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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 |
BFA
1526
Beaumont Financial Advisors
Needham,
Massachusetts
| $801M | +$30M | +4% | 3.67% | 80.6% | 188 | 9.57% | 1.9 |
|
| 1527 |
TP
1527
Thunderbird Partners
London,
United Kingdom
| $801M | -$50.5M | -6% | 1.41% | 38% | 12 | 33.33% | 1.2 |
|
| 1528 |
ST
1528
Spinnaker Trust
Portland,
Maine
| $800M | -$1K | -0% | 2.97% | 68.2% | 206 | 7.77% | 2.8 |
|
| 1529 |
1529
Quadrature Capital
London,
United Kingdom
| $798M | -$502M | -39% | 5.17% | 212% | 750 | 73.73% | 0.2 |
|
| 1530 |
DJSG
1530
D.J. St. Germain
Springfield,
Massachusetts
| $798M | +$50.8M | +7% | 2.71% | 65.3% | 154 | 9.74% | 2.7 |
|
| 1531 |
KSCM
1531
King Street Capital Management
New York
| $797M | +$223M | +39% | 3.39% | 140% | 19 | 57.89% | 0.3 |
|
| 1532 |
1532
MKP Capital Management
New York
| $797M | +$740M | +1,293% | 8.24% | 69.8% | 13 | 84.62% | 0.1 |
|
| 1533 |
VWM
1533
Valley Wealth Managers
Paramus,
New Jersey
| $795M | +$49.1M | +7% | 5.43% | 118% | 133 | 15.79% | 2.5 |
|
| 1534 |
CCP
1534
Caymus Capital Partners
The Woodlands,
Texas
| $794M | -$77.3M | -9% | 4.06% | 57.3% | 24 | 16.67% | 1.6 |
|
| 1535 |
BOTW
1535
Bank of the West
Monterey Park,
California
| $794M | +$16.5M | +2% | 4.65% | 35.4% | 305 | 8.52% | 2.9 |
|
| 1536 |
1536
RBF Capital
San Francisco,
California
| $791M | +$28.1M | +4% | 4.97% | 147% | 388 | 12.37% | 2.6 |
|
| 1537 |
NSIM
1537
North Star Investment Management
Chicago,
Illinois
| $790M | +$41.6M | +6% | 3.52% | 80.6% | 1,156 | 8.65% | 2.1 |
|
| 1538 |
1538
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $788M | +$74.3M | +10% | 8.82% | 192% | 208 | 59.62% | 0.5 |
|
| 1539 |
PC
1539
Packer & Co
Cottesloe,
Australia
| $788M | +$28.6M | +4% | 3.82% | – | 26 | 26.92% | 1.3 |
|
| 1540 |
1540
BVF Inc
San Francisco,
California
| $787M | +$143M | +22% | 24.5% | 592% | 40 | 27.5% | 1.5 |
|
| 1541 |
1541
Sumitomo Life Insurance
Tokyo,
Japan
| $785M | +$18.4M | +2% | 4.92% | 69.6% | 270 | 7.78% | 3.2 |
|
| 1542 |
RPAM
1542
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $783M | +$86.9M | +12% | 11% | 131% | 120 | 31.67% | 1.9 |
|
| 1543 |
OP
1543
Omni Partners
London,
United Kingdom
| $783M | +$2.33M | +0.3% | 16% | 412% | 38 | 63.16% | 0.2 |
|
| 1544 |
SCI
1544
S&CO Inc
Boston,
Massachusetts
| $783M | +$26.4M | +3% | 3.93% | 68.8% | 186 | 3.23% | 2.7 |
|
| 1545 |
QIM
1545
Quest Investment Management
Lake Oswego,
Oregon
| $781M | +$28.3M | +4% | 5.41% | 105% | 107 | 7.48% | 2.7 |
|
| 1546 |
TSAM
1546
Trinity Street Asset Management
London,
United Kingdom
| $781M | +$130M | +20% | 6.97% | 76.9% | 18 | 27.78% | 1.6 |
|
| 1547 |
1547
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $779M | +$74.9M | +11% | 4.13% | 86% | 488 | 45.9% | 2.4 |
|
| 1548 |
1548
JMG Financial Group
Downers Grove,
Illinois
| $779M | -$24.3M | -3% | 3.67% | 58.7% | 56 | 0% | 3.6 |
|
| 1549 |
1549
Brighton Jones LLC
Seattle,
Washington
| $778M | +$68.3M | +10% | 2.53% | 97.9% | 308 | 15.26% | 0.8 |
|
| 1550 |
PPCM
1550
Pillar Pacific Capital Management
Pacifica,
California
| $777M | +$44.9M | +6% | 7.56% | 85% | 305 | 6.89% | 3.1 |
|