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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 |
NM
1251
NWI Management
New York
| $1.19B | +$241M | +25% | 2.89% | 230% | 41 | 43.9% | 2.4 |
|
| 1252 |
MTIM
1252
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.19B | -$2.4B | -67% | 0.62% | 143% | 248 | 64.52% | 1 |
|
| 1253 |
1253
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $1.19B | +$64.4M | +6% | 0.36% | 101% | 390 | 10.77% | 2.9 |
|
| 1254 |
1254
Citizens Financial Group
Providence,
Rhode Island
| $1.19B | -$48.9M | -4% | 0.2% | 83.7% | 554 | 19.68% | 1.9 |
|
| 1255 |
CAM
1255
Cacti Asset Management
Atlanta,
Georgia
| $1.19B | -$45.3M | -4% | 1.3% | 171% | 88 | 1.14% | 3.7 |
|
| 1256 |
SIM
1256
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.19B | -$37.7M | -3% | 2.83% | 49.2% | 89 | 13.48% | 2.3 |
|
| 1257 |
BCM
1257
Barometer Capital Management
Toronto,
Ontario, Canada
| $1.18B | +$76.8M | +7% | 7.06% | 336% | 193 | 60.62% | 0.5 |
|
| 1258 |
BTP
1258
Bloom Tree Partners
New York
| $1.18B | +$87.5M | +8% | 2.36% | 20.4% | 38 | 50% | 0.8 |
|
| 1259 |
MBA
1259
Maple-Brown Abbott
Barangaroo,
Australia
| $1.18B | -$11.6M | -1% | 5.1% | 7.92% | 20 | 0% | 2.5 |
|
| 1260 |
1260
Paradigm Capital Management Inc
Albany,
New York
| $1.18B | +$10M | +0.9% | 5.2% | 237% | 166 | 12.65% | 3.3 |
|
| 1261 |
ECAU
1261
Everett Capital Advisors (UK)
London,
United Kingdom
| $1.18B | +$532M | +82% | 1.58% | 30.7% | 51 | 62.75% | 0.3 |
|
| 1262 |
DVI
1262
Deccan Value Investors
Greenwich,
Connecticut
| $1.18B | -$89.3M | -7% | 12.5% | 66.5% | 6 | 16.67% | 1.8 |
|
| 1263 |
LW
1263
Linscomb Wealth
Houston,
Texas
| $1.18B | -$41.3M | -3% | 2.87% | 75.2% | 283 | 9.19% | 3.3 |
|
| 1264 |
PFC
1264
Poplar Forest Capital
Pasadena,
California
| $1.17B | -$80M | -6% | 3.34% | 30% | 67 | 13.43% | 2.5 |
|
| 1265 |
1265
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.17B | -$231M | -16% | 0.13% | 137% | 507 | 2.56% | 4 |
|
| 1266 |
LCP
1266
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.17B | +$98.3M | +9% | 1.44% | 67.2% | 63 | 11.11% | 2.1 |
|
| 1267 |
1267
Tower Research Capital (TRC)
New York
| $1.17B | +$393M | +51% | 1.34% | 144% | 4,355 | 44.32% | 0.8 |
|
| 1268 |
1268
Intermede Investment Partners
London,
United Kingdom
| $1.16B | -$12.4M | -1% | 1.77% | 76.7% | 28 | 32.14% | 1.4 |
|
| 1269 |
1269
Avantax Planning Partners
Dubuque,
Iowa
| $1.16B | +$72.3M | +7% | 1% | 51% | 1,913 | 83.85% | 0.2 |
|
| 1270 |
CG
1270
Cutler Group
San Francisco,
California
| $1.16B | -$1.28B | -52% | 1.52% | 57.7% | 5,907 | 43.2% | 1.1 |
|
| 1271 |
1271
Quantbot Technologies
New York
| $1.16B | +$82.1M | +8% | 2.36% | 33.6% | 1,722 | 63.7% | 0.3 |
|
| 1272 |
TYCC
1272
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.16B | +$171K | +0% | 0.31% | 175% | 451 | 5.32% | 3.2 |
|
| 1273 |
1273
Simplicity Solutions
Minneapolis,
Minnesota
| $1.16B | +$127M | +12% | 1.84% | 37.1% | 415 | 24.34% | 1 |
|
| 1274 |
SWITC
1274
Stewart West Indies Trading Company
Boulder,
Colorado
| $1.16B | -$29.4M | -2% | 1.65% | 35.4% | 19 | 0% | 4.4 |
|
| 1275 |
DF
1275
Donoghue Forlines
Boston,
Massachusetts
| $1.15B | -$168M | -13% | 1.96% | 199% | 189 | 65.08% | 0.2 |
|