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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 |
JMH
2101
J.M. Hartwell
New York
| $541M | -$8.28M | -2% | 4.57% | 72.2% | 86 | 13.95% | 3.2 |
|
| 2102 |
2102
Hawk Ridge Capital Management
Los Angeles,
California
| $540M | +$65M | +14% | 3.08% | 84.9% | 50 | 34% | 1 |
|
| 2103 |
2103
Adams Street Partners
Chicago,
Illinois
| $539M | +$22.8M | +4% | 4.18% | 399% | 21 | 52.38% | 1.2 |
|
| 2104 |
2104
Jacobs Asset Management
New York
| $539M | +$33.9M | +7% | 5.18% | 114% | 67 | 41.79% | 2.1 |
|
| 2105 |
2105
Klingman & Associates
New York
| $538M | +$25.2M | +5% | 2.28% | 64.9% | 122 | 4.1% | 2.9 |
|
| 2106 |
2106
FAS Wealth Partners
Leawood,
Kansas
| $537M | +$24.7M | +5% | 2.78% | 72.3% | 197 | 6.6% | 3.2 |
|
| 2107 |
2107
BTR Capital Management
Oakland,
California
| $536M | +$16.1M | +3% | 5.03% | 35% | 181 | 18.78% | 3.7 |
|
| 2108 |
2108
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $536M | +$12.7M | +2% | 3.6% | 57.2% | 62 | 8.06% | 3.8 |
|
| 2109 |
2109
Financial Architects (New Jersey)
Marlton,
New Jersey
| $536M | -$51.6M | -9% | 3.59% | 31.3% | 1,596 | 36.4% | 2.3 |
|
| 2110 |
2110
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $536M | -$82.3M | -13% | 0.13% | 125% | 54 | 44.44% | 1.3 |
|
| 2111 |
2111
Beryl Capital Management
Redondo Beach,
California
| $536M | -$8.25M | -2% | 17.6% | 3,932% | 41 | 85.37% | 0.1 |
|
| 2112 |
2112
Adell Harriman & Carpenter
Houston,
Texas
| $535M | +$21.2M | +4% | 4.06% | 176% | 144 | 8.33% | 4.2 |
|
| 2113 |
2113
Jay A. Fishman Ltd
Troy,
Michigan
| $535M | -$1.06M | -0.2% | 4.09% | 105% | 88 | 10.23% | 4.1 |
|
| 2114 |
2114
F3Logic
Burnsville,
Minnesota
| $533M | +$71.8M | +16% | 2.99% | 11.8% | 231 | 19.48% | 0.6 |
|
| 2115 |
2115
Shepherd Financial Partners
Winchester,
Massachusetts
| $532M | +$16.3M | +3% | 3.76% | 78% | 129 | 5.43% | 1.8 |
|
| 2116 |
2116
Decatur Capital Management
Decatur,
Georgia
| $532M | +$14.8M | +3% | 6.21% | 135% | 62 | 17.74% | 1.6 |
|
| 2117 |
2117
IBM Retirement Fund
Armonk,
New York
| $532M | +$23.3M | +5% | 3.94% | 54.4% | 438 | 9.13% | 4.1 |
|
| 2118 |
2118
Granite Investment Advisors
Concord,
New Hampshire
| $532M | +$11.8M | +2% | 3.67% | 55.6% | 169 | 14.2% | 3 |
|
| 2119 |
OIM
2119
Opus Investment Management
Worcester,
Massachusetts
| $531M | +$25.6M | +5% | 2.19% | 52.8% | 94 | 9.57% | 3.7 |
|
| 2120 |
2120
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $531M | +$127M | +31% | 5.93% | 133% | 617 | 64.18% | 0.5 |
|
| 2121 |
2121
SNS Financial Group
Minneapolis,
Minnesota
| $531M | +$75.8M | +17% | 2.31% | 54.2% | 222 | 18.47% | 2.2 |
|
| 2122 |
2122
Crescent Grove Advisors
Lake Forest,
Illinois
| $531M | +$43M | +9% | 6.85% | 64.1% | 166 | 10.84% | 1.4 |
|
| 2123 |
2123
Evermore Global Advisors
Summit,
New Jersey
| $530M | -$105M | -16% | 19.3% | 133% | 29 | 44.83% | 1 |
|
| 2124 |
2124
Vista Equity Partners Management
San Francisco,
California
| $530M | -$54.2M | -9% | 2.43% | 3.45% | 36 | 47.22% | 0.6 |
|
| 2125 |
2125
KG Funds Management
New York
| $530M | +$26.4M | +5% | 9.59% | 45.8% | 8 | 0% | 2 |
|