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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 |
PS
1576
Presima Securities
Montreal,
Quebec, Canada
| $674M | +$19.3M | +3% | 2.5% | 10.3% | 37 | 8.11% | 1.9 |
|
| 1577 |
PP
1577
Prospector Partners
Guilford,
Connecticut
| $674M | +$46.9M | +7% | 12.3% | 53.6% | 163 | 21.47% | 2 |
|
| 1578 |
BPM
1578
Bowling Portfolio Management
Cincinnati,
Ohio
| $673M | -$42.4M | -6% | 7.24% | 45.7% | 351 | 30.48% | 1.3 |
|
| 1579 |
FCM
1579
FJ Capital Management
Mclean,
Virginia
| $673M | +$151M | +29% | 29% | 97.9% | 87 | 19.54% | 1.8 |
|
| 1580 |
TWI
1580
Thomas White International
Chicago,
Illinois
| $673M | -$23.2M | -3% | 0.36% | 34.9% | 325 | 12.62% | 1.9 |
|
| 1581 |
ANRF
1581
Adams Natural Resources Fund
Baltimore,
Maryland
| $672M | +$35.6M | +6% | 7.71% | 43% | 50 | 28% | 2.3 |
|
| 1582 |
1582
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $671M | +$110M | +20% | 3.15% | 192% | 202 | 78.22% | 0.2 |
|
| 1583 |
SWM
1583
SVA Wealth Management
Madison,
Wisconsin
| $671M | +$28.6M | +4% | 4.29% | 44.5% | 211 | 11.85% | 2.2 |
|
| 1584 |
EMA
1584
Efficient Market Advisors
San Diego,
California
| $671M | +$20.6M | +3% | 1.24% | 5.97% | 54 | 20.37% | 2.4 |
|
| 1585 |
1585
Gratus Capital
Atlanta,
Georgia
| $669M | -$14.4M | -2% | 2.17% | 51.4% | 181 | 4.97% | 0.9 |
|
| 1586 |
SG
1586
Swarthmore Group
Philadelphia,
Pennsylvania
| $669M | +$146M | +28% | 2.99% | 44.2% | 60 | 33.33% | 1.3 |
|
| 1587 |
1587
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $669M | +$27M | +4% | 3.81% | 28.9% | 1,949 | 11.75% | 0.9 |
|
| 1588 |
NCMU
1588
NAYA Capital Management (UK)
London,
United Kingdom
| $668M | -$230M | -26% | 1.16% | 121% | 26 | 80.77% | 0.2 |
|
| 1589 |
NONA
1589
Ninety One North America
New York
| $668M | -$77.3M | -10% | 4.6% | 70.6% | 126 | 23.02% | 1.1 |
|
| 1590 |
PGH
1590
Partners Group Holding
Baar-Zug,
Switzerland
| $668M | +$260M | +64% | 0.3% | 23.3% | 48 | 35.42% | 1.8 |
|
| 1591 |
1591
Weiss Asset Management
Boston,
Massachusetts
| $667M | +$131M | +24% | 1.72% | 138% | 315 | 81.27% | 0.1 |
|
| 1592 |
NSIM
1592
North Star Investment Management
Chicago,
Illinois
| $665M | +$102M | +18% | 7.14% | 80.6% | 1,012 | 23.62% | 1.8 |
|
| 1593 |
PC
1593
PM Capital
Sydney,
Australia
| $665M | +$43.2M | +7% | 10% | 105% | 28 | 7.14% | 1.7 |
|
| 1594 |
AIM
1594
Avity Investment Management
Greenwich,
Connecticut
| $665M | +$16.7M | +3% | 3.7% | 119% | 77 | 10.39% | 2.3 |
|
| 1595 |
IPLA
1595
Ice Pond Lane Advisers
New York
| $664M | – | – | 7.84% | – | 17 | – | 0 |
|
| 1596 |
MCL
1596
MIK Capital LLC
New York
| $664M | -$2.47M | -0.4% | 8.54% | – | 33 | 81.82% | 0.2 |
|
| 1597 |
HCM
1597
Hollencrest Capital Management
Newport Beach,
California
| $663M | -$26.7M | -4% | 2.83% | 85.6% | 411 | 26.52% | 2 |
|
| 1598 |
BCM
1598
Basso Capital Management
Stamford,
Connecticut
| $663M | -$15.3M | -2% | 0.46% | 85.5% | 194 | 37.11% | 0.7 |
|
| 1599 |
RMA
1599
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $663M | +$45M | +7% | 3.74% | 68.9% | 64 | 6.25% | 3.1 |
|
| 1600 |
1600
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $663M | +$20M | +3% | 2.93% | 67.9% | 67 | 13.43% | 2.6 |
|