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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 |
MRM
2326
Michael R. Murphy
| $319M | +$59.5M | +23% | 8.62% | 93.9% | 29 | 48.28% | 0.7 |
|
| 2327 |
SSA
2327
South Street Advisors
New York
| $319M | -$19.6M | -6% | 0.28% | 169% | 64 | 17.19% | 1.6 |
|
| 2328 |
VCP
2328
Vista Capital Partners
Portland,
Oregon
| $318M | -$4.72M | -1% | 1.98% | 61.2% | 46 | 10.87% | 1.7 |
|
| 2329 |
FG
2329
Fiduciary Group
Savannah,
Georgia
| $318M | – | – | 0.03% | 67.1% | 193 | – | 0 |
|
| 2330 |
IHM
2330
Iguana Healthcare Management
New York
| $317M | +$79.3M | +33% | 10.8% | 141% | 98 | 66.33% | 0.4 |
|
| 2331 |
TBA
2331
Train Babcock Advisors
New York
| $317M | -$2.54M | -0.8% | 0.84% | 41.9% | 137 | 5.11% | 1.5 |
|
| 2332 |
CII
2332
Chapter IV Investors
Charlotte,
North Carolina
| $316M | -$7.08M | -2% | 4.68% | 4.15% | 14 | 21.43% | 1.4 |
|
| 2333 |
2333
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $316M | +$16.7M | +6% | 1.9% | 86% | 246 | 12.2% | 1.4 |
|
| 2334 |
EDRS
2334
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
| $315M | – | – | 1.49% | – | 420 | – | 0 |
|
| 2335 |
GCM
2335
GoodHaven Capital Management
Millburn,
New Jersey
| $315M | -$12.5M | -4% | 7% | 80.7% | 26 | 3.85% | 1.7 |
|
| 2336 |
FTI
2336
Fiduciary Trust International
Lincoln,
Massachusetts
| $315M | -$22.7M | -7% | 3.37% | 36.8% | 111 | 16.22% | 1.6 |
|
| 2337 |
CBT
2337
Central Bank & Trust
Lexington,
Kentucky
| $314M | +$13.9M | +5% | 0.19% | 118% | 407 | 22.6% | 1.2 |
|
| 2338 |
SAMC
2338
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $314M | +$37.8M | +14% | 2.03% | 0.74% | 19 | 5.26% | 1.7 |
|
| 2339 |
GCM
2339
Glynn Capital Management
Menlo Park,
California
| $314M | +$52.5M | +20% | 6.44% | 252% | 49 | 8.16% | 1.6 |
|
| 2340 |
CAM
2340
Cubic Asset Management
Boston,
Massachusetts
| $314M | +$1.91M | +0.6% | 0.06% | 40.5% | 166 | 9.04% | 1.5 |
|
| 2341 |
AP
2341
Altarock Partners
West Palm Beach,
Florida
| $314M | +$113M | +57% | 1.01% | 58.1% | 7 | 14.29% | 0.4 |
|
| 2342 |
TWMP
2342
Taylor Wealth Management Partners
Boston,
Massachusetts
| $313M | -$5.48M | -2% | 1.14% | 62% | 218 | 33.94% | 0.2 |
|
| 2343 |
WAM
2343
Wallington Asset Management
Indianapolis,
Indiana
| $312M | -$7.73M | -2% | 1.18% | 108% | 57 | 1.75% | 1.8 |
|
| 2344 |
2344
Annex Advisory Services
Brookfield,
Wisconsin
| $312M | +$1.25M | +0.4% | 0.46% | 85.8% | 121 | 9.09% | 1.3 |
|
| 2345 |
EDRE
2345
Edmond de Rothschild (Europe)
Luxembourg
| $312M | – | – | 1.64% | – | 269 | – | 0 |
|
| 2346 |
QCMNJ
2346
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $312M | -$15.1M | -5% | 1.36% | 22.7% | 49 | 16.33% | 1.4 |
|
| 2347 |
FWCM
2347
First Western Capital Management
Los Angeles,
California
| $312M | -$21.6M | -6% | 2.05% | 43% | 133 | 25.56% | 1 |
|
| 2348 |
NONA
2348
Ninety One North America
New York
| $311M | -$10.7M | -3% | 2.09% | 70.6% | 99 | 16.16% | 0.4 |
|
| 2349 |
RA
2349
Rational Advisors
Huntington,
New York
| $311M | -$102M | -25% | 0.26% | 37.7% | 525 | 11.62% | 1.7 |
|
| 2350 |
AG
2350
Ashmore Group
London,
United Kingdom
| $311M | -$181M | -37% | 7.64% | 103% | 82 | 40.24% | 0.7 |
|