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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
Goodnow Investment Group
Darien,
Connecticut
| $841M | +$315M | +60% | 92.7% | 131% | 28 | 17.86% | 2.7 |
|
| 1602 |
1602
Banc Funds Company
Chicago,
Illinois
| $840M | +$101K | +0% | 7.55% | 69% | 213 | 11.74% | 4 |
|
| 1603 |
1603
SpiderRock Advisors
Wilimington,
Delaware
| $839M | +$750M | +840% | – | – | 169 | 0% | 0.9 |
|
| 1604 |
1604
Checchi Capital Advisers
Beverly Hills,
California
| $837M | -$208M | -20% | 16.7% | 68% | 472 | 19.28% | 3.7 |
|
| 1605 |
1605
Holowesko Partners
Nassau,
Bahamas
| $836M | -$77.8M | -9% | 12.7% | 51.1% | 31 | 22.58% | 2.1 |
|
| 1606 |
1606
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $836M | +$132M | +19% | 23.2% | 121% | 109 | 10.09% | 5.9 |
|
| 1607 |
1607
Appleton Partners
Boston,
Massachusetts
| $835M | +$113M | +16% | 21.1% | 101% | 277 | 14.08% | 3.8 |
|
| 1608 |
1608
Teachers Insurance & Annuity Association of America
New York
| $833M | +$111M | +15% | 13.7% | – | 165 | 7.88% | 4.1 |
|
| 1609 |
1609
Wellesley Asset Management
Portsmouth,
New Hampshire
| $832M | -$17.3M | -2% | 1.31% | 0% | 40 | 0% | 1.4 |
|
| 1610 |
1610
Bloom Tree Partners
New York
| $832M | +$130M | +19% | 27% | 20.4% | 36 | 66.67% | 0.7 |
|
| 1611 |
1611
Rothschild Investment LLC
Chicago,
Illinois
| $831M | +$65.1M | +8% | 19.3% | 99.4% | 465 | 14.41% | 3.7 |
|
| 1612 |
1612
Community Trust & Investment
Versailles,
Kentucky
| $831M | +$122M | +17% | 18.3% | 123% | 66 | 12.12% | 3.1 |
|
| 1613 |
1613
P. Schoenfeld Asset Management (PSAM)
New York
| $826M | -$104M | -11% | 145% | 367% | 93 | 65.59% | 0.2 |
|
| 1614 |
SGCIA
1614
Smith Graham & Co Investment Advisors
Houston,
Texas
| $825M | +$184M | +29% | 30.9% | 56.9% | 135 | 3.7% | 5.2 |
|
| 1615 |
CIA
1615
CSat Investment Advisory
Detroit,
Michigan
| $825M | +$354M | +75% | 22.7% | 87.4% | 1,199 | 18.85% | 1.4 |
|
| 1616 |
1616
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $823M | +$153M | +23% | 18.4% | 68% | 172 | 16.28% | 2.1 |
|
| 1617 |
1617
Valley Forge Capital Management
Miami,
Florida
| $823M | +$351M | +74% | 30.1% | 49% | 10 | 10% | 2.7 |
|
| 1618 |
1618
Vigilant Capital Management
Portland,
Maine
| $822M | +$137M | +20% | 21.5% | 48.8% | 363 | 25.9% | 3.2 |
|
| 1619 |
1619
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $822M | +$98.2M | +14% | 16.6% | 64.4% | 103 | 14.56% | 4.6 |
|
| 1620 |
1620
Norris Perne & French
Grand Rapids,
Michigan
| $822M | +$155M | +23% | 20.2% | 91.1% | 141 | 21.99% | 3.6 |
|
| 1621 |
1621
Wealthcare Capital Management
Richmond,
Virginia
| $822M | +$78.7M | +11% | 12.2% | 46.2% | 279 | 81.36% | 5 |
|
| 1622 |
1622
Amica Mutual Insurance
Providence,
Rhode Island
| $822M | +$98.5M | +14% | 21.9% | 80.4% | 222 | 15.77% | 3.3 |
|
| 1623 |
1623
CCMP Capital
New York
| $820M | +$145M | +21% | 21.5% | 12.3% | 1 | 0% | 2.8 |
|
| 1624 |
1624
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $820M | +$315M | +62% | 73.1% | 380% | 2 | 0% | 3.4 |
|
| 1625 |
1625
Corient Capital Partners
Newport Beach,
California
| $820M | +$186M | +29% | 21.5% | 39.2% | 526 | 29.28% | 1.7 |
|