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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
BVDMP
1476
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $646M | +$23M | +4% | 12.2% | 146% | 180 | 0.56% | 0.5 |
|
| 1477 |
CCP
1477
Cyrus Capital Partners
New York
| $646M | +$41.4M | +7% | 7.9% | 163% | 21 | 47.62% | 0.3 |
|
| 1478 |
CAM
1478
Centre Asset Management
New York
| $645M | +$15.9M | +3% | 11.5% | 45.3% | 101 | 33.66% | 0.4 |
|
| 1479 |
PDN
1479
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $645M | +$47.3M | +8% | 8.06% | 36.9% | 195 | 3.08% | 0.5 |
|
| 1480 |
PHS
1480
Pekin Hardy Strauss
Chicago,
Illinois
| $644M | +$12.8M | +2% | 4.09% | 102% | 135 | 11.11% | 0.5 |
|
| 1481 |
DDPIC
1481
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $643M | +$104M | +19% | 10% | 123% | 188 | 18.62% | 0.4 |
|
| 1482 |
MCM
1482
Manchester Capital Management
Manchester,
Vermont
| $642M | +$59.5M | +10% | 10.8% | 72.3% | 1,017 | 14.75% | 0.5 |
|
| 1483 |
1483
Aspiriant LLC
Los Angeles,
California
| $642M | +$83.4M | +15% | 4.66% | 47.1% | 72 | 34.72% | 0.3 |
|
| 1484 |
1484
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $641M | +$260M | +68% | 9.28% | 52.7% | 674 | 36.35% | 0.2 |
|
| 1485 |
WF
1485
WealthTrust Fairport
Cleveland,
Ohio
| $640M | +$36.5M | +6% | 8.21% | 31.4% | 491 | 45.01% | 0.4 |
|
| 1486 |
BCP
1486
Blum Capital Partners
San Francisco,
California
| $640M | +$66.2M | +12% | 20% | 47.9% | 6 | 0% | 0.5 |
|
| 1487 |
KCA
1487
KR Capital Advisors
New York
| $640M | +$32.6M | +5% | 10.7% | – | 48 | 10.42% | 0.4 |
|
| 1488 |
1488
Whale Rock Capital Management
Boston,
Massachusetts
| $634M | +$57.7M | +10% | 16.7% | 1,326% | 35 | 40% | 0.4 |
|
| 1489 |
JC
1489
JBF Capital
Aspen,
Colorado
| $633M | +$90.5M | +17% | 9.98% | 93.6% | 117 | 31.62% | 0.4 |
|
| 1490 |
WIC
1490
Wood Investment Counsel
Denver,
Colorado
| $633M | +$74.8M | +13% | 10.3% | – | 85 | 11.76% | 0.5 |
|
| 1491 |
JCM
1491
JD Capital Management
Darien,
Connecticut
| $632M | -$335M | -35% | 14.1% | 47.8% | 157 | 59.87% | 0.3 |
|
| 1492 |
1492
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $631M | +$39.5M | +7% | 9.04% | 67.9% | 67 | 2.99% | 0.5 |
|
| 1493 |
BOTW
1493
Bank of the West
Monterey Park,
California
| $631M | +$80.4M | +15% | 9.47% | 35.4% | 260 | 15.77% | 0.4 |
|
| 1494 |
EIA
1494
Edgemoor Investment Advisors
Bethesda,
Maryland
| $631M | +$57.3M | +10% | 9.04% | 109% | 135 | 10.37% | 0.5 |
|
| 1495 |
MCM
1495
Maryland Capital Management
Towson,
Maryland
| $630M | +$13.6M | +2% | 11.4% | 44.5% | 244 | 18.03% | 0.5 |
|
| 1496 |
1WCM
1496
12 West Capital Management
New York
| $628M | -$71.9M | -10% | 9.14% | 169% | 17 | 23.53% | 0.4 |
|
| 1497 |
1497
Crestwood Advisors Group
Boston,
Massachusetts
| $626M | +$56.1M | +10% | 7.53% | 82.7% | 130 | 9.23% | 0.5 |
|
| 1498 |
HC
1498
Hourglass Capital
Houston,
Texas
| $625M | +$52.6M | +9% | 10.7% | 89.6% | 124 | 12.9% | 0.4 |
|
| 1499 |
LT
1499
Lindsell Train
London,
United Kingdom
| $623M | +$122M | +24% | 11.9% | 39.9% | 10 | 0% | 0.5 |
|
| 1500 |
BWP
1500
Baldwin Wealth Partners
Marion,
Massachusetts
| $623M | +$75.3M | +14% | 9.19% | 94.5% | 267 | 20.22% | 0.4 |
|