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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
OCA
1701
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $547M | +$205M | +60% | 0.14% | 173% | 97 | 50.52% | 0.4 |
|
| 1702 |
TPCM
1702
Three Peaks Capital Management
Castle Rock,
Colorado
| $545M | +$78.7M | +17% | 3.54% | 84.5% | 81 | 29.63% | 1.3 |
|
| 1703 |
RCM
1703
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $545M | -$22.6M | -4% | 0% | 4.8% | 32 | 3.13% | 0.7 |
|
| 1704 |
HVCM
1704
HG Vora Capital Management
New York
| $544M | -$72.4M | -12% | 7.43% | 42.6% | 18 | 44.44% | 0.8 |
|
| 1705 |
1705
Brighton Jones LLC
Seattle,
Washington
| $544M | +$30.9M | +6% | 3.26% | 97.9% | 225 | 15.56% | 1.9 |
|
| 1706 |
AP
1706
Altarock Partners
West Palm Beach,
Florida
| $543M | +$50.6M | +10% | 1.41% | 58.1% | 8 | 0% | 1.1 |
|
| 1707 |
BGCP
1707
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $541M | +$26.1M | +5% | 1.09% | 79.2% | 24 | 20.83% | 0.8 |
|
| 1708 |
DIGDR
1708
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $540M | +$106M | +24% | 0.84% | 34.1% | 14 | 21.43% | 1.1 |
|
| 1709 |
TAM
1709
Taurus Asset Management
New York
| $540M | +$6.82M | +1% | 1.34% | 26.9% | 93 | 7.53% | 2.2 |
|
| 1710 |
IAS
1710
INR Advisory Services
Media,
Pennsylvania
| $539M | +$12.5M | +2% | 0.97% | 21.9% | 64 | 29.69% | 1.5 |
|
| 1711 |
MJRIC
1711
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $539M | +$5.99M | +1% | 1.77% | 121% | 127 | 3.15% | 2.5 |
|
| 1712 |
KGI
1712
Kopernik Global Investors
Tampa,
Florida
| $539M | +$73.3M | +16% | 23.3% | 128% | 33 | 9.09% | 1.4 |
|
| 1713 |
CFA
1713
Carroll Financial Associates
Charlotte,
North Carolina
| $538M | +$58M | +12% | 2.16% | 79.9% | 1,319 | 16.38% | 1.5 |
|
| 1714 |
PAM
1714
Paradigm Asset Management
New York
| $538M | -$43.5M | -7% | 2.26% | 73.8% | 817 | 6.12% | 1.4 |
|
| 1715 |
1715
Iconiq Capital
San Francisco,
California
| $538M | +$4.56M | +0.9% | 2.09% | 0.21% | 50 | 24% | 1.4 |
|
| 1716 |
NA
1716
Nottingham Advisors
Amherst,
New York
| $538M | +$181K | +0% | 0.54% | 44.3% | 91 | 1.1% | 1.7 |
|
| 1717 |
GCAC
1717
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $538M | +$56.7M | +12% | 7.39% | 26.1% | 178 | 10.67% | 2.3 |
|
| 1718 |
FGP
1718
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $537M | +$8.32M | +2% | 1.34% | 57.2% | 73 | 8.22% | 2.2 |
|
| 1719 |
BCM
1719
Buckhead Capital Management
Atlanta,
Georgia
| $537M | -$3.6M | -0.7% | 0.15% | 67.6% | 200 | 12% | 2 |
|
| 1720 |
MC
1720
MSD Capital
New York
| $537M | -$100M | -16% | 4.48% | 11.5% | 8 | 0% | 2 |
|
| 1721 |
FVP
1721
Firefly Value Partners
Newtown,
Pennsylvania
| $536M | -$2.31M | -0.4% | 3.08% | 25.7% | 34 | 32.35% | 1.7 |
|
| 1722 |
KB
1722
Kimelman & Baird
New York
| $535M | +$3.53M | +0.7% | 2.93% | – | 116 | 12.07% | 2.1 |
|
| 1723 |
APCM
1723
Arbiter Partners Capital Management
New York
| $535M | -$246M | -31% | 4.76% | 378% | 121 | 23.14% | 1.6 |
|
| 1724 |
NMC
1724
Nine Masts Capital
Central,
Hong Kong
| $535M | +$47.3M | +10% | 2.48% | 88.1% | 110 | 50% | 0.3 |
|
| 1725 |
1725
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $535M | +$106M | +25% | 0.97% | 58.1% | 199 | 33.67% | 0.6 |
|