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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
AIC
1851
AWM Investment Company
New York
| $510M | -$35.7M | -7% | 4.06% | 778% | 111 | 20.72% | 1.3 |
|
| 1852 |
1852
HighVista Strategies
Boston,
Massachusetts
| $510M | -$29M | -5% | 3.98% | 622% | 232 | 56.47% | 0.6 |
|
| 1853 |
1853
First Financial Bank - Trust Division
Hamilton,
Ohio
| $509M | -$34M | -6% | 3.98% | 68.6% | 184 | 7.07% | 2.9 |
|
| 1854 |
1854
Coastline Trust
Providence,
Rhode Island
| $509M | -$2.1M | -0.4% | 2.03% | 106% | 276 | 7.25% | 2.7 |
|
| 1855 |
1855
First Interstate Bank
Billings,
Montana
| $508M | +$20M | +4% | 6.76% | 48.2% | 836 | 19.14% | 1.2 |
|
| 1856 |
1856
Stieven Capital Advisors
St. Louis,
Missouri
| $508M | +$96.7M | +24% | 33.3% | 117% | 75 | 22.67% | 2 |
|
| 1857 |
1857
Norris Perne & French
Grand Rapids,
Michigan
| $508M | +$27.1M | +6% | 3.62% | 79.9% | 153 | 10.46% | 2.3 |
|
| 1858 |
1858
Ithaka Group
Arlington,
Virginia
| $507M | -$129M | -20% | 4.85% | 143% | 43 | 4.65% | 2.4 |
|
| 1859 |
REMS
1859
Real Estate Management Services
| $507M | -$84M | -14% | 0.51% | 67.2% | 36 | 11.11% | 2.4 |
|
| 1860 |
1860
Exane Derivatives
Paris,
France
| $507M | -$160M | -24% | 3.21% | 42.7% | 696 | 17.39% | 1.1 |
|
| 1861 |
WDA
1861
Wendell David Associates
Portsmouth,
New Hampshire
| $507M | -$404K | -0.1% | 1.34% | 46% | 141 | 2.13% | 3.1 |
|
| 1862 |
1862
BTC Capital Management
Des Moines,
Iowa
| $506M | +$25.3M | +5% | 4.45% | – | 184 | 12.5% | 1.4 |
|
| 1863 |
1863
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $505M | +$12.2M | +2% | 2.48% | 68% | 120 | 6.67% | 2.6 |
|
| 1864 |
MAM
1864
Marketfield Asset Management
New York
| $504M | -$232M | -31% | 3.1% | 61.5% | 48 | 16.67% | 1.4 |
|
| 1865 |
1865
TFG Asset Management
Grand Cayman,
Cayman Islands
| $504M | -$24.8M | -5% | 2.15% | 72.1% | 37 | 10.81% | 0.8 |
|
| 1866 |
1866
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $503M | +$20M | +4% | 6.88% | 127% | 371 | 2.43% | 3.2 |
|
| 1867 |
1867
Baystate Wealth Management
Boston,
Massachusetts
| $503M | +$41M | +9% | 1.11% | 14.6% | 435 | 87.59% | 0.3 |
|
| 1868 |
1868
Rivulet Capital
Summit,
New Jersey
| $503M | +$13.1M | +3% | 0.4% | 27.4% | 12 | 25% | 1.1 |
|
| 1869 |
1869
Mission Wealth Management
Santa Barbara,
California
| $503M | +$88.9M | +21% | 1% | 92.1% | 184 | 17.93% | 1 |
|
| 1870 |
1870
Hussman Strategic Advisors
Ellicott City,
Maryland
| $502M | -$104M | -17% | 1.49% | 41.6% | 230 | 43.48% | 1.1 |
|
| 1871 |
1871
Daido Life Insurance Company
Osaka,
Japan
| $502M | – | – | 4.44% | 68.7% | 7 | – | 0 |
|
| 1872 |
1872
Central Securities
New York
| $501M | +$40.9M | +9% | 9.99% | 90.2% | 38 | 2.63% | 2.3 |
|
| 1873 |
1873
Asset Advisors Corp
Augusta,
Georgia
| $501M | +$19.9M | +4% | 2.91% | 41.4% | 189 | 19.05% | 2.6 |
|
| 1874 |
1874
Steel Grove Capital Advisors
Memphis,
Tennessee
| $500M | +$57.3M | +13% | 4.23% | 106% | 260 | 25.77% | 1.3 |
|
| 1875 |
1875
GenTrust
Miami,
Florida
| $499M | – | – | 1.7% | 53% | 84 | – | 0 |
|