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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Rothschild Investment LLC
Chicago,
Illinois
| $782M | +$41.8M | +6% | 4.42% | 99.4% | 444 | 12.39% | 0.8 |
|
| 1402 |
1WCM
1402
12 West Capital Management
New York
| $780M | +$154M | +25% | 19.9% | 169% | 19 | 21.05% | 0.7 |
|
| 1403 |
1403
Farr Miller & Washington
Washington,
District of Columbia
| $779M | +$49M | +7% | 3.23% | 62.3% | 160 | 24.38% | 0.8 |
|
| 1404 |
WA
1404
Wintergreen Advisers
Mount Olive,
New Jersey
| $779M | -$76.4M | -9% | 10.9% | 25.4% | 11 | 9.09% | 1 |
|
| 1405 |
1405
Tower Research Capital (TRC)
New York
| $778M | -$1.85M | -0.2% | 4.56% | 144% | 5,522 | 40.73% | 0.6 |
|
| 1406 |
1406
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $778M | +$22.5M | +3% | 5.54% | 30.8% | 393 | 6.36% | 0.9 |
|
| 1407 |
MCI
1407
McDonald Capital Investors
Orinda,
California
| $777M | +$14.7M | +2% | 2.66% | 60.2% | 20 | 10% | 0.9 |
|
| 1408 |
1408
Osborne Partners Capital Management
San Francisco,
California
| $777M | +$13.5M | +2% | 4.14% | 60.8% | 186 | 8.06% | 0.9 |
|
| 1409 |
1409
Whale Rock Capital Management
Boston,
Massachusetts
| $775M | +$180M | +30% | 9.91% | 1,326% | 36 | 55.56% | 0.4 |
|
| 1410 |
1410
1ST Source Bank
South Bend,
Indiana
| $775M | +$25.4M | +3% | 1.29% | 80.8% | 225 | 10.67% | 0.9 |
|
| 1411 |
1411
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $775M | +$67.9M | +10% | 5.51% | 146% | 186 | 0% | 0.9 |
|
| 1412 |
1412
Dowling & Yahnke
San Diego,
California
| $774M | +$15.3M | +2% | 3.88% | 34.8% | 284 | 6.69% | 0.9 |
|
| 1413 |
OC
1413
Orange Capital
Manhasset,
New York
| $774M | -$376M | -33% | 9.3% | 38.5% | 18 | 50% | 0.4 |
|
| 1414 |
LHC
1414
Lodge Hill Capital
New York
| $772M | +$313M | +68% | 3.93% | 17.9% | 39 | 46.15% | 0.2 |
|
| 1415 |
1415
Ancora Advisors
Cleveland,
Ohio
| $772M | +$64.3M | +9% | 4.82% | 74.2% | 525 | 22.86% | 0.7 |
|
| 1416 |
CPP
1416
Crow Point Partners
Boston,
Massachusetts
| $772M | -$12K | -0% | 4.65% | 56.9% | 235 | 1.28% | 0.2 |
|
| 1417 |
1417
Sadoff Investment Management
Milwaukee,
Wisconsin
| $768M | +$13.5M | +2% | 2.48% | 49.2% | 58 | 17.24% | 0.8 |
|
| 1418 |
MCM
1418
Maltese Capital Management
New York
| $768M | -$53.4M | -7% | 0.55% | 114% | 211 | 39.81% | 0.6 |
|
| 1419 |
1419
Park West Asset Management
San Francisco,
California
| $766M | -$113M | -13% | 5.8% | 181% | 79 | 48.1% | 0.4 |
|
| 1420 |
SCM
1420
Stux Capital Management
New York
| $766M | -$45.9M | -6% | 4.09% | – | 553 | 44.48% | 0.5 |
|
| 1421 |
1421
Knighthead Capital Management
New York
| $764M | -$180M | -19% | 10.1% | 74.1% | 25 | 28% | 0.8 |
|
| 1422 |
1422
Virtu Financial
New York
| $763M | +$36.8M | +5% | 3.59% | 160% | 533 | 72.42% | 0.3 |
|
| 1423 |
1423
Country Club Trust
Kansas City,
Missouri
| $763M | +$53M | +7% | 4.62% | 74.1% | 238 | 19.33% | 0.8 |
|
| 1424 |
FCM
1424
Freshford Capital Management
Rye Brook,
New York
| $763M | -$79.3M | -9% | 0.9% | 97.3% | 42 | 47.62% | 0.5 |
|
| 1425 |
MLM
1425
Mount Lucas Management
Newtown,
Pennsylvania
| $762M | +$32.2M | +4% | 3.22% | 109% | 112 | 24.11% | 0.4 |
|