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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 |
SIC
1401
Starr International Company
Zug,
Switzerland
| $976M | -$132M | -12% | 8.7% | 26.1% | 27 | 14.81% | 3.2 |
|
| 1402 |
M
1402
MOTCO
San Antonio,
Texas
| $976M | -$15.4M | -2% | 1.35% | 63.5% | 621 | 19.32% | 3 |
|
| 1403 |
1403
LMR Partners
London,
United Kingdom
| $974M | $0 | 0% | 1.16% | 229% | 320 | 0% | 0.6 |
|
| 1404 |
1404
Montag & Associates
Atlanta,
Georgia
| $971M | -$62.7M | -6% | 0.74% | 82.9% | 307 | 20.52% | 3 |
|
| 1405 |
1405
Mountain Pacific Investment Advisers
Boise,
Idaho
| $971M | +$20.8M | +2% | 1.55% | 79.5% | 119 | 15.13% | 3.7 |
|
| 1406 |
1406
Neumeier Poma Investment Counsel
Carmel,
California
| $971M | -$27.6M | -3% | 1.2% | 229% | 45 | 15.56% | 2.2 |
|
| 1407 |
1407
Reinhart Partners
Mequon,
Wisconsin
| $971M | -$40.9M | -4% | 0.54% | 110% | 111 | 22.52% | 1.8 |
|
| 1408 |
AG
1408
Aravt Global
New York
| $970M | -$80.8M | -8% | 2.33% | 83.7% | 11 | 0% | 2 |
|
| 1409 |
1409
Beacon Investment Advisory Services
Morristown,
New Jersey
| $969M | +$22.8M | +2% | 0.96% | 95.8% | 266 | 12.78% | 1 |
|
| 1410 |
WBG
1410
Wharton Business Group
Malvern,
Pennsylvania
| $967M | +$3.41M | +0.4% | 0.07% | 72.5% | 108 | 8.33% | 3.4 |
|
| 1411 |
1411
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $966M | +$195M | +25% | 1.06% | 61.9% | 598 | 18.73% | 1.6 |
|
| 1412 |
1412
Mather Group
Chicago,
Illinois
| $965M | +$65.1M | +7% | 0.51% | 54.1% | 50 | 28% | 1.5 |
|
| 1413 |
1413
Torray Investment Partners
Bethesda,
Maryland
| $964M | -$49.9M | -5% | 1.23% | 82.4% | 111 | 8.11% | 2.4 |
|
| 1414 |
1414
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $963M | -$66.2M | -6% | 0.95% | 135% | 419 | 34.13% | 0.8 |
|
| 1415 |
1415
Lee, Danner & Bass
Nashville,
Tennessee
| $961M | -$23.3M | -2% | 2.69% | – | 180 | 5% | 3.7 |
|
| 1416 |
RA
1416
RR Advisors
Dallas,
Texas
| $960M | +$241M | +33% | 9.07% | 115% | 46 | 15.22% | 2 |
|
| 1417 |
1417
NAYA Capital Management (UK)
London,
United Kingdom
| $960M | +$258M | +37% | 3.19% | 121% | 11 | 36.36% | 0.5 |
|
| 1418 |
BIC
1418
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $960M | -$68.6M | -7% | 3.57% | 36% | 171 | 14.04% | 3.3 |
|
| 1419 |
DAM
1419
Davis Asset Management
Sausalito,
California
| $957M | +$44.8M | +5% | 2.75% | 97.3% | 26 | 3.85% | 3 |
|
| 1420 |
1420
QVT Financial
New York
| $953M | -$819M | -46% | 5.72% | 267% | 67 | 31.34% | 1.5 |
|
| 1421 |
1421
E.S. Barr & Co
Lexington,
Kentucky
| $953M | -$31.8M | -3% | 1.68% | 73.5% | 95 | 9.47% | 3.6 |
|
| 1422 |
1422
Swiss Re
Zurich,
Switzerland
| $951M | -$155M | -14% | 1.04% | – | 6 | 0% | 1.9 |
|
| 1423 |
1423
Sequoia Financial Advisors
Akron,
Ohio
| $951M | +$1.26M | +0.1% | 0.63% | 78.3% | 335 | 15.22% | 2 |
|
| 1424 |
1424
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $949M | +$87.8M | +10% | 1.12% | 192% | 167 | 62.87% | 0.5 |
|
| 1425 |
HCM
1425
Hahn Capital Management
Walnut Creek,
California
| $949M | -$113M | -11% | 0.78% | 53.6% | 35 | 5.71% | 3.4 |
|