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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 |
FS
1326
Feinberg Stephen
| $957M | -$365M | -28% | 24.8% | 54.3% | 6 | 33.33% | 1.6 |
|
| 1327 |
WF
1327
WealthTrust Fairport
Cleveland,
Ohio
| $956M | -$121M | -11% | 11.9% | 31.4% | 567 | 25.93% | 1.7 |
|
| 1328 |
1328
Evergreen Capital Management
Bellevue,
Washington
| $954M | -$175M | -16% | 11.2% | 77.2% | 433 | 21.25% | 1.4 |
|
| 1329 |
KWILP
1329
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $954M | -$111M | -10% | 11.6% | 28.5% | 219 | 44.75% | 1 |
|
| 1330 |
GAI
1330
General American Investors
New York
| $952M | -$211M | -18% | 14.5% | 129% | 73 | 13.7% | 3.2 |
|
| 1331 |
IA
1331
Icon Advisers
Greenwood Village,
Colorado
| $952M | -$229M | -19% | 17% | 114% | 322 | 24.84% | 1.7 |
|
| 1332 |
3AM
1332
3EDGE Asset Management
Naples,
Florida
| $945M | +$22.8M | +2% | 0.51% | 44.1% | 21 | 71.43% | 0.6 |
|
| 1333 |
IC
1333
InterOcean Capital
Chicago,
Illinois
| $944M | -$15M | -2% | 11.5% | 32.1% | 207 | 20.29% | 2.7 |
|
| 1334 |
SC
1334
SRB Corp
Boston,
Massachusetts
| $943M | -$60.6M | -6% | 7.21% | 87.3% | 212 | 52.83% | 1.4 |
|
| 1335 |
NONA
1335
Ninety One North America
New York
| $939M | -$230M | -20% | 13.9% | 70.6% | 132 | 24.24% | 1.5 |
|
| 1336 |
1336
Reinhart Partners
Mequon,
Wisconsin
| $937M | -$170M | -15% | 18.7% | 110% | 91 | 23.08% | 2.3 |
|
| 1337 |
PTC
1337
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $936M | -$282M | -23% | 13.5% | 162% | 203 | 16.26% | 3.3 |
|
| 1338 |
GHA
1338
GW Henssler & Associates
Kennesaw,
Georgia
| $936M | -$163M | -15% | 11.1% | 62.4% | 140 | 15% | 3.8 |
|
| 1339 |
TCMV
1339
Technology Crossover Management VIII
Menlo Park,
California
| $935M | -$412M | -31% | 11.3% | 77.9% | 5 | 0% | 1 |
|
| 1340 |
NP
1340
NS Partners
London,
United Kingdom
| $934M | -$112M | -11% | 12% | 109% | 100 | 13% | 2.5 |
|
| 1341 |
1341
WestEnd Advisors
Charlotte,
North Carolina
| $932M | -$113M | -11% | 11% | 59.9% | 57 | 7.02% | 2.4 |
|
| 1342 |
NIP
1342
Nicholas Investment Partners
Rancho Santa Fe,
California
| $930M | -$317M | -25% | 14.8% | 397% | 253 | 29.25% | 0.9 |
|
| 1343 |
1343
Montag & Associates
Atlanta,
Georgia
| $930M | -$212M | -19% | 11.8% | 82.9% | 339 | 19.76% | 3.3 |
|
| 1344 |
SHGA
1344
Sand Hill Global Advisors
Palo Alto,
California
| $929M | -$120M | -11% | 12.2% | 58.6% | 114 | 23.68% | 2.5 |
|
| 1345 |
NCA
1345
Newbrook Capital Advisors
New York
| $929M | -$429M | -32% | 15.6% | 299% | 24 | 45.83% | 1.3 |
|
| 1346 |
RP
1346
Regal Partners
Sydney, NSW,
Australia
| $928M | -$34.6M | -4% | 11.2% | 146% | 12 | 25% | 2.6 |
|
| 1347 |
PSAMP
1347
P. Schoenfeld Asset Management (PSAM)
New York
| $925M | -$196M | -17% | 1.36% | 367% | 51 | 74.51% | 0.4 |
|
| 1348 |
1348
GW & Wade
Wellesley,
Massachusetts
| $925M | -$17.9M | -2% | 10.8% | 32.2% | 243 | 11.11% | 3.3 |
|
| 1349 |
ZA
1349
Zazove Associates
Incline Village,
Nevada
| $925M | -$229M | -20% | 1.11% | 11% | 109 | 15.6% | 1.3 |
|
| 1350 |
ECG
1350
Edge Capital Group
Atlanta,
Georgia
| $921M | – | – | 12.3% | 27.7% | 230 | – | 0 |
|