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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
CBU
1551
CIBC Bank USA
Chicago,
Illinois
| $750M | +$27.3M | +4% | 2.33% | 32.3% | 281 | 10.68% | 2.6 |
|
| 1552 |
PC
1552
Passport Capital
San Francisco,
California
| $750M | -$601M | -45% | 1.51% | 40.2% | 72 | 73.61% | 0.7 |
|
| 1553 |
NSIM
1553
North Star Investment Management
Chicago,
Illinois
| $748M | +$21.1M | +3% | 2.15% | 80.6% | 1,150 | 10.96% | 2 |
|
| 1554 |
DJSG
1554
D.J. St. Germain
Springfield,
Massachusetts
| $747M | +$29.1M | +4% | 1.46% | 65.3% | 154 | 14.29% | 2.6 |
|
| 1555 |
RMCM
1555
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $747M | +$19.1M | +3% | 5.01% | 108% | 229 | 5.68% | 2.6 |
|
| 1556 |
CM
1556
Crestline Management
Fort Worth,
Texas
| $746M | +$200M | +37% | 25.7% | 80.2% | 190 | 73.16% | 0.2 |
|
| 1557 |
VWM
1557
Valley Wealth Managers
Paramus,
New Jersey
| $746M | -$6.9M | -0.9% | 2.79% | 118% | 206 | 40.78% | 2.3 |
|
| 1558 |
1558
Bridges Investment Management
Omaha,
Nebraska
| $746M | +$21.4M | +3% | 2.89% | 77.9% | 132 | 6.82% | 3.2 |
|
| 1559 |
IHL
1559
Investment House LLC
Redondo Beach,
California
| $744M | +$32.6M | +5% | 5.96% | 125% | 207 | 15.94% | 2.7 |
|
| 1560 |
HP
1560
Hikari Power
Tokyo,
Japan
| $741M | +$38.7M | +6% | 2.3% | 53.5% | 104 | 43.27% | 1.2 |
|
| 1561 |
FPC
1561
Falcon Point Capital
San Francisco,
California
| $741M | -$8.78M | -1% | 4.5% | 119% | 127 | 18.9% | 1.6 |
|
| 1562 |
1562
Fund Evaluation Group
Cincinnati,
Ohio
| $741M | -$20.9M | -3% | 1.01% | 51.6% | 23 | 26.09% | 1.9 |
|
| 1563 |
RW
1563
Rand Wealth
Baltimore,
Maryland
| $738M | -$94.1M | -11% | 2.02% | 40.4% | 223 | 10.31% | 3.1 |
|
| 1564 |
TFA
1564
Transamerica Financial Advisors
St. Petersburg,
Florida
| $737M | -$98M | -12% | 1.91% | 77.1% | 427 | 14.75% | 2.4 |
|
| 1565 |
AIM
1565
Avity Investment Management
Greenwich,
Connecticut
| $736M | +$23M | +3% | 4.56% | 119% | 77 | 10.39% | 2.8 |
|
| 1566 |
KM
1566
Kylin Management
New York
| $736M | +$253M | +52% | 20.2% | 126% | 9 | 22.22% | 1 |
|
| 1567 |
1567
Matson Money Inc
Mason,
Ohio
| $735M | +$28.1M | +4% | 0.21% | 34.2% | 2 | 0% | 1.3 |
|
| 1568 |
GEM
1568
Global Endowment Management
Charlotte,
North Carolina
| $735M | +$47.4M | +7% | 6.2% | 46.1% | 280 | 26.79% | 1.5 |
|
| 1569 |
SMA
1569
Simply Money Advisors
Cincinnati,
Ohio
| $733M | +$18.3M | +3% | 1.95% | 11.5% | 33 | 15.15% | 2 |
|
| 1570 |
1570
Summit Partners Public Asset Management
Boston,
Massachusetts
| $733M | +$218M | +42% | 12.1% | 1,167% | 120 | 66.67% | 0.4 |
|
| 1571 |
EIA
1571
Edgemoor Investment Advisors
Bethesda,
Maryland
| $733M | +$29.5M | +4% | 2.09% | 109% | 140 | 15.71% | 2.6 |
|
| 1572 |
PPCM
1572
Pillar Pacific Capital Management
Pacifica,
California
| $732M | +$26.3M | +4% | 4.2% | 85% | 310 | 8.39% | 2.9 |
|
| 1573 |
ACP
1573
Ashfield Capital Partners
San Francisco,
California
| $730M | +$9.01M | +1% | 3.65% | 48.8% | 260 | 6.15% | 3.1 |
|
| 1574 |
RMA
1574
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $730M | +$23.6M | +3% | 2.36% | 68.9% | 67 | 11.94% | 3.3 |
|
| 1575 |
MLIC
1575
Mandatum Life Insurance Company
Helsinki,
Finland
| $729M | -$38.3M | -5% | 2.88% | 95.9% | 188 | 6.91% | 1.3 |
|