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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Samsung Asset Management (New York)
New York
| $318M | -$2.98M | -0.9% | 0.33% | 38% | 79 | 10.13% | 0.9 |
|
| 2202 |
2202
Cypress Funds
Los Angeles,
California
| $317M | -$65.2M | -17% | 0.22% | 100% | 20 | 40% | 0.7 |
|
| 2203 |
NGA
2203
New Generation Advisors
Manchester,
Massachusetts
| $317M | -$37.8M | -11% | 9.27% | 45.1% | 47 | 21.28% | 0.8 |
|
| 2204 |
2204
Hilton Capital Management
Garden City,
New York
| $317M | +$10.4M | +3% | 1.48% | 58.2% | 99 | 18.18% | 0.9 |
|
| 2205 |
2205
Kemper
Chicago,
Illinois
| $317M | -$6.07M | -2% | 1.23% | 28.6% | 59 | 1.69% | 1.2 |
|
| 2206 |
2206
Gibson Capital
Wexford,
Pennsylvania
| $317M | +$11.5M | +4% | 1.96% | 67.2% | 36 | 13.89% | 0.7 |
|
| 2207 |
2207
Emery Howard Portfolio Management
Burlingame,
California
| $316M | -$8.88M | -3% | 2.65% | 66.5% | 28 | 0% | 1.2 |
|
| 2208 |
2208
Canal Insurance Company
Greenville,
South Carolina
| $315M | -$14.8M | -4% | 3.48% | 114% | 116 | 33.62% | 1 |
|
| 2209 |
2209
Stadium Capital Management
New Canaan,
Connecticut
| $315M | -$59.4M | -16% | 19.8% | 10.9% | 12 | 8.33% | 1 |
|
| 2210 |
2210
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $315M | -$126M | -29% | 3.2% | 271% | 616 | 25.32% | 0.8 |
|
| 2211 |
2211
Windward Capital Management
Los Angeles,
California
| $315M | +$22M | +8% | 2.11% | 78.5% | 73 | 6.85% | 1.1 |
|
| 2212 |
2212
Crestview Partners II
New York
| $313M | -$155M | -33% | 30.1% | 157% | 2 | 0% | 1.3 |
|
| 2213 |
2213
First Merchants Corp
Muncie,
Indiana
| $313M | -$7.87M | -2% | 2.29% | 55.6% | 135 | 4.44% | 1.1 |
|
| 2214 |
TCM
2214
Tradition Capital Management
Summit,
New Jersey
| $313M | -$5.56M | -2% | 1.24% | 43.5% | 135 | 8.89% | 1.1 |
|
| 2215 |
2215
Baystate Wealth Management
Boston,
Massachusetts
| $312M | +$13.7M | +5% | 3.28% | 14.6% | 57 | 10.53% | 0.8 |
|
| 2216 |
KRC
2216
Kingdom Ridge Capital
White Plains,
New York
| $312M | -$37.4M | -11% | 17.3% | 51.6% | 32 | 50% | 0.5 |
|
| 2217 |
2217
TIFF Advisory Services
Radnor,
Pennsylvania
| $312M | -$15.4M | -5% | 5.25% | 86.3% | 3 | 0% | 0.7 |
|
| 2218 |
2218
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $312M | -$9.6M | -3% | 0.72% | 80.6% | 356 | 38.48% | 0.7 |
|
| 2219 |
2219
Vantage Investment Partners
Kansas City,
Missouri
| $312M | -$30.2M | -9% | 7.17% | 66.8% | 44 | 11.36% | 1.2 |
|
| 2220 |
LA
2220
Leonetti & Associates
Buffalo Grove,
Illinois
| $312M | +$20.3M | +7% | 1.25% | 49.5% | 41 | 26.83% | 0.8 |
|
| 2221 |
AIS
2221
AlphaOne Investment Services
West Chester,
Pennsylvania
| $312M | -$58.6M | -16% | 0.23% | 77.1% | 147 | 47.62% | 0.7 |
|
| 2222 |
2222
Private Capital Advisors
Darien,
Connecticut
| $309M | -$551K | -0.2% | 0.79% | 132% | 128 | 18.75% | 0.9 |
|
| 2223 |
2223
Fund Evaluation Group
Cincinnati,
Ohio
| $309M | +$4.81M | +2% | 4.23% | 51.6% | 12 | 0% | 1.1 |
|
| 2224 |
2224
DT Investment Partners
Chadds Ford,
Pennsylvania
| $308M | +$16.4M | +6% | 1.69% | 58% | 86 | 29.07% | 0.8 |
|
| 2225 |
2225
Simmons First Trust
Pine Bluff,
Arkansas
| $308M | -$18M | -6% | 1.06% | – | 134 | 12.69% | 0.9 |
|