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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
SIP
1526
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $668M | +$149M | +29% | 2.45% | 44.2% | 273 | 42.49% |
|
| 1527 |
3I
1527
3I Investments
London Swie 5jd,
United Kingdom
| $668M | +$24.7M | +4% | 4.18% | 64.3% | 2 | 0% |
|
| 1528 |
GIG
1528
Goodnow Investment Group
Darien,
Connecticut
| $665M | +$30.4M | +5% | 2.82% | 131% | 33 | 21.21% |
|
| 1529 |
STB
1529
S&T Bank
Indiana,
Pennsylvania
| $664M | -$38.1M | -5% | 3.52% | 193% | 126 | 37.3% |
|
| 1530 |
CAM
1530
Centre Asset Management
New York
| $664M | -$13.1M | -2% | 6.73% | 45.3% | 95 | 26.32% |
|
| 1531 |
BL
1531
Bolton LP
Greenwich,
Connecticut
| $664M | +$231M | +53% | 9.08% | – | 210 | 63.81% |
|
| 1532 |
SR
1532
Swiss Reinsurance
Zurich,
Switzerland
| $664M | +$454M | +217% | 3.47% | – | 13 | 61.54% |
|
| 1533 |
GD
1533
Grandfield & Dodd
New York
| $663M | +$25.8M | +4% | 4.91% | 70.8% | 184 | 4.89% |
|
| 1534 |
AB
1534
Amalgamated Bank
New York
| $663M | +$82.4M | +14% | 5.59% | 132% | 946 | 19.45% |
|
| 1535 |
CTI
1535
Community Trust & Investment
Versailles,
Kentucky
| $661M | +$68.5M | +12% | 2.72% | 104% | 121 | 45.45% |
|
| 1536 |
NAM
1536
North American Management
Boston,
Massachusetts
| $660M | +$58.9M | +10% | 4.04% | 61.7% | 152 | 9.87% |
|
| 1537 |
GEM
1537
Global Endowment Management
Charlotte,
North Carolina
| $660M | +$21.2M | +3% | 9.68% | 46.1% | 266 | 24.06% |
|
| 1538 |
PRC
1538
Platte River Capital
Denver,
Colorado
| $660M | -$78.3M | -11% | 5.18% | – | 243 | 32.92% |
|
| 1539 |
NB
1539
NBT Bank
Norwich,
New York
| $659M | -$29.7M | -4% | 4.33% | 68.2% | 209 | 5.74% |
|
| 1540 |
SMA
1540
Simply Money Advisors
Cincinnati,
Ohio
| $658M | +$14M | +2% | 2.46% | 11.5% | 44 | 52.27% |
|
| 1541 |
JC
1541
Joho Capital
New York
| $655M | +$29.1M | +5% | 14.2% | 80.2% | 12 | 16.67% |
|
| 1542 |
AACR
1542
ACR Alpine Capital Research
St. Louis,
Missouri
| $654M | +$53.1M | +9% | 2.6% | 58.1% | 28 | 10.71% |
|
| 1543 |
BP
1543
BBR Partners
New York
| $652M | +$44.2M | +7% | 3.95% | 63.4% | 54 | 18.52% |
|
| 1544 |
NVPI
1544
Norwest Venture Partners IX
Palo Alto,
California
| $651M | -$338M | -34% | 34.1% | – | 1 | 0% |
|
| 1545 |
B
1545
Bailard
Foster City,
California
| $650M | +$19.6M | +3% | 5.67% | 92.5% | 259 | 26.64% |
|
| 1546 |
LTI
1546
Laffer Tengler Investments
Nashville,
Tennessee
| $649M | +$27.4M | +4% | 5.83% | 96.5% | 232 | 17.24% |
|
| 1547 |
WP
1547
WMS Partners
Towson,
Maryland
| $649M | +$24.2M | +4% | 4.81% | 10.8% | 255 | 12.55% |
|
| 1548 |
TCOV
1548
Trust Company of Vermont
Brattleboro,
Vermont
| $648M | +$37.4M | +6% | 5.04% | – | 793 | 7.94% |
|
| 1549 |
LPT
1549
Legacy Private Trust
Neenah,
Wisconsin
| $647M | +$73.9M | +13% | 3.67% | 63.5% | 274 | 31.39% |
|
| 1550 |
AIP
1550
ARS Investment Partners
New York
| $646M | +$78.7M | +14% | 10.6% | 260% | 83 | 13.25% |
|