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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
JPCCM
1526
J&P (China) Capital Management
Hong Kong,
China
| $709M | -$279M | -28% | 4.33% | 84.4% | 30 | 36.67% | 0.2 |
|
| 1527 |
1527
Edgemoor Investment Advisors
Bethesda,
Maryland
| $706M | +$24.7M | +4% | 1.41% | 109% | 141 | 7.8% | 1.4 |
|
| 1528 |
1528
Stock Yards Bank & Trust
Louisville,
Kentucky
| $706M | +$1.52M | +0.2% | 2.56% | 82.8% | 244 | 15.16% | 1.4 |
|
| 1529 |
1529
Hikari Power
Tokyo,
Japan
| $705M | -$11.4M | -2% | 0.1% | 53.5% | 59 | 5.08% | 0.8 |
|
| 1530 |
1530
Woodford Investment Management
London,
United Kingdom
| $704M | +$238M | +51% | 24.8% | 27.1% | 5 | 40% | 0.2 |
|
| 1531 |
1531
SouthState Corp
Winter Haven,
Florida
| $704M | +$65.4M | +10% | 0.93% | 78.9% | 253 | 10.28% | 1.5 |
|
| 1532 |
SCI
1532
S&CO Inc
Boston,
Massachusetts
| $704M | +$13.7M | +2% | 1.15% | 68.8% | 147 | 8.16% | 1.4 |
|
| 1533 |
1533
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $702M | -$18.5M | -3% | 1.81% | 36.9% | 166 | 6.63% | 1.6 |
|
| 1534 |
1534
Crestwood Advisors Group
Boston,
Massachusetts
| $702M | +$37.4M | +6% | 0.82% | 82.7% | 167 | 26.35% | 1.2 |
|
| 1535 |
1535
Bardin Hill Management Partners
New York
| $701M | -$228M | -25% | 22.6% | 214% | 137 | 56.2% | 0.3 |
|
| 1536 |
JC
1536
JBF Capital
Aspen,
Colorado
| $701M | +$604K | +0.1% | 0.36% | 93.6% | 86 | 23.26% | 1 |
|
| 1537 |
1537
Lincluden Management
Mississauga,
Ontario, Canada
| $701M | -$312M | -31% | 7.15% | 56.6% | 80 | 8.75% | 1.6 |
|
| 1538 |
1538
Balasa Dinverno & Foltz
| $700M | +$4.16M | +0.6% | 2.88% | 23.2% | 224 | 22.32% | 1.2 |
|
| 1539 |
1539
Glade Brook Capital Partners
Greenwich,
Connecticut
| $699M | +$168M | +32% | 1.99% | – | 17 | 41.18% | 0.5 |
|
| 1540 |
1540
Crosslink Capital
Menlo Park,
California
| $699M | -$21.7M | -3% | 2.89% | 135% | 54 | 40.74% | 0.8 |
|
| 1541 |
1541
Ecofin Advisors
London,
United Kingdom
| $697M | +$143M | +26% | 8.34% | 77% | 49 | 36.73% | 0.8 |
|
| 1542 |
1542
Aozora Bank
Tokyo,
Japan
| $697M | -$570M | -45% | 1.55% | 5.45% | 4 | 25% | 1.2 |
|
| 1543 |
1543
Zweig Advisers
Hartford,
Connecticut
| $697M | -$32.5M | -4% | 2.38% | 38% | 82 | 31.71% | 1.1 |
|
| 1544 |
1544
SCGE Management
Menlo Park,
California
| $696M | -$25.5M | -4% | 9.47% | 154% | 28 | 32.14% | 0.9 |
|
| 1545 |
1545
Patten & Patten
Chattanooga,
Tennessee
| $695M | +$33.6M | +5% | 2% | 74.1% | 219 | 8.68% | 1.5 |
|
| 1546 |
1546
Spinnaker Trust
Portland,
Maine
| $693M | +$19.2M | +3% | 2.42% | 68.2% | 209 | 12.92% | 1.3 |
|
| 1547 |
AVC
1547
Arlington Value Capital
Salt Lake City,
Utah
| $692M | +$127M | +23% | 1.03% | 14.4% | 16 | 18.75% | 1 |
|
| 1548 |
1548
D.J. St. Germain
Springfield,
Massachusetts
| $692M | +$4.44M | +0.6% | 0.49% | 65.3% | 114 | 5.26% | 1.5 |
|
| 1549 |
1549
Montag & Associates
Atlanta,
Georgia
| $691M | +$26.2M | +4% | 2.7% | 82.9% | 264 | 11.36% | 1.3 |
|
| 1550 |
1550
First Horizon Advisors
Memphis,
Tennessee
| $691M | +$39.7M | +6% | 1.99% | 55.2% | 1,666 | 14.05% | 1.2 |
|