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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Sigma Investment Counselors
Northville,
Michigan
| $495M | +$30.4M | +7% | 0.76% | 54.9% | 114 | 9.65% | 0.7 |
|
| 1727 |
1727
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $494M | +$51.3M | +12% | 1.27% | – | 193 | 9.33% | 0.7 |
|
| 1728 |
1728
Sand Hill Global Advisors
Palo Alto,
California
| $494M | +$23.4M | +5% | 0.9% | 58.6% | 79 | 6.33% | 0.7 |
|
| 1729 |
MG
1729
MDE Group
Morristown,
New Jersey
| $494M | -$97.7M | -17% | 0.87% | – | 80 | 16.25% | 0.6 |
|
| 1730 |
1730
RK Capital Management (Colorado)
Denver,
Colorado
| $493M | +$85.8M | +21% | 3.74% | 89% | 63 | 36.51% | 0.3 |
|
| 1731 |
1731
Tyrus Capital S.A.M.
Monaco
| $493M | +$231M | +88% | 5.06% | – | 25 | 88% | 0.1 |
|
| 1732 |
1732
Pillar Pacific Capital Management
Pacifica,
California
| $493M | -$9.06M | -2% | 2.2% | 85% | 311 | 8.68% | 0.7 |
|
| 1733 |
CCC
1733
Chelsea Counsel Company
Los Angeles,
California
| $492M | +$69.8M | +17% | 2.14% | 106% | 132 | 18.94% | 0.6 |
|
| 1734 |
1734
Dudley & Shanley
Palm Beach,
Florida
| $492M | -$23.1M | -4% | 2.06% | 67.9% | 33 | 21.21% | 0.7 |
|
| 1735 |
1735
Margaret A Cargill Foundation
Eden Prairie,
Minnesota
| $492M | +$26.9M | +6% | 5.78% | 42.6% | 1 | 0% | 0.3 |
|
| 1736 |
1736
Crestview Partners II
New York
| $492M | -$516M | -51% | 7.41% | 157% | 3 | 33.33% | 0.8 |
|
| 1737 |
1737
Tygh Capital Management
Portland,
Oregon
| $491M | +$13.9M | +3% | 6.52% | 251% | 142 | 39.44% | 0.4 |
|
| 1738 |
NAM
1738
Nexus Asset Management
New York
| $491M | -$57.8M | -11% | 12.4% | – | 62 | 64.52% | 0.1 |
|
| 1739 |
1739
Stewart & Patten Company
Lafayette,
California
| $491M | -$7.28M | -1% | 1.16% | 27.5% | 104 | 7.69% | 0.7 |
|
| 1740 |
1740
Lingohr Asset Management
Duesseldorf,
Germany
| $489M | -$8.55M | -2% | 3.07% | 141% | 122 | 13.11% | 0.6 |
|
| 1741 |
1741
Acropolis Investment Management
St. Louis,
Missouri
| $489M | +$26.7M | +6% | 1.7% | 51% | 135 | 13.33% | 0.6 |
|
| 1742 |
1742
Cortland Associates
St Louis,
Missouri
| $489M | -$3.27M | -0.7% | 1.22% | 57.1% | 40 | 10% | 0.7 |
|
| 1743 |
1743
Jag Capital Management
St Louis,
Missouri
| $489M | -$12.3M | -2% | 3.81% | 230% | 85 | 20% | 0.6 |
|
| 1744 |
1744
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $487M | -$3.73M | -0.8% | 2.32% | 127% | 436 | 11.01% | 0.7 |
|
| 1745 |
EIM
1745
Emerson Investment Management
Boston,
Massachusetts
| $486M | +$11.2M | +2% | 0.65% | 26.1% | 148 | 10.81% | 0.7 |
|
| 1746 |
1746
Beacon Financial Group
Dallas,
Texas
| $486M | -$33.4M | -6% | 2.05% | 66.6% | 201 | 28.86% | 0.4 |
|
| 1747 |
1747
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $486M | -$86.6M | -15% | 2.07% | 77.5% | 175 | 8.57% | 0.7 |
|
| 1748 |
1748
Chemung Canal Trust
Elmira,
New York
| $486M | +$2.12M | +0.4% | 0.97% | 80.9% | 145 | 6.21% | 0.7 |
|
| 1749 |
1749
Courier Capital
Buffalo,
New York
| $485M | +$15.9M | +3% | 1.18% | 70.8% | 302 | 15.23% | 0.6 |
|
| 1750 |
1750
IFC Holdings
Tampa,
Florida
| $485M | +$11M | +2% | 2.27% | 25.1% | 358 | 15.64% | 0.6 |
|