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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
University of Notre Dame du Lac
South Bend,
Indiana
| $400M | +$150M | +60% | 10.8% | – | 86 | 68.6% | 0.4 |
|
| 2202 |
2202
Hengistbury Investment Partners
London,
United Kingdom
| $399M | -$32M | -7% | 10.7% | 108% | 6 | 50% | 0.9 |
|
| 2203 |
2203
Modera Wealth Management
Westwood,
New Jersey
| $399M | +$103M | +35% | 4.31% | 68.2% | 122 | 18.03% | 2 |
|
| 2204 |
2204
Berkshire Partners
Boston,
Massachusetts
| $399M | -$52.2M | -12% | 11.6% | 79% | 1 | 0% | 3.8 |
|
| 2205 |
2205
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $398M | +$107M | +37% | 5.45% | 68.7% | 235 | 40.85% | 1.3 |
|
| 2206 |
2206
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $398M | +$17.4M | +5% | 4.75% | 50.4% | 79 | 87.34% | 2.4 |
|
| 2207 |
MRCM
2207
M&R Capital Management
Summit,
New Jersey
| $398M | +$27.8M | +8% | 6.15% | 52.6% | 605 | 9.42% | 1.4 |
|
| 2208 |
AIS
2208
AlphaOne Investment Services
West Chester,
Pennsylvania
| $398M | +$37.1M | +10% | 5.43% | 77.1% | 118 | 27.12% | 1.7 |
|
| 2209 |
2209
AGF Investments LLC
Toronto,
Ontario, Canada
| $397M | +$19.1M | +5% | 5.47% | 28.5% | 828 | 24.15% | 0.2 |
|
| 2210 |
2210
Oak Hill Capital Management
New York
| $397M | -$8.33M | -2% | 26% | 1.19% | 4 | 25% | 0.8 |
|
| 2211 |
2211
Glendon Capital Management
Santa Monica,
California
| $396M | +$55.4M | +16% | 1.39% | 142% | 26 | 3.85% | 1.6 |
|
| 2212 |
CCM
2212
Cohen Capital Management
Corte Madera,
California
| $396M | +$28.8M | +8% | 4.62% | 91.5% | 280 | 55.36% | 1.4 |
|
| 2213 |
2213
EcoR1 Capital
San Francisco,
California
| $396M | +$81.5M | +26% | 45.7% | 310% | 45 | 57.78% | 0.5 |
|
| 2214 |
2214
IFM Investors
Melbourne,
Australia
| $396M | +$183M | +86% | 6.39% | 147% | 444 | 34.68% | 0.2 |
|
| 2215 |
2215
Zevin Asset Management
Boston,
Massachusetts
| $395M | +$11.9M | +3% | 6.52% | 71.7% | 126 | 12.7% | 2.4 |
|
| 2216 |
SAM
2216
Senzar Asset Management
New York
| $395M | +$17.6M | +5% | 17.4% | 0.75% | 40 | 55% | 0.9 |
|
| 2217 |
2217
Tompkins Financial
Ithaca,
New York
| $394M | +$12.4M | +3% | 3.73% | 84.4% | 390 | 8.97% | 2.7 |
|
| 2218 |
2218
Engaged Capital
Newport Beach,
California
| $394M | +$87.4M | +29% | 2.5% | 26.2% | 18 | 33.33% | 1.2 |
|
| 2219 |
PCM
2219
Perritt Capital Management
Chicago,
Illinois
| $394M | -$18.9M | -5% | 0.16% | 80.9% | 239 | 14.64% | 2.5 |
|
| 2220 |
2220
Jaffetilchin Investment Partners
Tampa,
Florida
| $393M | +$57.9M | +17% | 6.12% | 88.1% | 290 | 29.66% | 0.8 |
|
| 2221 |
CCMD
2221
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $393M | +$13.8M | +4% | 5.31% | 25.6% | 120 | 15% | 1.4 |
|
| 2222 |
2222
Accident Compensation Corp
Wellington,
New Zealand
| $393M | +$12.2M | +3% | 4.85% | 24.6% | 123 | 8.94% | 1 |
|
| 2223 |
HLC
2223
Hunt Lane Capital
New York
| $393M | +$121M | +44% | 13.8% | 3.59% | 17 | 64.71% | 0.3 |
|
| 2224 |
2224
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $393M | +$27.5M | +8% | 7.03% | 80.6% | 78 | 15.38% | 2.4 |
|
| 2225 |
2225
Halbert Hargrove Global Advisors
Long Beach,
California
| $393M | +$32.4M | +9% | 5.27% | 68.2% | 85 | 21.18% | 2.5 |
|