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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Pacific Global Investment Management
Glendale,
California
| $610M | -$69.2M | -10% | 6.68% | 48% | 239 | 11.3% | 1.1 |
|
| 1602 |
1602
Menta Capital
San Francisco,
California
| $609M | +$68.2M | +13% | 3.02% | 61.2% | 762 | 55.51% | 0.3 |
|
| 1603 |
1603
New York Life Investment Management
New York
| $607M | +$16.7M | +3% | 0.74% | 100% | 215 | 14.88% | 0.7 |
|
| 1604 |
1604
Dubuque Bank & Trust
Dubuque,
Iowa
| $607M | -$27.1M | -4% | 0.4% | 24% | 628 | 15.61% | 0.8 |
|
| 1605 |
SH
1605
Scepter Holdings
Fort Worth,
Texas
| $607M | +$211M | +53% | 1.26% | – | 125 | 54.4% | 0.4 |
|
| 1606 |
1606
Montag & Associates
Atlanta,
Georgia
| $606M | -$7.14M | -1% | 0.12% | 82.9% | 255 | 11.76% | 1 |
|
| 1607 |
1607
Beacon Trust
Morristown,
New Jersey
| $605M | -$3.43M | -0.6% | 0.32% | 33% | 210 | 8.57% | 1 |
|
| 1608 |
1608
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $603M | -$117M | -16% | 1.08% | 58.1% | 725 | 33.52% | 0.8 |
|
| 1609 |
1609
Wellington Shields Capital Management
New York
| $603M | -$36M | -6% | 3.31% | 137% | 391 | 17.9% | 0.9 |
|
| 1610 |
1610
Goelzer Investment Management
Carmel,
Indiana
| $602M | -$102K | -0% | 0.06% | 97.2% | 203 | 12.32% | 1.1 |
|
| 1611 |
1611
Pine Brook Road Advisors
Bedford,
New York
| $602M | +$97.6M | +19% | 2.32% | – | 3 | 33.33% | 0.5 |
|
| 1612 |
1612
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $601M | +$29.9M | +5% | 2.81% | 26.1% | 184 | 9.78% | 1.1 |
|
| 1613 |
1613
Investment House LLC
Redondo Beach,
California
| $601M | +$17.3M | +3% | 3.31% | 137% | 158 | 4.43% | 1.1 |
|
| 1614 |
1614
Sand Hill Global Advisors
Palo Alto,
California
| $601M | +$70.6M | +13% | 0.81% | 58.6% | 82 | 6.1% | 1.1 |
|
| 1615 |
1615
Tyrus Capital S.A.M.
Monaco
| $601M | -$159M | -21% | 5.75% | – | 30 | 76.67% | 0.2 |
|
| 1616 |
1616
Segantii Capital Management
Hong Kong
| $600M | +$339M | +130% | 3.33% | 33.1% | 23 | 52.17% | 0.4 |
|
| 1617 |
MGAI
1617
MP Global Advisers III
New York
| $599M | -$45.2M | -7% | 7.02% | 16.5% | 1 | 0% | 1.3 |
|
| 1618 |
1618
Tirschwell & Loewy
New York
| $598M | -$18.6M | -3% | 0.96% | 78% | 83 | 2.41% | 1.2 |
|
| 1619 |
CDH
1619
Charles D. Hyman
| $598M | +$4.34M | +0.7% | 1.15% | 36.8% | 158 | 10.76% | 1.1 |
|
| 1620 |
1620
BOK Financial Private Wealth
Denver,
Colorado
| $596M | -$4.82M | -0.8% | 1.48% | 61.8% | 77 | 1.3% | 1.1 |
|
| 1621 |
RCM
1621
Regiment Capital Management
Boston,
Massachusetts
| $596M | +$157M | +36% | 26.4% | – | 21 | 9.52% | 0.7 |
|
| 1622 |
1622
Biglari Capital Corp
San Antonio,
Texas
| $595M | +$14.5M | +3% | 0.65% | 72.7% | 5 | 0% | 1 |
|
| 1623 |
1623
First Hawaiian Bank
Honolulu,
Hawaii
| $595M | -$3M | -0.5% | 2.52% | 72.7% | 130 | 9.23% | 1.1 |
|
| 1624 |
1624
Decatur Capital Management
Decatur,
Georgia
| $595M | +$65M | +12% | 0.13% | 135% | 109 | 33.94% | 0.5 |
|
| 1625 |
EC
1625
EMS Capital
New York
| $595M | +$88.1M | +17% | 2.84% | 228% | 45 | 62.22% | 0.4 |
|