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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Whale Rock Capital Management
Boston,
Massachusetts
| $595M | -$38M | -6% | 8.07% | 1,326% | 34 | 50% | 0.4 |
|
| 1577 |
1577
Murphy Capital Management
Bedminster,
New Jersey
| $595M | +$19.4M | +3% | 1.34% | 41.6% | 350 | 15.14% | 0.6 |
|
| 1578 |
PAM
1578
Private Asset Management
San Diego,
California
| $593M | +$12.8M | +2% | 1.65% | 38.2% | 147 | 6.8% | 0.7 |
|
| 1579 |
1579
TCV Trust & Wealth Management
Richmond,
Virginia
| $593M | +$7.84M | +1% | 1.45% | 75.3% | 173 | 5.78% | 0.7 |
|
| 1580 |
1580
Community Trust & Investment
Versailles,
Kentucky
| $592M | +$48.5M | +9% | 0.87% | 123% | 81 | 20.99% | 0.6 |
|
| 1581 |
1581
Glovista Investments
Jersey City,
New Jersey
| $592M | -$20.1M | -3% | 0.18% | 2.48% | 105 | 44.76% | 0.4 |
|
| 1582 |
1582
Montag & Associates
Atlanta,
Georgia
| $592M | +$9.5M | +2% | 2.43% | 82.9% | 250 | 16.8% | 0.6 |
|
| 1583 |
1583
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| $590M | +$32.2M | +6% | 5.78% | 31% | 1 | 0% | 0.3 |
|
| 1584 |
ROIC
1584
Route One Investment Company
San Francisco,
California
| $589M | +$121M | +26% | 0.59% | 80.9% | 12 | 16.67% | 0.5 |
|
| 1585 |
1585
Ledyard National Bank
| $588M | -$13M | -2% | 1.65% | 80.7% | 770 | 15.84% | 0.5 |
|
| 1586 |
WMC
1586
Westwood Management Corporation
Chicago,
Illinois
| $586M | -$11.2M | -2% | 2.63% | 44.3% | 101 | 20.79% | 0.7 |
|
| 1587 |
1587
Beacon Trust
Morristown,
New Jersey
| $585M | +$3.39M | +0.6% | 1.41% | 33% | 207 | 12.56% | 0.6 |
|
| 1588 |
1588
Wellington Shields Capital Management
New York
| $584M | +$27.3M | +5% | 1.39% | 137% | 376 | 20.21% | 0.6 |
|
| 1589 |
1589
Tirschwell & Loewy
New York
| $582M | +$6.88M | +1% | 1.93% | 78% | 84 | 5.95% | 0.7 |
|
| 1590 |
1590
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $582M | +$20.7M | +4% | 7.57% | 106% | 18 | 77.78% | 0.2 |
|
| 1591 |
1591
Amalgamated Bank
New York
| $580M | -$7.98M | -1% | 2.61% | 147% | 874 | 8.12% | 0.4 |
|
| 1592 |
1592
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $579M | +$286M | +97% | 6.03% | 87.2% | 200 | 69% | 0.1 |
|
| 1593 |
1593
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $579M | -$16.3M | -3% | 1.54% | 27.5% | 393 | 15.78% | 0.6 |
|
| 1594 |
1594
Rand Wealth
Baltimore,
Maryland
| $577M | +$12.4M | +2% | 1.45% | 40.4% | 198 | 5.56% | 0.7 |
|
| 1595 |
GIM
1595
Gyrus Investment Management
Toronto,
Ontario, Canada
| $577M | +$97.8M | +20% | 2.16% | – | 111 | 18.92% | 0.6 |
|
| 1596 |
AAA
1596
Adams Asset Advisors
Dallas,
Texas
| $576M | -$13.4M | -2% | 0.5% | 66.8% | 86 | 13.95% | 0.6 |
|
| 1597 |
EOCM
1597
Energy Opportunities Capital Management
Austin,
Texas
| $576M | +$3.9M | +0.7% | 4.47% | 211% | 41 | 12.2% | 0.6 |
|
| 1598 |
1598
Winslow Asset Management
Beachwood,
Ohio
| $576M | +$17.2M | +3% | 4.81% | 89.9% | 89 | 11.24% | 0.7 |
|
| 1599 |
1599
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $575M | – | – | 24% | 380% | 1 | – | 0 |
|
| 1600 |
SVG
1600
Sun Valley Gold
Sun Valley,
Idaho
| $574M | -$310M | -35% | 19% | 160% | 38 | 31.58% | 0.6 |
|