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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
LT
1676
LJ Trust
Reno,
Nevada
| $540M | -$18.4M | -3% | 6.83% | 19.3% | 13 | 7.69% | 1.5 |
|
| 1677 |
1677
Kahn Brothers Group
New York
| $540M | -$52.9M | -9% | 6.78% | 53.4% | 41 | 9.76% | 2.1 |
|
| 1678 |
1678
Twin Securities
New York
| $540M | +$7.6M | +1% | 7.81% | 506% | 41 | 68.29% | 0.3 |
|
| 1679 |
SHIM
1679
Spruce House Investment Management
New York
| $540M | +$32.6M | +6% | 10.2% | 863% | 10 | 30% | 0.6 |
|
| 1680 |
SRFM
1680
Shannon River Fund Management
New York
| $538M | -$479M | -47% | 7.45% | 554% | 44 | 45.45% | 1 |
|
| 1681 |
1681
Encompass Capital Advisors
New York
| $538M | +$65.1M | +14% | 23.4% | 364% | 45 | 73.33% | 0.2 |
|
| 1682 |
1682
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $538M | -$127M | -19% | 10.8% | 57.2% | 76 | 13.16% | 1.8 |
|
| 1683 |
1683
PM Capital
Sydney,
Australia
| $537M | +$25.4M | +5% | 6.28% | 105% | 27 | 14.81% | 0.6 |
|
| 1684 |
1684
SVA Wealth Management
Madison,
Wisconsin
| $536M | -$7.39M | -1% | 6.95% | 44.5% | 219 | 11.42% | 1.3 |
|
| 1685 |
1685
NBT Bank
Norwich,
New York
| $536M | -$76.6M | -13% | 6.48% | 77% | 202 | 7.92% | 2.1 |
|
| 1686 |
PAM
1686
Private Asset Management
San Diego,
California
| $535M | -$60.3M | -10% | 8.53% | 38.2% | 150 | 12.67% | 1.9 |
|
| 1687 |
GACM
1687
Green Arrow Capital Management
New York
| $535M | -$335M | -39% | 0.36% | – | 210 | 66.67% | 0.3 |
|
| 1688 |
1688
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $535M | +$62.7M | +13% | 6.36% | 70.9% | 194 | 36.6% | 1 |
|
| 1689 |
1689
Sensato Investors
San Francisco,
California
| $535M | +$56.4M | +12% | 9.64% | 75.8% | 100 | 41% | 0.3 |
|
| 1690 |
1690
Pillar Pacific Capital Management
Pacifica,
California
| $533M | -$45.2M | -8% | 8.7% | 85% | 306 | 11.11% | 1.9 |
|
| 1691 |
AAA
1691
Adams Asset Advisors
Dallas,
Texas
| $533M | -$5.37M | -1% | 14.8% | 66.8% | 109 | 26.61% | 1.2 |
|
| 1692 |
1692
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $533M | +$31.3M | +6% | 6.14% | 45.9% | 170 | 41.76% | 1.2 |
|
| 1693 |
WMC
1693
Westwood Management Corporation
Chicago,
Illinois
| $532M | -$55M | -9% | 4.57% | 44.3% | 91 | 23.08% | 1.7 |
|
| 1694 |
1694
Citizens Business Bank
Ontario,
California
| $531M | -$41.7M | -7% | 8.03% | 108% | 285 | 8.42% | 1.8 |
|
| 1695 |
1695
Tirschwell & Loewy
New York
| $531M | -$61.5M | -10% | 8.24% | 78% | 83 | 7.23% | 2.1 |
|
| 1696 |
OIM
1696
Opus Investment Management
Worcester,
Massachusetts
| $530M | -$19.5M | -4% | 3.06% | 52.8% | 84 | 4.76% | 1.9 |
|
| 1697 |
1697
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $530M | -$102M | -16% | 3.95% | 103% | 350 | 14% | 1.9 |
|
| 1698 |
1698
HighVista Strategies
Boston,
Massachusetts
| $529M | -$56.7M | -10% | 6.74% | 622% | 215 | 40% | 0.8 |
|
| 1699 |
1699
Neumeier Poma Investment Counsel
Carmel,
California
| $529M | +$58.4M | +12% | 7.04% | 229% | 43 | 13.95% | 1.4 |
|
| 1700 |
1700
Jag Capital Management
St Louis,
Missouri
| $527M | -$20.3M | -4% | 1.77% | 230% | 105 | 20.95% | 1.3 |
|