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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 |
ACM
1401
Anomaly Capital Management
New York
| $1.58B | +$560M | +55% | 5.84% | 108% | 43 | 53.49% | 0.3 |
|
| 1402 |
BOF
1402
Bank of Finland
Helsinki,
Finland
| $1.58B | +$109M | +7% | 6.77% | 66.7% | 2 | 0% | 0.5 |
|
| 1403 |
1403
IHT Wealth Management
Chicago,
Illinois
| $1.58B | +$186M | +13% | 6.93% | 74.8% | 996 | 22.49% | 1.8 |
|
| 1404 |
NCM
1404
Newfoundland Capital Management
Sao Paulo,
Brazil
| $1.58B | +$1.27B | +420% | 1.15% | 49.5% | 54 | 61.11% | 0.6 |
|
| 1405 |
1405
Stock Yards Bank & Trust
Louisville,
Kentucky
| $1.57B | +$94.6M | +6% | 7.49% | 82.8% | 259 | 9.65% | 5 |
|
| 1406 |
BCM
1406
Bluefin Capital Management
New York
| $1.57B | -$569M | -27% | 7.34% | – | 1,001 | 56.54% | 0.3 |
|
| 1407 |
1407
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.57B | +$89.1M | +6% | 9.15% | 92.4% | 80 | 15% | 6 |
|
| 1408 |
JCM
1408
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.57B | +$57.3M | +4% | 6.27% | 70.7% | 206 | 4.37% | 3.2 |
|
| 1409 |
1409
Bragg Financial Advisors
Charlotte,
North Carolina
| $1.57B | +$80.5M | +5% | 5.78% | 101% | 305 | 6.56% | 4.9 |
|
| 1410 |
1410
Alpha Wave Global
New York
| $1.56B | -$42.4M | -3% | 4.26% | 226% | 134 | 62.69% | 0.3 |
|
| 1411 |
1411
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $1.56B | +$125M | +9% | 6.83% | 68.7% | 356 | 14.33% | 2.7 |
|
| 1412 |
SII
1412
Silchester International Investors
London,
United Kingdom
| $1.56B | +$90M | +6% | 15.1% | 53.9% | 4 | 0% | 7 |
|
| 1413 |
ET
1413
Equitable Trust
Nashville,
Tennessee
| $1.56B | +$217M | +16% | 9.01% | 109% | 383 | 13.32% | 1.8 |
|
| 1414 |
AAM
1414
Aureus Asset Management
Boston,
Massachusetts
| $1.56B | +$267M | +21% | 10.3% | 93.9% | 238 | 29.41% | 2.8 |
|
| 1415 |
ELI
1415
Empire Life Investments
Toronto,
Ontario, Canada
| $1.56B | +$101M | +7% | 5.87% | 90.8% | 113 | 14.16% | 2.3 |
|
| 1416 |
1416
Engineers Gate Manager
New York
| $1.55B | -$464M | -23% | 7.29% | 51.9% | 2,242 | 51.69% | 0.7 |
|
| 1417 |
AG
1417
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.55B | -$118M | -7% | 7.03% | 27.9% | 1 | 0% | 3.5 |
|
| 1418 |
WCM
1418
Woodson Capital Management
Greenwich,
Connecticut
| $1.55B | +$219M | +16% | 13.4% | 235% | 35 | 22.86% | 0.9 |
|
| 1419 |
1419
Discovery Capital Management
South Norwalk,
Connecticut
| $1.55B | +$801M | +107% | 4.28% | 871% | 85 | 51.76% | 0.4 |
|
| 1420 |
1420
Eagle Global Advisors
Houston,
Texas
| $1.55B | +$192M | +14% | 12.2% | 105% | 291 | 26.12% | 3.3 |
|
| 1421 |
SIM
1421
SSI Investment Management
Los Angeles,
California
| $1.55B | +$159M | +11% | 1.01% | 15.7% | 332 | 6.63% | 2 |
|
| 1422 |
GCM
1422
Glendon Capital Management
Santa Monica,
California
| $1.55B | +$591M | +62% | 8.45% | 142% | 26 | 23.08% | 2.4 |
|
| 1423 |
RGI
1423
River Global Investors
London,
United Kingdom
| $1.54B | -$124M | -7% | 3.52% | 49.7% | 147 | 16.33% | 2.5 |
|
| 1424 |
SC
1424
SRB Corp
Boston,
Massachusetts
| $1.54B | +$77.2M | +5% | 5.35% | 87.3% | 113 | 48.67% | 1.4 |
|
| 1425 |
GJIC
1425
Gamble Jones Investment Counsel
Pasadena,
California
| $1.54B | +$55.9M | +4% | 5.32% | 32.9% | 219 | 3.65% | 5.4 |
|