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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
PC
1526
Packer & Co
Cottesloe,
Australia
| $720M | +$81.2M | +13% | 11.8% | – | 24 | 20.83% |
|
| 1527 |
EOJOAM
1527
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $719M | +$46.3M | +7% | 3.23% | 110% | 559 | 5.37% |
|
| 1528 |
IGM
1528
Incline Global Management
New York
| $716M | +$164M | +30% | 2.48% | 40.1% | 37 | 54.05% |
|
| 1529 |
BAAM
1529
Baker Avenue Asset Management
San Francisco,
California
| $714M | +$17.4M | +2% | 2.03% | 95.6% | 217 | 21.2% |
|
| 1530 |
MBA
1530
Maple-Brown Abbott
Barangaroo,
Australia
| $712M | +$257M | +57% | 4.05% | 7.92% | 19 | 15.79% |
|
| 1531 |
NTC
1531
NF Trinity Capital
Central,
Hong Kong
| $712M | -$185M | -21% | 0.95% | 49.6% | 51 | 21.57% |
|
| 1532 |
HH
1532
HSG Holding
Na,
Hong Kong
| $710M | -$263M | -27% | 17.8% | 2.73% | 9 | 0% |
|
| 1533 |
FNT
1533
First National Trust
Hermitage,
Pennsylvania
| $710M | +$45.9M | +7% | 5.28% | 82.9% | 301 | 10.96% |
|
| 1534 |
CDH
1534
Charles D. Hyman
| $709M | +$35.5M | +5% | 4.94% | 36.8% | 142 | 3.52% |
|
| 1535 |
LT
1535
LJ Trust
Reno,
Nevada
| $708M | -$24.4M | -3% | 3.6% | 19.3% | 15 | 6.67% |
|
| 1536 |
RCM
1536
RA Capital Management
Boston,
Massachusetts
| $706M | -$264M | -27% | 4.13% | 596% | 36 | 41.67% |
|
| 1537 |
HIIFS
1537
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $706M | -$34.8M | -5% | 6.69% | 126% | 490 | 31.02% |
|
| 1538 |
BIM
1538
Bridges Investment Management
Omaha,
Nebraska
| $705M | +$105M | +17% | 5.06% | 77.9% | 141 | 12.77% |
|
| 1539 |
RMCM
1539
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $704M | +$17.6M | +3% | 1.12% | 85.2% | 228 | 8.77% |
|
| 1540 |
HP
1540
Hikari Power
Tokyo,
Japan
| $704M | -$138M | -16% | 7.52% | 53.5% | 84 | 46.43% |
|
| 1541 |
EAM
1541
EastBay Asset Management
New York
| $703M | +$50M | +8% | 1.47% | 84.9% | 36 | 66.67% |
|
| 1542 |
DIA
1542
Davidson Investment Advisors
Great Falls,
Montana
| $702M | +$47.8M | +7% | 4.67% | 69.5% | 227 | 17.62% |
|
| 1543 |
1543
Pacer Advisors
Malvern,
Pennsylvania
| $702M | +$43.7M | +7% | 4.89% | 58.4% | 1,086 | 8.38% |
|
| 1544 |
RC
1544
RBF Capital
San Francisco,
California
| $702M | +$118M | +20% | 9.15% | 147% | 405 | 17.04% |
|
| 1545 |
PS
1545
Portfolio Solutions
Royal Oak,
Michigan
| $701M | +$20.7M | +3% | 3.26% | 11.6% | 36 | 16.67% |
|
| 1546 |
SLI
1546
Sumitomo Life Insurance
Tokyo,
Japan
| $701M | +$27.4M | +4% | 4.8% | 69.6% | 299 | 9.7% |
|
| 1547 |
CFA
1547
Carroll Financial Associates
Charlotte,
North Carolina
| $701M | +$34.8M | +5% | 3.88% | 79.9% | 1,296 | 8.87% |
|
| 1548 |
VWM
1548
Valley Wealth Managers
Paramus,
New Jersey
| $699M | +$19M | +3% | 4.13% | 107% | 276 | 31.88% |
|
| 1549 |
SFA
1549
Sequoia Financial Advisors
Akron,
Ohio
| $699M | +$163M | +30% | 1.23% | 78.3% | 289 | 18.34% |
|
| 1550 |
EA
1550
Efficient Advisors
Mason,
Ohio
| $698M | +$18.3M | +3% | 0.88% | 30.6% | 76 | 19.74% |
|