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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
Emery Howard Portfolio Management
Burlingame,
California
| $537M | +$43.7M | +9% | 7.03% | 66.5% | 34 | 2.94% | 5.5 |
|
| 2202 |
2202
First Reserve GP XI
Stamford,
Connecticut
| $536M | -$99M | -16% | 15.6% | 26.4% | 1 | 0% | 6 |
|
| 2203 |
2203
Signet Financial Management
Parsippany,
New Jersey
| $536M | +$24.9M | +5% | 8.73% | 65.2% | 260 | 9.62% | 2.6 |
|
| 2204 |
2204
Brightworth
Atlanta,
Georgia
| $536M | +$54.4M | +11% | 7.92% | 21.7% | 100 | 16% | 2 |
|
| 2205 |
2205
Bluescape Energy Partners
Dallas,
Texas
| $535M | +$125M | +31% | 1.85% | 57.9% | 3 | 33.33% | 0.8 |
|
| 2206 |
2206
Hilltop Holdings
Dallas,
Texas
| $535M | +$7.94M | +2% | 5.04% | 96.7% | 450 | 20.44% | 2.6 |
|
| 2207 |
2207
QVR
San Francisco,
California
| $534M | -$301M | -36% | 8.08% | – | 62 | 46.77% | 0.5 |
|
| 2208 |
2208
Twele Capital Management
Minnetonka,
Minnesota
| $534M | +$27.8M | +5% | 3.81% | 37.1% | 46 | 0% | 5.3 |
|
| 2209 |
2209
Vista Capital Partners
Portland,
Oregon
| $534M | +$30M | +6% | 6.93% | 61.2% | 67 | 10.45% | 3.9 |
|
| 2210 |
2210
Globeflex Capital
San Diego,
California
| $534M | +$76.4M | +17% | 14% | 186% | 568 | 16.55% | 1.6 |
|
| 2211 |
SCM
2211
SIR Capital Management
New York
| $534M | +$127M | +31% | 7.7% | 71.1% | 54 | 50% | 0.5 |
|
| 2212 |
2212
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $534M | +$33.7M | +7% | 8.84% | 102% | 87 | 1.15% | 0.7 |
|
| 2213 |
2213
Southern Wealth Management
Dallas,
Texas
| $533M | – | – | 2.6% | 50% | 57 | – | 0 |
|
| 2214 |
2214
AIA Investment Management (HK)
Hong Kong
| $533M | – | – | 23.9% | – | 9 | – | 0 |
|
| 2215 |
2215
Penobscot Investment Management
Boston,
Massachusetts
| $533M | +$30.5M | +6% | 7.35% | 114% | 202 | 8.42% | 4.5 |
|
| 2216 |
KFS
2216
Kurt F. Somerville
| $533M | +$27M | +5% | 7.54% | 92.9% | 103 | 8.74% | 4.7 |
|
| 2217 |
2217
Oracle Investment Management
Greenwich,
Connecticut
| $533M | +$126M | +31% | 33.9% | 865% | 23 | 21.74% | 3.6 |
|
| 2218 |
2218
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $531M | +$28.4M | +6% | 6.61% | 57.2% | 62 | 4.84% | 4 |
|
| 2219 |
2219
Granite Investment Advisors
Concord,
New Hampshire
| $531M | +$21.2M | +4% | 8.15% | 55.6% | 175 | 11.43% | 3.3 |
|
| 2220 |
2220
BFSG LLC
Irvine,
California
| $530M | +$78.9M | +17% | 6.64% | 81.9% | 216 | 25.46% | 1.2 |
|
| 2221 |
2221
10-15 Associates
Goshen,
New York
| $530M | +$43.9M | +9% | 6.63% | 33% | 105 | 10.48% | 3.3 |
|
| 2222 |
CCM
2222
Composite Capital Management
Hong Kong
| $529M | – | – | 27.4% | – | 4 | – | 0 |
|
| 2223 |
2223
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $529M | +$78.1M | +17% | 13.1% | 26.4% | 2 | 50% | 0.1 |
|
| 2224 |
2224
TrustCore Financial Services
Brentwood,
Tennessee
| $529M | +$62M | +13% | 8.38% | 28.3% | 1,017 | 14.16% | 1.1 |
|
| 2225 |
2225
F3Logic
Burnsville,
Minnesota
| $528M | +$91.2M | +21% | 5.57% | 11.8% | 156 | 12.82% | 1.1 |
|