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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 |
OCM
1376
Osterweis Capital Management
San Francisco,
California
| $2.09B | +$64M | +3% | 10.6% | 93.7% | 430 | 56.51% | 1.8 |
|
| 1377 |
B
1377
Bpifrance
Maisons Alfort, Cedex,
France
| $2.09B | -$181M | -8% | 7.14% | 53.2% | 3 | 0% | 5.8 |
|
| 1378 |
SCM
1378
Steele Capital Management
Dubuque,
Iowa
| $2.08B | +$163M | +8% | 7.78% | – | 82 | 6.1% | 1.3 |
|
| 1379 |
BOI
1379
Bank of Italy
Rome,
Italy
| $2.07B | +$178M | +9% | 10% | 20.9% | 8 | 0% | 5.6 |
|
| 1380 |
NSCM
1380
New South Capital Management
Memphis,
Tennessee
| $2.07B | -$8.56M | -0.4% | 10.9% | 106% | 63 | 9.52% | 7.1 |
|
| 1381 |
1381
JB Capital
Wethersfield,
Connecticut
| $2.06B | +$249M | +14% | 10.2% | 76% | 252 | 15.87% | 2.1 |
|
| 1382 |
1382
RNC Capital Management
Los Angeles,
California
| $2.06B | +$103M | +5% | 6.95% | 83% | 176 | 9.66% | 5.7 |
|
| 1383 |
GWM
1383
Greenwich Wealth Management
Greenwich,
Connecticut
| $2.06B | +$739M | +56% | 27.1% | 198% | 261 | 12.26% | 5.4 |
|
| 1384 |
SG
1384
StoneX Group
New York
| $2.06B | +$233M | +13% | 9.93% | 85.2% | 1,050 | 35.24% | 2.4 |
|
| 1385 |
TC
1385
Trilogy Capital
Irvine,
California
| $2.06B | +$150M | +8% | 7.41% | 54.1% | 380 | 17.11% | 2.2 |
|
| 1386 |
KCM
1386
Knighthead Capital Management
New York
| $2.05B | +$356M | +21% | 58.3% | 74.1% | 9 | 33.33% | 1.4 |
|
| 1387 |
RT
1387
Rockland Trust
Hanover,
Massachusetts
| $2.05B | +$64.1M | +3% | 3.92% | 61.5% | 294 | 18.71% | 6.4 |
|
| 1388 |
1388
Montag & Associates
Atlanta,
Georgia
| $2.05B | +$53.6M | +3% | 9.62% | 82.9% | 1,038 | 12.52% | 4.5 |
|
| 1389 |
CIP
1389
CAS Investment Partners
Westport,
Connecticut
| $2.05B | +$512M | +33% | 52% | 527% | 4 | 0% | 4.9 |
|
| 1390 |
1390
Paradigm Capital Management Inc
Albany,
New York
| $2.05B | +$251M | +14% | 21.3% | 237% | 131 | 9.92% | 7.2 |
|
| 1391 |
GIP
1391
Granite Investment Partners
El Segundo,
California
| $2.05B | +$81.6M | +4% | 16% | 131% | 282 | 18.79% | 5 |
|
| 1392 |
TW
1392
Trajan Wealth
Scottsdale,
Arizona
| $2.04B | +$212M | +12% | 10.4% | – | 157 | 12.74% | 1.1 |
|
| 1393 |
1393
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $2.04B | -$690M | -25% | 25.9% | 602% | 50 | 38% | 0.8 |
|
| 1394 |
PCM
1394
Philosophy Capital Management
Alamo,
California
| $2.04B | +$631M | +45% | 3.49% | 77.5% | 48 | 31.25% | 1 |
|
| 1395 |
SB
1395
Strategic Blueprint
Atlanta,
Georgia
| $2.04B | +$204M | +11% | 10.1% | 76.6% | 755 | 21.85% | 2.4 |
|
| 1396 |
NONA
1396
Ninety One North America
New York
| $2.04B | +$552M | +37% | 12.3% | 70.6% | 69 | 7.25% | 3.6 |
|
| 1397 |
MCM
1397
Mainstay Capital Management
Grand Blanc,
Michigan
| $2.03B | +$1.3B | +178% | 11.8% | 131% | 142 | 26.76% | 2.3 |
|
| 1398 |
AG
1398
Atairos Group
Bryn Mawr,
Pennsylvania
| $2.02B | -$149M | -7% | 6.88% | 27.9% | 5 | 20% | 3.7 |
|
| 1399 |
VWM
1399
Venturi Wealth Management
Austin,
Texas
| $2.02B | +$103M | +5% | 10.3% | 101% | 622 | 24.6% | 2.8 |
|
| 1400 |
GAG
1400
GM Advisory Group
Melville,
New York
| $2.02B | +$171M | +9% | 9.61% | 53.6% | 309 | 20.06% | 3 |
|