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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
AIM
1326
Atlantic Investment Management
New York
| $958M | +$148M | +18% | 9.03% | 28.8% | 25 | 48% | 0.8 |
|
| 1327 |
1327
Intermede Investment Partners
London,
United Kingdom
| $957M | +$104M | +12% | 10.6% | 76.7% | 29 | 20.69% | 0.9 |
|
| 1328 |
RC
1328
RGM Capital
Naples,
Florida
| $957M | +$38.9M | +4% | 4.93% | 48.6% | 22 | 4.55% | 2.4 |
|
| 1329 |
TIP
1329
Torray Investment Partners
Bethesda,
Maryland
| $955M | +$15.6M | +2% | 8.11% | 82.4% | 118 | 16.95% | 1.7 |
|
| 1330 |
CCM
1330
Consonance Capital Management
New York
| $954M | +$43.5M | +5% | 17.7% | 314% | 29 | 37.93% | 0.8 |
|
| 1331 |
1331
Quantbot Technologies
New York
| $954M | +$51.4M | +6% | 2.52% | 33.6% | 1,582 | 65.61% | 0.3 |
|
| 1332 |
MPM
1332
Meritage Portfolio Management
Overland Park,
Kansas
| $953M | +$37.6M | +4% | 6.91% | 97.4% | 218 | 29.36% | 1.8 |
|
| 1333 |
B
1333
BancorpSouth
Tupelo,
Mississippi
| $952M | +$48.6M | +5% | 1.65% | 3.86% | 252 | 11.9% | 2.3 |
|
| 1334 |
GJIC
1334
Gamble Jones Investment Counsel
Pasadena,
California
| $949M | +$47.2M | +5% | 6.01% | 32.9% | 213 | 8.45% | 3.2 |
|
| 1335 |
1335
Close Asset Management
London,
United Kingdom
| $948M | +$289M | +44% | 9.48% | 114% | 214 | 38.79% | 0.2 |
|
| 1336 |
1336
North Star Asset Management
Neenah,
Wisconsin
| $947M | +$38.9M | +4% | 5.22% | 62% | 261 | 9.58% | 3.1 |
|
| 1337 |
CSC
1337
Cove Street Capital
El Segundo,
California
| $947M | -$10.8M | -1% | 1.16% | 84.2% | 98 | 18.37% | 2 |
|
| 1338 |
SFM
1338
Stack Financial Management
Whitefish,
Montana
| $944M | +$44.2M | +5% | 4.94% | 58.4% | 63 | 19.05% | 2.6 |
|
| 1339 |
SOAMC
1339
Spirit of America Management Corp
Syosset,
New York
| $944M | +$86M | +10% | 3.69% | 113% | 371 | 5.39% | 2.2 |
|
| 1340 |
1340
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $942M | +$118M | +14% | 4.82% | 85.5% | 198 | 62.63% | 0.7 |
|
| 1341 |
NHAS
1341
Novo Holdings A/S
Hellerup,
Denmark
| $939M | -$111M | -11% | 26.4% | 205% | 25 | 24% | 0.8 |
|
| 1342 |
DY
1342
Dowling & Yahnke
San Diego,
California
| $939M | +$44.4M | +5% | 4.34% | 34.8% | 284 | 6.34% | 3.1 |
|
| 1343 |
SGCIA
1343
Smith Graham & Co Investment Advisors
Houston,
Texas
| $937M | +$13.2M | +1% | 3.86% | 56.9% | 139 | 0.72% | 2.9 |
|
| 1344 |
MYAM
1344
Meiji Yasuda Asset Management
Tokyo,
Japan
| $936M | +$40.6M | +5% | 6.66% | 93.9% | 506 | 9.68% | 2 |
|
| 1345 |
1345
Salem Investment Counselors
Winston Salem,
North Carolina
| $936M | +$63.6M | +7% | 6% | 181% | 754 | 36.87% | 1.4 |
|
| 1346 |
WBG
1346
Wharton Business Group
Malvern,
Pennsylvania
| $936M | +$91.5M | +11% | 5.92% | 72.5% | 120 | 15% | 2.7 |
|
| 1347 |
1347
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $935M | +$96.3M | +11% | 24.9% | 223% | 26 | 19.23% | 1.2 |
|
| 1348 |
MAM
1348
Majedie Asset Management
London,
United Kingdom
| $934M | +$187M | +25% | 10.3% | 126% | 77 | 25.97% | 1.3 |
|
| 1349 |
BIC
1349
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $931M | +$55.2M | +6% | 7% | 36% | 173 | 14.45% | 2.6 |
|
| 1350 |
1350
Truepoint Inc
Cincinnati,
Ohio
| $930M | +$30.4M | +3% | 5.52% | 43.4% | 99 | 13.13% | 1.4 |
|