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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
Berkshire Partners
Boston,
Massachusetts
| $343M | +$50.4M | +17% | 7.5% | 79% | 2 | 50% | 1.3 |
|
| 2202 |
2202
Scottrade Investment Management
Saint Louis,
Missouri
| $342M | – | – | 4.19% | – | 3 | – | 0 |
|
| 2203 |
2203
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $341M | – | – | 5.49% | 173% | 72 | – | 0.3 |
|
| 2204 |
2204
Annex Advisory Services
Brookfield,
Wisconsin
| $341M | +$33.7M | +11% | 4.72% | 85.8% | 119 | 8.4% | 1.7 |
|
| 2205 |
2205
Great Hill Partners
Boston,
Massachusetts
| $341M | +$89.9M | +36% | 35.8% | 24% | 1 | 0% | 1 |
|
| 2206 |
2206
Yale University
New Haven,
Connecticut
| $340M | +$16.2M | +5% | 1.47% | 33.7% | 11 | 81.82% | 0.6 |
|
| 2207 |
2207
Woodmont Investment Counsel
Nashville,
Tennessee
| $340M | +$11.5M | +4% | 5.09% | 66.8% | 591 | 12.18% | 0.9 |
|
| 2208 |
2208
Vestor Capital
Chicago,
Illinois
| $340M | +$25.2M | +8% | 8.56% | 188% | 114 | 14.91% | 1.5 |
|
| 2209 |
WRM
2209
Westport Resources Management
Westport,
Connecticut
| $339M | +$13.1M | +4% | 6.45% | 30.5% | 980 | 14.9% | 1.9 |
|
| 2210 |
2210
Itau USA Asset Management
New York
| $339M | +$10.7M | +3% | 0.14% | 15.8% | 36 | 27.78% | 1.4 |
|
| 2211 |
2211
Ensemble Capital Management
San Francisco,
California
| $339M | +$22.8M | +7% | 4.91% | 36.2% | 47 | 8.51% | 2 |
|
| 2212 |
2212
Corbyn Investment Management
Lutherville,
Maryland
| $339M | -$52.4M | -13% | 3.4% | 71.9% | 59 | 18.64% | 1.7 |
|
| 2213 |
2213
LaFleur & Godfrey
Grand Rapids,
Michigan
| $337M | +$2.88M | +0.9% | 5.28% | 85.2% | 78 | 7.69% | 2.1 |
|
| 2214 |
2214
Dalton Investments
Las Vegas,
Nevada
| $337M | +$138M | +70% | 2.2% | 95.1% | 21 | 9.52% | 1.7 |
|
| 2215 |
2215
Independent Portfolio Consultants
Boca Raton,
Florida
| $337M | -$123M | -27% | 4.01% | 32.4% | 839 | 17.64% | 1.4 |
|
| 2216 |
GA
2216
GFS Advisors
Houston,
Texas
| $337M | +$47.5M | +16% | 4.17% | 97.9% | 135 | 9.63% | 1.7 |
|
| 2217 |
KCP
2217
KDI Capital Partners
Raleigh,
North Carolina
| $337M | -$7.25M | -2% | 5.08% | 77.1% | 50 | 24% | 1.5 |
|
| 2218 |
2218
DT Investment Partners
Chadds Ford,
Pennsylvania
| $336M | +$13.4M | +4% | 2.51% | 58% | 67 | 13.43% | 1.7 |
|
| 2219 |
2219
Corsair Capital
New York
| $336M | -$60.8M | -15% | 0.47% | 17.1% | 3 | 0% | 1.8 |
|
| 2220 |
2220
Pensionfund Sabic
Sittard,
Netherlands
| $336M | +$18.1M | +6% | 6.12% | 63.6% | 223 | 33.63% | 0.4 |
|
| 2221 |
2221
Fiduciary Group
Savannah,
Georgia
| $336M | +$34.9M | +12% | 6.65% | 67.1% | 194 | 13.4% | 0.5 |
|
| 2222 |
3AM
2222
3D Asset Management
Hartford,
Connecticut
| $335M | +$5.92M | +2% | 2.57% | 0.82% | 44 | 0% | 2.1 |
|
| 2223 |
2223
Stearns Financial Services Group
Greensboro,
North Carolina
| $335M | +$26M | +8% | 5.14% | 26.1% | 114 | 11.4% | 2.1 |
|
| 2224 |
LA
2224
Leonetti & Associates
Buffalo Grove,
Illinois
| $335M | +$18.4M | +6% | 5.65% | 49.5% | 43 | 20.93% | 1.6 |
|
| 2225 |
SAM
2225
Southpaw Asset Management
Stamford,
Connecticut
| $335M | +$119M | +55% | 0% | 0.05% | 9 | 22.22% | 1 |
|