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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
APCM
1376
Arbiter Partners Capital Management
New York
| $895M | -$106M | -11% | 23.4% | 378% | 72 | 31.94% | 2.3 |
|
| 1377 |
SB
1377
Simmons Bank
Pine Bluff,
Arkansas
| $894M | -$122M | -12% | 11.7% | 92.9% | 379 | 10.29% | 2 |
|
| 1378 |
SI
1378
Standard Investments
New York
| $891M | +$23.3M | +3% | 8.82% | 29.6% | 6 | 16.67% | 1.7 |
|
| 1379 |
HCM
1379
Hodges Capital Management
Dallas,
Texas
| $890M | -$470M | -35% | 22.8% | 200% | 277 | 27.08% | 2.7 |
|
| 1380 |
CTC
1380
Chai Trust Company
Chicago,
Illinois
| $890M | -$204M | -19% | 15.7% | 12.7% | 22 | 4.55% | 1.7 |
|
| 1381 |
1381
Matson Money Inc
Mason,
Ohio
| $889M | -$22M | -2% | 1.04% | 34.2% | 3 | 0% | 2.3 |
|
| 1382 |
SWM
1382
SVA Wealth Management
Madison,
Wisconsin
| $889M | -$95.3M | -10% | 11.7% | 44.5% | 221 | 10.41% | 3.5 |
|
| 1383 |
HP
1383
Hikari Power
Tokyo,
Japan
| $889M | -$95.1M | -10% | 11% | 53.5% | 141 | 22.7% | 1.7 |
|
| 1384 |
SVP
1384
Strategic Value Partners
Greenwich,
Connecticut
| $887M | -$86M | -9% | 16.9% | – | 14 | 35.71% | 0.6 |
|
| 1385 |
1385
Slate Path Capital
New York
| $887M | +$142M | +19% | 6.97% | 394% | 26 | 46.15% | 1 |
|
| 1386 |
SFM
1386
Sphera Funds Management
Tel Aviv,
Israel
| $887M | +$16.2M | +2% | 20% | 245% | 136 | 43.38% | 0.7 |
|
| 1387 |
WI
1387
WBI Investments
Red Bank,
New Jersey
| $886M | -$953M | -52% | 4.46% | 97.3% | 258 | 75.19% | 1 |
|
| 1388 |
CP
1388
Cumberland Partners
Toronto,
Ontario, Canada
| $885M | -$162M | -15% | 15% | 101% | 203 | 30.54% | 1.2 |
|
| 1389 |
A
1389
AdvicePeriod
Los Angeles,
California
| $884M | -$33.7M | -4% | 10.3% | 31.5% | 81 | 7.41% | 0.8 |
|
| 1390 |
LOAMS
1390
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $881M | -$127M | -13% | 11% | 135% | 409 | 36.92% | 1.1 |
|
| 1391 |
TNBTD
1391
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $880M | -$118M | -12% | 8.89% | 58.6% | 635 | 7.87% | 1.6 |
|
| 1392 |
ST
1392
Spinnaker Trust
Portland,
Maine
| $880M | -$132M | -13% | 10.1% | 68.2% | 240 | 16.67% | 3.3 |
|
| 1393 |
HCM
1393
HMI Capital Management
San Francisco,
California
| $877M | +$94.7M | +12% | 15.9% | 5.95% | 11 | 18.18% | 3.1 |
|
| 1394 |
MPM
1394
Meritage Portfolio Management
Overland Park,
Kansas
| $876M | -$215M | -20% | 12.9% | 97.4% | 223 | 34.08% | 2.3 |
|
| 1395 |
1395
HBK Sorce Advisory
Erie,
Pennsylvania
| $875M | -$12.1M | -1% | 13.5% | 58.2% | 435 | 20% | 1.9 |
|
| 1396 |
RPAM
1396
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $875M | -$123M | -12% | 18.3% | 131% | 95 | 13.68% | 2.6 |
|
| 1397 |
6M
1397
6 Meridian
Wichita,
Kansas
| $873M | -$101M | -10% | 8.38% | 45.7% | 449 | 17.82% | 0.7 |
|
| 1398 |
1398
JMG Financial Group
Downers Grove,
Illinois
| $871M | -$83.9M | -9% | 13.6% | 58.7% | 72 | 11.11% | 4 |
|
| 1399 |
GCP
1399
GSA Capital Partners
London,
United Kingdom
| $867M | -$944M | -52% | 20% | 94.7% | 2,005 | 55.86% | 0.9 |
|
| 1400 |
DDPIC
1400
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $867M | -$133M | -13% | 14.4% | 123% | 184 | 16.3% | 3.2 |
|