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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
NM
1201
NWI Management
New York
| $1.02B | +$587M | +136% | 0.48% | 230% | 30 | 36.67% | 0.7 |
|
| 1202 |
CONA
1202
Capital One National Association
New York
| $1.02B | -$52M | -5% | 0.13% | – | 581 | 17.73% | 0.9 |
|
| 1203 |
NRS
1203
Neville Rodie & Shaw
New York
| $1.01B | +$18.4M | +2% | 0.78% | 125% | 285 | 9.12% | 1.1 |
|
| 1204 |
APCM
1204
Arbiter Partners Capital Management
New York
| $1.01B | +$1.43M | +0.1% | 4.08% | 378% | 138 | 21.74% | 0.8 |
|
| 1205 |
SRIM
1205
Saratoga Research & Investment Management
Saratoga,
California
| $1.01B | +$7.17M | +0.7% | 1.15% | 54.3% | 57 | 10.53% | 1.2 |
|
| 1206 |
JWCA
1206
J.W. Childs Associates
Waltham,
Massachusetts
| $1.01B | +$207M | +26% | 0% | 0% | 1 | 0% | 0.8 |
|
| 1207 |
ERM
1207
Elm Ridge Management
Briarcliff Manor,
New York
| $1.01B | -$47.5M | -4% | 2.46% | 93.6% | 42 | 28.57% | 0.8 |
|
| 1208 |
BPB
1208
Badgley, Phelps & Bell
Seattle,
Washington
| $1.01B | +$6.63M | +0.7% | 0.04% | 78.3% | 195 | 14.87% | 1 |
|
| 1209 |
MFG
1209
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $1.01B | +$27M | +3% | 2.75% | – | 2 | 0% | 1.3 |
|
| 1210 |
1210
Alesco Advisors
Pittsford,
New York
| $1.01B | +$72K | +0% | 2.2% | 46.9% | 96 | 6.25% | 1 |
|
| 1211 |
WA
1211
Westport Advisers
Westport,
Connecticut
| $1.01B | -$42.4M | -4% | 1.99% | 39.2% | 59 | 8.47% | 1.2 |
|
| 1212 |
FFA
1212
First Foundation Advisors
Irvine,
California
| $1B | +$87.5M | +10% | 0.48% | 70.4% | 264 | 17.05% | 0.8 |
|
| 1213 |
RCM
1213
Rutabaga Capital Management
Boston,
Massachusetts
| $1B | -$50.7M | -5% | 8.23% | 57% | 78 | 11.54% | 1 |
|
| 1214 |
GBCP
1214
Glade Brook Capital Partners
Greenwich,
Connecticut
| $1B | -$142M | -12% | 3.95% | – | 53 | 75.47% | 0.4 |
|
| 1215 |
BSPF
1215
British Steel Pension Fund
London,
United Kingdom
| $1B | -$59.5M | -6% | 0.26% | 29.7% | 195 | 5.64% | 1.1 |
|
| 1216 |
SWITC
1216
Stewart West Indies Trading Company
Boulder,
Colorado
| $999M | +$31.2M | +3% | 1.66% | 35.4% | 55 | 5.45% | 1.2 |
|
| 1217 |
NIM
1217
Northeast Investment Management
Boston,
Massachusetts
| $995M | -$430K | -0% | 1.19% | 93.4% | 185 | 6.49% | 1.1 |
|
| 1218 |
TEC
1218
Tiger Eye Capital
Nashville,
Tennessee
| $995M | +$41.3M | +4% | 4.2% | 116% | 69 | 65.22% | 0.3 |
|
| 1219 |
NI
1219
Nuance Investments
Kansas City,
Missouri
| $990M | +$50.1M | +5% | 7.64% | 3.13% | 63 | 30.16% | 0.7 |
|
| 1220 |
1220
Homrich & Berg
Atlanta,
Georgia
| $990M | +$107M | +12% | 0.71% | 38.3% | 240 | 20% | 0.8 |
|
| 1221 |
HCM
1221
Hayman Capital Management
Dallas,
Texas
| $990M | +$257M | +35% | 11.2% | 44.1% | 27 | 66.67% | 0.4 |
|
| 1222 |
1222
Perceptive Advisors
New York
| $988M | -$31.3M | -3% | 8.13% | 1,707% | 164 | 51.83% | 0.4 |
|
| 1223 |
TCM
1223
Twin Capital Management
Mcmurray,
Pennsylvania
| $987M | -$7.41M | -0.7% | 1.16% | 132% | 328 | 24.39% | 0.9 |
|
| 1224 |
VOAM
1224
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $987M | -$7.96M | -0.8% | 1.83% | 107% | 138 | 37.68% | 0.6 |
|
| 1225 |
LC
1225
Lourd Capital
Beverly Hills,
California
| $987M | +$44.6M | +5% | 5.22% | 44.3% | 119 | 11.76% | 1 |
|