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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Dalton Investments
Las Vegas,
Nevada
| $336M | -$17.5M | -5% | 9.18% | 95.1% | 72 | 38.89% | 0.4 |
|
| 2077 |
2077
Metalmark Management II
New York
| $336M | -$44.6M | -12% | 11.8% | 81.7% | 1 | 0% | 0.3 |
|
| 2078 |
2078
Grimes & Company
Westborough,
Massachusetts
| $335M | +$39M | +13% | 9.03% | 66.2% | 162 | 13.58% | 0.4 |
|
| 2079 |
2079
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $335M | – | – | 5.06% | 46.4% | 217 | – | 0 |
|
| 2080 |
2080
Red Mountain Capital Partners
Los Angeles,
California
| $334M | +$18.9M | +6% | 5.56% | 37.4% | 13 | 15.38% | 0.4 |
|
| 2081 |
2081
Woodmont Investment Counsel
Nashville,
Tennessee
| $333M | +$58.6M | +21% | 6.91% | 66.8% | 207 | 31.4% | 0.4 |
|
| 2082 |
2082
Gagnon Securities
New York
| $333M | +$12.3M | +4% | 6.63% | 129% | 106 | 18.87% | 0.4 |
|
| 2083 |
PFM
2083
PacWest Financial Management
Phoenix,
Arizona
| $332M | +$216M | +187% | 11.8% | 19.2% | 97 | 12.37% | 0.4 |
|
| 2084 |
2084
Broadmark Asset Management
San Francisco,
California
| $331M | +$143M | +76% | 8.95% | 39.6% | 3 | 66.67% | 0.3 |
|
| 2085 |
2085
OMT Capital Management
San Francisco,
California
| $331M | +$28.5M | +9% | 9.59% | – | 34 | 8.82% | 0.5 |
|
| 2086 |
2086
Rehmann Capital Advisory Group
Lansing,
Michigan
| $331M | +$21.4M | +7% | 6.78% | 64.6% | 322 | 18.01% | 0.4 |
|
| 2087 |
2087
March Altus Capital Management
Greenwich,
Connecticut
| $330M | – | – | 22.7% | 156% | 28 | – | 0 |
|
| 2088 |
2088
TD Ameritrade Trust
Denver,
Colorado
| $330M | +$25.1M | +8% | 4.37% | 21.7% | 46 | 4.35% | 0.5 |
|
| 2089 |
2089
RRJ Capital II
Grand Cayman,
Cayman Islands
| $330M | – | – | 20.3% | – | 1 | – | 0 |
|
| 2090 |
KRC
2090
Kingdom Ridge Capital
White Plains,
New York
| $329M | +$53.2M | +19% | 3.79% | 51.6% | 41 | 73.17% | 0.2 |
|
| 2091 |
3AM
2091
3D Asset Management
Hartford,
Connecticut
| $328M | +$20.1M | +7% | 5.5% | 0.82% | 40 | 2.5% | 0.5 |
|
| 2092 |
2092
Planning Alternatives
Birmingham,
Michigan
| $328M | +$113M | +52% | 7.59% | 69.6% | 41 | 43.9% | 0.3 |
|
| 2093 |
BIM
2093
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $328M | -$12.3M | -4% | 9.52% | 48.4% | 203 | 51.23% | 0.4 |
|
| 2094 |
2094
Parthenon LLC
Louisville,
Kentucky
| $328M | +$25.8M | +9% | 9.32% | 93.3% | 93 | 3.23% | 0.5 |
|
| 2095 |
2095
Deccan Value Investors
Greenwich,
Connecticut
| $327M | +$324K | +0.1% | 13.8% | 66.5% | 8 | 12.5% | 0.5 |
|
| 2096 |
GCM
2096
Gabalex Capital Management
New York
| $327M | +$26.9M | +9% | 6.85% | 24.9% | 16 | 18.75% | 0.4 |
|
| 2097 |
2097
AT Bancorp
Dubuque,
Iowa
| $326M | +$44.3M | +16% | 12.9% | 21.8% | 176 | 13.64% | 0.4 |
|
| 2098 |
2098
Bank Hapoalim BM
Tel Aviv,
Israel
| $326M | – | – | 9.49% | 76.6% | 135 | – | 0 |
|
| 2099 |
TM
2099
Tiger Management
New York
| $326M | -$327M | -50% | 16% | – | 76 | 86.84% | 0.1 |
|
| 2100 |
2100
Calamos Wealth Management
Naperville,
Illinois
| $326M | +$20.1M | +7% | 7.51% | 102% | 230 | 19.13% | 0.4 |
|