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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%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1851 |
WBC
1851
Westpac Banking Corp
Sydney,
Australia
| $1.44B | -$145M | -9% | 2.98% | 127% | 509 | 13.16% |
|
| 1852 |
ICA
1852
Infrastructure Capital Advisors
New York
| $1.44B | +$402M | +39% | 8.23% | 52% | 176 | 30.11% |
|
| 1853 |
LCG
1853
Luxor Capital Group
New York
| $1.43B | +$128M | +10% | 1.19% | 131% | 58 | 31.03% |
|
| 1854 |
AP
1854
Appleton Partners
Boston,
Massachusetts
| $1.43B | -$84.4M | -6% | 1.7% | 101% | 272 | 6.99% |
|
| 1855 |
WIM
1855
Weitz Investment Management
Omaha,
Nebraska
| $1.43B | -$254M | -15% | 8.56% | 36.1% | 52 | 21.15% |
|
| 1856 |
KGI
1856
Kopernik Global Investors
Tampa,
Florida
| $1.43B | +$180M | +14% | 1.59% | 128% | 33 | 24.24% |
|
| 1857 |
KPF
1857
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.43B | +$191M | +15% | 0.7% | 76.5% | 592 | 49.32% |
|
| 1858 |
SC
1858
Styrax Capital
New York
| $1.43B | +$127M | +10% | 3.88% | 310% | 21 | 38.1% |
|
| 1859 |
CCM
1859
Callodine Capital Management
Boston,
Massachusetts
| $1.43B | +$185M | +15% | 0.25% | 53.8% | 62 | 25.81% |
|
| 1860 |
TS
1860
Triglav Skladi
Ljubljana,
Slovenia
| $1.43B | -$155M | -10% | 2.38% | – | 197 | 27.92% |
|
| 1861 |
SMA
1861
Sage Mountain Advisors
Atlanta,
Georgia
| $1.43B | -$457M | -24% | 2.3% | 62.5% | 572 | 53.15% |
|
| 1862 |
SCA
1862
Stonebridge Capital Advisors
St Paul,
Minnesota
| $1.43B | -$15M | -1% | 0.88% | 80.1% | 225 | 12.44% |
|
| 1863 |
ADL
1863
Asset Dedication LLC
San Francisco,
California
| $1.43B | -$95.3M | -6% | 1.21% | 67.8% | 1,200 | 13.42% |
|
| 1864 |
APCM
1864
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.43B | +$107M | +8% | 0.62% | 42.8% | 44 | 18.18% |
|
| 1865 |
KCMH
1865
Kontiki Capital Management (HK)
Hong Kong
| $1.43B | -$294M | -17% | 13.8% | 90.6% | 8 | 12.5% |
|
| 1866 |
PPC
1866
Park Presidio Capital
San Francisco,
California
| $1.43B | +$197M | +16% | 1.24% | 94.1% | 15 | 13.33% |
|
| 1867 |
IHG
1867
Insight Holdings Group
New York
| $1.42B | +$87.4M | +7% | 17% | 111% | 39 | 51.28% |
|
| 1868 |
WC
1868
Waterloo Capital
Austin,
Texas
| $1.42B | +$35.6M | +3% | 1.05% | 79.8% | 535 | 24.86% |
|
| 1869 |
NI
1869
Nextech Invest
Zurich,
Switzerland
| $1.42B | +$387M | +37% | 43.8% | 982% | 18 | 16.67% |
|
| 1870 |
KCM
1870
Kanawha Capital Management
Richmond,
Virginia
| $1.42B | -$32.5M | -2% | 1.04% | 62.5% | 229 | 6.99% |
|
| 1871 |
BC
1871
Broadwood Capital
New York
| $1.42B | -$283M | -17% | 13.3% | 110% | 12 | 50% |
|
| 1872 |
PTC
1872
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.42B | -$33.6M | -2% | 1.82% | 162% | 275 | 9.82% |
|
| 1873 |
CBA
1873
Coastal Bridge Advisors
Westport,
Connecticut
| $1.41B | +$73.1M | +5% | 0.12% | 88.1% | 483 | 12.42% |
|
| 1874 |
KC
1874
Kryger Capital
London,
United Kingdom
| $1.41B | +$120M | +9% | 11.4% | 421% | 104 | 78.85% |
|
| 1875 |
EWS
1875
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $1.41B | +$697M | +97% | 1.2% | 70.9% | 418 | 50.72% |
|