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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
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $978M | -$39.7M | -4% | 6.58% | 15.7% | 22 | 27.27% | 0.4 |
|
| 1427 |
1427
Westwood Global Investments
Boston,
Massachusetts
| $977M | +$19.3M | +2% | 1.18% | 112% | 10 | 0% | 3.5 |
|
| 1428 |
1428
Sand Hill Global Advisors
Palo Alto,
California
| $975M | -$4.69M | -0.5% | 2.92% | 58.6% | 109 | 10.09% | 2.7 |
|
| 1429 |
1429
Northeast Financial Consultants
Westport,
Connecticut
| $975M | +$74.3M | +8% | 3.85% | 63.8% | 341 | 12.02% | 1.1 |
|
| 1430 |
1430
Snowden Capital Advisors
New York
| $975M | +$58.4M | +6% | 4.11% | 100% | 523 | 8.99% | 1.8 |
|
| 1431 |
LIC
1431
Lodestar Investment Counsel
Chicago,
Illinois
| $974M | +$38.8M | +4% | 4.7% | 45.1% | 178 | 5.62% | 4.2 |
|
| 1432 |
1432
Stone Point Capital
Greenwich,
Connecticut
| $974M | -$170M | -15% | 13.2% | 15.7% | 3 | 0% | 2.6 |
|
| 1433 |
1433
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $973M | +$234M | +32% | 7.54% | 2.43% | 11 | 27.27% | 2.6 |
|
| 1434 |
1434
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $972M | +$44.3M | +5% | 1.32% | 89.9% | 12 | 8.33% | 2 |
|
| 1435 |
1435
SailingStone Capital Partners
Houston,
Texas
| $971M | -$546M | -36% | 25.7% | 152% | 14 | 7.14% | 2.9 |
|
| 1436 |
1436
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $970M | -$2.27M | -0.2% | 5.11% | 23.7% | 757 | 58.78% | 3.1 |
|
| 1437 |
AAM
1437
AO Asset Management
New York
| $969M | +$54.6M | +6% | 4.85% | 127% | 40 | 27.5% | 1.2 |
|
| 1438 |
1438
Beaumont Financial Advisors
Needham,
Massachusetts
| $967M | +$33.9M | +4% | 3.01% | 80.6% | 263 | 18.25% | 2.2 |
|
| 1439 |
1439
Smithfield Trust
Pittsburgh,
Pennsylvania
| $967M | +$43.6M | +5% | 2.5% | 50% | 997 | 6.42% | 3.4 |
|
| 1440 |
1440
Abrams Bison Investments
Bethesda,
Maryland
| $965M | +$65.6M | +7% | 5.93% | 170% | 9 | 22.22% | 1.7 |
|
| 1441 |
1441
Seeyond
Paris,
France
| $964M | -$86.2M | -8% | 4.18% | 21.3% | 642 | 5.45% | 0.5 |
|
| 1442 |
1442
Ionic Capital Management
New York
| $963M | +$322M | +50% | 5.34% | 163% | 126 | 40.48% | 0.7 |
|
| 1443 |
BFO
1443
Boston Family Office
Boston,
Massachusetts
| $963M | +$37.8M | +4% | 4.15% | 53.4% | 263 | 6.84% | 4.5 |
|
| 1444 |
1444
Torray Investment Partners
Bethesda,
Maryland
| $963M | +$14.7M | +2% | 3.91% | 82.4% | 110 | 9.09% | 3.1 |
|
| 1445 |
1445
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $962M | +$80.4M | +9% | 7.64% | 96% | 94 | 17.02% | 2.5 |
|
| 1446 |
1446
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $962M | +$64.4M | +7% | 5.18% | 99.5% | 215 | 9.3% | 3.8 |
|
| 1447 |
1447
Bloom Tree Partners
New York
| $961M | +$42.5M | +5% | 5.6% | 20.4% | 30 | 40% | 1.2 |
|
| 1448 |
1448
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $961M | +$43.8M | +5% | 3.12% | 45.6% | 783 | 11.75% | 0.4 |
|
| 1449 |
1449
Davidson Investment Advisors
Great Falls,
Montana
| $960M | +$5.38M | +0.6% | 2.79% | 79% | 104 | 9.62% | 4.1 |
|
| 1450 |
1450
Avenir Corporation
Alexandria,
Virginia
| $959M | +$16.4M | +2% | 8.31% | 34.4% | 69 | 4.35% | 3.6 |
|