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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 |
2051
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $395M | -$52.1M | -12% | 2.31% | 207% | 133 | 21.8% | 2.2 |
|
| 2052 |
2052
Dragoneer Investment Group
San Francisco,
California
| $395M | +$77.1M | +24% | 6.69% | 77.3% | 19 | 42.11% | 0.6 |
|
| 2053 |
2053
Jay A. Fishman Ltd
Troy,
Michigan
| $395M | +$10.2M | +3% | 0.61% | 105% | 91 | 10.99% | 2.3 |
|
| 2054 |
CC
2054
Carbonado Capital
New York
| $393M | +$5.6M | +1% | 7.22% | 62.2% | 12 | 8.33% | 0.4 |
|
| 2055 |
ASA
2055
Armstrong Shaw Associates
New Canaan,
Connecticut
| $392M | +$5.42M | +1% | 1.13% | 51.2% | 41 | 12.2% | 2.4 |
|
| 2056 |
JMH
2056
J.M. Hartwell
New York
| $392M | -$22M | -5% | 3.86% | 72.2% | 89 | 21.35% | 2.1 |
|
| 2057 |
IMOV
2057
Investment Management of Virginia
Richmond,
Virginia
| $391M | +$10.2M | +3% | 1.08% | 93.4% | 151 | 10.6% | 2.3 |
|
| 2058 |
BC
2058
Bruce & Co
Chicago,
Illinois
| $391M | +$32.5M | +9% | 7.01% | 94.5% | 50 | 8% | 2.3 |
|
| 2059 |
2059
Kings Point Capital Management
Great Neck,
New York
| $391M | -$2.04M | -0.5% | 4.14% | 80.1% | 343 | 13.41% | 2 |
|
| 2060 |
2060
Academy Capital Management
Waco,
Texas
| $389M | -$23.4M | -6% | 0.55% | 71.2% | 45 | 11.11% | 1.8 |
|
| 2061 |
2061
Bulldog Investors
Saddle Brook,
New Jersey
| $389M | -$38.2M | -9% | 3.6% | 22.5% | 103 | 28.16% | 1 |
|
| 2062 |
2062
Randolph Company
Cincinnati,
Ohio
| $389M | -$59.8M | -13% | 1.62% | 127% | 36 | 27.78% | 1.3 |
|
| 2063 |
2063
First Business Financial Services
Madison,
Wisconsin
| $389M | +$21.7M | +6% | 1.34% | 74% | 82 | 26.83% | 1.3 |
|
| 2064 |
2064
Delphi Financial Group
Wilmington,
Delaware
| $388M | +$52.7M | +16% | 8.63% | 66.3% | 25 | 24% | 1.5 |
|
| 2065 |
PAM
2065
Premier Asset Management
Chicago,
Illinois
| $387M | -$370K | -0.1% | 2.44% | 104% | 104 | 25% | 1.7 |
|
| 2066 |
CCM
2066
Cupps Capital Management
Chicago,
Illinois
| $387M | -$137M | -26% | 10.4% | 213% | 237 | 43.46% | 0.9 |
|
| 2067 |
2067
Alaska Permanent Capital Management
Anchorage,
Alaska
| $387M | +$6.65M | +2% | 1.88% | 42.8% | 24 | 16.67% | 1.8 |
|
| 2068 |
PCM
2068
Piermont Capital Management
St. Louis,
Missouri
| $386M | +$73M | +23% | 3.64% | 33.2% | 318 | 52.2% | 0.6 |
|
| 2069 |
2069
Washington Trust Bank
Spokane,
Washington
| $386M | -$695K | -0.2% | 0.39% | 80.5% | 903 | 22.59% | 1.5 |
|
| 2070 |
2070
KLS Professional Advisors Group
New York
| $386M | +$7.77M | +2% | 2.58% | 38% | 3 | 0% | 2.2 |
|
| 2071 |
2071
Fidelity National Financial
Jacksonville,
Florida
| $386M | +$71.5M | +23% | 8.81% | 2.54% | 24 | 16.67% | 1.6 |
|
| 2072 |
2072
Symetra Life Insurance
Bellevue,
Washington
| $385M | +$11.3M | +3% | 2.64% | – | 3 | 0% | 0.5 |
|
| 2073 |
2073
Yale University
New Haven,
Connecticut
| $385M | +$29.8M | +8% | 2.21% | 33.7% | 11 | 81.82% | 0.2 |
|
| 2074 |
2074
Sphera Funds Management
Tel Aviv,
Israel
| $385M | -$76.2M | -17% | 0.93% | 245% | 124 | 54.84% | 0.7 |
|
| 2075 |
2075
Private Trust Company
Cleveland,
Ohio
| $384M | +$15.2M | +4% | 3.88% | 87.7% | 326 | 10.74% | 2.1 |
|