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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 |
1601
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $608M | +$38.5M | +7% | 5.31% | 115% | 472 | 3.6% | 0.7 |
|
| 1602 |
1602
SouthState Corp
Winter Haven,
Florida
| $606M | -$14.6M | -2% | 3.97% | 78.9% | 281 | 14.23% | 0.8 |
|
| 1603 |
1603
Winslow Asset Management
Beachwood,
Ohio
| $604M | +$28.8M | +5% | 6.49% | 89.9% | 94 | 9.57% | 0.8 |
|
| 1604 |
CHFS
1604
Cobble Hill Financial Services
Moorestown,
New Jersey
| $604M | -$2.13M | -0.4% | 4.29% | – | 54 | 5.56% | 0.9 |
|
| 1605 |
1605
Marathon Asset Management (New York)
New York
| $604M | -$673M | -53% | 1.26% | 490% | 45 | 51.11% | 0.5 |
|
| 1606 |
1606
Personal Capital Advisors
Redwood City,
California
| $604M | +$159M | +36% | 3.96% | 17.6% | 88 | 2.27% | 0.5 |
|
| 1607 |
1607
Makaira Partners
La Jolla,
California
| $604M | +$45.6M | +8% | 5.55% | 22% | 10 | 0% | 0.9 |
|
| 1608 |
WMC
1608
Westwood Management Corporation
Chicago,
Illinois
| $603M | +$17.1M | +3% | 4.56% | 44.3% | 94 | 14.89% | 0.9 |
|
| 1609 |
1609
Goelzer Investment Management
Carmel,
Indiana
| $602M | +$41.7M | +7% | 4.81% | 97.2% | 198 | 10.61% | 0.9 |
|
| 1610 |
1610
BOK Financial Private Wealth
Denver,
Colorado
| $601M | +$27.8M | +5% | 4.48% | 61.8% | 77 | 6.49% | 0.8 |
|
| 1611 |
1611
Basso Capital Management
Stamford,
Connecticut
| $601M | +$53.5M | +10% | 0.34% | 85.5% | 122 | 28.69% | 0.4 |
|
| 1612 |
1612
Endurance Wealth Management
Providence,
Rhode Island
| $600M | +$85.3M | +17% | 6.34% | 59% | 189 | 16.93% | 0.8 |
|
| 1613 |
1613
RGM Capital
Naples,
Florida
| $600M | +$53.4M | +10% | 2% | 48.6% | 22 | 18.18% | 0.7 |
|
| 1614 |
1614
Ledyard National Bank
| $599M | +$11.1M | +2% | 4.69% | 69.8% | 748 | 10.29% | 0.7 |
|
| 1615 |
1615
Sterne Agee Group
Birmingham,
Alabama
| $598M | +$89.8M | +18% | 5.32% | – | 303 | 25.41% | 0.6 |
|
| 1616 |
1616
First Hawaiian Bank
Honolulu,
Hawaii
| $598M | +$27.2M | +5% | 3.17% | 72.7% | 134 | 10.45% | 0.9 |
|
| 1617 |
1617
JCIC Asset Management
Toronto,
Ontario, Canada
| $598M | +$50.4M | +9% | 6.4% | – | 86 | 31.4% | 0.6 |
|
| 1618 |
1618
Summit Creek Advisors
Minneapolis,
Minnesota
| $598M | +$35.6M | +6% | 1.89% | 68.8% | 52 | 9.62% | 0.9 |
|
| 1619 |
1619
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $595M | -$109M | -15% | 4.52% | 70.9% | 266 | 59.4% | 0.5 |
|
| 1620 |
1620
Freedom Investment Management
Hartford,
Connecticut
| $595M | +$127M | +27% | 3.46% | 68.5% | 544 | 27.94% | 0.6 |
|
| 1621 |
MHP
1621
Manatuck Hill Partners
Westport,
Connecticut
| $594M | -$35M | -6% | 7.12% | 556% | 136 | 57.35% | 0.5 |
|
| 1622 |
CDH
1622
Charles D. Hyman
| $594M | +$40.1M | +7% | 4.37% | 36.8% | 153 | 5.23% | 0.9 |
|
| 1623 |
1623
FineMark National Bank & Trust
Fort Myers,
Florida
| $593M | +$58.9M | +11% | 4.71% | 69.8% | 1,500 | 11.6% | 0.8 |
|
| 1624 |
1624
Moors & Cabot
Boston,
Massachusetts
| $593M | +$198M | +50% | 6.41% | 124% | 561 | 36.36% | 0.2 |
|
| 1625 |
PCM
1625
Perritt Capital Management
Chicago,
Illinois
| $592M | -$32.5M | -5% | 2.06% | 80.9% | 289 | 11.42% | 0.8 |
|