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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 |
LCP
1501
LGT Capital Partners
Pfaeffikon,
Switzerland
| $735M | +$21.7M | +3% | 1.68% | 67.2% | 75 | 21.33% | 1.2 |
|
| 1502 |
HCS
1502
Harvest Capital Strategies
San Francisco,
California
| $735M | +$46.9M | +7% | 7.5% | 87.9% | 74 | 58.11% | 1.6 |
|
| 1503 |
LCM
1503
Landscape Capital Management
Englewood,
New Jersey
| $733M | -$9.9M | -1% | 3.26% | 92.5% | 756 | 72.62% | 0.5 |
|
| 1504 |
MLIC
1504
Mandatum Life Insurance Company
Helsinki,
Finland
| $733M | -$30.8M | -4% | 2.2% | 95.9% | 200 | 13% | 0.9 |
|
| 1505 |
HEIP
1505
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $733M | +$63.8M | +10% | 8.24% | 68.8% | 166 | 8.43% | 2 |
|
| 1506 |
GFWEX
1506
G.F.W. Energy XI
Dallas,
Texas
| $732M | – | – | 3.05% | – | 1 | – | 0 |
|
| 1507 |
LSCM
1507
Light Street Capital Management
Palo Alto,
California
| $732M | -$262M | -26% | 0.1% | 377% | 33 | 54.55% | 0.7 |
|
| 1508 |
SCM
1508
Suffolk Capital Management
New York
| $731M | +$4.72M | +0.7% | 6.61% | 48.6% | 171 | 44.44% | 1 |
|
| 1509 |
ACB
1509
Aristotle Capital Boston
Boston,
Massachusetts
| $730M | +$169M | +30% | 11.5% | 72.2% | 130 | 22.31% | 1.4 |
|
| 1510 |
SHGA
1510
Sand Hill Global Advisors
Palo Alto,
California
| $728M | +$71.8M | +11% | 3.29% | 58.6% | 86 | 16.28% | 2.5 |
|
| 1511 |
3CP
1511
3G Capital Partners
New York
| $728M | -$525M | -42% | 9.14% | 351% | 44 | 75% | 0.4 |
|
| 1512 |
AVC
1512
Arlington Value Capital
Salt Lake City,
Utah
| $727M | -$135M | -16% | 9.4% | 14.4% | 20 | 20% | 1.7 |
|
| 1513 |
LIM
1513
Leavell Investment Management
Mobile,
Alabama
| $726M | +$47.5M | +7% | 3.45% | 84.5% | 379 | 7.39% | 2.9 |
|
| 1514 |
NPIC
1514
Neumeier Poma Investment Counsel
Carmel,
California
| $726M | +$59.4M | +9% | 11.4% | 229% | 42 | 16.67% | 1.9 |
|
| 1515 |
JFGIW
1515
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $725M | -$23.6M | -3% | 4.01% | 58.1% | 731 | 9.17% | 2.8 |
|
| 1516 |
CIP
1516
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $725M | +$47.4M | +7% | 11.3% | 284% | 416 | 48.32% | 0.9 |
|
| 1517 |
FRM
1517
Fore Research & Management
New York
| $725M | -$658M | -48% | 0.18% | 1.94% | 32 | 62.5% | 0.3 |
|
| 1518 |
CCA
1518
Cobblestone Capital Advisors
Rochester,
New York
| $725M | +$18.5M | +3% | 3.11% | 83.3% | 191 | 8.38% | 2.6 |
|
| 1519 |
ESG
1519
Emerging Sovereign Group
New York
| $724M | -$762M | -51% | 12.7% | 66.1% | 21 | 52.38% | 1.7 |
|
| 1520 |
ACM
1520
Arosa Capital Management
Miami Beach,
Florida
| $723M | -$26.6M | -4% | 11.9% | 536% | 58 | 67.24% | 0.3 |
|
| 1521 |
1521
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $723M | +$14.3M | +2% | 12.2% | 307% | 195 | 62.56% | 0.4 |
|
| 1522 |
BOTW
1522
Bank of the West
Monterey Park,
California
| $722M | -$2.82M | -0.4% | 2.68% | 35.4% | 313 | 11.5% | 2.4 |
|
| 1523 |
TCA
1523
Taconic Capital Advisors
New York
| $722M | -$87.1M | -11% | 4.61% | 273% | 42 | 38.1% | 0.9 |
|
| 1524 |
1524
Signature Estate & Investment Advisors
Los Angeles,
California
| $721M | +$37.4M | +5% | 2.69% | 84.4% | 183 | 29.51% | 1.3 |
|
| 1525 |
SC
1525
SRB Corp
Boston,
Massachusetts
| $721M | +$36.2M | +5% | 2.43% | 87.3% | 188 | 15.96% | 1.5 |
|