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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Wilmington Trust Investment Management
Wilmington,
Delaware
| $504M | +$25.7M | +5% | 9.88% | – | 424 | 10.14% | 0.5 |
|
| 1702 |
NC
1702
Nevsky Capital
London,
United Kingdom
| $504M | -$1.43M | -0.3% | 8.46% | – | 10 | 20% | 0.4 |
|
| 1703 |
1703
Basso Capital Management
Stamford,
Connecticut
| $504M | -$69.5M | -12% | 0.44% | 89% | 108 | 37.04% | 0.3 |
|
| 1704 |
CK
1704
Cohen Klingenstein
New York
| $503M | +$45.1M | +10% | 10.6% | 99.1% | 157 | 0.64% | 0.5 |
|
| 1705 |
1705
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $502M | +$49.9M | +11% | 8.97% | 160% | 134 | 8.21% | 0.5 |
|
| 1706 |
1706
Pillar Pacific Capital Management
Pacifica,
California
| $502M | +$49.2M | +11% | 10.6% | 85% | 312 | 8.33% | 0.5 |
|
| 1707 |
1707
Kanaly Trust
Houston,
Texas
| $502M | +$153M | +44% | 9.32% | 11.6% | 559 | 83.18% | 0.1 |
|
| 1708 |
1708
Jag Capital Management
St Louis,
Missouri
| $501M | +$49.6M | +11% | 12.5% | 230% | 87 | 19.54% | 0.4 |
|
| 1709 |
1709
Ashmore Group
London,
United Kingdom
| $500M | -$278M | -36% | 10.9% | 103% | 76 | 22.37% | 0.4 |
|
| 1710 |
LT
1710
LJ Trust
Reno,
Nevada
| $499M | – | – | 7.79% | 19.3% | 11 | – | 0 |
|
| 1711 |
1711
Berkshire Partners
Boston,
Massachusetts
| $499M | +$69.1M | +16% | 16.1% | 79% | 1 | 0% | 0.5 |
|
| 1712 |
1712
Stewart & Patten Company
Lafayette,
California
| $498M | +$35.4M | +8% | 9.7% | 27.5% | 105 | 9.52% | 0.5 |
|
| 1713 |
1713
Lingohr Asset Management
Duesseldorf,
Germany
| $498M | -$95.3M | -16% | 9.77% | 141% | 139 | 33.09% | 0.4 |
|
| 1714 |
1714
Clermont Group
Grand Cayman,
Cayman Islands
| $498M | -$108M | -18% | 27.8% | – | 1 | 0% | 0.5 |
|
| 1715 |
SAM
1715
Sandell Asset Management
New York
| $497M | -$78.9M | -14% | 6.36% | 322% | 46 | 63.04% | 0.2 |
|
| 1716 |
1716
Broadwood Capital
New York
| $497M | +$28.7M | +6% | 11.1% | 110% | 7 | 0% | 0.5 |
|
| 1717 |
1717
Nexus Investment Management
Toronto,
Ontario, Canada
| $497M | +$27.4M | +6% | 8.37% | 93.5% | 71 | 4.23% | 0.5 |
|
| 1718 |
1718
Yorktown Management & Research Company
Forest,
Virginia
| $497M | +$29.8M | +6% | 5.57% | 211% | 453 | 27.59% | 0.4 |
|
| 1719 |
1719
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $497M | -$1.55M | -0.3% | 5.38% | 103% | 323 | 6.81% | 0.5 |
|
| 1720 |
1720
Citizens Business Bank
Ontario,
California
| $496M | +$30M | +6% | 9.02% | 108% | 292 | 10.96% | 0.4 |
|
| 1721 |
1721
Compass Capital Management
Minneapolis,
Minnesota
| $496M | +$51.6M | +12% | 9.61% | 50.8% | 59 | 6.78% | 0.4 |
|
| 1722 |
1722
ACR Alpine Capital Research
St. Louis,
Missouri
| $496M | +$65.9M | +15% | 10.4% | 58.1% | 22 | 18.18% | 0.5 |
|
| 1723 |
1723
Global Endowment Management
Charlotte,
North Carolina
| $495M | +$96.5M | +24% | 4.26% | 46.1% | 252 | 40.87% | 0.3 |
|
| 1724 |
1724
Franklin Street Advisors
Chapel Hill,
North Carolina
| $495M | +$49.2M | +11% | 10.2% | 130% | 250 | 12% | 0.5 |
|
| 1725 |
1725
Richard Bernstein Advisors
New York
| $495M | +$156M | +46% | 10% | 33.9% | 265 | 15.47% | 0.4 |
|