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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Sunflower Bank
Dallas,
Texas
| $506M | -$230M | -31% | 10.6% | 42.7% | 202 | 25.74% | 1.7 |
|
| 2577 |
2577
Sage Rock Capital Management
New York
| $506M | -$53.8M | -10% | 0.8% | 13% | 384 | 47.14% | 0.4 |
|
| 2578 |
2578
Mattern Capital Management
Lakewood,
Colorado
| $506M | -$53.5M | -10% | 10.4% | 31.5% | 125 | 8% | 2.1 |
|
| 2579 |
2579
IQ EQ Fund Management
Dublin 2,
Ireland
| $505M | -$108M | -18% | 15.5% | 109% | 213 | 12.68% | 2.8 |
|
| 2580 |
2580
WealthShield Partners
Cary,
North Carolina
| $505M | -$120M | -19% | 12.5% | 71% | 347 | 21.04% | 1.8 |
|
| 2581 |
2581
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $505M | -$84.3M | -14% | 14.6% | 116% | 305 | 9.18% | 2.7 |
|
| 2582 |
2582
Hitchwood Capital Management
New York
| $504M | -$828M | -62% | 23.8% | 275% | 23 | 52.17% | 1.2 |
|
| 2583 |
2583
Knightsbridge Asset Management
Newport Beach,
California
| $504M | +$204M | +68% | 13.5% | 150% | 125 | 26.4% | 1.3 |
|
| 2584 |
2584
Cigna Investments
Bloomfield,
Connecticut
| $503M | -$312M | -38% | 14.3% | 154% | 596 | 24.16% | 4.6 |
|
| 2585 |
2585
FORA Capital
Miami,
Florida
| $503M | -$52.2M | -9% | 17.5% | 162% | 761 | 82.13% | 0.1 |
|
| 2586 |
2586
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $502M | -$123M | -20% | 14.5% | 18.3% | 173 | 19.08% | 4 |
|
| 2587 |
2587
Paradigm Biocapital Advisors
New York
| $502M | +$123M | +33% | 6.61% | 803% | 30 | 40% | 0.3 |
|
| 2588 |
2588
Sourcerock Group
Denver,
Colorado
| $501M | -$4.47M | -0.9% | 9.95% | 59.1% | 24 | 25% | 0.6 |
|
| 2589 |
2589
Angeles Wealth Management
Santa Monica,
California
| $501M | -$27.8M | -5% | 14% | 70.4% | 224 | 26.34% | 0.2 |
|
| 2590 |
2590
Absolute Investment Advisers
Rosemary Beach,
Florida
| $501M | +$53.7M | +12% | 0% | 0.5% | 112 | 26.79% | 0.4 |
|
| 2591 |
SIA
2591
Strategic Investment Advisors
Farmington Hills,
Michigan
| $500M | -$28.9M | -5% | 11.1% | 66.1% | 211 | 14.69% | 1.8 |
|
| 2592 |
ERFOTCOFW
2592
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $500M | +$24.1M | +5% | 12.6% | 31.5% | 12 | 41.67% | 0.1 |
|
| 2593 |
2593
Alaska Wealth Advisors
Anchorage,
Alaska
| $500M | -$46.7M | -9% | 10.5% | 44.3% | 59 | 23.73% | 2.2 |
|
| 2594 |
2594
SKBA Capital Management
San Francisco,
California
| $500M | -$53.9M | -10% | 9.15% | 53.9% | 81 | 8.64% | 3.6 |
|
| 2595 |
2595
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $500M | -$44.7M | -8% | 13.1% | 40.2% | 79 | 10.13% | 4.6 |
|
| 2596 |
2596
Ithaka Group
Arlington,
Virginia
| $500M | -$222M | -31% | 24.5% | 143% | 40 | 15% | 4.3 |
|
| 2597 |
2597
Swiss Re
Zurich,
Switzerland
| $500M | -$69M | -12% | 10.5% | – | 10 | 30% | 0.7 |
|
| 2598 |
2598
Regents of the University of California
Oakland,
California
| $499M | -$167M | -25% | 18.4% | 86.1% | 48 | 39.58% | 4.1 |
|
| 2599 |
LCM
2599
Lonestar Capital Management
San Francisco,
California
| $499M | -$286M | -36% | 13.8% | 260% | 35 | 51.43% | 0.6 |
|
| 2600 |
2600
Thomas White International
Chicago,
Illinois
| $499M | -$98M | -16% | 8.17% | 34.9% | 304 | 10.53% | 3.2 |
|