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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 |
1526
IberiaBank
Lafayette,
Louisiana
| $867M | -$41M | -5% | 2.57% | 39.6% | 259 | 20.46% | 2.9 |
|
| 1527 |
1527
Choreo LLC
Rockford,
Illinois
| $865M | +$8.76M | +1% | 0.5% | 83.8% | 205 | 12.2% | 3.9 |
|
| 1528 |
1528
Balasa Dinverno & Foltz
| $864M | +$5.1M | +0.6% | 0.63% | 23.2% | 278 | 20.86% | 3.3 |
|
| 1529 |
1529
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $864M | +$45.2M | +6% | 1.65% | 103% | 321 | 4.36% | 5 |
|
| 1530 |
1530
Cannell & Spears
New York
| $862M | +$10.9M | +1% | 2.45% | 113% | 189 | 10.05% | 3.5 |
|
| 1531 |
1531
Bar Harbor Wealth Management
Concord,
New Hampshire
| $861M | +$1.16M | +0.1% | 1.59% | 85% | 320 | 10.31% | 4.3 |
|
| 1532 |
1532
Partners Group Holding
Baar-Zug,
Switzerland
| $861M | +$45.1M | +6% | 3.23% | 23.3% | 54 | 14.81% | 2.8 |
|
| 1533 |
HSC
1533
Harbor Spring Capital
New York
| $861M | +$7.72M | +0.9% | 0.08% | – | 24 | 4.17% | 1.8 |
|
| 1534 |
1534
New York Life Investment Management
New York
| $861M | -$228M | -21% | 0.34% | 100% | 18 | 5.56% | 1.9 |
|
| 1535 |
1535
Summit Global Investments
Bountiful,
Utah
| $860M | +$65.4M | +8% | 4.77% | 68.4% | 310 | 22.58% | 1.1 |
|
| 1536 |
1536
Bienville Capital Management
New York
| $860M | +$32.1M | +4% | 2.72% | 36.3% | 232 | 68.1% | 2.3 |
|
| 1537 |
1537
Motley Fool Asset Management
Alexandria,
Virginia
| $859M | -$37.2M | -4% | 0.46% | 135% | 176 | 13.64% | 1.8 |
|
| 1538 |
1538
Sageworth Trust
Lancaster,
Pennsylvania
| $859M | +$14.1M | +2% | 0.71% | 64.5% | 184 | 11.41% | 1.6 |
|
| 1539 |
HPM
1539
H. Partners Management
New York
| $858M | +$26.9M | +3% | 4.39% | 13.5% | 2 | 0% | 6.3 |
|
| 1540 |
1540
Alpha Cubed Investments
Irvine,
California
| $857M | -$6.37M | -0.7% | 2.37% | 126% | 275 | 14.18% | 2.6 |
|
| 1541 |
1541
Rothschild Investment LLC
Chicago,
Illinois
| $857M | +$9.8M | +1% | 1.82% | 99.4% | 408 | 9.07% | 3.7 |
|
| 1542 |
1542
Brighton Jones LLC
Seattle,
Washington
| $856M | -$1.55M | -0.2% | 1.49% | 97.9% | 328 | 12.5% | 2.2 |
|
| 1543 |
1543
Compass Capital Management
Minneapolis,
Minnesota
| $855M | +$15.9M | +2% | 2.52% | 50.8% | 42 | 11.9% | 4.5 |
|
| 1544 |
1544
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $852M | +$7.44M | +0.9% | 1.71% | 61.4% | 125 | 9.6% | 3.9 |
|
| 1545 |
1545
Teachers Insurance & Annuity Association of America
New York
| $852M | +$5.3M | +0.6% | 7.8% | – | 163 | 4.29% | 3.7 |
|
| 1546 |
1546
Manchester Capital Management
Manchester,
Vermont
| $851M | +$71.3M | +9% | 6.26% | 86.7% | 575 | 12.87% | 4.6 |
|
| 1547 |
1547
Park Presidio Capital
San Francisco,
California
| $850M | +$47.2M | +6% | 5.1% | 94.1% | 23 | 43.48% | 1 |
|
| 1548 |
1548
Technology Crossover Management VIII
Menlo Park,
California
| $849M | -$287M | -25% | 11.6% | 77.9% | 4 | 0% | 1.9 |
|
| 1549 |
1549
Green Court Capital Management
Hong Kong
| $849M | +$11.2M | +1% | 0.01% | 33.4% | 7 | 28.57% | 0.9 |
|
| 1550 |
KCM
1550
Kingdon Capital Management
New York
| $847M | -$171M | -17% | 1.66% | 217% | 87 | 51.72% | 0.7 |
|