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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $387M | +$2.46M | +0.6% | 0.68% | 17.2% | 313 | 9.27% | 1.4 |
|
| 2127 |
2127
Windward Capital Management
Los Angeles,
California
| $387M | +$34M | +10% | 4.6% | 78.5% | 77 | 12.99% | 1.3 |
|
| 2128 |
2128
Mitsubishi UFJ Securities (USA)
New York
| $385M | +$164M | +74% | 3.25% | – | 94 | 85.11% | 0 |
|
| 2129 |
2129
MUFG Securities EMEA
London,
United Kingdom
| $385M | +$5.89M | +2% | 3.25% | 114% | 125 | 56.8% | 0.4 |
|
| 2130 |
2130
Partners Group Holding
Baar-Zug,
Switzerland
| $385M | -$52.5M | -12% | 2.21% | 23.3% | 48 | 31.25% | 1.4 |
|
| 2131 |
CC
2131
Cornerstone Capital
Palo Alto,
California
| $384M | +$5.37M | +1% | 3.71% | 91.2% | 73 | 10.96% | 1.6 |
|
| 2132 |
CG
2132
Clinton Group
New York
| $384M | +$62.8M | +20% | 1.38% | 10.2% | 705 | 70.78% | 0.2 |
|
| 2133 |
BL
2133
Bolton LP
Greenwich,
Connecticut
| $383M | +$58M | +18% | 4.2% | – | 173 | 74.57% | 0.3 |
|
| 2134 |
2134
PT Asset Management
Chicago,
Illinois
| $383M | +$13M | +4% | 1.93% | 7.94% | 261 | 34.48% | 0.2 |
|
| 2135 |
2135
Stadium Capital Management
New Canaan,
Connecticut
| $383M | -$16.2M | -4% | 14.5% | 10.9% | 13 | 15.38% | 1.2 |
|
| 2136 |
2136
GHP Investment Advisors
Denver,
Colorado
| $382M | +$18.8M | +5% | 2.78% | 81.4% | 280 | 7.14% | 1.5 |
|
| 2137 |
2137
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $382M | +$47.4M | +14% | 0.82% | 87.2% | 222 | 18.02% | 1.2 |
|
| 2138 |
2138
Park Avenue Securities
New York
| $382M | -$21M | -5% | 1.32% | 71% | 25 | 44% | 0.2 |
|
| 2139 |
2139
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $381M | -$13.5M | -3% | 1.36% | 58.7% | 26 | 7.69% | 1.5 |
|
| 2140 |
2140
Chou Associates Management
Toronto,
Ontario, Canada
| $381M | -$1.1M | -0.3% | 0.49% | 66.4% | 25 | 8% | 1.3 |
|
| 2141 |
2141
William Harris Investors
Chicago,
Illinois
| $381M | -$6.83M | -2% | 5.94% | 3.28% | 94 | 18.09% | 1.3 |
|
| 2142 |
2142
Cypress Funds
Los Angeles,
California
| $381M | +$1.04M | +0.3% | 4.03% | 100% | 16 | 18.75% | 0.8 |
|
| 2143 |
ACP
2143
Andalusian Capital Partners
Greenwich,
Connecticut
| $380M | -$46.8M | -11% | 0.85% | – | 54 | 53.7% | 0.4 |
|
| 2144 |
2144
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $380M | -$6.93M | -2% | 2.86% | 52.1% | 164 | 9.76% | 1.5 |
|
| 2145 |
2145
Tensile Capital Management
Larkspur,
California
| $380M | -$15.1M | -4% | 4.94% | 47.7% | 20 | 20% | 0.9 |
|
| 2146 |
HC
2146
HHG & Company
Darien,
Connecticut
| $380M | -$38.3M | -9% | 0.29% | 22% | 218 | 40.83% | 1.4 |
|
| 2147 |
2147
Adell Harriman & Carpenter
Houston,
Texas
| $380M | +$12.9M | +4% | 1.1% | 176% | 139 | 10.07% | 1.5 |
|
| 2148 |
2148
L & S Advisors
Los Angeles,
California
| $380M | +$60.3M | +19% | 8.3% | 231% | 116 | 62.07% | 0.5 |
|
| 2149 |
2149
Mather Group
Chicago,
Illinois
| $380M | +$32.6M | +9% | 4.22% | 54.1% | 34 | 26.47% | 1 |
|
| 2150 |
TCOTO
2150
Trust Company of the Ozarks
Springfield,
Missouri
| $380M | +$20.2M | +6% | 6.22% | – | 178 | 5.62% | 1.5 |
|