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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.37B | -$63.6M | -4% | 5.61% | 74.2% | 40 | 12.5% | 6.2 |
|
| 1752 |
1752
Resonant Capital Advisors
Madison,
Wisconsin
| $1.37B | +$9.7M | +0.7% | 0.31% | 56.5% | 369 | 11.11% | 2.7 |
|
| 1753 |
1753
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.37B | -$11.9M | -0.9% | 3.01% | 86.3% | 1,167 | 72.24% | 1 |
|
| 1754 |
1754
Sage Mountain Advisors
Atlanta,
Georgia
| $1.37B | +$195M | +17% | 1.69% | 62.5% | 526 | 17.87% | 1.8 |
|
| 1755 |
1755
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.37B | +$498M | +57% | 2.67% | 54.4% | 117 | 43.59% | 0.9 |
|
| 1756 |
1756
Simmons Bank
Pine Bluff,
Arkansas
| $1.37B | -$13.5M | -1% | 0.85% | 92.9% | 345 | 6.96% | 6 |
|
| 1757 |
1757
Callan Capital
La Jolla,
California
| $1.37B | -$64.3M | -4% | 0.67% | 20.1% | 377 | 15.38% | 2.4 |
|
| 1758 |
1758
Nations Financial Group
Cedar Rapids,
Iowa
| $1.37B | -$11.3M | -0.8% | 6.18% | 105% | 719 | 13.91% | 3.1 |
|
| 1759 |
IFLIT
1759
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.37B | -$77.2M | -5% | 7.68% | 45.7% | 22 | 4.55% | 5.9 |
|
| 1760 |
1760
Commodore Capital
New York
| $1.36B | -$236M | -15% | 43.1% | 2,121% | 40 | 32.5% | 1.4 |
|
| 1761 |
1761
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.36B | -$14.6M | -1% | 2.96% | 162% | 257 | 7.78% | 4.9 |
|
| 1762 |
1762
Plato Investment Management
Sydney, NSW,
Australia
| $1.36B | +$128M | +10% | 5.06% | – | 609 | 14.12% | 0.8 |
|
| 1763 |
PGP
1763
Prescott General Partners
Boca Raton,
Florida
| $1.36B | -$141M | -9% | 2.05% | 76.8% | 10 | 20% | 5.8 |
|
| 1764 |
1764
Maple Capital Management
Montpelier,
Vermont
| $1.36B | +$47M | +4% | 3.05% | 100% | 120 | 11.67% | 5.7 |
|
| 1765 |
KNB
1765
Khazanah Nasional Berhad
Kuala Lumpur,
| $1.36B | +$93.4M | +7% | 0.4% | 73.6% | 23 | 43.48% | 1 |
|
| 1766 |
1766
Smith Group Asset Management
Dallas,
Texas
| $1.36B | +$151M | +13% | 9.99% | 222% | 210 | 46.19% | 1.9 |
|
| 1767 |
1767
Lombard Odier Asset Management (USA)
New York
| $1.36B | -$144M | -10% | 0.92% | 96.8% | 381 | 57.74% | 0.7 |
|
| 1768 |
1768
Jordan Park Group
San Francisco,
California
| $1.35B | -$114M | -8% | 5.18% | 43.2% | 77 | 18.18% | 1.7 |
|
| 1769 |
1769
Appleton Partners
Boston,
Massachusetts
| $1.35B | -$6.33M | -0.5% | 3.27% | 110% | 268 | 10.45% | 6.5 |
|
| 1770 |
1770
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.35B | +$23.6M | +2% | 0.03% | 75.3% | 270 | 9.26% | 5.6 |
|
| 1771 |
1771
Greenvale Capital
London,
United Kingdom
| $1.35B | -$400M | -23% | 3.48% | 101% | 20 | 45% | 1 |
|
| 1772 |
1772
GSA Capital Partners
London,
United Kingdom
| $1.35B | +$25.5M | +2% | 4.94% | 94.7% | 2,121 | 54.03% | 0.5 |
|
| 1773 |
1773
Voleon Capital Management
Berkeley,
California
| $1.35B | – | – | 8.92% | – | 325 | – | 0 |
|
| 1774 |
1774
Blue Whale Capital
London,
United Kingdom
| $1.35B | +$61.5M | +5% | 7.03% | 409% | 22 | 22.73% | 1.4 |
|
| 1775 |
1775
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.35B | +$22.3M | +2% | 0.04% | 58.6% | 312 | 12.5% | 5.4 |
|