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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
CFMC
2476
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $389M | +$8.78M | +2% | 1.83% | 69.6% | 181 | 9.39% | 3.9 |
|
| 2477 |
2477
SP Asset Management
Cupertino,
California
| $389M | -$3.37M | -0.9% | 2.4% | 92.4% | 79 | 5.06% | 1.1 |
|
| 2478 |
AC
2478
Apertura Capital
Dallas,
Texas
| $389M | +$101M | +35% | 3.58% | 41.5% | 41 | 68.29% | 0.2 |
|
| 2479 |
2479
Simcoe Capital Management
New York
| $389M | +$11.8M | +3% | 5.63% | 48.7% | 16 | 43.75% | 1.2 |
|
| 2480 |
2480
Strategic Value Partners
Greenwich,
Connecticut
| $389M | -$159M | -29% | 27.4% | – | 11 | 36.36% | 0.9 |
|
| 2481 |
2481
Sun Life Financial
Toronto,
Ontario, Canada
| $388M | -$9.29M | -2% | 0.8% | 65.7% | 634 | 7.26% | 2.3 |
|
| 2482 |
2482
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $388M | +$192M | +97% | 1.63% | 507% | 7 | 28.57% | 1 |
|
| 2483 |
2483
Bishop Rock Capital
New York
| $388M | +$77.9M | +25% | 2.49% | 35.4% | 23 | 4.35% | 2.6 |
|
| 2484 |
2484
Beryl Capital Management
Redondo Beach,
California
| $388M | -$148M | -28% | 15.3% | 3,932% | 46 | 93.48% | 0 |
|
| 2485 |
2485
L.J. Altfest & Co
New York
| $388M | +$12M | +3% | 0.29% | 95.6% | 198 | 16.16% | 2 |
|
| 2486 |
2486
Tortoise Investment Management
White Plains,
New York
| $388M | -$8.09M | -2% | 0.47% | 40.2% | 664 | 9.34% | 3.4 |
|
| 2487 |
2487
EnerVest
Houston,
Texas
| $387M | -$16.7M | -4% | 4.15% | 20.5% | 1 | 0% | 0.8 |
|
| 2488 |
WEC
2488
White Elm Capital
Greenwich,
Connecticut
| $387M | -$19.9M | -5% | 2.01% | 103% | 32 | 18.75% | 2.1 |
|
| 2489 |
2489
City Holding Co
Charleston,
West Virginia
| $387M | +$18.1M | +5% | 3.1% | 89.2% | 525 | 8.19% | 4 |
|
| 2490 |
TAM
2490
Tradition Asset Management
Richmond,
Virginia
| $386M | +$1.39M | +0.4% | 1.59% | – | 194 | 7.73% | 0.2 |
|
| 2491 |
2491
AIP LLC
New York
| $386M | -$101M | -21% | 20.7% | 54.9% | 1 | 0% | 1.8 |
|
| 2492 |
2492
Crosslink Capital
Menlo Park,
California
| $386M | -$52.9M | -12% | 1% | 135% | 29 | 31.03% | 1.9 |
|
| 2493 |
SCP
2493
Syntal Capital Partners
Midland,
Texas
| $386M | -$79.1M | -17% | 0.28% | 102% | 298 | 34.9% | 0.9 |
|
| 2494 |
2494
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $386M | -$4.55M | -1% | 0.26% | 149% | 135 | 10.37% | 3.6 |
|
| 2495 |
2495
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $385M | +$39.8M | +12% | 3.9% | 24.6% | 1,375 | 53.38% | 0.6 |
|
| 2496 |
VOAM
2496
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $385M | -$55.7M | -13% | 1.9% | 107% | 171 | 58.48% | 0.5 |
|
| 2497 |
2497
JHL Capital Group
Chicago,
Illinois
| $385M | +$162M | +73% | 27.3% | – | 8 | 62.5% | 0.8 |
|
| 2498 |
2498
Vision Capital Management
Portland,
Oregon
| $385M | +$3.98M | +1% | 2.05% | 78.4% | 86 | 4.65% | 3.2 |
|
| 2499 |
2499
Columbia Asset Management
Ann Arbor,
Michigan
| $384M | +$4.32M | +1% | 1.47% | 94.1% | 176 | 11.36% | 4 |
|
| 2500 |
TA
2500
Tamarack Advisers
Carlsbad,
California
| $384M | +$54.9M | +17% | 1.42% | 46.5% | 34 | 47.06% | 1 |
|