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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
Connable Office Inc
Kalamazoo,
Michigan
| $361M | +$13.5M | +4% | 0.81% | 68.3% | 205 | 20% | 1.7 |
|
| 2127 |
2127
Horan Capital Management
Hunt Valley,
Maryland
| $361M | +$92K | +0% | 1.79% | 69.2% | 72 | 27.78% | 1.5 |
|
| 2128 |
2128
JCIC Asset Management
Toronto,
Ontario, Canada
| $361M | -$2.9M | -0.8% | 3.07% | – | 92 | 9.78% | 1.9 |
|
| 2129 |
2129
Phillips Financial Management
Fort Wayne,
Indiana
| $360M | +$29.8M | +9% | 1.93% | 45.6% | 63 | 7.94% | 2.4 |
|
| 2130 |
HC
2130
HHG & Company
Darien,
Connecticut
| $360M | -$10.5M | -3% | 3.85% | 22% | 144 | 13.19% | 1.9 |
|
| 2131 |
2131
Cabot Wealth Management
Salem,
Massachusetts
| $359M | -$32M | -8% | 0.15% | 69.3% | 155 | 22.58% | 1.8 |
|
| 2132 |
2132
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $359M | -$8.12M | -2% | 5.26% | 58.7% | 27 | 7.41% | 2.2 |
|
| 2133 |
2133
SeaTown Holdings
Singapore
| $359M | -$54.9M | -13% | 5.14% | 220% | 34 | 82.35% | 0.2 |
|
| 2134 |
BC
2134
Bruce & Co
Chicago,
Illinois
| $359M | -$10M | -3% | 3.1% | 94.5% | 49 | 4.08% | 2.2 |
|
| 2135 |
2135
BlueSpruce Investments
Chicago,
Illinois
| $358M | +$11.2M | +3% | 1.54% | 59.6% | 21 | 42.86% | 0.9 |
|
| 2136 |
2136
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $358M | -$37.4M | -9% | 8.76% | 106% | 18 | 27.78% | 1.1 |
|
| 2137 |
CBT
2137
Central Bank & Trust
Lexington,
Kentucky
| $358M | +$12.1M | +3% | 0.79% | 118% | 395 | 18.48% | 1.9 |
|
| 2138 |
2138
Independent Portfolio Consultants
Boca Raton,
Florida
| $358M | +$20.7M | +6% | 2.08% | 32.4% | 837 | 21.03% | 1.5 |
|
| 2139 |
2139
SG Capital Management
Chicago,
Illinois
| $357M | -$105M | -23% | 6.4% | 250% | 81 | 64.2% | 0.3 |
|
| 2140 |
JPCCM
2140
J&P (China) Capital Management
Hong Kong,
China
| $357M | -$98.2M | -22% | 5.28% | 84.4% | 16 | 18.75% | 1 |
|
| 2141 |
2141
Madison International Realty Holdings
New York
| $357M | +$94.6M | +36% | 3.61% | – | 7 | 42.86% | 0.5 |
|
| 2142 |
2142
TD Ameritrade Trust
Denver,
Colorado
| $356M | +$10.3M | +3% | 2.07% | 21.7% | 49 | 8.16% | 1.9 |
|
| 2143 |
2143
Novare Capital Management
Charlotte,
North Carolina
| $356M | -$10M | -3% | 1.9% | 76.5% | 129 | 22.48% | 1.9 |
|
| 2144 |
2144
Yale University
New Haven,
Connecticut
| $355M | +$15.1M | +4% | 7% | 33.7% | 8 | 75% | 0.2 |
|
| 2145 |
RCIM
2145
Russell Clark Investment Management
London,
United Kingdom
| $353M | -$16.4M | -4% | 2.74% | 174% | 25 | 20% | 1.3 |
|
| 2146 |
2146
Regal Partners
Sydney, NSW,
Australia
| $353M | +$59.5M | +20% | 2.5% | 146% | 12 | 8.33% | 1.5 |
|
| 2147 |
CA
2147
Continental Advisors
Park City,
Utah
| $353M | -$40.5M | -10% | 7.03% | 73.6% | 166 | 34.34% | 1.4 |
|
| 2148 |
2148
Zevin Asset Management
Boston,
Massachusetts
| $353M | -$26.5M | -7% | 3.21% | 71.7% | 139 | 15.83% | 2 |
|
| 2149 |
2149
DT Investment Partners
Chadds Ford,
Pennsylvania
| $353M | +$17.1M | +5% | 1.96% | 58% | 74 | 24.32% | 1.6 |
|
| 2150 |
2150
Annex Advisory Services
Brookfield,
Wisconsin
| $352M | +$11.2M | +3% | 1.12% | 85.8% | 121 | 12.4% | 1.8 |
|