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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
FCM
1301
Freshford Capital Management
Rye Brook,
New York
| $843M | -$22.2M | -3% | 0.44% | 97.3% | 41 | 36.59% | 0.5 |
|
| 1302 |
SCM
1302
Suvretta Capital Management
New York
| $840M | +$94.2M | +13% | 7.23% | 364% | 44 | 52.27% | 0.2 |
|
| 1303 |
1303
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $840M | +$11M | +1% | 3.95% | 95.6% | 214 | 17.29% | 0.6 |
|
| 1304 |
VOAM
1304
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $839M | +$149M | +22% | 9.27% | 107% | 130 | 40% | 0.5 |
|
| 1305 |
ECM
1305
Empire Capital Management
Westport,
Connecticut
| $839M | +$105M | +14% | 3.56% | 17.2% | 83 | 71.08% | 0.2 |
|
| 1306 |
RG
1306
Redmile Group
San Francisco,
California
| $838M | +$27.2M | +3% | 16.5% | 777% | 75 | 52% | 0.3 |
|
| 1307 |
MAA
1307
Matrix Asset Advisors
White Plains,
New York
| $836M | +$11.8M | +1% | 3.66% | 84.9% | 82 | 8.54% | 0.7 |
|
| 1308 |
NCA
1308
Newbrook Capital Advisors
New York
| $836M | -$89.3M | -10% | 11.3% | 299% | 33 | 63.64% | 0.3 |
|
| 1309 |
DSI
1309
Daiwa SB Investments
Tokyo,
Japan
| $836M | -$58.3M | -7% | 3.03% | 60.5% | 171 | 50.88% | 0.5 |
|
| 1310 |
1310
North Star Asset Management
Neenah,
Wisconsin
| $835M | +$9.18M | +1% | 1.15% | 62% | 265 | 9.81% | 0.7 |
|
| 1311 |
MPM
1311
Meritage Portfolio Management
Overland Park,
Kansas
| $834M | +$26.2M | +3% | 3.59% | 97.4% | 226 | 25.22% | 0.6 |
|
| 1312 |
ACM
1312
Archer Capital Management
New York
| $833M | +$160M | +24% | 5.13% | 72.3% | 44 | 47.73% | 0.3 |
|
| 1313 |
1313
Smead Capital Management
Phoenix,
Arizona
| $830M | +$104M | +14% | 3.01% | 78.2% | 30 | 10% | 0.7 |
|
| 1314 |
1314
Azimuth Capital Management
Bloomfield Hills,
Michigan
| $829M | -$10.8M | -1% | 2.33% | 80.3% | 278 | 8.63% | 0.6 |
|
| 1315 |
ECA
1315
Endeavour Capital Advisors
Greenwich,
Connecticut
| $828M | +$34.3M | +4% | 2.58% | 105% | 98 | 20.41% | 0.6 |
|
| 1316 |
1316
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| $827M | – | – | 2.43% | 135% | 30 | – | 0 |
|
| 1317 |
WI
1317
Wafra Inc
New York
| $826M | +$44.3M | +6% | 3.4% | 45.9% | 87 | 35.63% | 0.6 |
|
| 1318 |
HA
1318
Hays Advisory
Franklin,
Tennessee
| $823M | -$939K | -0.1% | 0.95% | 31.8% | 55 | 29.09% | 0.6 |
|
| 1319 |
MCM
1319
Maltese Capital Management
New York
| $821M | -$153M | -16% | 2.4% | 114% | 200 | 33% | 0.5 |
|
| 1320 |
KWILP
1320
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $821M | +$29.7M | +4% | 0.78% | 28.5% | 53 | 33.96% | 0.5 |
|
| 1321 |
MFP
1321
Michael F. Price
| $821M | +$46.9M | +6% | 1.25% | 42.6% | 99 | 17.17% | 0.6 |
|
| 1322 |
HP
1322
Hikari Power
Tokyo,
Japan
| $821M | – | – | 5.05% | 53.5% | 46 | – | 0 |
|
| 1323 |
1323
Copeland Capital Management
Conshohocken,
Pennsylvania
| $821M | +$55.6M | +7% | 3.99% | 56.7% | 198 | 17.68% | 0.5 |
|
| 1324 |
VCM
1324
Vision Capital Management
Portland,
Oregon
| $821M | -$19.9M | -2% | 0.65% | 67.4% | 78 | 20.51% | 0.6 |
|
| 1325 |
BDF
1325
Balasa Dinverno & Foltz
| $818M | +$90M | +12% | 1.14% | 23.2% | 167 | 9.58% | 0.6 |
|