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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 |
2101
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $391M | -$4.16M | -1% | 0.56% | 86% | 276 | 11.96% | 1.5 |
|
| 2102 |
2102
Highmount Capital
New York
| $391M | -$21.5M | -5% | 2.01% | – | 137 | 10.22% | 1.7 |
|
| 2103 |
2103
Joel Isaacson & Co
New York
| $390M | -$6.4M | -2% | 1.4% | 72.5% | 823 | 20.66% | 1.2 |
|
| 2104 |
2104
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $390M | +$7.73M | +2% | 0.68% | 87.2% | 226 | 8.85% | 1.4 |
|
| 2105 |
2105
AT Bancorp
Dubuque,
Iowa
| $389M | +$28.3M | +8% | 1.96% | 21.8% | 218 | 15.14% | 1.4 |
|
| 2106 |
2106
Emery Howard Portfolio Management
Burlingame,
California
| $389M | +$570K | +0.1% | 1.28% | 66.5% | 31 | 0% | 1.7 |
|
| 2107 |
RP
2107
Ridgegate Proprietary
Sydney,
Australia
| $389M | -$43.8M | -10% | 9.84% | – | 2 | 0% | 0.5 |
|
| 2108 |
2108
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $389M | +$7.68M | +2% | 0.65% | 58.7% | 26 | 7.69% | 1.7 |
|
| 2109 |
RCIM
2109
Russell Clark Investment Management
London,
United Kingdom
| $389M | +$67.1M | +21% | 1.48% | 172% | 34 | 41.18% | 0.8 |
|
| 2110 |
2110
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $388M | +$52.8M | +16% | 12.9% | 34.1% | 10 | 20% | 1.4 |
|
| 2111 |
2111
Essex Financial Services
Essex,
Connecticut
| $388M | -$865K | -0.2% | 0.19% | 87.7% | 352 | 15.06% | 1.5 |
|
| 2112 |
FIMG
2112
Financial & Investment Management Group
Traverse City,
Michigan
| $388M | -$22.2M | -5% | 6.22% | 18.9% | 141 | 18.44% | 1 |
|
| 2113 |
CCM
2113
Cohen Capital Management
Corte Madera,
California
| $388M | -$4.71M | -1% | 0.85% | 91.5% | 136 | 6.62% | 1.8 |
|
| 2114 |
2114
Quantitative Advantage
Minnetonka,
Minnesota
| $388M | -$5.1M | -1% | 0.6% | 45.9% | 48 | 22.92% | 0.7 |
|
| 2115 |
2115
Adell Harriman & Carpenter
Houston,
Texas
| $388M | +$7.73M | +2% | 0.24% | 176% | 149 | 13.42% | 1.5 |
|
| 2116 |
2116
Regis Management Company
Menlo Park,
California
| $388M | +$14.2M | +4% | 0.55% | 5.33% | 60 | 13.33% | 1.5 |
|
| 2117 |
2117
Northstar Investment Advisors
Denver,
Colorado
| $387M | -$4.87M | -1% | 1.49% | 85.8% | 117 | 17.95% | 1.6 |
|
| 2118 |
HCCM
2118
Herring Creek Capital Management
Stamford,
Connecticut
| $387M | -$33.2M | -8% | 1.11% | – | 37 | 48.65% | 0.6 |
|
| 2119 |
AP
2119
Archon Partners
Princeton Junction,
New Jersey
| $387M | -$9.8M | -2% | 0.37% | 86% | 65 | 13.85% | 1.4 |
|
| 2120 |
BC
2120
Bruce & Co
Chicago,
Illinois
| $387M | -$7.61M | -2% | 0.34% | 94.5% | 58 | 6.9% | 1.6 |
|
| 2121 |
2121
Equitec Specialists
Chicago,
Illinois
| $386M | +$32.2M | +9% | 2.21% | 65.4% | 127 | 44.88% | 0.3 |
|
| 2122 |
2122
DT Investment Partners
Chadds Ford,
Pennsylvania
| $386M | +$55.7M | +17% | 1.06% | 58% | 124 | 54.84% | 0.8 |
|
| 2123 |
2123
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $385M | -$23.4M | -6% | 1.16% | 34% | 91 | 5.49% | 1.7 |
|
| 2124 |
AL
2124
Agran Libbie
Santa Monica,
California
| $385M | -$35M | -8% | 2.14% | 27.5% | 138 | 13.77% | 1.8 |
|
| 2125 |
2125
Arcadia Investment Management
Kalamazoo,
Michigan
| $385M | +$27.7M | +8% | 0.21% | 83.5% | 231 | 55.41% | 0.8 |
|