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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
RR Advisors
Dallas,
Texas
| $851M | -$51.4M | -6% | 4.13% | 115% | 32 | 18.75% | 2.7 |
|
| 1577 |
1577
Bank of the West
Monterey Park,
California
| $851M | -$4.83M | -0.6% | 3.71% | 35.4% | 286 | 7.34% | 4.1 |
|
| 1578 |
1578
Sigma Investment Counselors
Northville,
Michigan
| $851M | +$35.1M | +4% | 2.56% | 54.9% | 164 | 9.15% | 3.8 |
|
| 1579 |
1579
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $851M | +$34.5M | +4% | 3.49% | 64.4% | 111 | 10.81% | 3.8 |
|
| 1580 |
1580
Third Security
Radford,
Virginia
| $849M | +$179M | +27% | 33.4% | 28.2% | 12 | 8.33% | 4.7 |
|
| 1581 |
1581
Port Capital
Chicago,
Illinois
| $848M | +$83.7M | +11% | 11.1% | 74.4% | 135 | 12.59% | 1.2 |
|
| 1582 |
1582
Yiheng Capital Management
San Francisco,
California
| $848M | -$5.85M | -0.7% | 6.85% | 82% | 18 | 5.56% | 2.3 |
|
| 1583 |
1583
Rampart Investment Management
Hartford,
Connecticut
| $848M | -$30.8M | -4% | 5.39% | 74% | 543 | 3.31% | 2 |
|
| 1584 |
1584
Pathstone Family Office
Englewood,
New Jersey
| $848M | +$61.7M | +8% | 3.12% | 38.9% | 999 | 43.04% | 0.7 |
|
| 1585 |
1585
Rothschild Investment LLC
Chicago,
Illinois
| $848M | -$5.07M | -0.6% | 2.55% | 99.4% | 417 | 14.87% | 3.5 |
|
| 1586 |
1586
Sumitomo Life Insurance
Tokyo,
Japan
| $847M | +$103M | +14% | 4.05% | 69.6% | 272 | 6.25% | 4.4 |
|
| 1587 |
1587
Harvest Fund Management
Beijing,
China
| $847M | +$260M | +44% | 1.52% | 327% | 433 | 30.25% | 0.9 |
|
| 1588 |
1588
Teachers Insurance & Annuity Association of America
New York
| $846M | -$282M | -25% | 2% | – | 172 | 7.56% | 3.4 |
|
| 1589 |
CI
1589
CPMG Inc
Dallas,
Texas
| $846M | +$8.09M | +1% | 11.6% | 878% | 21 | 28.57% | 1 |
|
| 1590 |
1590
Sageworth Trust
Lancaster,
Pennsylvania
| $845M | +$37.3M | +5% | 2.42% | 64.5% | 301 | 54.82% | 1.3 |
|
| 1591 |
1591
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $845M | +$26.9M | +3% | 4.6% | 61.4% | 130 | 13.08% | 3.7 |
|
| 1592 |
1592
Maryland Capital Management
Towson,
Maryland
| $843M | +$36M | +4% | 4.35% | 44.5% | 190 | 9.47% | 3.6 |
|
| 1593 |
1593
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $843M | +$123M | +17% | 3.46% | 140% | 30 | 16.67% | 3 |
|
| 1594 |
1594
Huber Capital Management
El Segundo,
California
| $841M | -$103M | -11% | 5.79% | 70.4% | 106 | 9.43% | 4.2 |
|
| 1595 |
1595
Sargent Bickham Lagudis
Boulder,
Colorado
| $841M | -$22.5M | -3% | 3.33% | 19.1% | 884 | 14.25% | 2.4 |
|
| 1596 |
1596
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $841M | +$55.1M | +7% | 6.77% | 79.2% | 35 | 11.43% | 1.7 |
|
| 1597 |
1597
Avity Investment Management
Greenwich,
Connecticut
| $841M | +$15.7M | +2% | 4.89% | 119% | 85 | 15.29% | 3.7 |
|
| 1598 |
1598
Intrinsic Edge Capital Management
Chicago,
Illinois
| $840M | +$250M | +42% | 11.9% | 283% | 174 | 69.54% | 0.3 |
|
| 1599 |
1599
Cyrus Capital Partners
New York
| $840M | +$15.3M | +2% | 12% | 163% | 26 | 50% | 1.8 |
|
| 1600 |
1600
Compass Capital Management
Minneapolis,
Minnesota
| $839M | +$48.5M | +6% | 5.48% | 50.8% | 41 | 4.88% | 4.4 |
|