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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
Toyota Motor Corp
Japan
| $1.17B | -$619M | -35% | 31.7% | 78.9% | 4 | 0% | 0.8 |
|
| 1527 |
1527
Steelhead Partners
Seattle,
Washington
| $1.17B | -$289M | -20% | 0.02% | 0.4% | 41 | 4.88% | 0.7 |
|
| 1528 |
1528
Sageworth Trust
Lancaster,
Pennsylvania
| $1.16B | -$118M | -9% | 14.9% | 64.5% | 439 | 23.01% | 1.5 |
|
| 1529 |
1529
Vigilant Capital Management
Portland,
Maine
| $1.16B | -$151M | -11% | 12% | 48.8% | 667 | 29.69% | 2.5 |
|
| 1530 |
1530
Edge Capital Group
Atlanta,
Georgia
| $1.16B | -$302M | -21% | 12.9% | 27.7% | 377 | 28.65% | 1.9 |
|
| 1531 |
1531
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.16B | -$129M | -10% | 12.7% | 19.1% | 1,175 | 21.96% | 3.2 |
|
| 1532 |
1532
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.16B | +$18.8M | +2% | 10.2% | 68% | 176 | 15.91% | 3.1 |
|
| 1533 |
1533
Jana Partners
New York
| $1.16B | -$385M | -25% | 5.28% | 36% | 9 | 11.11% | 2.2 |
|
| 1534 |
1534
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.16B | -$189M | -14% | 12.9% | 83.5% | 77 | 1.3% | 5.7 |
|
| 1535 |
1535
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $1.16B | -$324M | -22% | 15.8% | 51.8% | 11 | 9.09% | 1.2 |
|
| 1536 |
1536
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.16B | -$168M | -13% | 13.5% | 106% | 253 | 15.42% | 4.4 |
|
| 1537 |
1537
Checchi Capital Advisers
Beverly Hills,
California
| $1.16B | -$20.5M | -2% | 12.8% | 68% | 622 | 17.36% | 4.1 |
|
| 1538 |
1538
Shufro Rose & Co
New York
| $1.15B | -$142M | -11% | 10.7% | 68.1% | 350 | 11.14% | 4 |
|
| 1539 |
1539
TT International Asset Management
London,
United Kingdom
| $1.15B | -$275M | -19% | 9.5% | 308% | 53 | 33.96% | 0.8 |
|
| 1540 |
1540
Quinn Opportunity Partners
Charlottesville,
Virginia
| $1.15B | -$1.17B | -50% | 15.6% | 77.6% | 232 | 44.4% | 1.2 |
|
| 1541 |
1541
Trilogy Capital
Irvine,
California
| $1.15B | -$244M | -18% | 10.7% | 57.6% | 181 | 20.44% | 1.8 |
|
| 1542 |
1542
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $1.15B | -$349M | -23% | 14.4% | 181% | 629 | 7.79% | 6.1 |
|
| 1543 |
1543
Alua Capital Management
New York
| $1.15B | -$314M | -21% | 17.8% | 99.4% | 25 | 40% | 0.8 |
|
| 1544 |
1544
Cooper Investors
Melbourne, Victoria,
Australia
| $1.15B | -$279M | -20% | 13.8% | 57.5% | 47 | 27.66% | 2.8 |
|
| 1545 |
1545
Palo Alto Investors
Palo Alto,
California
| $1.15B | -$146M | -11% | 4.25% | 157% | 35 | 5.71% | 5 |
|
| 1546 |
1546
Infrastructure Capital Advisors
New York
| $1.15B | +$474M | +71% | 8.62% | 52% | 111 | 41.44% | 0.9 |
|
| 1547 |
1547
Facet Wealth Inc
Baltimore,
Maryland
| $1.15B | -$7.9M | -0.7% | 12.1% | 48.1% | 72 | 16.67% | 1.1 |
|
| 1548 |
1548
Praesidium Investment Management Company
New York
| $1.14B | -$290M | -20% | 17.5% | 79% | 16 | 6.25% | 2.5 |
|
| 1549 |
1549
Connecticut Wealth Management
Farmington,
Connecticut
| $1.14B | -$164M | -13% | 14.4% | 70.2% | 204 | 15.69% | 2.2 |
|
| 1550 |
1550
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.14B | -$212M | -16% | 13% | 78.8% | 268 | 5.97% | 5.4 |
|