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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
CPP
1376
Crow Point Partners
Boston,
Massachusetts
| $772M | – | – | 7.29% | 56.9% | 234 | – | 0 |
|
| 1377 |
1377
Horizon Investments
Charlotte,
North Carolina
| $771M | +$113M | +17% | 1.77% | 89.1% | 125 | 53.6% | 0.3 |
|
| 1378 |
1378
Lee, Danner & Bass
Nashville,
Tennessee
| $770M | +$20.6M | +3% | 0.54% | – | 153 | 5.23% | 0.7 |
|
| 1379 |
1379
Homrich & Berg
Atlanta,
Georgia
| $768M | +$48.7M | +7% | 1.15% | 38.3% | 206 | 12.14% | 0.5 |
|
| 1380 |
TI
1380
Tyrian Investments
New York
| $767M | +$187M | +32% | 4.28% | 33.7% | 20 | 35% | 0.2 |
|
| 1381 |
ZAM
1381
Zenit Asset Management
Stockholm,
Sweden
| $766M | +$190M | +33% | 2.88% | – | 54 | 53.7% | 0.3 |
|
| 1382 |
1382
Osborne Partners Capital Management
San Francisco,
California
| $764M | -$3.4M | -0.4% | 1.49% | 60.8% | 185 | 3.78% | 0.7 |
|
| 1383 |
MCI
1383
McDonald Capital Investors
Orinda,
California
| $763M | -$33.8M | -4% | 2.97% | 60.2% | 20 | 10% | 0.7 |
|
| 1384 |
1384
Consulta
London,
United Kingdom
| $760M | +$71.9M | +10% | 0.17% | 30.7% | 23 | 73.91% | 0.3 |
|
| 1385 |
1385
Dowling & Yahnke
San Diego,
California
| $759M | +$47.8M | +7% | 1.4% | 34.8% | 284 | 13.38% | 0.6 |
|
| 1386 |
1386
Perella Weinberg Partners Capital Management
New York
| $759M | -$52.2M | -6% | 6.97% | 1.52% | 142 | 69.72% | 0.2 |
|
| 1387 |
1387
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $755M | +$12.1M | +2% | 3.57% | 30.8% | 392 | 5.61% | 0.7 |
|
| 1388 |
1388
Sadoff Investment Management
Milwaukee,
Wisconsin
| $754M | +$32.5M | +5% | 4.07% | 49.2% | 58 | 8.62% | 0.6 |
|
| 1389 |
BFO
1389
Boston Family Office
Boston,
Massachusetts
| $753M | -$5.07M | -0.7% | 0.99% | 53.4% | 265 | 7.17% | 0.7 |
|
| 1390 |
BWCA
1390
Brenner West Capital Advisors
New York
| $752M | +$36.3M | +5% | 9.66% | 73.5% | 13 | 46.15% | 0.4 |
|
| 1391 |
1391
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $750M | +$14.2M | +2% | 0.46% | 61.4% | 121 | 5.79% | 0.7 |
|
| 1392 |
1392
Hood River Capital Management
Palm Beach Gardens,
Florida
| $750M | +$78.8M | +12% | 7.43% | 696% | 93 | 29.03% | 0.5 |
|
| 1393 |
1393
Lindsell Train
London,
United Kingdom
| $750M | +$127M | +20% | 9.31% | 39.9% | 10 | 0% | 0.8 |
|
| 1394 |
1394
1ST Source Bank
South Bend,
Indiana
| $749M | +$5.42M | +0.7% | 1.37% | 80.8% | 231 | 13.42% | 0.6 |
|
| 1395 |
HS
1395
HighVista Strategies
Boston,
Massachusetts
| $749M | +$194M | +35% | 6.04% | 622% | 185 | 47.57% | 0.3 |
|
| 1396 |
1396
Relative Value Partners
Northbrook,
Illinois
| $749M | +$23.5M | +3% | 0.6% | – | 110 | 17.27% | 0.6 |
|
| 1397 |
1397
Boston Financial Management
Boston,
Massachusetts
| $747M | +$17.9M | +2% | 1.47% | 30.1% | 208 | 6.25% | 0.7 |
|
| 1398 |
1398
Prelude Capital Management
New York
| $746M | +$140M | +23% | 5.68% | 198% | 2,381 | 56.91% | 0.3 |
|
| 1399 |
1399
AFAM Capital
Austin,
Texas
| $745M | +$3.54M | +0.5% | 1.88% | 52.1% | 153 | 16.99% | 0.6 |
|
| 1400 |
IVMX
1400
Institutional Venture Management XII
Menlo Park,
California
| $744M | – | – | 26.6% | – | 2 | – | 0 |
|