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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Bowie Capital Management
Richardson,
Texas
| $367M | +$71.5M | +24% | 5.4% | 31.6% | 35 | 22.86% | 1 |
|
| 2502 |
2502
Numen Capital
London,
United Kingdom
| $367M | +$219M | +148% | 9.6% | 146% | 18 | 27.78% | 0.3 |
|
| 2503 |
2503
SP Asset Management
Cupertino,
California
| $367M | – | – | 9.79% | 92.4% | 76 | – | 0 |
|
| 2504 |
2504
Bank Hapoalim BM
Tel Aviv,
Israel
| $366M | -$20.3M | -5% | 1.6% | 76.6% | 207 | 12.56% | 2.3 |
|
| 2505 |
2505
KWMG LLC
Overland Park,
Kansas
| $365M | +$25.9M | +8% | 1.21% | 76.2% | 461 | 75.05% | 0.6 |
|
| 2506 |
2506
Yale University
New Haven,
Connecticut
| $365M | +$5.74M | +2% | 4.08% | 33.7% | 11 | 63.64% | 0.7 |
|
| 2507 |
2507
TD Capital Management
Memphis,
Tennessee
| $365M | +$17.3M | +5% | 0.98% | 40.5% | 202 | 4.95% | 2.9 |
|
| 2508 |
2508
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $365M | +$2.22M | +0.6% | 1.51% | 55.7% | 128 | 2.34% | 4 |
|
| 2509 |
2509
Alambic Investment Management
Belvedere,
California
| $365M | -$353M | -49% | 10.9% | 47.6% | 535 | 49.91% | 1 |
|
| 2510 |
MAM
2510
Morse Asset Management
Darien,
Connecticut
| $365M | +$3.81M | +1% | 5.98% | 222% | 153 | 15.69% | 1 |
|
| 2511 |
2511
Oslo Asset Management AS
Oslo,
Norway
| $365M | +$71.6M | +24% | 27.3% | 82.7% | 15 | 6.67% | 1.4 |
|
| 2512 |
2512
Tortoise Investment Management
White Plains,
New York
| $364M | +$2.68M | +0.7% | 0.37% | 40.2% | 590 | 7.8% | 2.8 |
|
| 2513 |
2513
M Holdings Securities
Portland,
Oregon
| $364M | +$36.3M | +11% | 2.38% | 83.9% | 359 | 16.43% | 2.2 |
|
| 2514 |
MAM
2514
Marketfield Asset Management
New York
| $363M | +$16.3M | +5% | 2.31% | 61.5% | 48 | 16.67% | 2.3 |
|
| 2515 |
PL
2515
PWMCO LLC
Chicago,
Illinois
| $363M | – | – | 4.03% | – | 81 | – | 0 |
|
| 2516 |
2516
Woodmont Investment Counsel
Nashville,
Tennessee
| $363M | +$1.6M | +0.4% | 1.93% | 66.8% | 183 | 16.39% | 3.5 |
|
| 2517 |
2517
Bremer Trust National Association
St. Cloud,
Minnesota
| $363M | +$16.2M | +5% | 1.74% | 31.2% | 272 | 16.91% | 3 |
|
| 2518 |
CFMC
2518
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $362M | +$8.41M | +2% | 3.09% | 69.6% | 165 | 1.82% | 3.2 |
|
| 2519 |
2519
West Coast Financial
Santa Barbara,
California
| $362M | +$11.6M | +3% | 4.17% | 22.2% | 114 | 11.4% | 3.1 |
|
| 2520 |
2520
Intrust Bank
Wichita,
Kansas
| $361M | +$14.6M | +4% | 2.93% | 102% | 395 | 16.71% | 2.7 |
|
| 2521 |
FAG
2521
Financial Advisory Group
Houston,
Texas
| $361M | +$30.5M | +9% | 1.9% | 20.6% | 68 | 10.29% | 2.9 |
|
| 2522 |
2522
Stelac Advisory Services
New York
| $361M | +$29M | +9% | 1.19% | 84.9% | 145 | 20.69% | 1.3 |
|
| 2523 |
2523
East Coast Asset Management
Essex,
Massachusetts
| $361M | +$9.8M | +3% | 3.95% | 147% | 75 | 5.33% | 4.2 |
|
| 2524 |
2524
BRR OpCo
Columbus,
Ohio
| $361M | +$2.22M | +0.6% | 0.4% | 23.6% | 120 | 18.33% | 3 |
|
| 2525 |
AAM
2525
Amerigo Asset Management
George Town,
Cayman Islands
| $360M | -$433M | -55% | 11.3% | 368% | 5 | 60% | 0.3 |
|