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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
SA
1401
Smithwood Advisers
Los Angeles,
California
| $814M | -$746M | -48% | 1.57% | 23.3% | 38 | 78.95% | 0.4 |
|
| 1402 |
NSLI
1402
Nan Shan Life Insurance
Taipei City,
Taiwan
| $814M | +$32.6M | +4% | 1.05% | 41% | 53 | 20.75% | 0.7 |
|
| 1403 |
TBA
1403
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $813M | +$20.5M | +3% | 4.33% | 78.9% | 210 | 7.62% | 1.3 |
|
| 1404 |
VF
1404
Virtu Financial
New York
| $813M | -$124M | -13% | 0.74% | 160% | 436 | 66.51% | 0.3 |
|
| 1405 |
PSI
1405
Pinnacle Summer Investments
Fairfax,
Virginia
| $813M | -$89.3M | -10% | 1.96% | – | 1,161 | 15.59% | 1.1 |
|
| 1406 |
BCIM
1406
Black Creek Investment Management
Toronto,
Ontario, Canada
| $809M | -$60.2M | -7% | 4.28% | 11.1% | 17 | 17.65% | 1.1 |
|
| 1407 |
QI
1407
QV Investors
Calgary,
Alberta, Canada
| $809M | +$25.4M | +3% | 5.86% | 66.3% | 29 | 6.9% | 0.8 |
|
| 1408 |
CWA
1408
Convergent Wealth Advisors
Potomac,
Maryland
| $807M | +$78.4M | +11% | 0.03% | – | 37 | 35.14% | 0.9 |
|
| 1409 |
MCM
1409
Manchester Capital Management
Manchester,
Vermont
| $807M | +$58.4M | +8% | 7.35% | 72.3% | 1,194 | 14.66% | 1.1 |
|
| 1410 |
1WCM
1410
12 West Capital Management
New York
| $806M | -$50.7M | -6% | 8.97% | 169% | 23 | 30.43% | 0.9 |
|
| 1411 |
DY
1411
Dowling & Yahnke
San Diego,
California
| $803M | +$43.7M | +6% | 7.31% | 34.8% | 269 | 7.06% | 1.3 |
|
| 1412 |
SAM
1412
Symphony Asset Management
San Francisco,
California
| $803M | -$167M | -17% | 3.97% | 21.6% | 479 | 35.49% | 0.8 |
|
| 1413 |
APFBOT
1413
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $803M | +$37.6M | +5% | 4.65% | 30.8% | 388 | 7.22% | 1.3 |
|
| 1414 |
BFO
1414
Boston Family Office
Boston,
Massachusetts
| $803M | +$25.5M | +3% | 4.82% | 53.4% | 268 | 7.09% | 1.4 |
|
| 1415 |
1415
Blackhill Capital
Morristown,
New Jersey
| $802M | +$67.7M | +9% | 9.21% | 212% | 102 | 14.71% | 1.3 |
|
| 1416 |
BHWM
1416
Bar Harbor Wealth Management
Concord,
New Hampshire
| $801M | +$21.5M | +3% | 3.17% | 79.2% | 266 | 6.77% | 1.3 |
|
| 1417 |
1417
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $800M | +$47.1M | +6% | 5.9% | 77.8% | 728 | 8.65% | 1.2 |
|
| 1418 |
WA
1418
Wintergreen Advisers
Mount Olive,
New Jersey
| $798M | +$26.3M | +3% | 2.5% | 25.4% | 13 | 7.69% | 1.2 |
|
| 1419 |
SFP
1419
Santa Fe Partners
Santa Fe,
New Mexico
| $798M | +$154M | +24% | 5% | – | 672 | 56.1% | 0.4 |
|
| 1420 |
KM
1420
Kylin Management
New York
| $798M | -$36.5M | -4% | 2.06% | 126% | 13 | 53.85% | 0.6 |
|
| 1421 |
MIM
1421
Marco Investment Management
Atlanta,
Georgia
| $797M | +$72.8M | +10% | 5.15% | 127% | 198 | 11.62% | 1.2 |
|
| 1422 |
1422
Boston Financial Management
Boston,
Massachusetts
| $796M | +$33M | +4% | 5.56% | 30.1% | 211 | 8.06% | 1.4 |
|
| 1423 |
BMCMI
1423
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| $791M | -$186M | -19% | 7.59% | – | 714 | 57.98% | 0.4 |
|
| 1424 |
1424
Hood River Capital Management
Palm Beach Gardens,
Florida
| $790M | +$67.1M | +9% | 15% | 696% | 99 | 29.29% | 0.8 |
|
| 1425 |
MAM
1425
Meeder Asset Management
Dublin,
Ohio
| $787M | +$104M | +15% | 7.16% | 156% | 512 | 39.45% | 0.8 |
|