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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Sessa Capital
New York
| $223M | +$12.4M | +6% | 1.24% | 147% | 37 | 45.95% | 0.2 |
|
| 2752 |
I
2752
IberiaBank
Lafayette,
Louisiana
| $223M | +$40.1M | +22% | 0.9% | 39.6% | 209 | 25.36% | 1.1 |
|
| 2753 |
WFG
2753
Windsor Financial Group
Minneapolis,
Minnesota
| $223M | +$12.7M | +6% | 0.67% | 15.3% | 90 | 20% | 1.4 |
|
| 2754 |
UF
2754
Univest Financial
Souderton,
Pennsylvania
| $223M | -$5.66M | -2% | 0.01% | 82.6% | 93 | 15.05% | 1.4 |
|
| 2755 |
PRC
2755
Platte River Capital
Denver,
Colorado
| $222M | -$47M | -17% | 1.84% | – | 198 | 34.34% | 1 |
|
| 2756 |
GAAM
2756
Guinness Atkinson Asset Management
Pasadena,
California
| $222M | +$49.6M | +29% | 1.09% | 132% | 70 | 2.86% | 1.6 |
|
| 2757 |
BFG
2757
Bouchey Financial Group
Troy,
New York
| $222M | +$9.44M | +4% | 1.29% | 66.7% | 70 | 18.57% | 1 |
|
| 2758 |
F
2758
Filament
Seattle,
Washington
| $222M | +$6.07M | +3% | 1.33% | 46.9% | 42 | 40.48% | 1 |
|
| 2759 |
RP
2759
Regal Partners
Sydney, NSW,
Australia
| $222M | +$32.5M | +17% | 5% | 146% | 13 | 23.08% | 0.7 |
|
| 2760 |
CIPU
2760
Caledonia Investments plc (UK)
London England,
United Kingdom
| $222M | -$15.2M | -6% | 8.73% | 61.9% | 14 | 14.29% | 1.4 |
|
| 2761 |
2761
RTW Investments
New York
| $222M | -$48.8M | -18% | 7.59% | 467% | 28 | 35.71% | 0.2 |
|
| 2762 |
MIM
2762
Mittleman Investment Management
Melville,
New York
| $221M | +$7.1M | +3% | 8.31% | 11.6% | 8 | 12.5% | 1.5 |
|
| 2763 |
2763
Element Capital Management
New York
| $221M | -$281M | -56% | 11% | 49.4% | 51 | 47.06% | 0.2 |
|
| 2764 |
III
2764
Independent Investors Inc
Nesconset,
New York
| $221M | -$6.34M | -3% | 2.67% | 61.6% | 88 | 11.36% | 1.7 |
|
| 2765 |
MAMNY
2765
Marathon Asset Management (New York)
New York
| $221M | -$1.08B | -83% | 4% | 490% | 28 | 71.43% | 0.5 |
|
| 2766 |
TL
2766
TowerView LLC
New York
| $220M | -$6.16M | -3% | 2.43% | 17.9% | 28 | 25% | 1.1 |
|
| 2767 |
ERIM
2767
Eagle Ridge Investment Management
Stamford,
Connecticut
| $220M | +$1.59M | +0.7% | 1.21% | 28.2% | 62 | 17.74% | 1.3 |
|
| 2768 |
2768
Northeast Financial Consultants
Westport,
Connecticut
| $220M | +$30M | +16% | 3.64% | 63.8% | 149 | 16.78% | 0.9 |
|
| 2769 |
HCM
2769
Hawkeye Capital Management
Miami Beach,
Florida
| $220M | -$110M | -33% | 9.7% | – | 15 | 60% | 0.8 |
|
| 2770 |
KAM
2770
Krensavage Asset Management
New York
| $220M | +$40.1M | +22% | 13.7% | 124% | 28 | 25% | 0.2 |
|
| 2771 |
SBK
2771
Steven B. Klinsky
| $219M | +$37.2M | +20% | 3.13% | – | 3 | 33.33% | 1.2 |
|
| 2772 |
HLA
2772
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $219M | -$44.2M | -17% | 5.98% | 187% | 74 | 59.46% | 0.5 |
|
| 2773 |
TFMS
2773
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $219M | +$11.9M | +6% | 6.68% | – | 42 | 4.76% | 1.3 |
|
| 2774 |
CIA
2774
Capital Impact Advisors
Boston,
Massachusetts
| $219M | +$6.83M | +3% | 7.23% | – | 358 | 65.08% | 0.5 |
|
| 2775 |
TCMG
2775
TSP Capital Management Group
Summit,
New Jersey
| $218M | +$1.62M | +0.7% | 4.56% | 186% | 75 | 0% | 0.3 |
|