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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 |
DBC
1201
Deep Basin Capital
Stamford,
Connecticut
| $1.27B | -$189M | -13% | 14.5% | – | 68 | 51.47% | 0.3 |
|
| 1202 |
MBA
1202
Maple-Brown Abbott
Barangaroo,
Australia
| $1.27B | +$84.2M | +7% | 1.57% | 7.92% | 18 | 0% | 3.3 |
|
| 1203 |
HP
1203
Holowesko Partners
Nassau,
Bahamas
| $1.26B | +$47.2M | +4% | 1.29% | 51.1% | 27 | 25.93% | 2.3 |
|
| 1204 |
1204
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.26B | +$125M | +11% | 2.03% | 137% | 505 | 3.56% | 5.1 |
|
| 1205 |
1205
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.26B | +$106M | +9% | 0.64% | 75.9% | 202 | 17.33% | 1.7 |
|
| 1206 |
ZA
1206
Zazove Associates
Incline Village,
Nevada
| $1.26B | +$123M | +11% | 0.36% | 11% | 131 | 21.37% | 1.2 |
|
| 1207 |
FMW
1207
Farr Miller & Washington
Washington,
District of Columbia
| $1.26B | +$46.7M | +4% | 3.46% | 62.3% | 142 | 6.34% | 4.4 |
|
| 1208 |
1208
Baker Avenue Asset Management
San Francisco,
California
| $1.26B | +$16.6M | +1% | 0.91% | 95.6% | 260 | 18.08% | 2.7 |
|
| 1209 |
EC
1209
EMS Capital
New York
| $1.25B | -$278M | -18% | 5.07% | 228% | 39 | 38.46% | 1.9 |
|
| 1210 |
NIM
1210
Northeast Investment Management
Boston,
Massachusetts
| $1.25B | -$8.21M | -0.7% | 1.48% | 93.4% | 177 | 2.82% | 4.3 |
|
| 1211 |
1211
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1.25B | +$16M | +1% | 0.67% | 68.2% | 270 | 8.89% | 3.3 |
|
| 1212 |
1212
Weiss Asset Management
Boston,
Massachusetts
| $1.25B | -$398M | -24% | 0.61% | 138% | 502 | 53.98% | 0.3 |
|
| 1213 |
TC
1213
Telemus Capital
Southfield,
Michigan
| $1.25B | +$118M | +10% | 6.96% | 27.9% | 404 | 11.39% | 2.5 |
|
| 1214 |
TCOV
1214
Trust Company of Vermont
Brattleboro,
Vermont
| $1.25B | +$41.5M | +3% | 2% | – | 1,092 | 12.36% | 3.7 |
|
| 1215 |
LW
1215
Linscomb Wealth
Houston,
Texas
| $1.24B | +$25.3M | +2% | 0.74% | 75.2% | 282 | 8.87% | 4.1 |
|
| 1216 |
KWILP
1216
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.24B | +$99.3M | +9% | 3.12% | 28.5% | 232 | 46.98% | 0.9 |
|
| 1217 |
PSAMP
1217
P. Schoenfeld Asset Management (PSAM)
New York
| $1.24B | +$102M | +9% | 7.8% | 367% | 61 | 75.41% | 0.2 |
|
| 1218 |
JP
1218
Jana Partners
New York
| $1.24B | +$45M | +4% | 9.74% | 36% | 12 | 33.33% | 1.7 |
|
| 1219 |
WPC
1219
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.24B | +$6.49M | +0.5% | 1.64% | 54.3% | 166 | 6.02% | 4.6 |
|
| 1220 |
ST
1220
Sabal Trust
St. Petersburg,
Florida
| $1.24B | +$104M | +9% | 2.92% | 18.4% | 152 | 17.76% | 3.5 |
|
| 1221 |
1221
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1.24B | -$30.5M | -2% | 0.39% | 58.1% | 45 | 11.11% | 2.4 |
|
| 1222 |
MYAM
1222
Meiji Yasuda Asset Management
Tokyo,
Japan
| $1.23B | +$41.8M | +4% | 2.75% | 93.9% | 512 | 8.4% | 3.7 |
|
| 1223 |
CAM
1223
Contour Asset Management
New York
| $1.23B | -$267M | -18% | 1.95% | 118% | 47 | 59.57% | 0.7 |
|
| 1224 |
IC
1224
InterOcean Capital
Chicago,
Illinois
| $1.23B | +$118M | +11% | 1.82% | 32.1% | 207 | 16.43% | 2.9 |
|
| 1225 |
HT
1225
HAP Trading
New York
| $1.23B | -$74.8M | -6% | 0.35% | 141% | 1,583 | 54.71% | 0.8 |
|