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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
PCM
1526
Prelude Capital Management
New York
| $606M | -$13.3M | -2% | 10.3% | 198% | 2,299 | 57.24% | 0.2 |
|
| 1527 |
SRF
1527
Silver Rock Financial
Los Angeles,
California
| $606M | – | – | 4.47% | 2.58% | 39 | – | 0 |
|
| 1528 |
BACM
1528
Blue Arrow Capital Management
New York
| $605M | – | – | 12.3% | – | 98 | – | 0 |
|
| 1529 |
GJL
1529
Gendell Jeffrey L
| $605M | -$68.3M | -10% | 13.2% | 748% | 57 | 31.58% | 0.4 |
|
| 1530 |
LTI
1530
Laffer Tengler Investments
Nashville,
Tennessee
| $605M | +$72.8M | +14% | 8.08% | 96.5% | 217 | 100% | 0.1 |
|
| 1531 |
LBC
1531
Lowe Brockenbrough & Co
Richmond,
Virginia
| $605M | +$54.5M | +10% | 11.3% | 78.8% | 181 | 4.97% | 0.5 |
|
| 1532 |
1532
SouthState Corp
Winter Haven,
Florida
| $604M | +$65.4M | +12% | 8.17% | 78.9% | 271 | 10.7% | 0.4 |
|
| 1533 |
PCM
1533
Perritt Capital Management
Chicago,
Illinois
| $604M | +$91.8M | +18% | 15.2% | 80.9% | 269 | 17.84% | 0.4 |
|
| 1534 |
GPCM
1534
Granite Point Capital Management
Boston,
Massachusetts
| $603M | – | – | 21.9% | 125% | 102 | – | 0 |
|
| 1535 |
OC
1535
Oakmont Corp
Los Angeles,
California
| $602M | +$165M | +38% | 13.9% | 70.2% | 24 | 29.17% | 0.4 |
|
| 1536 |
LNB
1536
Ledyard National Bank
| $601M | +$33.2M | +6% | 8.15% | 69.8% | 731 | 45.01% | 0.3 |
|
| 1537 |
ST
1537
Spinnaker Trust
Portland,
Maine
| $600M | +$48.4M | +9% | 8.75% | 68.2% | 165 | 8.48% | 0.4 |
|
| 1538 |
OH
1538
Overlook Holdings
Tortola,
British Virgin Islands
| $600M | +$33.8M | +6% | 6.76% | – | 3 | 0% | 0.5 |
|
| 1539 |
1539
Tower Research Capital (TRC)
New York
| $599M | -$329M | -35% | 7.55% | 144% | 5,616 | 35.59% | 0.3 |
|
| 1540 |
SONJCPFE
1540
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $599M | +$50.1M | +9% | 2.09% | 26.4% | 82 | 29.27% | 0.4 |
|
| 1541 |
SCI
1541
S&CO Inc
Boston,
Massachusetts
| $599M | +$28.9M | +5% | 9.72% | 68.8% | 131 | 8.4% | 0.5 |
|
| 1542 |
KP
1542
Kiltearn Partners
Edinburgh,
United Kingdom
| $599M | – | – | 12.4% | 41% | 23 | – | 0 |
|
| 1543 |
WCM
1543
Wealthcare Capital Management
Richmond,
Virginia
| $598M | +$13.7M | +2% | 3.61% | 41.4% | 130 | 7.69% | 0.5 |
|
| 1544 |
WMC
1544
Westwood Management Corporation
Chicago,
Illinois
| $597M | +$71.6M | +14% | 17.4% | 44.3% | 101 | 11.88% | 0.5 |
|
| 1545 |
TCOV
1545
Trust Company of Vermont
Brattleboro,
Vermont
| $597M | +$51.5M | +9% | 8.47% | – | 785 | 13.38% | 0.4 |
|
| 1546 |
AIP
1546
ARS Investment Partners
New York
| $596M | +$9.06M | +2% | 11.1% | 260% | 90 | 28.89% | 0.4 |
|
| 1547 |
1547
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $595M | +$42.9M | +8% | 11.9% | 27.5% | 391 | 16.62% | 0.4 |
|
| 1548 |
CI
1548
Cowen Inc
New York
| $595M | -$82.7M | -12% | 7.55% | 252% | 335 | 71.04% | 0.2 |
|
| 1549 |
SMA
1549
Simply Money Advisors
Cincinnati,
Ohio
| $595M | +$7.18M | +1% | 4.57% | 11.5% | 156 | 66.67% | 0.3 |
|
| 1550 |
1550
Advisors Capital Management
Ridgewood,
New Jersey
| $593M | +$108M | +22% | 8.8% | 92.3% | 167 | 17.96% | 0.4 |
|