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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
TFP
1451
Triple Frond Partners
San Francisco,
California
| $818M | -$144M | -15% | 12.4% | 92.9% | 10 | 0% | 3 |
|
| 1452 |
1452
Cambridge Associates
Boston,
Massachusetts
| $817M | +$12.1M | +2% | 10.5% | 50.1% | 33 | 15.15% | 2.2 |
|
| 1453 |
SGCIA
1453
Smith Graham & Co Investment Advisors
Houston,
Texas
| $817M | -$240M | -23% | 19.8% | 56.9% | 134 | 2.99% | 4.2 |
|
| 1454 |
1454
Welch Group
Birmingham,
Alabama
| $816M | -$144M | -15% | 7.33% | 73.2% | 154 | 11.04% | 3.8 |
|
| 1455 |
PP
1455
Patten & Patten
Chattanooga,
Tennessee
| $815M | -$195M | -19% | 13.6% | 74.1% | 239 | 7.95% | 4 |
|
| 1456 |
RT
1456
Rockland Trust
Hanover,
Massachusetts
| $815M | -$3.23M | -0.4% | 9% | 61.5% | 257 | 22.18% | 2.6 |
|
| 1457 |
1457
Meag Munich Ergo
Munich,
Germany
| $814M | -$876M | -52% | 14.7% | 82.8% | 421 | 29.69% | 1.6 |
|
| 1458 |
PCM
1458
Parsons Capital Management
Providence,
Rhode Island
| $813M | -$136M | -14% | 11.8% | 84.9% | 362 | 10.22% | 4 |
|
| 1459 |
CIM
1459
Corda Investment Management
Houston,
Texas
| $813M | -$29.9M | -4% | 3.19% | 75.4% | 66 | 12.12% | 3.6 |
|
| 1460 |
SFM
1460
Stack Financial Management
Whitefish,
Montana
| $813M | -$107M | -12% | 6.08% | 58.4% | 58 | 25.86% | 3.1 |
|
| 1461 |
PC
1461
Packer & Co
Cottesloe,
Australia
| $812M | -$162M | -17% | 16.9% | – | 26 | 7.69% | 2.1 |
|
| 1462 |
GIA
1462
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $811M | -$128M | -14% | 10.3% | 99.5% | 222 | 18.47% | 3.8 |
|
| 1463 |
PGEBT
1463
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $810M | – | – | 10.6% | 15.7% | 19 | – | 0 |
|
| 1464 |
APA
1464
American Portfolios Advisors
Holbrook,
New York
| $809M | -$60.6M | -7% | 11.4% | 43.6% | 2,650 | 18.38% | 0.8 |
|
| 1465 |
BC
1465
Boxer Capital
San Diego,
California
| $809M | -$91.8M | -10% | 22.7% | 262% | 30 | 40% | 1 |
|
| 1466 |
1466
Rubric Capital Management (New York)
New York
| $808M | -$138M | -15% | 25.1% | 251% | 73 | 61.64% | 0.5 |
|
| 1467 |
CB
1467
Chemical Bank
Detroit,
Michigan
| $808M | -$158M | -16% | 12.7% | 36.5% | 374 | 9.63% | 4 |
|
| 1468 |
1468
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $807M | -$189M | -19% | 12.8% | 192% | 173 | 64.74% | 0.6 |
|
| 1469 |
MFBTD
1469
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $807M | -$148M | -16% | 6.94% | 23.5% | 454 | 22.03% | 3.5 |
|
| 1470 |
PCM
1470
Portolan Capital Management
Boston,
Massachusetts
| $807M | -$207M | -20% | 20.3% | 738% | 113 | 42.48% | 1.5 |
|
| 1471 |
MAFM
1471
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $806M | – | – | 10.9% | 45.6% | 689 | – | 0 |
|
| 1472 |
BFO
1472
Boston Family Office
Boston,
Massachusetts
| $804M | -$144M | -15% | 11.3% | 53.4% | 272 | 11.76% | 4.3 |
|
| 1473 |
1473
DeepCurrents Investment Group
New York
| $804M | – | – | 2.26% | 13.5% | 90 | – | 0 |
|
| 1474 |
SI
1474
Sofinnova Investments
Menlo Park,
California
| $803M | -$319M | -28% | 20.8% | 450% | 78 | 46.15% | 0.4 |
|
| 1475 |
IHL
1475
Investment House LLC
Redondo Beach,
California
| $803M | -$134M | -14% | 13.8% | 125% | 198 | 19.19% | 4.1 |
|