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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
IR
1901
IAT Reinsurance
New York
| $633M | +$44M | +7% | 11.2% | 60.2% | 137 | 19.71% | 2.4 |
|
| 1902 |
1902
HITE Hedge Asset Management
Braintree,
Massachusetts
| $633M | +$1.28M | +0.2% | 4.73% | 54.4% | 88 | 40.91% | 1 |
|
| 1903 |
1903
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $633M | +$16.5M | +3% | 2.9% | 68% | 108 | 12.04% | 3.5 |
|
| 1904 |
AAM
1904
Autus Asset Management
Scottsdale,
Arizona
| $632M | +$26.1M | +4% | 3.46% | 26.3% | 160 | 11.25% | 4 |
|
| 1905 |
1905
Cortland Associates
St Louis,
Missouri
| $632M | +$13.5M | +2% | 3.25% | 57.1% | 57 | 5.26% | 3.5 |
|
| 1906 |
1906
Quadrant Capital Group
Cincinnati,
Ohio
| $632M | +$62.9M | +11% | 3.02% | 118% | 2,521 | 10.87% | 2.7 |
|
| 1907 |
1907
SG Capital Management
Chicago,
Illinois
| $632M | +$83.9M | +15% | 8.23% | 250% | 71 | 67.61% | 0.3 |
|
| 1908 |
1908
Dividend Assets Capital
Ridgeland,
South Carolina
| $632M | +$12.6M | +2% | 2.11% | 67.4% | 186 | 15.05% | 3.2 |
|
| 1909 |
1909
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $631M | +$44.9M | +8% | 2.55% | 65.6% | 1,397 | 11.24% | 1.4 |
|
| 1910 |
AA
1910
Ancient Art
Austin,
Texas
| $631M | +$81.4M | +15% | 6.24% | 168% | 17 | 17.65% | 2 |
|
| 1911 |
1911
CX Institutional
Auburn,
Indiana
| $630M | +$63M | +11% | 2.59% | 62.9% | 1,003 | 28.61% | 0.4 |
|
| 1912 |
MP
1912
MFN Partners
Boston,
Massachusetts
| $630M | +$10M | +2% | 4.7% | 172% | 18 | 22.22% | 0.4 |
|
| 1913 |
1913
YHB Investment Advisors
West Hartford,
Connecticut
| $630M | -$8.8M | -1% | 5% | 96.2% | 201 | 10.95% | 4 |
|
| 1914 |
1914
Carret Asset Management
New York
| $629M | +$16.4M | +3% | 4.13% | 94.4% | 276 | 5.07% | 4.3 |
|
| 1915 |
SRFM
1915
Shannon River Fund Management
New York
| $629M | +$56.3M | +10% | 11.7% | 554% | 38 | 39.47% | 0.9 |
|
| 1916 |
1916
First Merchants Corp
Muncie,
Indiana
| $628M | +$9.14M | +1% | 2.9% | 55.6% | 207 | 6.28% | 3.7 |
|
| 1917 |
NAM
1917
North American Management
Boston,
Massachusetts
| $628M | +$28.2M | +5% | 5.54% | 61.7% | 130 | 10% | 3.7 |
|
| 1918 |
1918
Perpetual Ltd
Sydney, New South Wales,
Australia
| $628M | -$63.2M | -9% | 0.84% | 104% | 179 | 18.44% | 2.2 |
|
| 1919 |
PS
1919
Presima Securities
Montreal,
Quebec, Canada
| $628M | -$98.5M | -14% | 0.3% | 10.3% | 38 | 23.68% | 2.4 |
|
| 1920 |
TAM
1920
THB Asset Management
Norwalk,
Connecticut
| $628M | -$60.3M | -9% | 2.4% | 104% | 172 | 9.3% | 2.5 |
|
| 1921 |
1921
Stephens Group Asset Management
Little Rock,
Arkansas
| $627M | +$7.09M | +1% | 2.8% | 51.4% | 15 | 6.67% | 1.4 |
|
| 1922 |
1922
American Assets Investment Management
San Diego,
California
| $627M | +$10.4M | +2% | 2.05% | 507% | 182 | 4.4% | 3.3 |
|
| 1923 |
1923
SKBA Capital Management
San Francisco,
California
| $626M | +$3.68M | +0.6% | 2.86% | 53.9% | 76 | 10.53% | 3.2 |
|
| 1924 |
1924
BBR Partners
New York
| $625M | -$145M | -19% | 4.56% | 63.4% | 145 | 26.21% | 1.8 |
|
| 1925 |
CEI
1925
Clark Estates Inc
New York
| $625M | -$20.3M | -3% | 1.51% | 34.5% | 101 | 19.8% | 2 |
|