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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
JCM
2101
JS Capital Management
New York
| $395M | +$71.8M | +22% | 6.89% | 52.4% | 76 | 42.11% | 0.6 |
|
| 2102 |
BC
2102
Bruce & Co
Chicago,
Illinois
| $394M | +$32.4M | +9% | 5.41% | 94.5% | 55 | 1.82% | 1.5 |
|
| 2103 |
2103
Chautauqua Capital Management
Boulder,
Colorado
| $394M | +$62M | +19% | 4.58% | – | 25 | 16% | 1.2 |
|
| 2104 |
2104
13D Management
New York
| $393M | +$31M | +9% | 7.66% | 157% | 34 | 20.59% | 0.9 |
|
| 2105 |
2105
Quantitative Advantage
Minnetonka,
Minnesota
| $393M | -$7.26M | -2% | 5.46% | 45.9% | 58 | 53.45% | 0.5 |
|
| 2106 |
2106
Accredited Investors
Edina,
Minnesota
| $393M | +$55M | +16% | 2.44% | 74% | 78 | 10.26% | 1.4 |
|
| 2107 |
CCM
2107
Cohen Capital Management
Corte Madera,
California
| $393M | +$6.85M | +2% | 0.02% | 91.5% | 133 | 5.26% | 1.6 |
|
| 2108 |
2108
Smith Salley Wealth Management
Greensboro,
North Carolina
| $392M | +$7.11M | +2% | 0.52% | 106% | 181 | 16.57% | 1.1 |
|
| 2109 |
2109
Choreo LLC
Rockford,
Illinois
| $392M | +$19.6M | +5% | 2.67% | 74.7% | 159 | 14.47% | 0.9 |
|
| 2110 |
2110
Northstar Investment Advisors
Denver,
Colorado
| $392M | -$7.52M | -2% | 1.06% | 85.8% | 119 | 18.49% | 1.4 |
|
| 2111 |
2111
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $391M | +$46.6M | +14% | 2.16% | – | 182 | 82.42% | 0.3 |
|
| 2112 |
2112
Hilltop Holdings
Dallas,
Texas
| $391M | +$102M | +35% | 3.53% | 96.7% | 351 | 48.15% | 0.8 |
|
| 2113 |
2113
Connable Office Inc
Kalamazoo,
Michigan
| $391M | +$19.9M | +5% | 3.16% | 68.3% | 232 | 18.53% | 1.3 |
|
| 2114 |
2114
Foundation Asset Management
White Plains,
New York
| $391M | -$26.8M | -6% | 9.92% | 126% | 32 | 56.25% | 0.7 |
|
| 2115 |
KCM
2115
KSA Capital Management
Morristown,
New Jersey
| $391M | +$11.4M | +3% | 2.16% | 109% | 80 | 70% | 0.5 |
|
| 2116 |
2116
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $389M | +$1.37M | +0.4% | 1.68% | 271% | 629 | 33.07% | 1 |
|
| 2117 |
SIA
2117
Spruce Investment Advisors
Stamford,
Connecticut
| $389M | +$22.6M | +6% | 2.56% | 23.5% | 36 | 13.89% | 0.8 |
|
| 2118 |
2118
Essex Financial Services
Essex,
Connecticut
| $389M | +$5.02M | +1% | 0.51% | 87.7% | 346 | 13.87% | 1.3 |
|
| 2119 |
2119
Red Mountain Capital Partners
Los Angeles,
California
| $389M | -$21.2M | -5% | 1.97% | 37.4% | 15 | 33.33% | 1.1 |
|
| 2120 |
2120
Comerica Securities
Detroit,
Michigan
| $389M | +$62.5M | +19% | 2.58% | 25.6% | 342 | 30.12% | 0.7 |
|
| 2121 |
MG
2121
MDE Group
Morristown,
New Jersey
| $389M | -$22.6M | -5% | 0.74% | – | 63 | 12.7% | 1.5 |
|
| 2122 |
2122
Destrier Capital Management
New York
| $389M | +$17.8M | +5% | 2.13% | 5.28% | 38 | 60.53% | 0.5 |
|
| 2123 |
2123
Emery Howard Portfolio Management
Burlingame,
California
| $388M | +$42.5M | +12% | 2.9% | 66.5% | 32 | 15.63% | 1.5 |
|
| 2124 |
2124
Strategic Financial Services
Utica,
New York
| $388M | +$20.3M | +6% | 3.09% | 58.7% | 95 | 4.21% | 1.6 |
|
| 2125 |
2125
LGT Capital Partners
Pfaeffikon,
Switzerland
| $388M | -$4.49M | -1% | 0.19% | 67.2% | 82 | 34.15% | 0.5 |
|