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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1SB
1251
1ST Source Bank
South Bend,
Indiana
| $872M | -$50.5M | -5% | 4.99% | 63.2% | 284 | 21.48% |
|
| 1252 |
SPC
1252
Slate Path Capital
New York
| $872M | -$43.6M | -5% | 5.4% | 273% | 14 | 57.14% |
|
| 1253 |
GHA
1253
GW Henssler & Associates
Kennesaw,
Georgia
| $871M | -$48.2M | -5% | 5.09% | 54.8% | 179 | 16.76% |
|
| 1254 |
CIP
1254
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $871M | -$143M | -14% | 5.57% | 199% | 472 | 55.51% |
|
| 1255 |
SI
1255
SII Investments
Appleton,
Wisconsin
| $869M | +$20.3M | +2% | 6.51% | 24.3% | 609 | 22.66% |
|
| 1256 |
GJIC
1256
Gamble Jones Investment Counsel
Pasadena,
California
| $869M | -$92.9M | -10% | 7.06% | 32.9% | 225 | 10.22% |
|
| 1257 |
NPIT
1257
National Penn Investors Trust
Wyomissing,
Pennsylvania
| $866M | -$64.4M | -7% | 6.01% | 40.9% | 233 | 11.16% |
|
| 1258 |
SL
1258
Summitry LLC
Foster City,
California
| $864M | -$13.1M | -1% | 5.47% | 68.1% | 71 | 11.27% |
|
| 1259 |
MPM
1259
Meritage Portfolio Management
Overland Park,
Kansas
| $863M | -$90.7M | -10% | 5.27% | 97.4% | 227 | 22.47% |
|
| 1260 |
WC
1260
Weatherbie Capital
Boston,
Massachusetts
| $862M | -$122M | -12% | 6.45% | 63.4% | 73 | 20.55% |
|
| 1261 |
BOH
1261
Bank of Hawaii
Honolulu,
Hawaii
| $861M | -$100M | -10% | 5.73% | 60.2% | 409 | 26.89% |
|
| 1262 |
SCM
1262
Sandler Capital Management
New York
| $861M | -$263M | -23% | 4.01% | 288% | 223 | 69.96% |
|
| 1263 |
CG
1263
Colony Group
Boston,
Massachusetts
| $860M | -$88.7M | -9% | 5.85% | 33.2% | 982 | 27.7% |
|
| 1264 |
MB
1264
Mizuho Bank
Tokyo,
Japan
| $856M | -$234M | -21% | 7.93% | 128% | 15 | 26.67% |
|
| 1265 |
FAM
1265
Foxhaven Asset Management
Charlottesville,
Virginia
| $854M | -$58M | -6% | 3.95% | 85.1% | 27 | 33.33% |
|
| 1266 |
KWILP
1266
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $852M | -$86.3M | -9% | 5.11% | 28.5% | 120 | 55.83% |
|
| 1267 |
LW
1267
Linscomb Wealth
Houston,
Texas
| $850M | -$65.6M | -7% | 8.2% | 61.3% | 279 | 10.75% |
|
| 1268 |
GA
1268
GRS Advisors
Chicago,
Illinois
| $846M | -$108M | -11% | 4.27% | 41.1% | 32 | 31.25% |
|
| 1269 |
PL
1269
Perpetual Ltd
Sydney, New South Wales,
Australia
| $841M | -$30M | -3% | 6.8% | 95.5% | 197 | 25.38% |
|
| 1270 |
RI
1270
Relational Investors
San Diego,
California
| $840M | -$768M | -48% | 7.13% | – | 10 | 30% |
|
| 1271 |
PCMF
1271
Private Capital Management (Florida)
Naples,
Florida
| $840M | -$99.2M | -11% | 13.2% | 68.6% | 66 | 1.52% |
|
| 1272 |
TCM
1272
Tamarack Capital Management
Carlsbad,
California
| $840M | -$29.6M | -3% | 9.37% | – | 42 | 40.48% |
|
| 1273 |
HVCM
1273
HG Vora Capital Management
New York
| $838M | +$12.7M | +2% | 12.4% | 10.1% | 24 | 54.17% |
|
| 1274 |
QI
1274
QV Investors
Calgary,
Alberta, Canada
| $834M | -$71.9M | -8% | 9.08% | 66.3% | 32 | 6.25% |
|
| 1275 |
SRC
1275
Shufro Rose & Co
New York
| $832M | -$109M | -12% | 11.3% | 47.5% | 273 | 8.79% |
|