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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
MCM
1276
Makena Capital Management
Menlo Park,
California
| $906M | -$70.9M | -7% | 1.85% | 78.7% | 21 | 4.76% | 1.5 |
|
| 1277 |
WPC
1277
Waters Parkerson & Co
New Orleans,
Louisiana
| $905M | +$32.7M | +4% | 2.66% | 54.3% | 152 | 9.21% | 2.1 |
|
| 1278 |
WBG
1278
Wharton Business Group
Malvern,
Pennsylvania
| $905M | -$106M | -10% | 0.78% | 72.5% | 131 | 9.92% | 2 |
|
| 1279 |
GJIC
1279
Gamble Jones Investment Counsel
Pasadena,
California
| $900M | -$5.99M | -0.7% | 2.66% | 32.9% | 216 | 10.65% | 2.4 |
|
| 1280 |
SB
1280
Simmons Bank
Pine Bluff,
Arkansas
| $898M | – | – | 1.77% | 92.9% | 287 | – | 0 |
|
| 1281 |
1281
First Horizon Advisors
Memphis,
Tennessee
| $898M | +$334M | +59% | 1.7% | 55.2% | 1,551 | 18.83% | 1.8 |
|
| 1282 |
ICOA
1282
Investment Centers of America
Bismarck,
North Dakota
| $897M | +$132M | +17% | 3.26% | 23.2% | 575 | 22.26% | 1.4 |
|
| 1283 |
1SB
1283
1ST Source Bank
South Bend,
Indiana
| $896M | +$34M | +4% | 2.49% | 80.8% | 231 | 8.66% | 2.2 |
|
| 1284 |
SRC
1284
Shufro Rose & Co
New York
| $895M | +$25.4M | +3% | 4.58% | 68.1% | 281 | 21.35% | 2.1 |
|
| 1285 |
FAM
1285
Foxhaven Asset Management
Charlottesville,
Virginia
| $892M | -$34.4M | -4% | 0.35% | 88.2% | 24 | 37.5% | 0.9 |
|
| 1286 |
MFBTD
1286
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $890M | +$35.6M | +4% | 1.18% | 23.5% | 595 | 48.24% | 2.1 |
|
| 1287 |
EP
1287
Edinburgh Partners
Edinburgh,
United Kingdom
| $888M | -$36.9M | -4% | 0.74% | 39.2% | 42 | 11.9% | 1.8 |
|
| 1288 |
CCMIC
1288
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $885M | +$86.5M | +11% | 9.69% | 77.8% | 46 | 15.22% | 1.5 |
|
| 1289 |
MPM
1289
Meritage Portfolio Management
Overland Park,
Kansas
| $884M | -$4.47M | -0.5% | 4.5% | 97.4% | 211 | 25.12% | 1.7 |
|
| 1290 |
M
1290
MOTCO
San Antonio,
Texas
| $884M | +$40M | +5% | 2.01% | 63.5% | 540 | 11.11% | 2.2 |
|
| 1291 |
BCMNY
1291
Buckingham Capital Management (New York)
New York
| $881M | +$72.7M | +9% | 6.19% | 62.5% | 96 | 32.29% | 1.4 |
|
| 1292 |
SPC
1292
Silver Point Capital
Greenwich,
Connecticut
| $881M | +$82.9M | +10% | 1.49% | 108% | 21 | 28.57% | 1.1 |
|
| 1293 |
WI
1293
Wafra Inc
New York
| $880M | +$18.4M | +2% | 1.27% | 45.9% | 102 | 33.33% | 0.9 |
|
| 1294 |
1294
Atria Investments
Charlotte,
North Carolina
| $880M | -$30.1M | -3% | 1.85% | 83.9% | 511 | 36.59% | 1.3 |
|
| 1295 |
1295
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $879M | +$9.12M | +1% | 5.16% | 75.9% | 142 | 7.04% | 1.5 |
|
| 1296 |
BIC
1296
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $877M | -$2.74M | -0.3% | 0.12% | 36% | 177 | 11.86% | 2 |
|
| 1297 |
DVM
1297
Dreman Value Management
West Palm Beach,
Florida
| $877M | +$546M | +165% | 3.77% | 36.6% | 583 | 69.13% | 0.6 |
|
| 1298 |
SSB
1298
Sandy Spring Bank
Olney,
Maryland
| $875M | +$19.2M | +2% | 1.83% | 31.4% | 1,009 | 15.46% | 1.7 |
|
| 1299 |
NCMU
1299
NAYA Capital Management (UK)
London,
United Kingdom
| $874M | -$569M | -39% | 3.1% | 121% | 27 | 74.07% | 0.1 |
|
| 1300 |
TAM
1300
THB Asset Management
Norwalk,
Connecticut
| $874M | -$57.5M | -6% | 1.38% | 104% | 202 | 16.83% | 1 |
|