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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
Darlington Partners Capital Management
Greenbrae,
California
| $1.74B | +$2.61M | +0.2% | 1.36% | 18.1% | 17 | 29.41% | 1.7 |
|
| 1402 |
1402
Steele Capital Management
Dubuque,
Iowa
| $1.74B | +$205M | +13% | 6.35% | 59.7% | 181 | 11.05% | 0.2 |
|
| 1403 |
1403
Blackhill Capital
Morristown,
New Jersey
| $1.74B | +$493M | +39% | 45.4% | 212% | 54 | 5.56% | 8.6 |
|
| 1404 |
1404
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.74B | +$128M | +8% | 11.7% | 160% | 364 | 15.11% | 5 |
|
| 1405 |
1405
Trilogy Capital
Irvine,
California
| $1.74B | +$122M | +8% | 6.43% | 57.6% | 341 | 35.78% | 1.8 |
|
| 1406 |
1406
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.74B | +$158M | +10% | 12.7% | 119% | 205 | 8.78% | 6.5 |
|
| 1407 |
1407
Two Creeks Capital Management
New York
| $1.74B | +$139M | +9% | 7.94% | 38.8% | 19 | 26.32% | 2.9 |
|
| 1408 |
1408
Cooper Investors
Melbourne, Victoria,
Australia
| $1.73B | +$64.1M | +4% | 8.75% | 57.5% | 46 | 15.22% | 2.5 |
|
| 1409 |
1409
Leavell Investment Management
Mobile,
Alabama
| $1.73B | +$160M | +10% | 11.6% | 84.5% | 483 | 5.8% | 5.9 |
|
| 1410 |
CL
1410
CSS LLC
Chicago,
Illinois
| $1.73B | +$1.85M | +0.1% | 3.38% | 128% | 1,014 | 43.2% | 1 |
|
| 1411 |
1411
Toyota Motor Corp
Japan
| $1.73B | -$124M | -7% | 3.39% | 78.9% | 5 | 0% | 2.3 |
|
| 1412 |
1412
Contrarius Investment Management
St. Helier,
Jersey
| $1.73B | -$126M | -7% | 2.04% | 112% | 61 | 31.15% | 1.3 |
|
| 1413 |
1413
Financial Advocates Investment Management
Olympia,
Washington
| $1.73B | +$198M | +13% | 8.79% | 89.9% | 816 | 15.56% | 2.8 |
|
| 1414 |
1414
Platinum Equity Advisors
Beverly Hills,
California
| $1.73B | -$417M | -19% | 1.76% | 7.18% | 4 | 25% | 3.2 |
|
| 1415 |
1415
BloombergSen
Toronto,
Ontario, Canada
| $1.72B | +$134M | +8% | 10.8% | 46.9% | 37 | 24.32% | 2.9 |
|
| 1416 |
1416
Sabal Trust
St. Petersburg,
Florida
| $1.72B | +$95.9M | +6% | 6.3% | 18.4% | 230 | 11.74% | 4.1 |
|
| 1417 |
1417
1ST Source Bank
South Bend,
Indiana
| $1.72B | +$65.4M | +4% | 6.31% | 80.8% | 256 | 4.69% | 7.2 |
|
| 1418 |
1418
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.72B | +$420M | +32% | 1.9% | 31.5% | 20 | 15% | 3 |
|
| 1419 |
1419
Basswood Capital Management
New York
| $1.71B | +$165M | +11% | 6.48% | 111% | 106 | 12.26% | 4.5 |
|
| 1420 |
1420
Oribel Capital Management
New York
| $1.71B | +$201M | +13% | 19.4% | 337% | 108 | 73.15% | 0.2 |
|
| 1421 |
1421
Soma Equity Partners
San Francisco,
California
| $1.71B | -$49.6M | -3% | 7.41% | 151% | 22 | 36.36% | 1.7 |
|
| 1422 |
1422
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.71B | -$56M | -3% | 1.05% | 3.79% | 2 | 0% | 7.4 |
|
| 1423 |
1423
Osterweis Capital Management
San Francisco,
California
| $1.7B | +$127M | +8% | 11.4% | 93.7% | 208 | 16.35% | 2.5 |
|
| 1424 |
1424
GW Henssler & Associates
Kennesaw,
Georgia
| $1.7B | +$188M | +12% | 8.57% | 71.7% | 178 | 13.48% | 3.7 |
|
| 1425 |
1425
Investment House LLC
Redondo Beach,
California
| $1.7B | +$287M | +20% | 13.2% | 137% | 223 | 19.73% | 5.8 |
|