | 15 | 40% | 0.5 |
|
| 1318 |
1318
Capital International Sarl
Los Angeles,
California
| $1.07B | -$133M | -11% | 4.87% | 149% | 148 | 17.57% | 2.4 |
|
| 1319 |
GHA
1319
GW Henssler & Associates
Kennesaw,
Georgia
| $1.07B | +$73.1M | +7% | 6.76% | 62.4% | 151 | 15.23% | 2.8 |
|
| 1320 |
LCP
1320
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.07B | +$76.3M | +8% | 5.49% | 67.2% | 66 | 13.64% | 2 |
|
| 1321 |
MPAM
1321
Monarch Partners Asset Management
Boston,
Massachusetts
| $1.07B | +$32.3M | +3% | 6.73% | 136% | 223 | 38.57% | 0.7 |
|
| 1322 |
1322
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.07B | +$101M | +10% | 8.2% | 307% | 167 | 22.75% | 0.8 |
|
| 1323 |
SGCIA
1323
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.06B | +$110M | +12% | 3% | 56.9% | 134 | 3.73% | 3.5 |
|
| 1324 |
1324
Truepoint Inc
Cincinnati,
Ohio
| $1.06B | +$43.6M | +4% | 4% | 43.4% | 113 | 24.78% | 1.9 |
|
| 1325 |
HCM
1325
Hahn Capital Management
Walnut Creek,
California
| $1.06B | +$50.4M | +5% | 8.35% | 53.6% | 35 | 5.71% | 3.3 |
|