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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 |
C
1451
Consulta
London,
United Kingdom
| $1.52B | +$127M | +9% | 8.52% | 30.7% | 14 | 7.14% | 2.9 |
|
| 1452 |
GF
1452
Greenhouse Funds
Baltimore,
Maryland
| $1.52B | +$165M | +12% | 15.7% | 90.7% | 44 | 29.55% | 1.4 |
|
| 1453 |
GCIM
1453
Gunn & Company Investment Management
Jacksonville,
Florida
| $1.52B | +$1.4B | +1,235% | 8.88% | – | 143 | 62.94% | 0.1 |
|
| 1454 |
CPSAC
1454
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.52B | +$145M | +11% | 8.88% | 53.7% | 143 | 16.08% | 5.2 |
|
| 1455 |
MPM
1455
Meritage Portfolio Management
Overland Park,
Kansas
| $1.52B | +$162M | +12% | 11% | 97.4% | 365 | 16.44% | 2.8 |
|
| 1456 |
GHA
1456
GW Henssler & Associates
Kennesaw,
Georgia
| $1.51B | +$49.9M | +3% | 9.41% | 62.4% | 214 | 29.44% | 3.9 |
|
| 1457 |
1457
XN LP
New York
| $1.51B | +$322M | +27% | 15.5% | 172% | 25 | 36% | 0.9 |
|
| 1458 |
PEP
1458
Providence Equity Partners
Providence,
Rhode Island
| $1.51B | -$91.9M | -6% | 27% | 12.4% | 3 | 0% | 2.3 |
|
| 1459 |
G
1459
GenTrust
Miami,
Florida
| $1.51B | +$88.6M | +6% | 8.47% | 53% | 144 | 16.67% | 2.2 |
|
| 1460 |
SMM
1460
Stadion Money Management
Watkinsville,
Georgia
| $1.51B | +$301M | +25% | 9.94% | 55.3% | 36 | 50% | 2 |
|
| 1461 |
1461
Oribel Capital Management
New York
| $1.51B | +$376M | +33% | 16.1% | 337% | 115 | 80.87% | 0.2 |
|
| 1462 |
PCM
1462
Prelude Capital Management
New York
| $1.51B | -$25.3M | -2% | 14.7% | 198% | 1,502 | 53.46% | 0.7 |
|
| 1463 |
1463
Heard Capital LLC
Chicago,
Illinois
| $1.51B | +$150M | +11% | 19.7% | 161% | 28 | 14.29% | 2.7 |
|
| 1464 |
AE
1464
American Express
New York
| $1.51B | – | – | 70.2% | – | 5 | – | 0 |
|
| 1465 |
CCM
1465
Cinctive Capital Management
New York
| $1.51B | -$514M | -25% | 18.5% | 163% | 546 | 72.53% | 0.3 |
|
| 1466 |
IAM
1466
Ion Asset Management
Herzliya,
Israel
| $1.51B | +$538M | +56% | 3.71% | 125% | 45 | 40% | 1 |
|
| 1467 |
NCMU
1467
NAYA Capital Management (UK)
London,
United Kingdom
| $1.5B | +$117M | +8% | 12.8% | 121% | 8 | 12.5% | 1 |
|
| 1468 |
DDPIC
1468
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.5B | +$130M | +9% | 11% | 123% | 176 | 7.39% | 4.4 |
|
| 1469 |
NMC
1469
NEA Management Company
Timonium,
Maryland
| $1.5B | +$206M | +16% | 39.9% | 823% | 48 | 12.5% | 3.5 |
|
| 1470 |
TCOV
1470
Trust Company of Vermont
Brattleboro,
Vermont
| $1.5B | +$18.5M | +1% | 10.6% | – | 917 | 23.45% | 3.9 |
|
| 1471 |
JCM
1471
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.49B | +$191M | +15% | 10.8% | 70.7% | 248 | 18.55% | 3.5 |
|
| 1472 |
1472
Context Capital Management
Lajolla,
California
| $1.49B | +$242M | +19% | 0.02% | 3.38% | 321 | 14.64% | 1.2 |
|
| 1473 |
USGIU
1473
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.49B | +$274M | +23% | 11% | 119% | 170 | 41.76% | 1.6 |
|
| 1474 |
AC
1474
Antara Capital
New York
| $1.48B | +$362M | +32% | 12.3% | 39.8% | 74 | 60.81% | 0.8 |
|
| 1475 |
EA
1475
Efficient Advisors
Mason,
Ohio
| $1.48B | +$3.42M | +0.2% | 8.74% | 30.6% | 67 | 2.99% | 6.2 |
|