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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
FFSOTS
2051
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $303M | +$3.07M | +1% | 1.78% | 39.8% | 161 | 5.59% | 0.2 |
|
| 2052 |
OCM
2052
OMT Capital Management
San Francisco,
California
| $303M | +$8.03M | +3% | 12.1% | – | 36 | 16.67% | 0.2 |
|
| 2053 |
WM
2053
WCG Management
New York
| $302M | -$432M | -59% | 6.55% | 29.5% | 67 | 56.72% | 0.2 |
|
| 2054 |
SCPM
2054
Sagard Capital Partners Management
New York
| $302M | +$19.3M | +7% | 7.19% | 37.4% | 12 | 8.33% | 0.2 |
|
| 2055 |
K
2055
Kemper
Chicago,
Illinois
| $302M | +$4.16M | +1% | 1.38% | 28.6% | 54 | 7.41% | 0.2 |
|
| 2056 |
PL
2056
Parthenon LLC
Louisville,
Kentucky
| $302M | +$3.92M | +1% | 2.45% | 80.8% | 92 | 11.96% | 0.2 |
|
| 2057 |
MCM
2057
Mitchell Capital Management
Leawood,
Kansas
| $302M | +$32M | +12% | 12% | 219% | 37 | 8.11% | 0.2 |
|
| 2058 |
EPIM
2058
Equinox Partners Investment Management
Stamford,
Connecticut
| $302M | +$28M | +10% | 9.26% | 241% | 17 | 11.76% | 0.2 |
|
| 2059 |
HHGA
2059
Halbert Hargrove Global Advisors
Long Beach,
California
| $302M | +$28.8M | +11% | 8.36% | 68.2% | 115 | 13.04% | 0.2 |
|
| 2060 |
VCM
2060
Venor Capital Management
New York
| $302M | +$22.8M | +8% | 3.18% | – | 22 | 59.09% | 0.1 |
|
| 2061 |
ACM
2061
Altai Capital Management
West Hollywood,
California
| $302M | -$5.58M | -2% | 3.15% | 24.9% | 13 | 61.54% | 0.1 |
|
| 2062 |
CIC
2062
Canal Insurance Company
Greenville,
South Carolina
| $301M | +$20.4M | +7% | 5.03% | 103% | 86 | 4.65% | 0.2 |
|
| 2063 |
RP
2063
Regal Partners
Sydney, NSW,
Australia
| $301M | +$14.1M | +5% | 10.4% | 146% | 14 | 7.14% | 0.3 |
|
| 2064 |
WRM
2064
Westport Resources Management
Westport,
Connecticut
| $301M | +$15.8M | +6% | 3.76% | 30.5% | 1,175 | 12% | 0.2 |
|
| 2065 |
LKIM
2065
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $301M | +$14.6M | +5% | 5.88% | 64.5% | 86 | 12.79% | 0.2 |
|
| 2066 |
GCM
2066
Gabalex Capital Management
New York
| $300M | +$8.65M | +3% | 0.25% | 24.9% | 17 | 17.65% | 0.2 |
|
| 2067 |
QAM
2067
Quentec Asset Management
New York
| $300M | +$45.1M | +18% | 16.8% | 43.5% | 56 | 50% | 0.2 |
|
| 2068 |
JCM
2068
Jasinkiewicz Capital Management
Summit,
New Jersey
| $299M | +$48.7M | +19% | 12.4% | – | 92 | 65.22% | 0.1 |
|
| 2069 |
CZPM
2069
Capital Z Partners Management
New York
| $299M | +$26M | +10% | 21.6% | 48.2% | 3 | 33.33% | 0.3 |
|
| 2070 |
FTI
2070
Fiduciary Trust International
Lincoln,
Massachusetts
| $299M | +$34.8M | +13% | 1.72% | 36.8% | 139 | 23.74% | 0.2 |
|
| 2071 |
GH
2071
Green Holdings
Hamilton,
Bermuda
| $299M | +$56.6M | +23% | 8.79% | – | 27 | 62.96% | 0.1 |
|
| 2072 |
CF
2072
Cypress Funds
Los Angeles,
California
| $297M | +$29.5M | +11% | 9.99% | 100% | 21 | 33.33% | 0.2 |
|
| 2073 |
SFS
2073
Strategic Financial Services
Utica,
New York
| $297M | +$14.1M | +5% | 6.01% | 58.7% | 99 | 2.02% | 0.2 |
|
| 2074 |
LCP
2074
Longhorn Capital Partners
Dallas,
Texas
| $296M | -$10.4M | -3% | 4.64% | 30.2% | 12 | 0% | 0.3 |
|
| 2075 |
LPC
2075
Loeb Partners Corp
New York
| $296M | +$22.5M | +8% | 9.36% | 34.4% | 210 | 26.67% | 0.2 |
|