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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
City of London Investment Management
London,
United Kingdom
| $1.15B | -$247M | -18% | 11.2% | 102% | 126 | 28.57% | 2.6 |
|
| 1502 |
1502
Aureus Asset Management
Boston,
Massachusetts
| $1.15B | -$91.2M | -7% | 4.4% | 93.9% | 187 | 13.37% | 4.3 |
|
| 1503 |
1503
Efficient Advisors
Mason,
Ohio
| $1.15B | -$49.9M | -4% | 6.2% | 30.6% | 68 | 14.71% | 5.4 |
|
| 1504 |
1504
Marathon Asset Management (New York)
New York
| $1.15B | +$406M | +55% | 0.26% | 490% | 22 | 36.36% | 1.5 |
|
| 1505 |
1505
James Hambro & Partners
London,
United Kingdom
| $1.15B | -$53.7M | -4% | 5.31% | 97% | 70 | 25.71% | 2.4 |
|
| 1506 |
1506
Glendon Capital Management
Santa Monica,
California
| $1.14B | -$75.4M | -6% | 2.84% | 142% | 26 | 11.54% | 2.3 |
|
| 1507 |
1507
Compass Capital Management
Minneapolis,
Minnesota
| $1.14B | -$80M | -7% | 6.19% | 50.8% | 37 | 10.81% | 7.4 |
|
| 1508 |
1508
CCMP Capital
New York
| $1.13B | -$517M | -31% | 22.5% | 12.3% | 3 | 0% | 2.5 |
|
| 1509 |
1WCM
1509
12 West Capital Management
New York
| $1.13B | -$40.2M | -3% | 2.83% | 169% | 23 | 17.39% | 1.7 |
|
| 1510 |
1510
Strategic Financial Services
Utica,
New York
| $1.13B | -$44.1M | -4% | 5.48% | 58.7% | 133 | 8.27% | 5.4 |
|
| 1511 |
1511
Sageworth Trust
Lancaster,
Pennsylvania
| $1.13B | -$33.8M | -3% | 6.9% | 64.5% | 423 | 14.89% | 1.9 |
|
| 1512 |
1512
E.S. Barr & Co
Lexington,
Kentucky
| $1.13B | -$96.2M | -8% | 6.36% | 73.5% | 92 | 8.7% | 6.3 |
|
| 1513 |
1513
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.13B | -$97.1M | -8% | 4.96% | 71.2% | 92 | 6.52% | 7.3 |
|
| 1514 |
1514
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.13B | -$101M | -8% | 5.5% | 78.9% | 251 | 7.17% | 5.5 |
|
| 1515 |
MCI
1515
McDonald Capital Investors
Orinda,
California
| $1.13B | -$72.7M | -6% | 0.56% | 60.2% | 27 | 25.93% | 5.1 |
|
| 1516 |
BFO
1516
Boston Family Office
Boston,
Massachusetts
| $1.13B | -$71.9M | -6% | 5.55% | 53.4% | 275 | 8% | 6.3 |
|
| 1517 |
GC
1517
Gobi Capital
San Francisco,
California
| $1.12B | -$79.1M | -7% | 0.47% | 93.7% | 10 | 10% | 3 |
|
| 1518 |
1518
Anchorage Capital Group
New York
| $1.12B | +$121M | +12% | 12.2% | 24.9% | 23 | 0% | 1.3 |
|
| 1519 |
1519
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.12B | -$38.6M | -3% | 5.19% | 19.1% | 1,171 | 19.21% | 3.7 |
|
| 1520 |
1520
Trilogy Capital
Irvine,
California
| $1.12B | -$33M | -3% | 6.18% | 57.6% | 187 | 20.32% | 1.8 |
|
| 1521 |
1521
Corda Investment Management
Houston,
Texas
| $1.12B | -$64.1M | -5% | 6.69% | 85% | 65 | 7.69% | 5.3 |
|
| 1522 |
1522
Parsons Capital Management
Providence,
Rhode Island
| $1.11B | +$1.73M | +0.2% | 3.54% | 84.9% | 424 | 5.9% | 5.5 |
|
| 1523 |
1523
BOK Financial Private Wealth
Denver,
Colorado
| $1.11B | -$13.4M | -1% | 5.56% | 61.8% | 398 | 11.06% | 2 |
|
| 1524 |
SCI
1524
S&CO Inc
Boston,
Massachusetts
| $1.11B | -$78.9M | -7% | 4.73% | 68.8% | 190 | 4.74% | 6 |
|
| 1525 |
1525
Wilkinson Global Asset Management
New York
| $1.11B | -$62.9M | -5% | 3.67% | 86.5% | 95 | 10.53% | 1.3 |
|