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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| $844M | +$354M | +72% | 3.5% | 55.6% | 130 | 35.38% | 0.4 |
|
| 1477 |
1477
ARGA Investment Management
Stamford,
Connecticut
| $844M | +$117M | +16% | 13.5% | 78.1% | 75 | 24% | 1.2 |
|
| 1478 |
KCM
1478
Kingstown Capital Management
New York
| $843M | -$161M | -16% | 14.6% | 38.6% | 23 | 39.13% | 1.3 |
|
| 1479 |
RC
1479
Rivulet Capital
Summit,
New Jersey
| $842M | +$231M | +38% | 1.75% | 27.4% | 15 | 46.67% | 1.2 |
|
| 1480 |
WP
1480
WMS Partners
Towson,
Maryland
| $840M | +$32M | +4% | 4.33% | 10.8% | 220 | 7.27% | 2.9 |
|
| 1481 |
PCM
1481
Portolan Capital Management
Boston,
Massachusetts
| $839M | +$59.5M | +8% | 10.8% | 738% | 142 | 39.44% | 1 |
|
| 1482 |
NP
1482
NS Partners
London,
United Kingdom
| $838M | +$75.2M | +10% | 4.38% | 109% | 108 | 14.81% | 1.7 |
|
| 1483 |
BWCA
1483
Brenner West Capital Advisors
New York
| $837M | -$22.3M | -3% | 11% | 73.5% | 19 | 26.32% | 0.8 |
|
| 1484 |
1484
Busey Bank
Urbana,
Illinois
| $837M | +$110M | +15% | 3.62% | 94.2% | 191 | 16.23% | 2.9 |
|
| 1485 |
1485
Cannell & Spears
New York
| $836M | +$31.1M | +4% | 2.66% | 113% | 157 | 10.19% | 2.6 |
|
| 1486 |
HT
1486
HighTower Trust
Houston,
Texas
| $835M | -$36.1M | -4% | 1.22% | 90.4% | 154 | 46.75% | 3 |
|
| 1487 |
BII
1487
Bainco International Investors
Boston,
Massachusetts
| $835M | +$171M | +26% | 5.28% | 69.4% | 96 | 13.54% | 2.5 |
|
| 1488 |
NCGI
1488
Next Century Growth Investors
Plymouth,
Minnesota
| $834M | -$209M | -20% | 12.1% | 447% | 167 | 20.96% | 1.7 |
|
| 1489 |
APFBOT
1489
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| $834M | +$26.4M | +3% | 4.4% | 30.8% | 399 | 22.06% | 2.5 |
|
| 1490 |
1490
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $832M | +$65.7M | +9% | 3.65% | 19.7% | 1,637 | 15.33% | 2.1 |
|
| 1491 |
1491
Cambridge Associates
Boston,
Massachusetts
| $830M | +$197M | +31% | 2.73% | 50.1% | 37 | 16.22% | 1.7 |
|
| 1492 |
KWILP
1492
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $830M | -$264M | -24% | 5.51% | 28.5% | 173 | 43.93% | 0.8 |
|
| 1493 |
BSPF
1493
British Steel Pension Fund
London,
United Kingdom
| $830M | -$85.5M | -9% | 3.71% | 29.7% | 202 | 10.4% | 2.9 |
|
| 1494 |
GIA
1494
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $829M | -$2.99M | -0.4% | 3.67% | 99.5% | 222 | 11.26% | 2.8 |
|
| 1495 |
CCM
1495
Conatus Capital Management
Greenwich,
Connecticut
| $828M | -$261M | -24% | 8.43% | 103% | 35 | 31.43% | 0.8 |
|
| 1496 |
AC
1496
AFAM Capital
Austin,
Texas
| $828M | +$46.6M | +6% | 4.12% | 52.1% | 197 | 7.11% | 2.4 |
|
| 1497 |
WFI
1497
West Family Investments
Carlsbad,
California
| $827M | +$371M | +81% | 0.43% | 116% | 104 | 18.27% | 2.9 |
|
| 1498 |
BHWM
1498
Bar Harbor Wealth Management
Concord,
New Hampshire
| $827M | -$6.84M | -0.8% | 3.74% | 79.2% | 321 | 10.28% | 3.2 |
|
| 1499 |
CFIA
1499
Cantor Fitzgerald Investment Advisors
New York
| $825M | +$15.1M | +2% | 1.79% | 68.3% | 55 | 9.09% | 0.2 |
|
| 1500 |
TFP
1500
Triple Frond Partners
San Francisco,
California
| $825M | +$62.5M | +8% | 6.3% | 92.9% | 9 | 11.11% | 2.3 |
|