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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 |
1376
Neville Rodie & Shaw
New York
| $848M | -$1.48M | -0.2% | 3.79% | 125% | 271 | 7.01% | 2.9 |
|
| 1377 |
1377
Iconiq Capital
San Francisco,
California
| $848M | +$358M | +73% | 0.49% | 0.88% | 57 | 22.81% | 1.7 |
|
| 1378 |
1378
Stone Point Capital
Greenwich,
Connecticut
| $848M | +$93.5M | +12% | 13.4% | 15.7% | 5 | 0% | 1 |
|
| 1379 |
1379
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $847M | -$219M | -21% | 2.63% | 80.6% | 139 | 73.38% | 0.5 |
|
| 1380 |
HC
1380
Henshaw Capital
Woburn,
Massachusetts
| $847M | +$36.3M | +4% | 3% | 128% | 290 | 12.07% | 0.6 |
|
| 1381 |
1381
Montag & Associates
Atlanta,
Georgia
| $845M | +$59M | +8% | 5.81% | 82.9% | 256 | 10.94% | 2.6 |
|
| 1382 |
WBG
1382
Wharton Business Group
Malvern,
Pennsylvania
| $844M | +$32.8M | +4% | 3.29% | 72.5% | 119 | 11.76% | 2.6 |
|
| 1383 |
1383
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $844M | +$50.5M | +6% | 8.77% | 123% | 161 | 11.18% | 2.5 |
|
| 1384 |
VDBMI
1384
Van Den Berg Management I
Austin,
Texas
| $843M | +$31.7M | +4% | 14.5% | 187% | 92 | 21.74% | 1.8 |
|
| 1385 |
1385
Community Trust & Investment
Versailles,
Kentucky
| $840M | +$56.8M | +7% | 8.86% | 123% | 113 | 9.73% | 2.2 |
|
| 1386 |
SC
1386
Stralem & Co
New York
| $840M | -$23.1M | -3% | 0.56% | 25.5% | 54 | 1.85% | 2.8 |
|
| 1387 |
1387
Eagle Boston Investment Management
Boston,
Massachusetts
| $840M | +$60.9M | +8% | 11.6% | 71.5% | 131 | 6.11% | 2.9 |
|
| 1388 |
1388
Transamerica Financial Advisors
St. Petersburg,
Florida
| $839M | -$83.1M | -9% | 0.73% | 77.1% | 487 | 26.08% | 2 |
|
| 1389 |
1389
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $839M | -$289M | -26% | 16.3% | 223% | 28 | 17.86% | 1 |
|
| 1390 |
1390
WealthTrust Fairport
Cleveland,
Ohio
| $838M | +$24.7M | +3% | 1.52% | 31.4% | 169 | 14.79% | 2.2 |
|
| 1391 |
1391
Davide Leone & Partners Investment Company
London,
United Kingdom
| $835M | -$193M | -19% | 3.92% | 64.1% | 20 | 50% | 0.8 |
|
| 1392 |
1392
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $831M | +$58.5M | +8% | 5.13% | 30.8% | 471 | 27.18% | 2.1 |
|
| 1393 |
1393
Rothschild Investment LLC
Chicago,
Illinois
| $831M | +$14.5M | +2% | 4.76% | 99.4% | 516 | 15.12% | 2.4 |
|
| 1394 |
1394
First Midwest Bank Trust Division
Joliet,
Illinois
| $830M | +$26.1M | +3% | 5.78% | 107% | 465 | 11.18% | 2.2 |
|
| 1395 |
1395
Arrowgrass Capital Partners
London,
United Kingdom
| $829M | +$494M | +148% | 7.67% | – | 57 | 82.46% | 0.2 |
|
| 1396 |
1396
Scottrade Investment Management
Saint Louis,
Missouri
| $829M | +$106M | +15% | 1.18% | – | 5 | 20% | 0.7 |
|
| 1397 |
1397
Graticule Asia Macro Advisors
New York
| $829M | -$583M | -41% | 9.62% | – | 155 | 74.84% | 0.2 |
|
| 1398 |
1398
St. James Investment Company
Southlake,
Texas
| $829M | +$55.6M | +7% | 0.37% | 43.8% | 36 | 13.89% | 1.8 |
|
| 1399 |
1399
Prelude Capital Management
New York
| $828M | -$126M | -13% | 8.74% | 198% | 2,030 | 47.93% | 0.7 |
|
| 1400 |
1400
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $826M | -$59.7M | -7% | 0.35% | 105% | 589 | 50.59% | 0.2 |
|