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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 |
BOH
1301
Bank of Hawaii
Honolulu,
Hawaii
| $1.79B | +$116M | +7% | 6.73% | 73.5% | 272 | 10.29% | 4.5 |
|
| 1302 |
MRG
1302
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| $1.78B | +$497M | +39% | 14.9% | 95% | 28 | 14.29% | 1 |
|
| 1303 |
1303
Cooperman Leon G
| $1.78B | +$178M | +11% | 9.43% | 147% | 74 | 35.14% | 1.5 |
|
| 1304 |
1304
Nippon Life Insurance
Tokyo,
Japan
| $1.78B | +$137M | +8% | 8.53% | 26% | 3 | 0% | 8 |
|
| 1305 |
1305
JMG Financial Group
Downers Grove,
Illinois
| $1.78B | +$159M | +10% | 6.88% | 58.7% | 92 | 19.57% | 4.6 |
|
| 1306 |
GEM
1306
Global Endowment Management
Charlotte,
North Carolina
| $1.78B | +$183M | +11% | 12.8% | 46.1% | 121 | 19.01% | 2.3 |
|
| 1307 |
PAIM
1307
Punch & Associates Investment Management
Edina,
Minnesota
| $1.77B | +$107M | +6% | 9.06% | 97.5% | 260 | 14.23% | 3 |
|
| 1308 |
1308
Aspiriant LLC
Los Angeles,
California
| $1.77B | +$204M | +13% | 6.32% | 47.1% | 236 | 15.68% | 3.1 |
|
| 1309 |
1309
Eisler Capital (UK)
London,
United Kingdom
| $1.77B | +$614M | +53% | 0.56% | 3.95% | 302 | 80.46% | 0.1 |
|
| 1310 |
CFA
1310
Carroll Financial Associates
Charlotte,
North Carolina
| $1.77B | +$141M | +9% | 6.1% | 79.9% | 1,921 | 16.03% | 3.6 |
|
| 1311 |
OA
1311
Oak Associates
Akron,
Ohio
| $1.77B | +$76M | +4% | 7.84% | 152% | 138 | 5.8% | 4.4 |
|
| 1312 |
RC
1312
Rivulet Capital
Summit,
New Jersey
| $1.77B | -$78.4M | -4% | 8.76% | 27.4% | 12 | 25% | 1.7 |
|
| 1313 |
1313
Baker Avenue Asset Management
San Francisco,
California
| $1.76B | +$131M | +8% | 6.33% | 95.6% | 259 | 15.44% | 2.9 |
|
| 1314 |
TCCM
1314
Two Creeks Capital Management
New York
| $1.76B | +$118M | +7% | 7.19% | 38.8% | 18 | 22.22% | 2.9 |
|
| 1315 |
RCM
1315
Rivernorth Capital Management
West Palm Beach,
Florida
| $1.75B | +$87.6M | +5% | 4.75% | 9.04% | 551 | 29.58% | 0.7 |
|
| 1316 |
TYCC
1316
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.75B | +$158M | +10% | 9.05% | 175% | 478 | 10.46% | 4.6 |
|
| 1317 |
PSAMP
1317
P. Schoenfeld Asset Management (PSAM)
New York
| $1.75B | -$18.4M | -1% | 9.05% | 367% | 499 | 58.12% | 0.2 |
|
| 1318 |
HPC
1318
Hill Path Capital
New York
| $1.74B | +$71.9M | +4% | 2.1% | 5.23% | 8 | 0% | 1.3 |
|
| 1319 |
DY
1319
Dowling & Yahnke
San Diego,
California
| $1.74B | +$276M | +19% | 6.63% | 34.8% | 376 | 12.77% | 4.5 |
|
| 1320 |
1320
Chilton Capital Management
Houston,
Texas
| $1.74B | +$237M | +16% | 10% | 95.3% | 221 | 17.65% | 3.5 |
|
| 1321 |
CTA
1321
Chesley Taft & Associates
Chicago,
Illinois
| $1.74B | +$64.3M | +4% | 6.96% | 93.1% | 295 | 2.71% | 4.7 |
|
| 1322 |
1322
Locust Wood Capital Advisers
New York
| $1.74B | +$38.8M | +2% | 11.6% | 111% | 52 | 21.15% | 2.3 |
|
| 1323 |
1323
Harvard Management Company
Boston,
Massachusetts
| $1.74B | -$52.1M | -3% | 14.4% | 123% | 43 | 23.26% | 1.9 |
|
| 1324 |
SI
1324
Sofinnova Investments
Menlo Park,
California
| $1.74B | +$71.7M | +4% | 2.97% | 450% | 81 | 38.27% | 1 |
|
| 1325 |
1325
New York Life Investment Management
New York
| $1.73B | +$72.1M | +4% | 5.41% | 100% | 31 | 3.23% | 1.7 |
|