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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 |
1001
First Hawaiian Bank
Honolulu,
Hawaii
| $3.13B | +$156M | +5% | 6.64% | 72.7% | 915 | 13.66% | 3.5 |
|
| 1002 |
OCBV
1002
Ownership Capital B.V.
Amsterdam,
Netherlands
| $3.13B | -$570M | -15% | 6% | 62.8% | 23 | 4.35% | 4.2 |
|
| 1003 |
1003
Annex Advisory Services
Brookfield,
Wisconsin
| $3.13B | +$286M | +10% | 6.48% | 85.8% | 308 | 15.26% | 3.4 |
|
| 1004 |
1004
Suvretta Capital Management
New York
| $3.13B | +$403M | +15% | 13.4% | 364% | 113 | 26.55% | 1.5 |
|
| 1005 |
1005
Sanibel Captiva Trust Company
Sanibel,
Florida
| $3.12B | +$201M | +7% | 8.09% | – | 390 | 8.72% | 0.7 |
|
| 1006 |
1006
Hennessy Advisors Inc
Novato,
California
| $3.12B | +$481M | +18% | 11.6% | 206% | 305 | 3.28% | 3.6 |
|
| 1007 |
1007
Lincoln National Corp
Radnor,
Pennsylvania
| $3.12B | +$163M | +6% | 5.71% | 42.9% | 23 | 0% | 10.1 |
|
| 1008 |
1008
Stock Yards Bank & Trust
Louisville,
Kentucky
| $3.11B | +$84.7M | +3% | 6.98% | 82.8% | 385 | 5.45% | 5.6 |
|
| 1009 |
1009
Hancock Whitney
Gulfport,
Mississippi
| $3.1B | +$158M | +5% | 7.13% | 100% | 640 | 9.22% | 4.3 |
|
| 1010 |
1010
Highbridge Capital Management
New York
| $3.1B | -$33.7M | -1% | 4.72% | 55.8% | 373 | 20.11% | 1.1 |
|
| 1011 |
1011
Members Trust
Tampa,
Florida
| $3.08B | -$213M | -6% | 5.9% | 31.5% | 125 | 8.8% | 2.5 |
|
| 1012 |
1012
Becker Capital Management
Portland,
Oregon
| $3.08B | +$162M | +6% | 8.02% | 89.2% | 283 | 8.83% | 4.5 |
|
| 1013 |
1013
Sound Shore Management
Greenwich,
Connecticut
| $3.07B | +$75.1M | +3% | 8.24% | 91.4% | 42 | 11.9% | 2.4 |
|
| 1014 |
1014
Rock Springs Capital Management
Baltimore,
Maryland
| $3.07B | -$249M | -7% | 12.1% | 342% | 117 | 11.97% | 3.9 |
|
| 1015 |
1015
Ameritas Investment Partners
Lincoln,
Nebraska
| $3.07B | +$158M | +5% | 7.32% | 120% | 3,171 | 2.9% | 5.8 |
|
| 1016 |
1016
Busey Bank
Urbana,
Illinois
| $3.06B | +$142M | +5% | 5.93% | 94.2% | 353 | 5.95% | 5.9 |
|
| 1017 |
1017
American Capital Management
New York
| $3.06B | +$70.8M | +2% | 8.73% | 96.7% | 63 | 4.76% | 6.5 |
|
| 1018 |
1018
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $3.06B | +$479M | +19% | 8.99% | 210% | 1,020 | 59.22% | 0.7 |
|
| 1019 |
1019
Quotient Wealth Partners
Dallas,
Texas
| $3.04B | +$186M | +7% | 4.85% | – | 327 | 11.31% | 0.6 |
|
| 1020 |
1020
NorthRock Partners
Minneapolis,
Minnesota
| $3.04B | +$382M | +14% | 6.37% | 62.8% | 882 | 13.72% | 1.8 |
|
| 1021 |
1021
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $3.04B | +$589M | +24% | 6.11% | 105% | 458 | 54.15% | 0.8 |
|
| 1022 |
1022
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.04B | +$121M | +4% | 6.84% | 132% | 501 | 2% | 9.2 |
|
| 1023 |
PCM
1023
Palestra Capital Management
New York
| $3.03B | +$498M | +20% | 27% | 236% | 44 | 43.18% | 1.1 |
|
| 1024 |
CAM
1024
Contour Asset Management
New York
| $3.03B | +$67.9M | +2% | 9.17% | 118% | 36 | 41.67% | 1.3 |
|
| 1025 |
1025
Conning Inc
Hartford,
Connecticut
| $3.03B | +$250M | +9% | 9.06% | 57.5% | 364 | 5.22% | 7.9 |
|