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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
JC
1876
Joho Capital
New York
| $498M | -$10.2M | -2% | 7.54% | 80.2% | 11 | 27.27% |
|
| 1877 |
SEC
1877
Seven Eight Capital
New York
| $498M | +$156M | +45% | 2.8% | 13.6% | 695 | 72.37% |
|
| 1878 |
BI
1878
BVF Inc
San Francisco,
California
| $498M | -$33M | -6% | 0.94% | 592% | 33 | 24.24% |
|
| 1879 |
JIC
1879
Joel Isaacson & Co
New York
| $497M | +$10.2M | +2% | 2.18% | 72.5% | 754 | 17.64% |
|
| 1880 |
ACM
1880
Ashford Capital Management
Wilmington,
Delaware
| $497M | +$11.1M | +2% | 10% | 150% | 111 | 11.71% |
|
| 1881 |
1IA
1881
1834 Investment Advisors
Milwaukee,
Wisconsin
| $495M | +$34.8M | +8% | 3.65% | 61.8% | 180 | 12.78% |
|
| 1882 |
ACA
1882
Avoro Capital Advisors
New York
| $495M | -$74.9M | -13% | 7.42% | 512% | 54 | 31.48% |
|
| 1883 |
AP
1883
Appleton Partners
Boston,
Massachusetts
| $495M | -$36M | -7% | 2.5% | 101% | 225 | 12% |
|
| 1884 |
JCM
1884
Jag Capital Management
St Louis,
Missouri
| $494M | -$17.7M | -3% | 4.42% | 230% | 129 | 22.48% |
|
| 1885 |
WC
1885
Woodstock Corp
Boston,
Massachusetts
| $493M | +$4.6M | +0.9% | 2.54% | 96.1% | 163 | 4.91% |
|
| 1886 |
TCM
1886
Tufton Capital Management
Hunt Valley,
Maryland
| $493M | -$3.13M | -0.6% | 3.33% | 86.5% | 118 | 15.25% |
|
| 1887 |
S
1887
Stonepeak
New York
| $492M | – | – | 15.4% | – | 2 | – |
|
| 1888 |
CA
1888
Cortland Associates
St Louis,
Missouri
| $492M | -$577K | -0.1% | 2.74% | 57.1% | 56 | 7.14% |
|
| 1889 |
BRWA
1889
B. Riley Wealth Advisors
Boca Raton,
Florida
| $492M | -$17.8M | -3% | 2.69% | 105% | 676 | 29.88% |
|
| 1890 |
PGIM
1890
Pacific Global Investment Management
Glendale,
California
| $492M | +$40.1M | +9% | 11.5% | 48% | 224 | 9.82% |
|
| 1891 |
PBRA
1891
Pine Brook Road Advisors
Bedford,
New York
| $492M | -$12.3M | -2% | 16.8% | – | 3 | 0% |
|
| 1892 |
BFG
1892
Beacon Financial Group
Dallas,
Texas
| $492M | +$15.8M | +3% | 3.13% | 60.3% | 188 | 10.64% |
|
| 1893 |
MSV
1893
MN Services Vermogensbeheer
The Hague,
Netherlands
| $490M | -$11.5M | -2% | 4.4% | 136% | 632 | 4.75% |
|
| 1894 |
KGI
1894
Kopernik Global Investors
Tampa,
Florida
| $489M | +$22.3M | +5% | 0.23% | 128% | 27 | 29.63% |
|
| 1895 |
FRGX
1895
First Reserve GP XI
Stamford,
Connecticut
| $489M | +$74M | +18% | 18.2% | 26.4% | 2 | 0% |
|
| 1896 |
GIA
1896
Granite Investment Advisors
Concord,
New Hampshire
| $489M | +$2.04M | +0.4% | 4.09% | 55.6% | 124 | 8.87% |
|
| 1897 |
BG
1897
Bellevue Group
Kuesnacht,
Switzerland
| $488M | -$65.2M | -12% | 6.91% | 159% | 126 | 6.35% |
|
| 1898 |
RC
1898
Randolph Company
Cincinnati,
Ohio
| $488M | +$91.4M | +23% | 4.04% | 120% | 46 | 50% |
|
| 1899 |
MGIA
1899
Moneta Group Investment Advisors
St Louis,
Missouri
| $488M | +$47.3M | +11% | 2.6% | 64% | 176 | 25% |
|
| 1900 |
NMC
1900
Nine Masts Capital
Central,
Hong Kong
| $487M | -$11M | -2% | 2.88% | 88.1% | 97 | 59.79% |
|