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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 |
NTC
1301
NF Trinity Capital
Central,
Hong Kong
| $880M | – | – | 15.8% | 49.6% | 43 | – | 0 |
|
| 1302 |
BIC
1302
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $880M | +$67M | +8% | 8.01% | 36% | 183 | 18.03% | 1.8 |
|
| 1303 |
OFM
1303
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $879M | +$115M | +15% | 3.4% | 8.26% | 21 | 47.62% | 0.5 |
|
| 1304 |
FAS
1304
Formuepleje A/S
Aarhus C,
Denmark
| $879M | +$59.2M | +7% | 3.34% | 92.1% | 90 | 17.78% | 0.5 |
|
| 1305 |
FHC
1305
Forest Hill Capital
Little Rock,
Arkansas
| $879M | -$176M | -17% | 3.12% | 112% | 71 | 26.76% | 1.7 |
|
| 1306 |
FCP
1306
Fine Capital Partners
New York
| $878M | -$139M | -14% | 7.31% | 95.5% | 25 | 28% | 1.4 |
|
| 1307 |
BPIM
1307
Brant Point Investment Management
New York
| $876M | -$24.2M | -3% | 6.75% | 169% | 164 | 42.07% | 1 |
|
| 1308 |
SFT
1308
Simmons First Trust
Pine Bluff,
Arkansas
| $875M | +$476M | +119% | 5% | – | 291 | 46.39% | 0.9 |
|
| 1309 |
1309
Cannell & Spears
New York
| $874M | -$824K | -0.1% | 8.61% | 113% | 139 | 19.42% | 1.8 |
|
| 1310 |
WPC
1310
Waters Parkerson & Co
New Orleans,
Louisiana
| $873M | +$87.3M | +11% | 8.5% | 54.3% | 147 | 14.97% | 2 |
|
| 1311 |
BOH
1311
Bank of Hawaii
Honolulu,
Hawaii
| $870M | +$8.75M | +1% | 6.24% | 73.5% | 413 | 24.46% | 1.5 |
|
| 1312 |
1312
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $870M | +$49.4M | +6% | 5.25% | 75.9% | 147 | 12.24% | 1.3 |
|
| 1313 |
SRC
1313
Shufro Rose & Co
New York
| $870M | +$37.2M | +4% | 7.6% | 68.1% | 270 | 7.41% | 2.1 |
|
| 1314 |
SIM
1314
Sadoff Investment Management
Milwaukee,
Wisconsin
| $869M | +$102M | +13% | 5.77% | 49.2% | 73 | 13.7% | 1.6 |
|
| 1315 |
SCA
1315
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $866M | +$44.3M | +5% | 7.19% | 81.9% | 134 | 8.96% | 1.9 |
|
| 1316 |
PCM
1316
Palestra Capital Management
New York
| $864M | -$174M | -17% | 9.64% | 236% | 27 | 37.04% | 0.8 |
|
| 1317 |
1317
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $863M | – | – | 7.04% | 126% | 321 | – | 0 |
|
| 1318 |
WI
1318
Wafra Inc
New York
| $862M | +$48.3M | +6% | 8.08% | 45.9% | 93 | 26.88% | 1 |
|
| 1319 |
1SB
1319
1ST Source Bank
South Bend,
Indiana
| $862M | -$10.7M | -1% | 5.1% | 80.8% | 261 | 20.31% | 2 |
|
| 1320 |
TPCM
1320
Tide Point Capital Management
Old Greenwich,
Connecticut
| $857M | +$32.1M | +4% | 10.1% | 144% | 63 | 73.02% | 0.4 |
|
| 1321 |
MCM
1321
Maltese Capital Management
New York
| $856M | -$39M | -4% | 5.74% | 114% | 261 | 34.87% | 1.2 |
|
| 1322 |
SSB
1322
Sandy Spring Bank
Olney,
Maryland
| $856M | +$39.8M | +5% | 5.95% | 31.4% | 1,031 | 18.23% | 1.5 |
|
| 1323 |
1323
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $854M | +$47M | +6% | 5.19% | 95.6% | 180 | 12.78% | 1.8 |
|
| 1324 |
MFBTD
1324
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $854M | +$30.8M | +4% | 2.73% | 23.5% | 678 | 19.03% | 1.4 |
|
| 1325 |
1325
WhitTier Trust Company
Reno,
Nevada
| $853M | +$35.5M | +4% | 6.36% | 96.9% | 934 | 6.21% | 2.2 |
|