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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
BSPF
1426
British Steel Pension Fund
London,
United Kingdom
| $793M | +$15.7M | +2% | 1.92% | 29.7% | 232 | 15.95% | 2.4 |
|
| 1427 |
RW
1427
Rand Wealth
Baltimore,
Maryland
| $792M | +$25.9M | +3% | 3.36% | 40.4% | 217 | 4.61% | 2.9 |
|
| 1428 |
GWM
1428
Greenwich Wealth Management
Greenwich,
Connecticut
| $792M | +$227M | +40% | 4.09% | 198% | 218 | 12.84% | 2.1 |
|
| 1429 |
NIT
1429
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $792M | +$16.1M | +2% | 4.52% | 24.6% | 1,495 | 54.78% | 0.4 |
|
| 1430 |
1430
Busey Bank
Urbana,
Illinois
| $791M | +$26.2M | +3% | 3.98% | 94.2% | 204 | 11.27% | 2.7 |
|
| 1431 |
SBIA
1431
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $791M | +$41.3M | +6% | 5.71% | 61.9% | 669 | 25.41% | 0.8 |
|
| 1432 |
VFM
1432
Viking Fund Management
Minot,
North Dakota
| $790M | +$180M | +30% | 8.19% | 105% | 124 | 62.9% | 0.7 |
|
| 1433 |
LOAMU
1433
Lombard Odier Asset Management (USA)
New York
| $787M | -$294M | -27% | 0.58% | 96.8% | 312 | 70.51% | 0.4 |
|
| 1434 |
1434
First Horizon Advisors
Memphis,
Tennessee
| $786M | -$45K | -0% | 2.83% | 55.2% | 1,550 | 5.87% | 2.1 |
|
| 1435 |
C
1435
Consulta
London,
United Kingdom
| $785M | +$19.3M | +3% | 1.71% | 30.7% | 14 | 21.43% | 1.3 |
|
| 1436 |
LHC
1436
Lodge Hill Capital
New York
| $784M | -$34.9M | -4% | 4.62% | 17.9% | 49 | 75.51% | 0.2 |
|
| 1437 |
1437
Level Four Advisory Services
Dallas,
Texas
| $783M | – | – | 1.57% | 92.2% | 460 | – | 0 |
|
| 1438 |
SAS
1438
Sage Advisory Services
Austin,
Texas
| $783M | -$9.61M | -1% | 1.24% | 33.9% | 28 | 64.29% | 0.7 |
|
| 1439 |
QIM
1439
Quest Investment Management
Lake Oswego,
Oregon
| $783M | +$22.4M | +3% | 1.01% | 105% | 110 | 20.91% | 2.5 |
|
| 1440 |
1440
AKO Capital
London,
United Kingdom
| $779M | – | – | 4.76% | 44.6% | 17 | – | 0 |
|
| 1441 |
1441
Cannell & Spears
New York
| $779M | -$16M | -2% | 6.04% | 113% | 142 | 17.61% | 2.3 |
|
| 1442 |
EA
1442
Edge Advisors
Atlanta,
Georgia
| $778M | – | – | 3.06% | – | 917 | – | 0 |
|
| 1443 |
LAM
1443
Lebenthal Asset Management
New York
| $778M | +$7.06M | +0.9% | 5.11% | – | 991 | 69.53% | 0.5 |
|
| 1444 |
OCM
1444
Olstein Capital Management
Purchase,
New York
| $775M | +$15.6M | +2% | 4.49% | 16.6% | 115 | 14.78% | 2 |
|
| 1445 |
BVDMP
1445
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $775M | -$3.6M | -0.5% | 3.48% | 146% | 198 | 5.05% | 3 |
|
| 1446 |
BAM
1446
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $774M | +$78.3M | +11% | 5.9% | 70.4% | 194 | 17.53% | 2.2 |
|
| 1447 |
RVPG
1447
Relative Value Partners Group
| $774M | +$911K | +0.1% | 0.65% | 8.9% | 149 | 24.16% | 1 |
|
| 1448 |
GIA
1448
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $774M | -$10M | -1% | 2.77% | 99.5% | 219 | 10.5% | 2.3 |
|
| 1449 |
1449
Schonfeld Strategic Advisors
New York
| $772M | +$184M | +31% | 2.79% | 146% | 720 | 71.39% | 0.2 |
|
| 1450 |
GD
1450
Grandfield & Dodd
New York
| $772M | +$10.4M | +1% | 1.48% | 70.8% | 187 | 8.02% | 2.7 |
|