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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
BOS
1351
Bingham Osborn & Scarborough
San Francisco,
California
| $1.06B | +$1.09M | +0.1% | 2.36% | 51.7% | 155 | 12.26% | 3.2 |
|
| 1352 |
1352
IFM Investors
Melbourne,
Australia
| $1.06B | +$364M | +52% | 4.34% | 147% | 587 | 11.58% | 1.1 |
|
| 1353 |
CI
1353
CPMG Inc
Dallas,
Texas
| $1.06B | +$161M | +18% | 49.9% | 878% | 24 | 50% | 0.3 |
|
| 1354 |
1354
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $1.05B | +$67.7M | +7% | 2.55% | 86% | 436 | 14.68% | 2.2 |
|
| 1355 |
KWILP
1355
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.05B | +$37M | +4% | 4.71% | 28.5% | 200 | 35.5% | 0.9 |
|
| 1356 |
BP
1356
Berkshire Partners
Boston,
Massachusetts
| $1.05B | +$115M | +12% | 12.3% | 79% | 3 | 0% | 2.2 |
|
| 1357 |
ST
1357
Sabal Trust
St. Petersburg,
Florida
| $1.05B | +$5M | +0.5% | 3.15% | 18.4% | 172 | 26.74% | 3.1 |
|
| 1358 |
NAM
1358
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.05B | -$31.1M | -3% | 3.32% | 34.4% | 215 | 42.33% | 0.6 |
|
| 1359 |
EC
1359
EcoR1 Capital
San Francisco,
California
| $1.05B | +$53.4M | +5% | 13.2% | 310% | 48 | 66.67% | 0.6 |
|
| 1360 |
BOTOTLSJU
1360
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $1.05B | -$822M | -44% | 5.66% | 142% | 26 | 50% | 1.3 |
|
| 1361 |
TPMI
1361
Tilden Park Management I
New York
| $1.05B | +$237M | +29% | 1.35% | 29.6% | 12 | 75% | 0.3 |
|
| 1362 |
SRC
1362
Shufro Rose & Co
New York
| $1.05B | +$33M | +3% | 1.28% | 68.1% | 318 | 10.69% | 2.8 |
|
| 1363 |
1363
Miracle Mile Advisors
Los Angeles,
California
| $1.05B | +$101M | +11% | 2.41% | 56% | 168 | 14.88% | 0.9 |
|
| 1364 |
SBSB
1364
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| $1.05B | +$20.8M | +2% | 3.26% | 46.7% | 172 | 7.56% | 1.6 |
|
| 1365 |
AFG
1365
American Financial Group
Cincinnati,
Ohio
| $1.04B | -$10.3M | -1% | 3.34% | 32.5% | 110 | 2.73% | 3.1 |
|
| 1366 |
1366
Reinhart Partners
Mequon,
Wisconsin
| $1.04B | +$70.8M | +7% | 4.32% | 110% | 106 | 16.98% | 2 |
|
| 1367 |
DCP
1367
Diameter Capital Partners
New York
| $1.04B | +$577M | +124% | 23.3% | 378% | 30 | 80% | 0.2 |
|
| 1368 |
1368
Westwood Global Investments
Boston,
Massachusetts
| $1.04B | -$530M | -34% | 11.7% | 112% | 15 | 20% | 3.3 |
|
| 1369 |
EC
1369
EJF Capital
Arlington,
Virginia
| $1.04B | -$206M | -17% | 1.79% | 127% | 117 | 28.21% | 1.1 |
|
| 1370 |
TC
1370
Towle & Co
Denver,
Colorado
| $1.04B | +$93.7M | +10% | 5.49% | 172% | 37 | 27.03% | 2.3 |
|
| 1371 |
CCMIC
1371
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.03B | -$31.9M | -3% | 2.36% | 85.6% | 76 | 15.79% | 2.2 |
|
| 1372 |
BI
1372
BlueSpruce Investments
Chicago,
Illinois
| $1.03B | +$165M | +19% | 6.38% | 59.6% | 17 | 29.41% | 1.3 |
|
| 1373 |
1373
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $1.03B | -$60.6M | -6% | 3.47% | 95.6% | 253 | 20.16% | 2.7 |
|
| 1374 |
1374
Flow Traders U.S.
New York
| $1.03B | -$261M | -20% | 4.98% | 86.5% | 287 | 57.14% | 0.5 |
|
| 1375 |
1375
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $1.03B | +$31.7M | +3% | 1.74% | 68.2% | 247 | 12.15% | 2.9 |
|