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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
HHGA
2176
Halbert Hargrove Global Advisors
Long Beach,
California
| $332M | +$6.54M | +2% | 3.41% | 60.8% | 145 | 28.97% | 0.7 |
|
| 2177 |
AHB
2177
Abner Herrman & Brock
Jersey City,
New Jersey
| $331M | +$19.2M | +6% | 5.27% | 139% | 119 | 5.88% | 0.8 |
|
| 2178 |
RPGK
2178
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $330M | +$20.5M | +7% | 3.48% | 49.7% | 69 | 5.8% | 0.9 |
|
| 2179 |
SC
2179
Saiers Capital
New York
| $330M | -$21.8M | -6% | 5.71% | – | 283 | 48.06% | 0.5 |
|
| 2180 |
CIC
2180
Canal Insurance Company
Greenville,
South Carolina
| $330M | +$20.5M | +7% | 7.48% | 103% | 101 | 24.75% | 0.8 |
|
| 2181 |
NAM
2181
NTV Asset Management
Charleston,
West Virginia
| $330M | +$17.8M | +6% | 4.59% | 97.8% | 201 | 8.96% | 0.9 |
|
| 2182 |
HTHT
2182
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $330M | +$12M | +4% | 5.17% | 87.2% | 208 | 19.71% | 0.8 |
|
| 2183 |
LPC
2183
Loeb Partners Corp
New York
| $329M | +$31.2M | +10% | 5.81% | 34.4% | 203 | 26.11% | 0.8 |
|
| 2184 |
IC
2184
InterOcean Capital
Chicago,
Illinois
| $329M | +$97.8M | +42% | 5.65% | 32.1% | 135 | 29.63% | 0.6 |
|
| 2185 |
CTA
2185
Colonial Trust Advisors
Spartanburg,
South Carolina
| $329M | +$9.23M | +3% | 5% | 80% | 142 | 9.86% | 0.8 |
|
| 2186 |
SIA
2186
Spruce Investment Advisors
Stamford,
Connecticut
| $329M | +$70.4M | +27% | 2.25% | 23.5% | 23 | 39.13% | 0.6 |
|
| 2187 |
CII
2187
Chapter IV Investors
Charlotte,
North Carolina
| $329M | +$22.9M | +8% | 4.74% | 4.15% | 11 | 0% | 0.9 |
|
| 2188 |
FPCM
2188
Financial Partners Capital Management
New York
| $328M | +$19.2M | +6% | 2.44% | 34.2% | 114 | 8.77% | 0.8 |
|
| 2189 |
TAS
2189
TIFF Advisory Services
Radnor,
Pennsylvania
| $328M | +$254M | +342% | 4.2% | 85.9% | 20 | 90% | 0.4 |
|
| 2190 |
SFT
2190
Simmons First Trust
Pine Bluff,
Arkansas
| $326M | +$7.99M | +3% | 3.7% | – | 134 | 12.69% | 0.7 |
|
| 2191 |
AGA
2191
Accuvest Global Advisors
Provo,
Utah
| $326M | -$58.6M | -15% | 3.94% | 130% | 92 | 53.26% | 0.4 |
|
| 2192 |
HLA
2192
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $325M | +$76.1M | +31% | 2.52% | 187% | 82 | 39.02% | 0.5 |
|
| 2193 |
EHPM
2193
Emery Howard Portfolio Management
Burlingame,
California
| $325M | +$19.7M | +6% | 4.22% | 66.5% | 29 | 6.9% | 1 |
|
| 2194 |
OFM
2194
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $324M | +$95.2M | +42% | 12.9% | 8.26% | 7 | 71.43% | 0.4 |
|
| 2195 |
2195
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $324M | +$36.9M | +13% | 4.91% | 99.4% | 138 | 20.29% | 0.4 |
|
| 2196 |
CCM
2196
Clovis Capital Management
New York
| $324M | +$42.1M | +15% | 11.9% | 37.4% | 33 | 69.7% | 0.3 |
|
| 2197 |
K
2197
Kemper
Chicago,
Illinois
| $323M | -$9.39M | -3% | 4.98% | 28.6% | 59 | 1.69% | 0.9 |
|
| 2198 |
RCIM
2198
Russell Clark Investment Management
London,
United Kingdom
| $323M | +$9.09M | +3% | 6.8% | 172% | 30 | 40% | 0.5 |
|
| 2199 |
GCA
2199
Greenwood Capital Associates
Greenwood,
South Carolina
| $322M | +$11.3M | +4% | 4.59% | 81.3% | 162 | 30.25% | 0.5 |
|
| 2200 |
HH
2200
HSG Holding
Na,
Hong Kong
| $322M | +$60.1M | +23% | 26.9% | 2.73% | 5 | 20% | 0.4 |
|