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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1576 |
BCC
1576
Biglari Capital Corp
San Antonio,
Texas
| $566M | +$50.9M | +10% | 10.2% | 47.7% | 5 | 20% |
|
| 1577 |
RW
1577
Rand Wealth
Baltimore,
Maryland
| $565M | +$59.8M | +12% | 8.76% | 40.4% | 193 | 6.74% |
|
| 1578 |
FCH
1578
Freestone Capital Holdings
Seattle,
Washington
| $564M | +$2.44M | +0.4% | 9% | 69.8% | 438 | 51.37% |
|
| 1579 |
1579
Verition Fund Management
Greenwich,
Connecticut
| $563M | -$98.9M | -15% | 5.88% | 85.7% | 803 | 75.34% |
|
| 1580 |
CHA
1580
Cedar Hill Associates
Chicago,
Illinois
| $562M | +$37M | +7% | 6.77% | 21% | 84 | 13.1% |
|
| 1581 |
CB
1581
Chemical Bank
Detroit,
Michigan
| $562M | +$45.7M | +9% | 11% | 36.5% | 296 | 8.11% |
|
| 1582 |
CIM
1582
Corbyn Investment Management
Lutherville,
Maryland
| $561M | +$3.52M | +0.6% | 1.77% | 56.1% | 55 | 18.18% |
|
| 1583 |
GKFF
1583
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $561M | -$109M | -16% | 1.16% | 75.9% | 5 | 20% |
|
| 1584 |
FHB
1584
First Hawaiian Bank
Honolulu,
Hawaii
| $561M | +$62.6M | +13% | 6.95% | 67.1% | 152 | 11.84% |
|
| 1585 |
CMC
1585
Catterton Management Company
Greenwich,
Connecticut
| $561M | +$32.5M | +6% | 7.88% | 9.46% | 2 | 0% |
|
| 1586 |
ECA
1586
Encompass Capital Advisors
New York
| $560M | -$198M | -26% | 4.28% | 266% | 36 | 77.78% |
|
| 1587 |
SI
1587
SII Investments
Appleton,
Wisconsin
| $560M | +$138M | +33% | 7.54% | 24.3% | 456 | 33.11% |
|
| 1588 |
RNS
1588
Robert N. Shapiro
| $559M | -$7.8M | -1% | 9.38% | – | 1,048 | 31.2% |
|
| 1589 |
EI
1589
EAM Investors
Solana Beach,
California
| $559M | +$57.1M | +11% | 34.3% | 5,228% | 432 | 57.64% |
|
| 1590 |
WAM
1590
Winslow Asset Management
Beachwood,
Ohio
| $558M | +$31.9M | +6% | 9.87% | 83.3% | 84 | 8.33% |
|
| 1591 |
NM
1591
NWI Management
New York
| $558M | -$67.1M | -11% | 14.6% | 170% | 23 | 17.39% |
|
| 1592 |
ARCT
1592
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| $558M | – | – | 9.88% | 31% | 1 | – |
|
| 1593 |
WSCM
1593
Wellington Shields Capital Management
New York
| $557M | +$34.4M | +7% | 7.79% | 80.5% | 367 | 24.8% |
|
| 1594 |
RC
1594
RGM Capital
Naples,
Florida
| $557M | +$125M | +29% | 10.7% | 48.6% | 18 | 16.67% |
|
| 1595 |
BP
1595
BBR Partners
New York
| $556M | +$62.9M | +13% | 10.6% | 51.6% | 57 | 21.05% |
|
| 1596 |
USGIU
1596
U.S. Global Investors (USGI)
San Antonio,
Texas
| $556M | -$29.4M | -5% | 6.26% | 101% | 409 | 44.74% |
|
| 1597 |
UGIF
1597
US Global Investors Funds
Portland,
Maine
| $556M | – | – | 6.26% | – | 320 | – |
|
| 1598 |
HS
1598
HighVista Strategies
Boston,
Massachusetts
| $555M | +$46.9M | +9% | 10.1% | 518% | 163 | 71.78% |
|
| 1599 |
BFPW
1599
BOK Financial Private Wealth
Denver,
Colorado
| $555M | +$57.6M | +12% | 6.4% | 53.2% | 70 | 11.43% |
|
| 1600 |
IHL
1600
Investment House LLC
Redondo Beach,
California
| $554M | +$60M | +12% | 12.5% | 103% | 153 | 15.69% |
|