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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Panthera Investment
Frankfurt,
Germany
| $281M | +$69.1M | +33% | 6.27% | – | 90 | 53.33% | 0.2 |
|
| 2327 |
2327
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| $281M | +$7.92M | +3% | 0.82% | – | 112 | 20.54% | 0.7 |
|
| 2328 |
2328
Bow Street
New York
| $281M | -$18.8M | -6% | 0.43% | 43.3% | 47 | 57.45% | 0.2 |
|
| 2329 |
2329
Cheyne Capital Management (UK)
London,
United Kingdom
| $281M | +$194M | +225% | 6.17% | 35.6% | 73 | 58.9% | 0.3 |
|
| 2330 |
2330
Sandhill Capital Partners
Buffalo,
New York
| $280M | +$3.78M | +1% | 1.51% | 64.9% | 88 | 9.09% | 1.1 |
|
| 2331 |
2331
Wilkins Investment Counsel
Boston,
Massachusetts
| $280M | -$3.53M | -1% | 0.4% | 56.2% | 85 | 7.06% | 1 |
|
| 2332 |
2332
Coliseum Capital Management
Rowayton,
Connecticut
| $280M | -$17.7M | -6% | 8.02% | 41.1% | 10 | 20% | 0.9 |
|
| 2333 |
2333
Signature Estate & Investment Advisors
Los Angeles,
California
| $280M | -$4.4M | -2% | 0.05% | 84.4% | 73 | 23.29% | 0.8 |
|
| 2334 |
HJA
2334
Hugh Johnson Advisors
Albany,
New York
| $280M | +$6.57M | +2% | 1.59% | 41.5% | 90 | 3.33% | 1.1 |
|
| 2335 |
2335
One Capital Management
Westlake Village,
California
| $279M | +$31.3M | +13% | 2.54% | 50.5% | 598 | 77.26% | 0.1 |
|
| 2336 |
2336
JLB & Associates
Plymouth,
Michigan
| $279M | +$3.52M | +1% | 2.24% | 69.5% | 75 | 1.33% | 1.2 |
|
| 2337 |
2337
Raub Brock Capital Management
Larkspur,
California
| $278M | +$12.9M | +5% | 0.4% | 54.7% | 39 | 10.26% | 0.9 |
|
| 2338 |
2338
Chase Investment Counsel
Charlottesville,
Virginia
| $278M | -$16.5M | -6% | 1.86% | 350% | 122 | 30.33% | 0.8 |
|
| 2339 |
2339
ACK Asset Management
Greenwich,
Connecticut
| $278M | -$54.4M | -16% | 3.64% | 132% | 40 | 50% | 0.6 |
|
| 2340 |
2340
Schooner Capital
Vero Beach,
Florida
| $278M | -$28.1M | -9% | 1.48% | 31.1% | 2 | 0% | 0.9 |
|
| 2341 |
MCG
2341
Meru Capital Group
New York
| $278M | -$77.3M | -22% | 3.18% | – | 81 | 61.73% | 0.3 |
|
| 2342 |
2342
Caspian Capital
New York
| $278M | -$12M | -4% | 7.36% | – | 10 | 20% | 0.7 |
|
| 2343 |
2343
Hartline Investment Corp
Winnetka,
Illinois
| $278M | -$82K | -0% | 2.02% | 201% | 118 | 11.02% | 1 |
|
| 2344 |
IIA
2344
IPG Investment Advisors
San Diego,
California
| $277M | +$46.7M | +20% | 4.25% | 106% | 125 | 36% | 0.4 |
|
| 2345 |
ARMC
2345
American Research & Management Company
Marion,
Massachusetts
| $277M | -$10.5M | -4% | 1.37% | 35.1% | 395 | 6.33% | 1.2 |
|
| 2346 |
CBCM
2346
Charter Bridge Capital Management
New York
| $277M | +$22.9M | +9% | 3.08% | – | 46 | 69.57% | 0.3 |
|
| 2347 |
2347
RBO & Co
Saint Helena,
California
| $277M | -$5.64M | -2% | 0.5% | 27.9% | 54 | 7.41% | 1.1 |
|
| 2348 |
2348
HBK Sorce Advisory
Erie,
Pennsylvania
| $277M | -$11.4M | -4% | 1.38% | 58.2% | 201 | 12.44% | 1.1 |
|
| 2349 |
2349
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $276M | -$17.5M | -6% | 0.73% | 183% | 85 | 3.53% | 1.2 |
|
| 2350 |
2350
Acadia Trust
Portland,
Maine
| $276M | +$2.86M | +1% | 1.74% | 36.1% | 90 | 16.67% | 1 |
|