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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
La Financiere de L'Echiquier
Paris,
France
| $544M | +$135M | +33% | 15.5% | 28.1% | 43 | 23.26% | 0.7 |
|
| 2052 |
2052
Bain Capital Venture Investors
Boston,
Massachusetts
| $544M | +$94.8M | +21% | 13.7% | 34.2% | 7 | 28.57% | 0.7 |
|
| 2053 |
2053
Horan Capital Management
Hunt Valley,
Maryland
| $543M | +$32.2M | +6% | 8.9% | 69.2% | 68 | 7.35% | 2 |
|
| 2054 |
2054
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $543M | +$56.9M | +12% | 3.97% | 207% | 77 | 5.19% | 3.8 |
|
| 2055 |
MGM
2055
Miura Global Management
New York
| $543M | +$119M | +28% | 10.4% | 375% | 25 | 36% | 0.5 |
|
| 2056 |
2056
Jacobs Asset Management
New York
| $543M | -$14M | -3% | 0.75% | 114% | 60 | 25% | 2 |
|
| 2057 |
2057
CCM Investment Advisers
Columbia,
South Carolina
| $542M | +$17.6M | +3% | 7.06% | 170% | 93 | 10.75% | 2.7 |
|
| 2058 |
2058
AJ Wealth Strategies
New York
| $541M | +$55.6M | +11% | 4.23% | 32.2% | 112 | 19.64% | 1.1 |
|
| 2059 |
2059
Bangor Savings Bank
Bangor,
Maine
| $539M | +$21.6M | +4% | 3.61% | 54.6% | 169 | 4.14% | 3.3 |
|
| 2060 |
2060
Flagship Harbor Advisors
Boston,
Massachusetts
| $539M | +$39.6M | +8% | 5.87% | 68.3% | 2,211 | 8.05% | 0.4 |
|
| 2061 |
2061
Callahan Advisors
Houston,
Texas
| $539M | +$31.6M | +6% | 6.53% | 87.7% | 145 | 15.17% | 3.3 |
|
| 2062 |
FBP
2062
Flippin Bruce & Porter
Lynchburg,
Virginia
| $538M | +$56.8M | +12% | 6.65% | 44.4% | 77 | 6.49% | 3.9 |
|
| 2063 |
2063
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $538M | -$63.8M | -11% | 5.32% | 34.1% | 8 | 0% | 3.7 |
|
| 2064 |
2064
University of Notre Dame du Lac
South Bend,
Indiana
| $538M | +$21.3M | +4% | 5.92% | – | 83 | 37.35% | 0.9 |
|
| 2065 |
2065
Kings Point Capital Management
Great Neck,
New York
| $537M | +$29.1M | +6% | 7.34% | 80.1% | 376 | 10.9% | 3.2 |
|
| 2066 |
2066
Prospera Financial Services
Dallas,
Texas
| $536M | -$202M | -27% | 5.35% | 97.4% | 467 | 16.27% | 2.3 |
|
| 2067 |
2067
S&T Bank
Indiana,
Pennsylvania
| $536M | +$6.99M | +1% | 3.81% | 193% | 86 | 3.49% | 3.5 |
|
| 2068 |
2068
Kopernik Global Investors
Tampa,
Florida
| $535M | -$143M | -21% | 11.6% | 128% | 33 | 6.06% | 2.2 |
|
| 2069 |
2069
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $535M | +$13.9M | +3% | 6.85% | 48.1% | 49 | 6.12% | 3 |
|
| 2070 |
2070
Colonial Trust Advisors
Spartanburg,
South Carolina
| $535M | +$30.1M | +6% | 8.3% | 80% | 155 | 7.74% | 3.7 |
|
| 2071 |
2071
Stephens Group Asset Management
Little Rock,
Arkansas
| $535M | +$66.8M | +14% | 2.87% | 51.4% | 23 | 34.78% | 0.5 |
|
| 2072 |
2072
Adell Harriman & Carpenter
Houston,
Texas
| $535M | +$29.9M | +6% | 7.48% | 176% | 156 | 8.97% | 3.5 |
|
| 2073 |
2073
Cutler Investment Counsel
Jacksonville,
Oregon
| $534M | +$26.9M | +5% | 4.57% | 56.2% | 99 | 7.07% | 2.8 |
|
| 2074 |
2074
Cipher Capital
New York
| $534M | +$50.5M | +10% | 3.55% | – | 682 | 66.28% | 0.5 |
|
| 2075 |
2075
Exane Derivatives
Paris,
France
| $533M | -$65.8M | -11% | 3.11% | 42.7% | 738 | 13.14% | 1.7 |
|