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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 |
VIM
1776
Veritas Investment Management
London,
United Kingdom
| $518M | +$6.74M | +1% | 0.23% | 69% | 77 | 5.19% | 1.4 |
|
| 1777 |
TI
1777
TRG Investments
Richmond,
Virginia
| $518M | -$83.2M | -14% | 12.8% | 70.5% | 2 | 0% | 0.5 |
|
| 1778 |
FFBTD
1778
First Financial Bank - Trust Division
Hamilton,
Ohio
| $518M | +$13.4M | +3% | 3.25% | 68.6% | 186 | 4.84% | 2.5 |
|
| 1779 |
JCM
1779
JS Capital Management
New York
| $518M | -$39.1M | -7% | 3.55% | 52.4% | 32 | 40.63% | 0.9 |
|
| 1780 |
BC
1780
Broadwood Capital
New York
| $517M | +$34.7M | +7% | 6.53% | 110% | 9 | 0% | 1.8 |
|
| 1781 |
CAM
1781
Carret Asset Management
New York
| $517M | +$46.2M | +10% | 3.65% | 94.4% | 254 | 9.45% | 2.5 |
|
| 1782 |
KBG
1782
Kahn Brothers Group
New York
| $517M | -$17.3M | -3% | 1.35% | 53.4% | 38 | 5.26% | 2.7 |
|
| 1783 |
DBT
1783
Dubuque Bank & Trust
Dubuque,
Iowa
| $517M | -$1.58M | -0.3% | 2.61% | 24% | 695 | 31.37% | 1.8 |
|
| 1784 |
LM
1784
Litespeed Management
New York
| $516M | +$3.82M | +0.7% | 5.5% | 73.7% | 26 | 57.69% | 0.7 |
|
| 1785 |
MVUM
1785
Matrix VIII US Management
Cambridge,
Massachusetts
| $516M | +$448M | +659% | 27.2% | – | 2 | 50% | 0.8 |
|
| 1786 |
WCM
1786
Windward Capital Management
Los Angeles,
California
| $516M | +$2.65M | +0.5% | 1.15% | 78.5% | 94 | 5.32% | 2 |
|
| 1787 |
CIS
1787
Connors Investor Services
Wyomissing,
Pennsylvania
| $516M | +$12.2M | +2% | 3.18% | 125% | 194 | 25.26% | 2.1 |
|
| 1788 |
1788
Giverny Capital
Montreal,
Quebec, Canada
| $515M | +$6.69M | +1% | 1.37% | 69.2% | 24 | 4.17% | 1.1 |
|
| 1789 |
ACB
1789
Aristotle Capital Boston
Boston,
Massachusetts
| $515M | +$15.8M | +3% | 4.74% | 72.2% | 127 | 22.83% | 1.4 |
|
| 1790 |
OWD
1790
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $515M | +$15.8M | +3% | 3.14% | 23.7% | 235 | 9.79% | 2.4 |
|
| 1791 |
CC
1791
ClearArc Capital
Cincinnati,
Ohio
| $515M | +$42.1M | +9% | 3.67% | 63.4% | 449 | 8.69% | 2.4 |
|
| 1792 |
1792
Harvard Management Company
Boston,
Massachusetts
| $514M | -$842M | -62% | 1.34% | 123% | 125 | 47.2% | 1.9 |
|
| 1793 |
MAA
1793
Matrix Asset Advisors
White Plains,
New York
| $514M | +$6.8M | +1% | 2.08% | 84.9% | 82 | 10.98% | 2.3 |
|
| 1794 |
1794
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $513M | +$30.1M | +6% | 3.57% | 19.7% | 1,188 | 14.98% | 2 |
|
| 1795 |
BCA
1795
Bernzott Capital Advisors
Camarillo,
California
| $512M | -$14.3M | -3% | 4.66% | 46.6% | 54 | 14.81% | 1.9 |
|
| 1796 |
ACM
1796
Archer Capital Management
New York
| $512M | +$18.2M | +4% | 5.07% | 72.3% | 35 | 25.71% | 1.4 |
|
| 1797 |
DIA
1797
Dean Investment Associates
Beavercreek,
Ohio
| $511M | +$20.7M | +4% | 0.98% | 63.5% | 236 | 28.81% | 1.5 |
|
| 1798 |
FMLI
1798
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $511M | +$52.1M | +11% | 4.46% | 103% | 300 | 4.33% | 2.6 |
|
| 1799 |
EA
1799
Ecofin Advisors
London,
United Kingdom
| $510M | -$90.7M | -15% | 6.82% | 77% | 45 | 28.89% | 1.1 |
|
| 1800 |
SPC
1800
Stewart & Patten Company
Lafayette,
California
| $510M | +$11.2M | +2% | 3.39% | 27.5% | 93 | 5.38% | 2.6 |
|