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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
CIM
1601
Corbyn Investment Management
Lutherville,
Maryland
| $561M | +$3.52M | +0.6% | 1.77% | 71.9% | 55 | 18.18% | 0.4 |
|
| 1602 |
GKFF
1602
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $561M | -$109M | -16% | 1.16% | 106% | 5 | 20% | 0.5 |
|
| 1603 |
FHB
1603
First Hawaiian Bank
Honolulu,
Hawaii
| $561M | +$62.6M | +13% | 6.95% | 72.7% | 152 | 11.84% | 0.5 |
|
| 1604 |
1604
Catterton Management Company
Greenwich,
Connecticut
| $561M | +$32.5M | +6% | 7.88% | 13.2% | 2 | 0% | 0.5 |
|
| 1605 |
1605
Encompass Capital Advisors
New York
| $560M | -$198M | -26% | 4.28% | 364% | 36 | 77.78% | 0.1 |
|
| 1606 |
SI
1606
SII Investments
Appleton,
Wisconsin
| $560M | +$138M | +33% | 7.54% | 24.3% | 456 | 33.11% | 0.3 |
|
| 1607 |
RNS
1607
Robert N. Shapiro
| $559M | -$7.8M | -1% | 9.38% | – | 1,048 | 31.2% | 0.4 |
|
| 1608 |
EI
1608
EAM Investors
Solana Beach,
California
| $559M | +$57.1M | +11% | 34.3% | 6,012% | 432 | 57.64% | 0.2 |
|
| 1609 |
WAM
1609
Winslow Asset Management
Beachwood,
Ohio
| $558M | +$31.9M | +6% | 9.87% | 89.9% | 84 | 8.33% | 0.5 |
|
| 1610 |
NPGCU
1610
Napier Park Global Capital (US)
New York
| $558M | – | – | 10.6% | 237% | 58 | – | 0 |
|
| 1611 |
NM
1611
NWI Management
New York
| $558M | -$67.1M | -11% | 14.6% | 230% | 23 | 17.39% | 0.4 |
|
| 1612 |
ARCT
1612
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| $558M | – | – | 9.88% | 31% | 1 | – | 0 |
|
| 1613 |
WSCM
1613
Wellington Shields Capital Management
New York
| $557M | +$34.4M | +7% | 7.79% | 137% | 367 | 24.8% | 0.4 |
|
| 1614 |
RC
1614
RGM Capital
Naples,
Florida
| $557M | +$125M | +29% | 10.7% | 48.6% | 18 | 16.67% | 0.4 |
|
| 1615 |
BP
1615
BBR Partners
New York
| $556M | +$62.9M | +13% | 10.6% | 63.4% | 57 | 21.05% | 0.4 |
|
| 1616 |
UGIF
1616
US Global Investors Funds
Portland,
Maine
| $556M | – | – | 6.26% | – | 320 | – | 0 |
|
| 1617 |
USGIU
1617
U.S. Global Investors (USGI)
San Antonio,
Texas
| $556M | -$29.4M | -5% | 6.26% | 119% | 409 | 44.74% | 0.3 |
|
| 1618 |
HS
1618
HighVista Strategies
Boston,
Massachusetts
| $555M | +$46.9M | +9% | 10.1% | 622% | 163 | 71.78% | 0.2 |
|
| 1619 |
BFPW
1619
BOK Financial Private Wealth
Denver,
Colorado
| $555M | +$57.6M | +12% | 6.4% | 61.8% | 70 | 11.43% | 0.4 |
|
| 1620 |
IHL
1620
Investment House LLC
Redondo Beach,
California
| $554M | +$60M | +12% | 12.5% | 125% | 153 | 15.69% | 0.4 |
|
| 1621 |
1621
Evergreen Capital Management
Bellevue,
Washington
| $552M | -$70.4M | -11% | 5.61% | 77.2% | 129 | 27.91% | 0.4 |
|
| 1622 |
GIM
1622
Goelzer Investment Management
Carmel,
Indiana
| $552M | +$62M | +13% | 10.3% | 97.2% | 195 | 11.28% | 0.4 |
|
| 1623 |
SGI
1623
Swan Global Investments
Durango,
Colorado
| $551M | – | – | 9.54% | 62.5% | 11 | – | 0 |
|
| 1624 |
WC
1624
Woodstock Corp
Boston,
Massachusetts
| $551M | +$45.7M | +9% | 10.4% | 115% | 174 | 8.05% | 0.5 |
|
| 1625 |
KMC
1625
Kirr Marbach & Co
Columbus,
Indiana
| $550M | +$37.8M | +7% | 10.1% | 135% | 65 | 10.77% | 0.4 |
|