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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
MCM
1251
Makena Capital Management
Menlo Park,
California
| $916M | -$1.51B | -62% | 2.89% | 78.7% | 13 | 38.46% | 0.5 |
|
| 1252 |
LC
1252
Lourd Capital
Beverly Hills,
California
| $915M | +$14.1M | +2% | 4.26% | 44.3% | 109 | 11.93% | 0.6 |
|
| 1253 |
SCM
1253
Schneider Capital Management
Berwyn,
Pennsylvania
| $915M | -$176M | -16% | 1.17% | 52.5% | 117 | 13.68% | 0.6 |
|
| 1254 |
BCIM
1254
Black Creek Investment Management
Toronto,
Ontario, Canada
| $915M | +$64.7M | +8% | 3.56% | 11.1% | 18 | 11.11% | 0.6 |
|
| 1255 |
NM
1255
Naya Management
London,
United Kingdom
| $907M | +$77.5M | +9% | 0.34% | – | 18 | 50% | 0.2 |
|
| 1256 |
LW
1256
Linscomb Wealth
Houston,
Texas
| $907M | +$91.3M | +11% | 1.12% | 75.2% | 291 | 26.12% | 0.6 |
|
| 1257 |
AWMDMG
1257
Austin W. Marxe & David M. Greenhouse
New York
| $903M | -$30.1M | -3% | 11.5% | – | 150 | 20.67% | 0.6 |
|
| 1258 |
FAB
1258
First American Bank
Dundee,
Illinois
| $902M | +$27.1M | +3% | 1.08% | 99.7% | 229 | 12.66% | 0.6 |
|
| 1259 |
P
1259
Pitcairn
Conshohocken,
Pennsylvania
| $895M | -$9.54M | -1% | 5.28% | 111% | 511 | 18.59% | 0.6 |
|
| 1260 |
APCM
1260
Arbiter Partners Capital Management
New York
| $894M | +$167M | +23% | 4.24% | 378% | 135 | 31.85% | 0.5 |
|
| 1261 |
1261
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $894M | -$16.3M | -2% | 2.85% | 4.24% | 5 | 20% | 0.6 |
|
| 1262 |
DFO
1262
Duquesne Family Office
New York
| $886M | -$615M | -41% | 10% | 345% | 53 | 81.13% | 0.2 |
|
| 1263 |
1263
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $885M | +$43.6M | +5% | 2.04% | 25.2% | 315 | 15.87% | 0.6 |
|
| 1264 |
PFM
1264
Parsec Financial Management
Asheville,
North Carolina
| $883M | +$32M | +4% | 1.64% | 70.7% | 162 | 11.73% | 0.6 |
|
| 1265 |
HCM
1265
Howland Capital Management
Boston,
Massachusetts
| $882M | +$76.7M | +10% | 1.94% | 72% | 189 | 6.35% | 0.6 |
|
| 1266 |
TAM
1266
Taylor Asset Management
Toronto,
Ontario, Canada
| $879M | +$64.2M | +8% | 4.84% | 12.9% | 31 | 19.35% | 0.6 |
|
| 1267 |
PWAM
1267
Park West Asset Management
San Francisco,
California
| $879M | +$89.9M | +11% | 2.34% | 181% | 84 | 59.52% | 0.3 |
|
| 1268 |
CA
1268
Cullinan Associates
Louisville,
Kentucky
| $879M | +$16.6M | +2% | 0.53% | 107% | 92 | 10.87% | 0.7 |
|
| 1269 |
TCM
1269
Tybourne Capital Management
Hong Kong
| $878M | -$37.4M | -4% | 4.39% | 109% | 15 | 33.33% | 0.4 |
|
| 1270 |
RCM
1270
Redwood Capital Management
New York
| $878M | +$24.9M | +3% | 1.06% | 313% | 53 | 24.53% | 0.5 |
|
| 1271 |
LCM
1271
LionEye Capital Management
New York
| $878M | +$385M | +78% | 3.21% | – | 75 | 60% | 0.2 |
|
| 1272 |
OIM
1272
Oracle Investment Management
Greenwich,
Connecticut
| $876M | +$149M | +21% | 21.3% | 865% | 31 | 22.58% | 0.6 |
|
| 1273 |
GC
1273
Globeflex Capital
San Diego,
California
| $875M | +$45.7M | +6% | 7.34% | 186% | 771 | 39.3% | 0.5 |
|
| 1274 |
ANRF
1274
Adams Natural Resources Fund
Baltimore,
Maryland
| $874M | +$10.2M | +1% | 2.87% | 43% | 45 | 20% | 0.7 |
|
| 1275 |
M
1275
MOTCO
San Antonio,
Texas
| $873M | +$7.1M | +0.8% | 0.91% | 63.5% | 619 | 10.82% | 0.7 |
|