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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Masters Capital Management
Atlanta,
Georgia
| $2.79B | +$345M | +14% | 3.82% | 142% | 80 | 35% | 1.1 |
|
| 1052 |
1052
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $2.79B | +$179M | +7% | 12.9% | 126% | 911 | 1.32% | 6.9 |
|
| 1053 |
GE
1053
General Electric
Evendale,
Ohio
| $2.79B | -$1.98B | -42% | 17.9% | 47.5% | 2 | 0% | 1.3 |
|
| 1054 |
1054
Brighton Jones LLC
Seattle,
Washington
| $2.77B | +$400M | +17% | 11.7% | 97.9% | 660 | 16.52% | 3.3 |
|
| 1055 |
NI
1055
NYL Investors
New York
| $2.77B | +$304M | +12% | 0.52% | 12.7% | 34 | 2.94% | 4 |
|
| 1056 |
1056
Independent Advisor Alliance
Charlotte,
North Carolina
| $2.77B | -$5.77M | -0.2% | 12% | 135% | 743 | 14.27% | 2.5 |
|
| 1057 |
1057
Meag Munich Ergo
Munich,
Germany
| $2.76B | +$129M | +5% | 10.5% | 82.8% | 203 | 28.57% | 2.8 |
|
| 1058 |
1058
One Capital Management
Westlake Village,
California
| $2.76B | +$231M | +9% | 6.98% | 50.5% | 319 | 15.99% | 3.9 |
|
| 1059 |
1059
Metis Global Partners
San Diego,
California
| $2.75B | +$243M | +10% | 12% | 117% | 780 | 6.28% | 1.6 |
|
| 1060 |
CAM
1060
Camden Asset Management
Los Angeles,
California
| $2.75B | -$486M | -15% | 0.19% | 15.2% | 86 | 0% | 1.6 |
|
| 1061 |
SIC
1061
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.75B | +$184M | +7% | 9.24% | 87.8% | 146 | 9.59% | 4.5 |
|
| 1062 |
ROIC
1062
Route One Investment Company
San Francisco,
California
| $2.74B | -$2.2B | -44% | 7.82% | 80.9% | 18 | 5.56% | 4.4 |
|
| 1063 |
1063
Close Asset Management
London,
United Kingdom
| $2.74B | +$348M | +15% | 11.3% | 114% | 266 | 9.02% | 3.2 |
|
| 1064 |
1064
Highbridge Capital Management
New York
| $2.73B | +$278M | +11% | 1.38% | 55.8% | 367 | 14.17% | 1.1 |
|
| 1065 |
SVCF
1065
Silicon Valley Community Foundation
Mountain View,
California
| $2.73B | +$1.76B | +182% | 35.2% | 309% | 20 | 5% | 2.5 |
|
| 1066 |
1066
SigFig Wealth Management
San Francisco,
California
| $2.72B | +$91M | +3% | 5.31% | 49.3% | 133 | 17.29% | 3 |
|
| 1067 |
RG
1067
Redmile Group
San Francisco,
California
| $2.72B | -$71.4M | -3% | 33.9% | 777% | 86 | 29.07% | 2.6 |
|
| 1068 |
WCMNY
1068
Westchester Capital Management (New York)
Valhalla,
New York
| $2.72B | -$134M | -5% | 6.05% | 100% | 314 | 35.03% | 0.9 |
|
| 1069 |
1069
Washington Trust
Westerly,
Rhode Island
| $2.72B | +$195M | +8% | 9.77% | 90.7% | 887 | 12.18% | 3.8 |
|
| 1070 |
HCM
1070
HMI Capital Management
San Francisco,
California
| $2.72B | +$412M | +18% | 5.8% | 5.95% | 15 | 20% | 1.7 |
|
| 1071 |
1071
Hosking Partners
London,
United Kingdom
| $2.71B | +$342M | +14% | 13.3% | 192% | 118 | 5.08% | 5.7 |
|
| 1072 |
KIA
1072
KCM Investment Advisors
Greenbrae,
California
| $2.71B | +$196M | +8% | 9.08% | 85.7% | 389 | 9.51% | 6.5 |
|
| 1073 |
SCM
1073
Suvretta Capital Management
New York
| $2.69B | +$481M | +22% | 23% | 364% | 113 | 32.74% | 1.2 |
|
| 1074 |
1074
Clifford Swan Investment Counsel
Pasadena,
California
| $2.69B | +$120M | +5% | 8.79% | 73.2% | 311 | 5.14% | 7.3 |
|
| 1075 |
1075
Aequim Alternative Investments
Mill Valley,
California
| $2.69B | +$179M | +7% | 6.24% | 32.3% | 104 | 8.65% | 1.1 |
|