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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Clayton Dubilier & Rice
New York
| $670M | -$52.8M | -7% | 48.3% | 176% | 8 | 12.5% | 2.7 |
|
| 1652 |
CCP
1652
Cyrus Capital Partners
New York
| $670M | -$239M | -26% | 13.3% | 163% | 24 | 45.83% | 1.9 |
|
| 1653 |
1653
Rheos Capital Works
Tokyo,
Japan
| $669M | -$26.3M | -4% | 16.1% | 220% | 14 | 21.43% | 0.5 |
|
| 1654 |
1654
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $669M | -$172M | -20% | 13.3% | 165% | 708 | 12.15% | 4 |
|
| 1655 |
1655
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $669M | -$78.8M | -11% | 9.6% | 94.2% | 111 | 10.81% | 4.3 |
|
| 1656 |
1656
Hollencrest Capital Management
Newport Beach,
California
| $669M | -$885M | -57% | 12.2% | 85.6% | 366 | 15.57% | 3.3 |
|
| 1657 |
1657
Osborne Partners Capital Management
San Francisco,
California
| $669M | -$114M | -15% | 11.7% | 60.8% | 192 | 10.94% | 4.3 |
|
| 1658 |
1658
Jordan Park Group
San Francisco,
California
| $668M | +$63.1M | +10% | 7.46% | 43.2% | 32 | 40.63% | 0.6 |
|
| 1659 |
1659
Appleton Partners
Boston,
Massachusetts
| $668M | -$83.2M | -11% | 11.9% | 101% | 273 | 10.99% | 3 |
|
| 1660 |
1660
Community Trust & Investment
Versailles,
Kentucky
| $668M | -$204M | -23% | 13.3% | 123% | 67 | 32.84% | 3 |
|
| 1661 |
1661
Alpha Cubed Investments
Irvine,
California
| $667M | -$191M | -22% | 10.3% | 126% | 329 | 34.65% | 2.4 |
|
| 1662 |
1662
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $667M | -$85.5M | -11% | 9.02% | 79.2% | 34 | 0% | 1.4 |
|
| 1663 |
1663
Rehmann Capital Advisory Group
Lansing,
Michigan
| $666M | -$58.8M | -8% | 11.4% | 64.6% | 2,274 | 25.77% | 1.1 |
|
| 1664 |
1664
Perpetual Ltd
Sydney, New South Wales,
Australia
| $666M | -$77.9M | -10% | 12.6% | 104% | 183 | 12.02% | 2 |
|
| 1665 |
1665
Bragg Financial Advisors
Charlotte,
North Carolina
| $665M | -$78.9M | -11% | 10.6% | 101% | 262 | 8.02% | 4.2 |
|
| 1666 |
1666
Ossiam
Paris,
France
| $665M | – | – | 8.54% | 155% | 274 | – | 0 |
|
| 1667 |
1667
Merit Financial Group
Alpharetta,
Georgia
| $665M | +$40.3M | +6% | 12.3% | 67.3% | 125 | 20% | 0.8 |
|
| 1668 |
1668
GHP Investment Advisors
Denver,
Colorado
| $664M | -$83.7M | -11% | 13.6% | 81.4% | 313 | 12.78% | 4.1 |
|
| 1669 |
1669
Calamos Wealth Management
Naperville,
Illinois
| $664M | -$138M | -17% | 11.9% | 102% | 243 | 16.87% | 2.2 |
|
| 1670 |
1670
Buckingham Capital Management (New York)
New York
| $664M | -$316M | -32% | 24.3% | 62.5% | 113 | 48.67% | 1.9 |
|
| 1671 |
KCM
1671
Kingdon Capital Management
New York
| $663M | -$771M | -54% | 14.9% | 217% | 122 | 67.21% | 0.7 |
|
| 1672 |
CK
1672
Cohen Klingenstein
New York
| $662M | -$125M | -16% | 14.1% | 99.1% | 169 | 4.73% | 4.8 |
|
| 1673 |
1673
First Midwest Bank Trust Division
Joliet,
Illinois
| $662M | -$82M | -11% | 12.9% | 107% | 431 | 21.58% | 3.4 |
|
| 1674 |
CM
1674
Crestline Management
Fort Worth,
Texas
| $661M | -$419M | -39% | 8.03% | 80.2% | 175 | 68.57% | 0.3 |
|
| 1675 |
1675
Nottingham Advisors
Amherst,
New York
| $660M | +$3M | +0.5% | 9.88% | 44.3% | 101 | 0.99% | 2.8 |
|