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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 |
SAM
1376
Southernsun Asset Management
Memphis,
Tennessee
| $1.1B | -$107M | -9% | 14.9% | 54.7% | 32 | 6.25% | 4.4 |
|
| 1377 |
PGEBT
1377
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $1.1B | +$60.5M | +6% | 7.53% | 15.7% | 20 | 20% | 0.8 |
|
| 1378 |
ST
1378
Spinnaker Trust
Portland,
Maine
| $1.09B | +$81.4M | +8% | 6.86% | 68.2% | 248 | 8.06% | 3.8 |
|
| 1379 |
CM
1379
CS McKee
Pittsburgh,
Pennsylvania
| $1.09B | -$12.3M | -1% | 10.5% | 47.5% | 102 | 3.92% | 4.9 |
|
| 1380 |
GAI
1380
General American Investors
New York
| $1.09B | +$77.1M | +8% | 12.8% | 129% | 81 | 28.4% | 3.3 |
|
| 1381 |
SWM
1381
SVA Wealth Management
Madison,
Wisconsin
| $1.09B | +$71.5M | +7% | 6.62% | 44.5% | 214 | 11.21% | 3.9 |
|
| 1382 |
DIP
1382
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.09B | +$319M | +41% | 5.62% | 58% | 154 | 53.25% | 1.3 |
|
| 1383 |
CC
1383
Casdin Capital
New York
| $1.09B | +$121M | +13% | 60.7% | 370% | 35 | 14.29% | 2 |
|
| 1384 |
SI
1384
SQN Investors
Menlo Park,
California
| $1.08B | +$132M | +14% | 11.4% | – | 16 | 18.75% | 1 |
|
| 1385 |
NM
1385
Newtyn Management
New York
| $1.08B | +$19.9M | +2% | 8.75% | 52% | 50 | 28% | 0.9 |
|
| 1386 |
P
1386
Pitcairn
Conshohocken,
Pennsylvania
| $1.08B | +$65.9M | +6% | 8.41% | 111% | 585 | 17.95% | 3.2 |
|
| 1387 |
1387
Aspiriant LLC
Los Angeles,
California
| $1.08B | -$35.7M | -3% | 5.82% | 52.7% | 217 | 11.98% | 2.7 |
|
| 1388 |
IHL
1388
Investment House LLC
Redondo Beach,
California
| $1.08B | +$89M | +9% | 10.2% | 125% | 236 | 22.46% | 3.8 |
|
| 1389 |
1389
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.08B | +$67.9M | +7% | 5.08% | 50% | 1,032 | 10.17% | 3.8 |
|
| 1390 |
LPC
1390
Lion Point Capital
New York
| $1.08B | +$180M | +20% | 28.4% | 319% | 29 | 27.59% | 1.2 |
|
| 1391 |
WBG
1391
Wharton Business Group
Malvern,
Pennsylvania
| $1.08B | +$78.2M | +8% | 10% | 72.5% | 122 | 21.31% | 3.8 |
|
| 1392 |
IM
1392
Islet Management
New York
| $1.07B | +$274M | +34% | 12.7% | 74.9% | 138 | 83.33% | 0.1 |
|
| 1393 |
GPGA
1393
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.07B | +$155M | +17% | 9.94% | 96% | 95 | 6.32% | 2.8 |
|
| 1394 |
1394
Rakuten Investment Management
Tokyo,
Japan
| $1.07B | – | – | 8.11% | – | 13 | – | 0 |
|
| 1395 |
SCM
1395
Stevens Capital Management
Radnor,
Pennsylvania
| $1.07B | -$39.3M | -4% | 5.83% | 108% | 847 | 69.78% | 0.3 |
|
| 1396 |
BIM
1396
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| $1.07B | -$89.9M | -8% | 12.3% | 181% | 355 | 55.77% | 0.4 |
|
| 1397 |
MAFM
1397
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $1.07B | +$132M | +14% | 6.46% | 45.6% | 777 | 16.22% | 0.8 |
|
| 1398 |
LIM
1398
Leavell Investment Management
Mobile,
Alabama
| $1.07B | +$93.6M | +10% | 7.1% | 84.5% | 397 | 6.55% | 4.5 |
|
| 1399 |
WFMPM
1399
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.07B | +$83.1M | +8% | 5.86% | 68.1% | 439 | 84.05% | 0.7 |
|
| 1400 |
PC
1400
Packer & Co
Cottesloe,
Australia
| $1.07B | +$83.8M | +9% | 8.24% | – | 24 | 0% | 2.9 |
|