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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Hellman Jordan Management Company
Quincy,
Massachusetts
| $499M | +$26M | +5% | 6.01% | 203% | 59 | 44.07% | 0.4 |
|
| 1777 |
PIM
1777
Partner Investment Management
San Francisco,
California
| $499M | -$42.7M | -8% | 9.26% | 168% | 90 | 50% | 0.4 |
|
| 1778 |
1778
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $499M | +$19.2M | +4% | 3.75% | 121% | 151 | 7.95% | 0.9 |
|
| 1779 |
1779
Ashford Capital Management
Wilmington,
Delaware
| $498M | -$18.4M | -4% | 1.26% | 150% | 146 | 17.12% | 0.8 |
|
| 1780 |
1780
North Star Investment Management
Chicago,
Illinois
| $498M | +$18.9M | +4% | 2.61% | 80.6% | 742 | 15.77% | 0.5 |
|
| 1781 |
1781
North Point Portfolio Managers
Orange Village,
Ohio
| $497M | +$25.4M | +5% | 6.13% | 72.8% | 87 | 10.34% | 0.9 |
|
| 1782 |
1782
Astor Investment Management
Chicago,
Illinois
| $497M | +$179M | +57% | 3.98% | 23.3% | 39 | 20.51% | 0.2 |
|
| 1783 |
1783
Dudley & Shanley
Palm Beach,
Florida
| $497M | +$4.22M | +0.9% | 3.09% | 67.9% | 30 | 16.67% | 0.8 |
|
| 1784 |
1784
Stewart & Patten Company
Lafayette,
California
| $496M | +$5.37M | +1% | 3.78% | 27.5% | 102 | 8.82% | 0.9 |
|
| 1785 |
1785
Starwood Real Estate Securities
Greenwich,
Connecticut
| $496M | -$24.4M | -5% | 5.71% | – | 30 | 56.67% | 0.4 |
|
| 1786 |
1786
Acropolis Investment Management
St. Louis,
Missouri
| $495M | +$6.38M | +1% | 3.63% | 51% | 143 | 9.79% | 0.8 |
|
| 1787 |
JMH
1787
J.M. Hartwell
New York
| $495M | +$12M | +2% | 5.25% | 72.2% | 109 | 22.94% | 0.8 |
|
| 1788 |
1788
Golden Gate Private Equity
San Francisco,
California
| $495M | +$47.3M | +11% | 8.48% | 8.72% | 21 | 23.81% | 0.4 |
|
| 1789 |
NAM
1789
Nichols Asset Management
Sudbury,
Massachusetts
| $495M | +$50.4M | +11% | 2.81% | 43.8% | 144 | 19.44% | 0.8 |
|
| 1790 |
1790
State of Alaska Department of Revenue
Juneau,
Alaska
| $494M | +$30.3M | +7% | 5.75% | 131% | 210 | 3.33% | 0.8 |
|
| 1791 |
1791
Richard C. Young & Co
Newport,
Rhode Island
| $494M | +$23.1M | +5% | 4.12% | 137% | 66 | 9.09% | 0.8 |
|
| 1792 |
1792
Tufton Capital Management
Hunt Valley,
Maryland
| $494M | +$15.1M | +3% | 3.19% | 96.1% | 126 | 6.35% | 0.9 |
|
| 1793 |
LT
1793
LJ Trust
Reno,
Nevada
| $493M | -$4.04M | -0.8% | 0.59% | 19.3% | 11 | 0% | 0.5 |
|
| 1794 |
1794
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $492M | -$864M | -64% | 5.24% | 53.7% | 94 | 12.77% | 0.8 |
|
| 1795 |
1795
Wilmington Trust Investment Management
Wilmington,
Delaware
| $492M | -$3.92M | -0.8% | 5.31% | – | 412 | 17.23% | 0.9 |
|
| 1796 |
1796
Washington Trust Bank
Spokane,
Washington
| $492M | +$18.4M | +4% | 4.56% | 80.5% | 908 | 11.89% | 0.2 |
|
| 1797 |
1797
SeaBridge Investment Advisors
Summit,
New Jersey
| $492M | +$44.1M | +10% | 5.01% | 128% | 251 | 23.11% | 0.7 |
|
| 1798 |
1798
Brookstone Capital Management
Wheaton,
Illinois
| $490M | +$95.7M | +24% | 4.13% | 64.2% | 134 | 27.61% | 0.4 |
|
| 1799 |
TCM
1799
Tamarack Capital Management
Carlsbad,
California
| $490M | +$89.3M | +22% | 1.16% | – | 34 | 44.12% | 0.5 |
|
| 1800 |
1800
Davide Leone & Partners Investment Company
London,
United Kingdom
| $490M | -$57.5M | -11% | 4.64% | 64.1% | 23 | 56.52% | 0.4 |
|