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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Aspiriant LLC
Los Angeles,
California
| $558M | -$78.4M | -12% | 4.38% | 52.7% | 65 | 33.85% | 0.2 |
|
| 1502 |
1502
Wood Investment Counsel
Denver,
Colorado
| $558M | +$17.8M | +3% | 12.6% | – | 89 | 15.73% | 0.2 |
|
| 1503 |
1503
Corbyn Investment Management
Lutherville,
Maryland
| $558M | +$54.8M | +11% | 13.4% | 71.9% | 53 | 13.21% | 0.2 |
|
| 1504 |
1504
JCIC Asset Management
Toronto,
Ontario, Canada
| $557M | +$43.9M | +9% | 7.27% | – | 71 | 18.31% | 0.2 |
|
| 1505 |
1505
QCI Asset Management
Pittsford,
New York
| $556M | +$25.4M | +5% | 4.57% | 53.4% | 591 | 12.01% | 0.2 |
|
| 1506 |
EC
1506
EMS Capital
New York
| $556M | +$37.1M | +7% | 36.7% | 228% | 54 | 66.67% | 0.1 |
|
| 1507 |
1507
Leavell Investment Management
Mobile,
Alabama
| $556M | +$18.1M | +3% | 5.04% | 84.5% | 394 | 8.63% | 0.2 |
|
| 1508 |
1508
MUFG Bank
Tokyo 100-8388,,
Japan
| $555M | -$50.1M | -8% | 4.9% | 74% | 3 | 66.67% | 0.1 |
|
| 1509 |
1509
Garcia Hamilton & Associates
Houston,
Texas
| $553M | -$1.59M | -0.3% | 7.16% | 39.1% | 53 | 11.32% | 0.2 |
|
| 1510 |
1510
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $552M | +$7.6M | +1% | 5.96% | 27.5% | 381 | 15.49% | 0.2 |
|
| 1511 |
1511
Spinnaker Trust
Portland,
Maine
| $552M | +$20.6M | +4% | 5.04% | 68.2% | 158 | 12.03% | 0.2 |
|
| 1512 |
BWCA
1512
Brenner West Capital Advisors
New York
| $551M | +$82.6M | +18% | 8.52% | 73.5% | 13 | 46.15% | 0.2 |
|
| 1513 |
1513
Bank of the West
Monterey Park,
California
| $551M | +$18.3M | +3% | 5.72% | 35.4% | 243 | 8.64% | 0.2 |
|
| 1514 |
1514
Symmetry Peak Management
Radnor,
Pennsylvania
| $550M | +$33.1M | +6% | 35.2% | 320% | 213 | 71.83% | 0.1 |
|
| 1515 |
1515
Lowe Brockenbrough & Co
Richmond,
Virginia
| $550M | +$11.3M | +2% | 4.31% | 78.8% | 179 | 6.7% | 0.2 |
|
| 1516 |
EOCM
1516
Energy Opportunities Capital Management
Austin,
Texas
| $550M | +$4.38M | +0.8% | 9.11% | 211% | 42 | 7.14% | 0.2 |
|
| 1517 |
1517
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $549M | +$15.1M | +3% | 3.65% | 26.4% | 80 | 18.75% | 0.2 |
|
| 1518 |
1518
Frontier Investment Management
Dallas,
Texas
| $548M | +$52.1M | +11% | 10.8% | 16.4% | 161 | 16.77% | 0.2 |
|
| 1519 |
1519
Baldwin Wealth Partners
Marion,
Massachusetts
| $547M | +$41.9M | +8% | 5.98% | 94.5% | 256 | 17.58% | 0.2 |
|
| 1520 |
1520
Trust Company of Vermont
Brattleboro,
Vermont
| $545M | +$33M | +6% | 4.61% | – | 782 | 13.94% | 0.2 |
|
| 1521 |
SH
1521
Scepter Holdings
Fort Worth,
Texas
| $543M | +$81.7M | +18% | 2.81% | – | 105 | 57.14% | 0.2 |
|
| 1522 |
1522
Bloom Tree Partners
New York
| $543M | +$136M | +33% | 14.6% | 20.4% | 45 | 53.33% | 0.2 |
|
| 1523 |
1523
Mariner
Overland Park,
Kansas
| $543M | +$68.2M | +14% | 5.26% | 93.9% | 319 | 22.88% | 0.2 |
|
| 1524 |
JC
1524
JBF Capital
Aspen,
Colorado
| $542M | -$3.89M | -0.7% | 6.13% | 93.6% | 122 | 22.95% | 0.2 |
|
| 1525 |
1525
Beacon Trust
Morristown,
New Jersey
| $541M | +$15.1M | +3% | 4.97% | 33% | 196 | 17.35% | 0.2 |
|