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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
BPB
1151
Badgley, Phelps & Bell
Seattle,
Washington
| $1.14B | +$41.3M | +4% | 4.52% | 78.3% | 154 | 11.04% | 2.4 |
|
| 1152 |
SCH
1152
Sylebra Capital (HK)
Hong Kong
| $1.14B | +$71.8M | +7% | 18.5% | 16.6% | 22 | 22.73% | 1 |
|
| 1153 |
FIM
1153
Frontier Investment Management
Dallas,
Texas
| $1.14B | +$334M | +42% | 4.72% | 16.4% | 237 | 23.21% | 1.6 |
|
| 1154 |
1154
Capital Investment Advisors
Atlanta,
Georgia
| $1.14B | +$67.9M | +6% | 2.15% | 56.6% | 466 | 11.8% | 2 |
|
| 1155 |
DFO
1155
Duquesne Family Office
New York
| $1.13B | +$260M | +30% | 10.7% | 345% | 53 | 64.15% | 0.3 |
|
| 1156 |
SIM
1156
SSI Investment Management
Los Angeles,
California
| $1.13B | +$86.6M | +8% | 0.61% | 15.7% | 299 | 5.69% | 1.4 |
|
| 1157 |
GL
1157
Governors Lane
New York
| $1.13B | +$387M | +52% | 22.3% | 133% | 65 | 66.15% | 0.2 |
|
| 1158 |
1158
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $1.13B | +$225M | +25% | 26.9% | 223% | 29 | 24.14% | 0.8 |
|
| 1159 |
NHAS
1159
Novo Holdings A/S
Hellerup,
Denmark
| $1.13B | +$173M | +18% | 50.7% | 205% | 19 | 15.79% | 1.2 |
|
| 1160 |
1160
RNC Capital Management
Los Angeles,
California
| $1.13B | +$55.5M | +5% | 3.31% | 83% | 153 | 14.38% | 2.3 |
|
| 1161 |
CC
1161
Capital Counsel
New York
| $1.12B | +$35.6M | +3% | 6.09% | 94.9% | 64 | 17.19% | 2.4 |
|
| 1162 |
NCA
1162
Newbrook Capital Advisors
New York
| $1.12B | +$302M | +37% | 10.4% | 299% | 24 | 41.67% | 0.6 |
|
| 1163 |
BWCA
1163
Brenner West Capital Advisors
New York
| $1.12B | -$30.8M | -3% | 13.2% | 73.5% | 22 | 31.82% | 0.7 |
|
| 1164 |
HP
1164
Holowesko Partners
Nassau,
Bahamas
| $1.12B | -$70.8M | -6% | 5.53% | 51.1% | 31 | 16.13% | 1.7 |
|
| 1165 |
BC
1165
Broadfin Capital
New York
| $1.12B | +$87.3M | +8% | 22.1% | 298% | 77 | 19.48% | 1.7 |
|
| 1166 |
MFG
1166
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $1.11B | +$61.3M | +6% | 5.82% | – | 2 | 0% | 3.3 |
|
| 1167 |
BCC
1167
Biglari Capital Corp
San Antonio,
Texas
| $1.11B | -$161M | -13% | 9.28% | 72.7% | 10 | 20% | 1.7 |
|
| 1168 |
SAMC
1168
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $1.11B | +$191M | +21% | 0.08% | 0.74% | 24 | 25% | 1.7 |
|
| 1169 |
FFH
1169
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.11B | -$418M | -27% | 8.88% | 70.7% | 29 | 6.9% | 2.1 |
|
| 1170 |
PFM
1170
Parsec Financial Management
Asheville,
North Carolina
| $1.11B | +$64.7M | +6% | 4.64% | 70.7% | 202 | 9.9% | 2.3 |
|
| 1171 |
MC
1171
Martin Currie
Edinburgh,
United Kingdom
| $1.1B | +$67.5M | +7% | 5.43% | 114% | 110 | 12.73% | 2 |
|
| 1172 |
CPO
1172
Cerity Partners OCIO
New York
| $1.1B | +$103M | +10% | 2.89% | – | 225 | 13.78% | 1.8 |
|
| 1173 |
PWAM
1173
Park West Asset Management
San Francisco,
California
| $1.1B | +$110M | +11% | 12.5% | 181% | 79 | 35.44% | 1 |
|
| 1174 |
1174
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.1B | -$18.4M | -2% | 3.56% | 69% | 515 | 19.42% | 1.3 |
|
| 1175 |
1175
Covington Capital Management
Los Angeles,
California
| $1.1B | +$17.4M | +2% | 2.55% | 32% | 237 | 8.86% | 2.6 |
|