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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 |
1426
D.J. St. Germain
Springfield,
Massachusetts
| $843M | -$50.6M | -6% | 10.7% | 65.3% | 190 | 12.11% | 3 |
|
| 1427 |
1427
Torray Investment Partners
Bethesda,
Maryland
| $843M | -$159M | -16% | 13% | 82.4% | 109 | 12.84% | 2.8 |
|
| 1428 |
1428
Partners Capital Investment Group
Boston,
Massachusetts
| $842M | -$86M | -9% | 15.8% | 47.5% | 94 | 23.4% | 1.4 |
|
| 1429 |
1429
Altarock Partners
West Palm Beach,
Florida
| $840M | -$248M | -23% | 11% | 58.1% | 7 | 14.29% | 3.4 |
|
| 1430 |
1430
Berkshire Partners
Boston,
Massachusetts
| $840M | -$246M | -23% | 13.2% | 79% | 3 | 0% | 2.7 |
|
| 1431 |
TP
1431
Thunderbird Partners
London,
United Kingdom
| $839M | -$156M | -16% | 18.9% | 38% | 11 | 27.27% | 0.8 |
|
| 1432 |
1432
Moneta Group Investment Advisors
St Louis,
Missouri
| $839M | -$139M | -14% | 12.9% | 64.3% | 264 | 30.68% | 2.5 |
|
| 1433 |
1433
Concourse Financial Group Securities
Birmingham,
Alabama
| $837M | +$481M | +135% | 10.7% | 18.1% | 2,317 | 30.77% | 0.2 |
|
| 1434 |
1434
H&H International Investment
Palo Alto,
California
| $836M | – | – | 21.1% | 52.7% | 8 | – | 0 |
|
| 1435 |
1435
Bank of the West
Monterey Park,
California
| $831M | -$23M | -3% | 11.9% | 35.4% | 311 | 15.76% | 3.7 |
|
| 1436 |
1436
Capital International Sarl
Los Angeles,
California
| $831M | -$219M | -21% | 10.6% | 149% | 142 | 14.79% | 2.7 |
|
| 1437 |
DA
1437
DSC Advisors
Chicago,
Illinois
| $826M | +$80.6M | +11% | 16.6% | 3.18% | 89 | 33.71% | 1.5 |
|
| 1438 |
BIC
1438
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $826M | -$190M | -19% | 11.3% | 36% | 157 | 14.01% | 4.1 |
|
| 1439 |
1439
Neville Rodie & Shaw
New York
| $824M | -$189M | -19% | 11.9% | 125% | 265 | 13.96% | 4.3 |
|
| 1440 |
1440
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $824M | +$38.2M | +5% | 12.1% | 142% | 30 | 50% | 1.2 |
|
| 1441 |
1441
Atairos Group
Bryn Mawr,
Pennsylvania
| $823M | -$276M | -25% | 25.6% | 27.9% | 2 | 50% | 0.5 |
|
| 1442 |
1442
First Citizens Bank & Trust
Raleigh,
North Carolina
| $822M | -$77.9M | -9% | 12.9% | 69% | 469 | 27.08% | 2.1 |
|
| 1443 |
1443
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $822M | -$146M | -15% | 10.2% | 68.1% | 85 | 10.59% | 3.4 |
|
| 1444 |
1444
Fortress Investment Group
New York
| $822M | -$202M | -20% | 19.5% | 97.5% | 34 | 38.24% | 1 |
|
| 1445 |
1445
Veritas Investment Management
London,
United Kingdom
| $821M | -$127M | -13% | 13% | 69% | 74 | 20.27% | 3.1 |
|
| 1446 |
1446
Soma Equity Partners
San Francisco,
California
| $821M | +$42.6M | +5% | 19.7% | 151% | 19 | 52.63% | 0.9 |
|
| 1447 |
1447
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $821M | -$81.5M | -9% | 11.2% | 16% | 232 | 21.12% | 0.9 |
|
| 1448 |
LIC
1448
Lodestar Investment Counsel
Chicago,
Illinois
| $821M | -$106M | -11% | 11% | 45.1% | 177 | 6.21% | 3.9 |
|
| 1449 |
1449
Banco de Sabadell
Miami,
Florida
| $818M | -$94.9M | -10% | 13.1% | 75.1% | 479 | 35.7% | 0.7 |
|
| 1450 |
1450
3G Capital Partners
New York
| $818M | -$392M | -32% | 7.99% | 351% | 31 | 67.74% | 0.9 |
|