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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
EC
1826
Everest Capital
Miami,
Florida
| $476M | +$54.4M | +13% | 8.58% | – | 49 | 42.86% | 0.6 |
|
| 1827 |
WCM
1827
Wallace Capital Management
Dallas,
Texas
| $475M | +$18M | +4% | 3.85% | 62.3% | 62 | 17.74% | 0.9 |
|
| 1828 |
WDA
1828
Wendell David Associates
Portsmouth,
New Hampshire
| $475M | +$15.2M | +3% | 4.3% | 46% | 139 | 3.6% | 1 |
|
| 1829 |
LPVHS
1829
Lexington Partners VI Holdings Sub
New York
| $475M | +$29.1M | +7% | 6.52% | – | 1 | 0% | 1 |
|
| 1830 |
RMA
1830
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $474M | +$24M | +5% | 4.49% | 68.9% | 72 | 4.17% | 0.9 |
|
| 1831 |
BI
1831
Bulldog Investors
Saddle Brook,
New Jersey
| $473M | +$34.4M | +8% | 3.45% | 22.5% | 98 | 31.63% | 0.6 |
|
| 1832 |
AH
1832
Allen Holding
New York
| $472M | +$9.97M | +2% | 6.96% | 135% | 15 | 13.33% | 0.9 |
|
| 1833 |
TC
1833
Travelers Companies
Saint Paul,
Minnesota
| $471M | +$55.1M | +13% | 13.8% | – | 47 | 12.77% | 0.8 |
|
| 1834 |
STI
1834
Susquehanna Trust & Investment
Lititz,
Pennsylvania
| $471M | +$19.5M | +4% | 4.2% | – | 110 | 19.09% | 0.8 |
|
| 1835 |
DAM
1835
Deltec Asset Management
New York
| $471M | +$19.6M | +4% | 7.74% | 128% | 166 | 24.1% | 0.7 |
|
| 1836 |
LSGA
1836
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $470M | -$105M | -18% | 18.3% | 380% | 1 | 0% | 0.3 |
|
| 1837 |
BP
1837
Boston Provident
Englewood,
New Jersey
| $470M | +$190M | +68% | 6.69% | – | 41 | 24.39% | 0.7 |
|
| 1838 |
TCM
1838
Tygh Capital Management
Portland,
Oregon
| $470M | -$21.6M | -4% | 3.31% | 251% | 140 | 35.71% | 0.5 |
|
| 1839 |
SAM
1839
Strategy Asset Managers
Pasadena,
California
| $470M | +$5.01M | +1% | 4.34% | 115% | 143 | 18.18% | 0.8 |
|
| 1840 |
IAM
1840
Integre Asset Management
New York
| $469M | +$13.8M | +3% | 4.7% | 74.1% | 178 | 22.47% | 0.7 |
|
| 1841 |
KLWA
1841
Kelly Lawrence W & Associates
Pasadens,
California
| $469M | +$33.4M | +8% | 6.45% | 123% | 143 | 8.39% | 0.7 |
|
| 1842 |
USGIU
1842
U.S. Global Investors (USGI)
San Antonio,
Texas
| $469M | -$138M | -23% | 18.1% | 119% | 427 | 61.12% | 0.4 |
|
| 1843 |
TRV
1843
Third Rock Ventures
Boston,
Massachusetts
| $468M | -$95.7M | -17% | 13% | – | 4 | 0% | 0.4 |
|
| 1844 |
CPI
1844
Crestview Partners II
New York
| $468M | -$24.2M | -5% | 4.94% | 157% | 2 | 0% | 1 |
|
| 1845 |
BBA
1845
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $468M | +$14.1M | +3% | 5.46% | 71.6% | 300 | 14% | 0.8 |
|
| 1846 |
CHAM
1846
Clear Harbor Asset Management
Stamford,
Connecticut
| $467M | +$40.4M | +9% | 5.51% | 98.6% | 263 | 27.76% | 0.6 |
|
| 1847 |
ACP
1847
Arrowgrass Capital Partners
London,
United Kingdom
| $467M | +$162M | +53% | 4.75% | – | 27 | 77.78% | 0.3 |
|
| 1848 |
SIM
1848
SCGF III Management
Menlo Park,
California
| $467M | +$11.1M | +2% | 3.99% | – | 4 | 0% | 0.9 |
|
| 1849 |
OH
1849
Overlook Holdings
Tortola,
British Virgin Islands
| $466M | -$99.3M | -18% | 5.76% | – | 3 | 0% | 1 |
|
| 1850 |
SXM
1850
SC XII Management
Menlo Park,
California
| $465M | +$8.26M | +2% | 17.7% | 73.4% | 4 | 25% | 0.4 |
|