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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
NIP
1001
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.39B | -$167M | -11% | 5.19% | 397% | 357 | 31.93% | 0.8 |
|
| 1002 |
1002
Park National Corp
Newark,
Ohio
| $1.39B | -$66.7M | -5% | 4.61% | 92.7% | 343 | 14.29% | 1.9 |
|
| 1003 |
OP
1003
Oldfield Partners
London,
United Kingdom
| $1.39B | -$307M | -18% | 13.2% | 90.3% | 24 | 4.17% | 1.9 |
|
| 1004 |
SM
1004
Senvest Management
New York
| $1.39B | -$213M | -13% | 15.5% | 92.7% | 102 | 29.41% | 1.2 |
|
| 1005 |
1005
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.39B | -$128M | -8% | 6.77% | 150% | 88 | 11.36% | 1.7 |
|
| 1006 |
1006
Washington Trust
Westerly,
Rhode Island
| $1.39B | -$132M | -9% | 7.02% | 90.7% | 215 | 7.91% | 1.8 |
|
| 1007 |
AFG
1007
American Financial Group
Cincinnati,
Ohio
| $1.38B | +$156M | +13% | 11.7% | 32.5% | 178 | 17.42% | 1.5 |
|
| 1008 |
AGC
1008
Angelo Gordon & Co
New York
| $1.38B | -$398M | -22% | 10.8% | 90.1% | 82 | 34.15% | 0.6 |
|
| 1009 |
1009
Simplex Trading
Chicago,
Illinois
| $1.36B | +$171M | +14% | 10.9% | 183% | 7,014 | 46.07% | 0.4 |
|
| 1010 |
TIP
1010
Torray Investment Partners
Bethesda,
Maryland
| $1.36B | -$178M | -12% | 6.81% | 82.4% | 69 | 14.49% | 1.8 |
|
| 1011 |
PGP
1011
Prescott General Partners
Boca Raton,
Florida
| $1.36B | -$301M | -18% | 17.5% | 76.8% | 13 | 0% | 2.2 |
|
| 1012 |
3CP
1012
3G Capital Partners
New York
| $1.35B | +$32.5M | +2% | 11.9% | 351% | 70 | 71.43% | 0.3 |
|
| 1013 |
1013
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $1.35B | +$30.8M | +2% | 8.15% | 4.24% | 5 | 40% | 0.9 |
|
| 1014 |
ECA
1014
Endeavour Capital Advisors
Greenwich,
Connecticut
| $1.35B | -$39.4M | -3% | 5.72% | 105% | 110 | 15.45% | 1.4 |
|
| 1015 |
1015
First National Bank of Omaha
Omaha,
Nebraska
| $1.35B | -$102M | -7% | 5.08% | 70.9% | 381 | 16.01% | 1.9 |
|
| 1016 |
PM
1016
Pembroke Management
Montreal,
Quebec, Canada
| $1.35B | -$225M | -14% | 10.7% | 94.5% | 56 | 12.5% | 1.2 |
|
| 1017 |
1017
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.35B | -$98M | -7% | 4.98% | 69% | 468 | 30.56% | 1.1 |
|
| 1018 |
1018
Jasper Ridge Partners
Menlo Park,
California
| $1.34B | -$95.9M | -7% | 6.24% | 84.2% | 94 | 14.89% | 1.8 |
|
| 1019 |
1019
Menora Mivtachim Holdings
Ramat Gan,
Israel
| $1.34B | +$24M | +2% | 9.33% | 140% | 73 | 16.44% | 1.7 |
|
| 1020 |
HPM
1020
H. Partners Management
New York
| $1.34B | +$21.3M | +2% | 6.33% | 13.5% | 5 | 20% | 2.3 |
|
| 1021 |
1021
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $1.34B | -$92.3M | -6% | 7.5% | 77.4% | 334 | 8.98% | 1.9 |
|
| 1022 |
1022
Global X Management Company
New York
| $1.34B | -$477M | -26% | 13% | 33.3% | 1,050 | 17.33% | 0.9 |
|
| 1023 |
QIM
1023
Quantitative Investment Management
Charlottesville,
Virginia
| $1.33B | +$665M | +100% | 13.4% | 24.6% | 883 | 76.33% | 0.1 |
|
| 1024 |
SAM
1024
Skyline Asset Management
Chicago,
Illinois
| $1.33B | -$116M | -8% | 9.24% | 26.1% | 76 | 6.58% | 1.7 |
|
| 1025 |
1025
MAI Capital Management
Independence,
Ohio
| $1.32B | -$195M | -13% | 10.2% | 74.7% | 500 | 16.6% | 1.5 |
|