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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
Alua Capital Management
New York
| $1.46B | +$178M | +14% | 13.8% | 99.4% | 23 | 47.83% | 1.5 |
|
| 1727 |
1727
Angeles Wealth Management
Santa Monica,
California
| $1.46B | +$254M | +21% | 11.4% | 70.4% | 460 | 26.96% | 1.5 |
|
| 1728 |
1728
Trinity Street Asset Management
London,
United Kingdom
| $1.46B | +$469M | +48% | 17.7% | 76.9% | 20 | 20% | 2 |
|
| 1729 |
1729
NBT Bank
Norwich,
New York
| $1.46B | +$72.1M | +5% | 8.3% | 77% | 848 | 6.96% | 3.2 |
|
| 1730 |
1730
Nations Financial Group
Cedar Rapids,
Iowa
| $1.45B | +$145M | +11% | 10.7% | 105% | 704 | 10.65% | 3.4 |
|
| 1731 |
1731
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.45B | +$65.2M | +5% | 6.58% | 113% | 91 | 14.29% | 2.6 |
|
| 1732 |
1732
Sienna Gestion
Paris,
France
| $1.45B | +$217M | +18% | 13.9% | – | 164 | 6.1% | 1 |
|
| 1733 |
1733
Y.D. More Investments
Ramat Gan,
Israel
| $1.45B | +$308M | +27% | 23.1% | 305% | 479 | 8.14% | 1.7 |
|
| 1734 |
1734
Voss Capital
Houston,
Texas
| $1.45B | +$148M | +11% | 3.7% | 78.4% | 67 | 35.82% | 1.1 |
|
| 1735 |
1735
True Link Financial Advisors
San Francisco,
California
| $1.45B | +$109M | +8% | 4.52% | 26.8% | 105 | 27.62% | 1.4 |
|
| 1736 |
1736
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.45B | +$53.4M | +4% | 14.6% | 115% | 495 | 1.41% | 6.7 |
|
| 1737 |
1737
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.45B | +$97.5M | +7% | 7.79% | 58.6% | 298 | 13.09% | 5.6 |
|
| 1738 |
1738
SG Capital Management
Chicago,
Illinois
| $1.45B | +$360M | +33% | 16.8% | 250% | 98 | 68.37% | 0.3 |
|
| 1739 |
1739
Symmetry Investments
St Helier,
Jersey
| $1.45B | +$4.62M | +0.3% | 24.2% | 148% | 199 | 68.34% | 0.6 |
|
| 1740 |
PIMG
1740
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.44B | +$113M | +9% | 7.38% | 52.9% | 250 | 12% | 4.4 |
|
| 1741 |
1741
Cumberland Partners
Toronto,
Ontario, Canada
| $1.44B | +$145M | +11% | 15.3% | 101% | 203 | 33.99% | 2.5 |
|
| 1742 |
1742
Browning West
Los Angeles,
California
| $1.44B | +$247M | +21% | 13.5% | 96.8% | 4 | 25% | 2.4 |
|
| 1743 |
1743
Howard Capital Management Group
Los Angeles,
California
| $1.44B | +$155M | +12% | 12.9% | 114% | 143 | 6.99% | 2.9 |
|
| 1744 |
1744
Dundas Partners
Edinburgh,
United Kingdom
| $1.44B | +$80.4M | +6% | 10.7% | 87.6% | 52 | 9.62% | 4 |
|
| 1745 |
1745
NAYA Capital Management (UK)
London,
United Kingdom
| $1.44B | +$331M | +30% | 20.6% | 121% | 6 | 50% | 0.7 |
|
| 1746 |
1746
Harvard Management Company
Boston,
Massachusetts
| $1.44B | +$307M | +27% | 27.6% | 123% | 17 | 35.29% | 2.4 |
|
| 1747 |
1747
J. Safra Asset Management
New York
| $1.44B | +$206M | +17% | 12.2% | 84.3% | 403 | 23.33% | 1.1 |
|
| 1748 |
1748
Norris Perne & French
Grand Rapids,
Michigan
| $1.44B | +$105M | +8% | 9.05% | 91.1% | 155 | 9.03% | 5.2 |
|
| 1749 |
1749
North Star Investment Management
Chicago,
Illinois
| $1.43B | +$61.6M | +4% | 8% | 80.6% | 1,255 | 7.65% | 5.3 |
|
| 1750 |
1750
Ranger Investment Management
Dallas,
Texas
| $1.43B | +$32.7M | +2% | 9.5% | 111% | 80 | 16.25% | 3.2 |
|