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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
TCP
1026
TAMRO Capital Partners
Alexandria,
Virginia
| $1.45B | -$38.9M | -3% | 4.81% | – | 111 | 17.12% | 1.2 |
|
| 1027 |
1027
First National Bank of Omaha
Omaha,
Nebraska
| $1.45B | +$19.3M | +1% | 2.02% | 70.9% | 390 | 12.05% | 1.4 |
|
| 1028 |
1028
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| $1.45B | +$27M | +2% | 0.76% | 77.4% | 332 | 8.73% | 1.4 |
|
| 1029 |
1029
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.45B | +$142M | +11% | 2.63% | 69% | 431 | 35.5% | 0.9 |
|
| 1030 |
WCM
1030
Windham Capital Management
Boston,
Massachusetts
| $1.44B | +$213M | +17% | 1.01% | 8.3% | 34 | 20.59% | 1.3 |
|
| 1031 |
SAM
1031
Skyline Asset Management
Chicago,
Illinois
| $1.44B | +$39.6M | +3% | 3.49% | 26.1% | 74 | 8.11% | 1.4 |
|
| 1032 |
1032
Troy Asset Management
London,
United Kingdom
| $1.44B | -$91.3M | -6% | 0.75% | 53.9% | 29 | 20.69% | 0.2 |
|
| 1033 |
TFA
1033
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.43B | +$161M | +13% | 1.78% | 77.1% | 950 | 28.95% | 1 |
|
| 1034 |
NEI
1034
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| $1.43B | -$53M | -4% | 2.39% | 78.1% | 237 | 16.03% | 1.2 |
|
| 1035 |
TAM
1035
THB Asset Management
Norwalk,
Connecticut
| $1.43B | -$81.5M | -5% | 3.02% | 104% | 287 | 35.19% | 0.9 |
|
| 1036 |
1036
MSI Financial Services
Springfield,
Massachusetts
| $1.43B | +$508M | +55% | 2.62% | 19.4% | 3,327 | 20.65% | 1.2 |
|
| 1037 |
AC
1037
Axon Capital
New York
| $1.43B | +$93M | +7% | 1.23% | – | 20 | 45% | 0.7 |
|
| 1038 |
FFH
1038
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.42B | -$125M | -8% | 6.86% | 70.7% | 47 | 17.02% | 1.4 |
|
| 1039 |
LCM
1039
Logan Capital Management
Newtown Square,
Pennsylvania
| $1.42B | +$34.8M | +3% | 5.86% | 134% | 287 | 8.01% | 1.5 |
|
| 1040 |
NSLI
1040
Nan Shan Life Insurance
Taipei City,
Taiwan
| $1.42B | +$604M | +74% | 1.27% | 41% | 73 | 35.62% | 0.7 |
|
| 1041 |
HC
1041
Hosking & Co
Dublin,
Ireland
| $1.41B | +$83M | +6% | 0.59% | – | 146 | 11.64% | 0.2 |
|
| 1042 |
CCM
1042
Camber Capital Management
Boston,
Massachusetts
| $1.4B | -$103M | -7% | 12.3% | 26.6% | 52 | 51.92% | 0.7 |
|
| 1043 |
KG
1043
Killen Group
Berwyn,
Pennsylvania
| $1.4B | -$135M | -9% | 1.7% | 34.3% | 122 | 11.48% | 1.3 |
|
| 1044 |
ABI
1044
Abrams Bison Investments
Bethesda,
Maryland
| $1.39B | -$84.6M | -6% | 5.12% | 170% | 10 | 30% | 1.3 |
|
| 1045 |
1045
Waverton Investment Management
London,
United Kingdom
| $1.39B | -$53.6M | -4% | 0.38% | 129% | 94 | 2.13% | 1.4 |
|
| 1046 |
AC
1046
Apex Capital
Orinda,
California
| $1.39B | -$37.2M | -3% | 4.82% | – | 67 | 44.78% | 0.7 |
|
| 1047 |
KL
1047
KGH Ltd
Nassau,
Bahamas
| $1.39B | -$212M | -13% | 3.4% | 139% | 107 | 36.45% | 0.5 |
|
| 1048 |
AIA
1048
Affinity Investment Advisors
Newport Beach,
California
| $1.39B | +$306M | +28% | 2.85% | 189% | 130 | 23.85% | 1 |
|
| 1049 |
SC
1049
Shellback Capital
Boston,
Massachusetts
| $1.39B | +$504M | +57% | 9.87% | 198% | 131 | 70.23% | 0.1 |
|
| 1050 |
HH
1050
HSG Holding
Na,
Hong Kong
| $1.38B | +$502M | +57% | 27.7% | 2.73% | 7 | 28.57% | 0.7 |
|