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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 |
BCM
1026
Bares Capital Management
Austin,
Texas
| $2.34B | -$550M | -19% | 11.8% | 138% | 38 | 2.63% | 3.4 |
|
| 1027 |
1027
Busey Bank
Urbana,
Illinois
| $2.34B | -$116M | -5% | 2.64% | 94.2% | 326 | 7.67% | 5.7 |
|
| 1028 |
SIC
1028
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.34B | -$29.5M | -1% | 0.24% | 87.8% | 140 | 3.57% | 4.4 |
|
| 1029 |
1029
Adams Diversified Equity Fund
Baltimore,
Maryland
| $2.34B | -$64.1M | -3% | 1.7% | 150% | 102 | 26.47% | 3 |
|
| 1030 |
KEM
1030
Kimmeridge Energy Management
New York
| $2.34B | -$73.5M | -3% | 6.87% | 19.7% | 7 | 0% | 1.5 |
|
| 1031 |
1031
Marsico Capital Management
Denver,
Colorado
| $2.33B | -$175M | -7% | 2.17% | 288% | 72 | 22.22% | 2.3 |
|
| 1032 |
1032
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $2.33B | +$58M | +3% | 2.54% | 126% | 926 | 4.54% | 6.5 |
|
| 1033 |
AG
1033
Artal Group
Luxembourg
| $2.33B | -$894M | -28% | 18.6% | 181% | 126 | 25.4% | 2.3 |
|
| 1034 |
1034
Tiedemann Advisors
New York
| $2.33B | -$19.6M | -0.8% | 2.43% | 31.5% | 286 | 15.73% | 3.2 |
|
| 1035 |
CCMLC
1035
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
| $2.33B | -$309M | -12% | 3.7% | 15.7% | 62 | 8.06% | 4.6 |
|
| 1036 |
TCA
1036
Taconic Capital Advisors
New York
| $2.32B | -$659M | -22% | 9.93% | 273% | 258 | 45.35% | 1.2 |
|
| 1037 |
LLL
1037
Lynrock Lake LP
Rye Brook,
New York
| $2.32B | -$65.6M | -3% | 2.88% | 21.2% | 43 | 9.3% | 1.5 |
|
| 1038 |
KIA
1038
KCM Investment Advisors
Greenbrae,
California
| $2.32B | -$174M | -7% | 3.36% | 85.7% | 386 | 7.51% | 6.4 |
|
| 1039 |
1039
Intact Investment Management
Montreal,
Quebec, Canada
| $2.31B | -$146M | -6% | 4.73% | 73.7% | 275 | 17.45% | 4 |
|
| 1040 |
1040
TD Private Client Wealth
New York
| $2.31B | -$4.9M | -0.2% | 3.13% | 57% | 1,283 | 7.48% | 2.9 |
|
| 1041 |
1041
Carlyle Group
Washington,
District of Columbia
| $2.31B | -$502M | -18% | 0.68% | 7.98% | 27 | 11.11% | 1 |
|
| 1042 |
1042
DeepCurrents Investment Group
New York
| $2.3B | -$232M | -9% | 0.01% | 13.5% | 218 | 42.2% | 0.7 |
|
| 1043 |
1043
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.3B | -$135M | -6% | 3.85% | 69.8% | 445 | 9.44% | 5.8 |
|
| 1044 |
1044
Addenda Capital
Montreal,
Quebec, Canada
| $2.3B | -$85.9M | -4% | 3.75% | 100% | 134 | 3.73% | 5.3 |
|
| 1045 |
1045
Summit Partners Public Asset Management
Boston,
Massachusetts
| $2.29B | -$405M | -15% | 2.83% | 1,167% | 197 | 70.56% | 0.5 |
|
| 1046 |
1046
Meag Munich Ergo
Munich,
Germany
| $2.29B | -$2.31M | -0.1% | 0.63% | 82.8% | 196 | 19.9% | 2.7 |
|
| 1047 |
1047
WesBanco Bank
Wheeling,
West Virginia
| $2.29B | -$86.9M | -4% | 2.92% | 87.2% | 596 | 9.23% | 4.9 |
|
| 1048 |
1048
Waverly Advisors
Birmingham,
Alabama
| $2.29B | +$12.5M | +0.6% | 3.42% | 67.6% | 415 | 15.42% | 2.7 |
|
| 1049 |
TCIM
1049
TOMS Capital Investment Management
New York
| $2.29B | -$111M | -5% | 0.23% | 203% | 35 | 65.71% | 0.3 |
|
| 1050 |
1050
Evergreen Capital Management
Bellevue,
Washington
| $2.28B | -$114M | -5% | 2.18% | 77.2% | 859 | 14.55% | 2.7 |
|