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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
TOBAM
Paris,
France
| $1.51B | +$79.8M | +6% | 12% | 56% | 456 | 16.67% | 1.9 |
|
| 1302 |
1302
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $1.51B | -$576M | -28% | 11.7% | 56.8% | 143 | 18.18% | 2.2 |
|
| 1303 |
1303
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.51B | +$263M | +21% | 7.21% | 94.6% | 148 | 4.05% | 2.1 |
|
| 1304 |
1304
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.5B | +$273M | +22% | 7.78% | 29.1% | 13 | 0% | 3.2 |
|
| 1305 |
1305
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.5B | +$58.4M | +4% | 7.53% | 28.5% | 274 | 54.01% | 1.5 |
|
| 1306 |
HC
1306
Henshaw Capital
Woburn,
Massachusetts
| $1.5B | +$150M | +11% | 11.7% | 128% | 318 | 28.62% | 3.4 |
|
| 1307 |
DCP
1307
Darsana Capital Partners
New York
| $1.5B | -$448M | -23% | 9.01% | 144% | 12 | 8.33% | 2.3 |
|
| 1308 |
1308
Caxton Associates (New York)
New York
| $1.5B | +$748M | +100% | 13.3% | 73.9% | 659 | 63.88% | 0.3 |
|
| 1309 |
1309
Cormorant Asset Management
Boston,
Massachusetts
| $1.49B | +$63.7M | +4% | 47.6% | 3,977% | 81 | 19.75% | 1.7 |
|
| 1310 |
1310
Montag & Associates
Atlanta,
Georgia
| $1.49B | +$49.4M | +3% | 9.52% | 82.9% | 1,000 | 16.6% | 2.9 |
|
| 1311 |
1311
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.49B | +$149M | +11% | 9.57% | 67.9% | 58 | 8.62% | 5.6 |
|
| 1312 |
1312
Ruffer LLP
London,
United Kingdom
| $1.49B | -$108M | -7% | 13.1% | 98% | 98 | 10.2% | 2.8 |
|
| 1313 |
1313
Clearlake Capital Group
Santa Monica,
California
| $1.49B | +$172M | +13% | 18.6% | 47.3% | 8 | 12.5% | 1.3 |
|
| 1314 |
1314
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.49B | +$101M | +7% | 7.25% | 50% | 1,082 | 10.26% | 5.4 |
|
| 1315 |
1315
Northeast Financial Consultants
Westport,
Connecticut
| $1.48B | +$115M | +8% | 7.98% | 63.8% | 365 | 20% | 3.3 |
|
| 1316 |
1316
Castle Hook Partners
New York
| $1.48B | +$850M | +135% | 15.6% | 1,120% | 60 | 53.33% | 0.7 |
|
| 1317 |
1317
GHP Investment Advisors
Denver,
Colorado
| $1.48B | +$176M | +13% | 12% | 81.4% | 977 | 9.83% | 2.6 |
|
| 1318 |
1318
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.48B | +$66.8M | +5% | 0% | 0% | 48 | 0% | 1.1 |
|
| 1319 |
1319
Hawk Ridge Capital Management
Los Angeles,
California
| $1.48B | -$115M | -7% | 13.6% | 84.9% | 61 | 47.54% | 1 |
|
| 1320 |
1320
Invenomic Capital Management
Boston,
Massachusetts
| $1.47B | +$309M | +27% | 5.36% | 6.61% | 179 | 40.22% | 0.6 |
|
| 1321 |
1321
Sabal Trust
St. Petersburg,
Florida
| $1.47B | +$145M | +11% | 12.4% | 18.4% | 170 | 10% | 4.5 |
|
| 1322 |
CDH
1322
Charles D. Hyman
| $1.47B | +$165M | +13% | 14.2% | 36.8% | 245 | 7.35% | 5.4 |
|
| 1323 |
1323
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.46B | +$153M | +12% | 6.21% | 70.9% | 764 | 15.97% | 2.9 |
|
| 1324 |
1324
Fairview Capital Investment Management
Greenbrae,
California
| $1.46B | +$61.4M | +4% | 5.96% | 61.7% | 141 | 11.35% | 5.2 |
|
| 1325 |
1325
1607 Capital Partners
Richmond,
Virginia
| $1.46B | +$164M | +13% | 6.54% | 28.5% | 150 | 15.33% | 3.4 |
|