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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Newbrook Capital Advisors
New York
| $741M | +$180M | +32% | 37.2% | 299% | 22 | 63.64% | 0.9 |
|
| 3102 |
3102
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $740M | +$78.9M | +12% | 23.5% | 224% | 156 | 30.77% | 1.3 |
|
| 3103 |
3103
Bearing Point Capital
Bloomington,
Minnesota
| $740M | +$102M | +16% | 18.1% | – | 208 | 22.6% | 1 |
|
| 3104 |
CC
3104
Copos Capital
Luxembourg,
| $740M | – | – | 27.1% | – | 42 | – | 0.4 |
|
| 3105 |
3105
Estabrook Capital Management
New York
| $739M | +$53.4M | +8% | 12.9% | 87.2% | 392 | 15.31% | 7.9 |
|
| 3106 |
3106
Everest Financial Group
Minneapolis,
Minnesota
| $738M | +$131M | +22% | 35.3% | – | 221 | 15.84% | 0.3 |
|
| 3107 |
3107
Barton Investment Management
West Conshohocken,
Pennsylvania
| $738M | -$59.1M | -7% | 0.9% | 124% | 61 | 13.11% | 6.4 |
|
| 3108 |
3108
LS Investment Advisors
Bloomfield Hills,
Michigan
| $738M | +$69.6M | +10% | 14.7% | 98.7% | 137 | 15.33% | 8.5 |
|
| 3109 |
3109
Herald Investment Management
London,
United Kingdom
| $737M | +$19.7M | +3% | 84.6% | 493% | 97 | 5.15% | 5.5 |
|
| 3110 |
3110
GFI Investment Counsel
Toronto,
Ontario, Canada
| $737M | +$5.78M | +0.8% | 5.97% | 41.8% | 31 | 25.81% | 2.9 |
|
| 3111 |
3111
Kingsway Capital Partners
London,
| $736M | – | – | 30.6% | – | 5 | – | 0 |
|
| 3112 |
3112
Walmart Inc
Bentonville,
Arkansas
| $736M | -$104M | -12% | 10.2% | – | 3 | 0% | 1.3 |
|
| 3113 |
3113
GR Financial Group
Tucson,
Arizona
| $736M | +$434M | +144% | 14.6% | 75.4% | 42 | 59.52% | 1.1 |
|
| 3114 |
3114
S-Bank Fund Management
Helsinki,
Finland
| $736M | +$64.7M | +10% | 18.4% | – | 303 | 59.08% | 0.6 |
|
| 3115 |
CCM
3115
Cohen Capital Management
Corte Madera,
California
| $735M | +$91.1M | +14% | 24.2% | 91.5% | 159 | 7.55% | 6.9 |
|
| 3116 |
3116
Daido Life Insurance Company
Osaka,
Japan
| $735M | +$57.2M | +8% | 15.7% | 68.7% | 7 | 28.57% | 5.5 |
|
| 3117 |
3117
Virtus Wealth Solutions
Cranford,
New Jersey
| $735M | +$210M | +40% | 106% | – | 67 | 40.3% | 0.9 |
|
| 3118 |
GF
3118
Greenfield FTC
Reno,
Nevada
| $735M | +$210M | +40% | 14.9% | 75.4% | 4 | 25% | 2.9 |
|
| 3119 |
3119
Balboa Wealth Partners
Scottsdale,
Arizona
| $734M | +$138M | +23% | 32% | 214% | 508 | 21.65% | 1.5 |
|
| 3120 |
3120
Loftus Peak
Sydney,
Australia
| $734M | – | – | 45.5% | – | 26 | – | 0 |
|
| 3121 |
3121
MainStreet Investment Advisors
Chicago,
Illinois
| $734M | +$69.7M | +10% | 13.1% | 61% | 170 | 9.41% | 4.2 |
|
| 3122 |
3122
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $734M | +$27.7M | +4% | 3.93% | 46% | 2 | 0% | 3.8 |
|
| 3123 |
3123
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $734M | +$59.8M | +9% | 18.6% | – | 192 | 6.77% | 4.1 |
|
| 3124 |
3124
Keywise Capital Management (HK)
Hong Kong
| $734M | +$104M | +17% | 35.2% | 684% | 16 | 37.5% | 1.5 |
|
| 3125 |
3125
Annandale Capital
Dallas,
Texas
| $733M | +$24M | +3% | 8.07% | 57.2% | 139 | 20.86% | 2.6 |
|