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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%
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250
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2,500
5,000
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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1551 |
KFS
1551
KMS Financial Services
Seattle,
Washington
| $592M | +$182M | +44% | 7.01% | – | 567 | 27.87% |
|
| 1552 |
LIM
1552
Leavell Investment Management
Mobile,
Alabama
| $592M | +$36.3M | +7% | 8.19% | 84.5% | 404 | 7.67% |
|
| 1553 |
MG
1553
MDE Group
Morristown,
New Jersey
| $591M | -$34M | -5% | 8.57% | – | 73 | 9.59% |
|
| 1554 |
EC
1554
Everest Capital
Miami,
Florida
| $590M | +$15.2M | +3% | 16.7% | – | 53 | 43.4% |
|
| 1555 |
AAA
1555
Adams Asset Advisors
Dallas,
Texas
| $590M | +$18.4M | +3% | 4.65% | 63.2% | 93 | 19.35% |
|
| 1556 |
QCMC
1556
Quantum Capital Management (California)
San Francisco,
California
| $589M | +$82.4M | +16% | 10.3% | 53.7% | 237 | 27.43% |
|
| 1557 |
HTI
1557
Hikari Tsushin Inc
Tokyo,
Japan
| $589M | +$64.7M | +12% | 8.41% | 59.5% | 39 | 5.13% |
|
| 1558 |
AB
1558
Amalgamated Bank
New York
| $588M | +$277M | +89% | 10.6% | 132% | 842 | 71.02% |
|
| 1559 |
TTWM
1559
TCV Trust & Wealth Management
Richmond,
Virginia
| $585M | +$73M | +14% | 8.72% | 69% | 171 | 9.36% |
|
| 1560 |
MAM
1560
Meeder Asset Management
Dublin,
Ohio
| $585M | +$59.4M | +11% | 12.7% | 156% | 419 | 27.68% |
|
| 1561 |
MC
1561
MSD Capital
New York
| $585M | +$5.87M | +1% | 11.7% | 11.5% | 6 | 0% |
|
| 1562 |
1562
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $585M | +$205M | +54% | 6.53% | 72.7% | 216 | 27.78% |
|
| 1563 |
UM
1563
Ulysses Management
New York
| $584M | -$194M | -25% | 9.59% | 51.8% | 64 | 42.19% |
|
| 1564 |
MA
1564
Montag & Associates
Atlanta,
Georgia
| $582M | +$46.3M | +9% | 9.99% | 82.9% | 239 | 11.72% |
|
| 1565 |
BT
1565
Beacon Trust
Morristown,
New Jersey
| $582M | +$40.5M | +7% | 8.71% | 33% | 202 | 16.83% |
|
| 1566 |
CPO
1566
Cerity Partners OCIO
New York
| $581M | +$46.1M | +9% | 4.9% | – | 180 | 31.11% |
|
| 1567 |
KBG
1567
Kahn Brothers Group
New York
| $581M | -$106M | -15% | 11.5% | 53.4% | 44 | 4.55% |
|
| 1568 |
TI
1568
Tyrian Investments
New York
| $581M | – | – | 15.7% | 33.7% | 14 | – |
|
| 1569 |
PAM
1569
Private Asset Management
San Diego,
California
| $581M | +$58.8M | +11% | 8.15% | 38.2% | 144 | 9.03% |
|
| 1570 |
PAM
1570
PartnerRe Asset Management
Greenwich,
Connecticut
| $580M | -$13.4M | -2% | 8.97% | – | 526 | 3.04% |
|
| 1571 |
KRSITF
1571
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $580M | +$55.1M | +11% | 10.7% | 115% | 462 | 4.11% |
|
| 1572 |
DCM
1572
Dorsal Capital Management
Redwood City,
California
| $579M | +$51.1M | +10% | 7.16% | 99.6% | 32 | 40.63% |
|
| 1573 |
RMPT
1573
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $579M | -$307M | -35% | 9.81% | 36.3% | 14 | 71.43% |
|
| 1574 |
SIM
1574
Spark Investment Management
New York
| $577M | +$140M | +32% | 13.6% | 459% | 794 | 48.49% |
|
| 1575 |
ZAM
1575
Zenit Asset Management
Stockholm,
Sweden
| $576M | +$38.3M | +7% | 8.12% | – | 56 | 62.5% |
|