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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
RK Capital Management (Colorado)
Denver,
Colorado
| $517M | +$33.8M | +7% | 8.94% | 89% | 61 | 34.43% | 1.5 |
|
| 1902 |
1902
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $517M | -$5.34M | -1% | 3.93% | 48.1% | 41 | 24.39% | 2.9 |
|
| 1903 |
1903
Seven Eight Capital
New York
| $516M | +$18M | +4% | 8.13% | 13.6% | 773 | 62.35% | 0.3 |
|
| 1904 |
MCTIC
1904
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $516M | +$30.6M | +6% | 7.12% | 38.8% | 93 | 8.6% | 2.9 |
|
| 1905 |
1905
Planning Alternatives
Birmingham,
Michigan
| $516M | +$31.4M | +6% | 5.15% | 69.6% | 56 | 8.93% | 2.7 |
|
| 1906 |
1906
Summit Partners Public Asset Management
Boston,
Massachusetts
| $515M | +$45.8M | +10% | 19.1% | 1,167% | 116 | 63.79% | 0.5 |
|
| 1907 |
1907
Sonora Investment Management
Tucson,
Arizona
| $515M | +$31.1M | +6% | 2.38% | 32.8% | 1,021 | 15.67% | 1.1 |
|
| 1908 |
1908
Serengeti Asset Management
New York
| $514M | +$46.2M | +10% | 16.7% | 14.9% | 29 | 48.28% | 1.3 |
|
| 1909 |
1909
Mission Wealth Management
Santa Barbara,
California
| $514M | +$11.6M | +2% | 5.13% | 92.1% | 208 | 21.63% | 1.1 |
|
| 1910 |
1910
Decatur Capital Management
Decatur,
Georgia
| $514M | -$182M | -26% | 8.79% | 135% | 120 | 45.83% | 0.8 |
|
| 1911 |
1911
First Reserve GP XI
Stamford,
Connecticut
| $514M | +$24.7M | +5% | 0.51% | 26.4% | 3 | 33.33% | 2.2 |
|
| 1912 |
1912
Sphera Funds Management
Tel Aviv,
Israel
| $512M | +$116M | +29% | 12.2% | 245% | 138 | 44.2% | 0.7 |
|
| 1913 |
CC
1913
Cornerstone Capital
Palo Alto,
California
| $511M | +$43.4M | +9% | 4.41% | 91.2% | 83 | 7.23% | 2.7 |
|
| 1914 |
1914
Newport Asia
San Francisco,
California
| $511M | +$59.2M | +13% | 17.2% | – | 7 | 14.29% | 2.1 |
|
| 1915 |
1915
Pekin Hardy Strauss
Chicago,
Illinois
| $511M | -$611M | -54% | 5.64% | 102% | 188 | 13.83% | 2.4 |
|
| 1916 |
1916
McDaniel Terry & Co
Austin,
Texas
| $511M | +$29M | +6% | 4.75% | 57.9% | 64 | 1.56% | 2.5 |
|
| 1917 |
1917
Eagle Ridge Investment Management
Stamford,
Connecticut
| $511M | +$29.1M | +6% | 4.44% | 28.2% | 149 | 13.42% | 1.6 |
|
| 1918 |
1918
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $510M | +$115M | +29% | 3.86% | 15.7% | 370 | 47.84% | 0.8 |
|
| 1919 |
1919
Two Sigma Securities
New York
| $510M | +$211M | +71% | 6.19% | 109% | 1,280 | 76.56% | 0.2 |
|
| 1920 |
1920
Joel Isaacson & Co
New York
| $510M | +$12.6M | +3% | 5.24% | 72.5% | 657 | 75.04% | 3.1 |
|
| 1921 |
1921
GAM Systematic
Cambridge,
United Kingdom
| $509M | +$85.6M | +20% | 7.43% | 67.3% | 720 | 36.53% | 1 |
|
| 1922 |
1922
PM Capital
Sydney,
Australia
| $509M | -$156M | -23% | 8.83% | 105% | 29 | 10.34% | 1.8 |
|
| 1923 |
1923
Tufton Capital Management
Hunt Valley,
Maryland
| $507M | +$14.6M | +3% | 3.13% | 96.1% | 126 | 13.49% | 2.5 |
|
| 1924 |
1924
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $507M | +$44.4M | +10% | 4.54% | 86% | 254 | 12.99% | 2.3 |
|
| 1925 |
OCMI
1925
Oaktop Capital Management II
Chatham,
New Jersey
| $507M | +$48.9M | +11% | 8.39% | 451% | 22 | 13.64% | 2.5 |
|