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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 |
DTL
2101
Dynamic Technology Lab
Singapore
| $371M | +$39.3M | +12% | 0.73% | 30.8% | 1,409 | 77.36% | 0.1 |
|
| 2102 |
2102
Oceanic Investment Management
Douglas,
Isle Of Man
| $371M | -$176M | -32% | 5.05% | – | 39 | 61.54% | 0.6 |
|
| 2103 |
2103
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $370M | -$8.45M | -2% | 3.21% | 87.2% | 207 | 43% | 2.1 |
|
| 2104 |
2104
YHB Investment Advisors
West Hartford,
Connecticut
| $370M | -$70.7M | -16% | 1.52% | 96.2% | 166 | 13.25% | 2.2 |
|
| 2105 |
2105
Laffer Tengler Investments
Nashville,
Tennessee
| $370M | -$429K | -0.1% | 1.66% | 96.5% | 214 | 100% | 0.2 |
|
| 2106 |
2106
Private Trust Company
Cleveland,
Ohio
| $369M | +$18.1M | +5% | 2.23% | 87.7% | 334 | 16.47% | 1.9 |
|
| 2107 |
2107
Regal Investment Advisors
Kentwood,
Michigan
| $369M | -$16.4M | -4% | 2.27% | 64.7% | 295 | 30.17% | 2 |
|
| 2108 |
2108
Turner Investments
Berwyn,
Pennsylvania
| $369M | -$114M | -24% | 0.63% | 6.36% | 302 | 60.6% | 0.6 |
|
| 2109 |
2109
Ativo Capital Management
Chicago,
Illinois
| $369M | -$30.6M | -8% | 1.26% | 63.8% | 212 | 16.51% | 1.4 |
|
| 2110 |
2110
Tenor Capital Management
New York
| $368M | -$75.3M | -17% | 0.27% | 4.73% | 49 | 12.24% | 0.7 |
|
| 2111 |
2111
American Assets Investment Management
San Diego,
California
| $368M | +$6.39M | +2% | 0.75% | 507% | 131 | 14.5% | 1.9 |
|
| 2112 |
2112
Greylock XIII
Menlo Park,
California
| $368M | -$54.6M | -13% | 12.1% | – | 3 | 66.67% | 0.1 |
|
| 2113 |
2113
Chubb Ltd
Zurich,
Switzerland
| $367M | – | – | 7.02% | 64.2% | 36 | – | 0 |
|
| 2114 |
2114
First Business Financial Services
Madison,
Wisconsin
| $367M | +$32.6M | +10% | 0.55% | 74% | 80 | 41.25% | 1.1 |
|
| 2115 |
KLC
2115
Knowledge Leaders Capital
Denver,
Colorado
| $366M | +$76.3M | +26% | 4.2% | 51.6% | 39 | 38.46% | 0.8 |
|
| 2116 |
2116
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $366M | +$8.79M | +2% | 1.42% | 26.3% | 167 | 11.98% | 2.3 |
|
| 2117 |
2117
Advisory Services Network
Atlanta,
Georgia
| $366M | +$55.2M | +18% | 2.34% | 105% | 1,899 | 23.06% | 0.9 |
|
| 2118 |
2118
Callahan Advisors
Houston,
Texas
| $365M | +$14.2M | +4% | 3.23% | 87.7% | 123 | 13.01% | 2.2 |
|
| 2119 |
2119
Barton Investment Management
West Conshohocken,
Pennsylvania
| $365M | +$59.7M | +20% | 4.86% | 80.3% | 107 | 55.14% | 2 |
|
| 2120 |
2120
First Nebraska Trust
Lincoln,
Nebraska
| $364M | +$32.2M | +10% | 6.67% | 67.9% | 110 | 7.27% | 2.1 |
|
| 2121 |
ECM
2121
EII Capital Management
New York
| $364M | -$32.5M | -8% | 2.28% | 46.9% | 132 | 16.67% | 1.9 |
|
| 2122 |
AP
2122
Archon Partners
Princeton Junction,
New Jersey
| $363M | -$7.06M | -2% | 1.04% | 86% | 59 | 18.64% | 1.8 |
|
| 2123 |
2123
Mariner Investment Group
Harrison,
New York
| $363M | -$87.5M | -19% | 3.27% | – | 242 | 45.45% | 0.9 |
|
| 2124 |
2124
FrontFour Capital Group
Greenwich,
Connecticut
| $362M | -$132M | -27% | 1.56% | 8.55% | 47 | 59.57% | 0.8 |
|
| 2125 |
2125
Accident Compensation Corp
Wellington,
New Zealand
| $361M | +$39.2M | +12% | 6.56% | 24.6% | 141 | 27.66% | 0.2 |
|