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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
Penn Davis McFarland
Dallas,
Texas
| $381M | -$16.8M | -4% | 2.84% | 86.8% | 37 | 24.32% | 1.6 |
|
| 2077 |
2077
Opera Trading Capital
Paris,
France
| $381M | -$95.3M | -20% | 2% | 11.4% | 160 | 58.13% | 0.1 |
|
| 2078 |
IMOV
2078
Investment Management of Virginia
Richmond,
Virginia
| $381M | +$4.71M | +1% | 7.28% | 93.4% | 154 | 9.09% | 2.1 |
|
| 2079 |
2079
Tairen Capital
Hong Kong
| $381M | +$133M | +54% | 0.09% | 462% | 35 | 42.86% | 0.2 |
|
| 2080 |
2080
Freshford Capital Management
Rye Brook,
New York
| $381M | -$62.8M | -14% | 3.66% | 97.3% | 36 | 50% | 0.8 |
|
| 2081 |
2081
Alaska Permanent Capital Management
Anchorage,
Alaska
| $380M | +$8.03M | +2% | 1.87% | 42.8% | 24 | 16.67% | 1.9 |
|
| 2082 |
2082
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $380M | -$18.6M | -5% | 0.54% | 39.9% | 41 | 4.88% | 1.1 |
|
| 2083 |
2083
Mizuho Asset Management
Tokyo,
Japan
| $380M | -$108M | -22% | 1.65% | 41.7% | 731 | 16.55% | 2.4 |
|
| 2084 |
2084
GAM Systematic
Cambridge,
United Kingdom
| $379M | +$28.6M | +8% | 5.81% | 67.3% | 745 | 33.56% | 0.6 |
|
| 2085 |
2085
KLS Professional Advisors Group
New York
| $378M | -$246M | -39% | 1.79% | 38% | 3 | 0% | 1.9 |
|
| 2086 |
AAM
2086
AO Asset Management
New York
| $378M | -$81.4M | -18% | 1.57% | 127% | 27 | 40.74% | 0.5 |
|
| 2087 |
2087
Oakwood Capital Management
Los Angeles,
California
| $378M | +$6.78M | +2% | 0.69% | 72.7% | 83 | 20.48% | 1.9 |
|
| 2088 |
VCM
2088
V3 Capital Management
Dallas,
Texas
| $377M | -$13.4M | -3% | 2.84% | 20.5% | 21 | 42.86% | 0.7 |
|
| 2089 |
2089
Arrow Financial
Glens Falls,
New York
| $377M | +$2.42M | +0.6% | 0.19% | 66.5% | 537 | 38.18% | 2.1 |
|
| 2090 |
GPCM
2090
Greenbrier Partners Capital Management
Dallas,
Texas
| $377M | -$38.4M | -9% | 2.44% | 96.1% | 17 | 0% | 2.5 |
|
| 2091 |
2091
Solus Alternative Asset Management
Summit,
New Jersey
| $376M | -$124M | -25% | 15.7% | 79.3% | 13 | 23.08% | 1.1 |
|
| 2092 |
DMK
2092
David M. Knott
| $375M | +$10.5M | +3% | 3.13% | 81% | 84 | 5.95% | 1.9 |
|
| 2093 |
2093
InterOcean Capital
Chicago,
Illinois
| $375M | +$60.4M | +19% | 1.81% | 32.1% | 161 | 18.01% | 1.7 |
|
| 2094 |
FIMG
2094
Financial & Investment Management Group
Traverse City,
Michigan
| $375M | +$15.7M | +4% | 8.63% | 18.9% | 126 | 23.81% | 1.4 |
|
| 2095 |
2095
Symetra Life Insurance
Bellevue,
Washington
| $374M | +$5.41M | +1% | 0.9% | – | 3 | 0% | 0.3 |
|
| 2096 |
2096
Globeflex Capital
San Diego,
California
| $374M | -$1.66M | -0.4% | 1.18% | 186% | 553 | 34% | 0.9 |
|
| 2097 |
2097
Zuckerman Investment Group
Chicago,
Illinois
| $373M | -$50.5M | -12% | 2.05% | 111% | 48 | 12.5% | 1.6 |
|
| 2098 |
2098
CNA Financial
Chicago,
Illinois
| $372M | -$2.44M | -0.7% | 1.78% | 48.6% | 198 | 12.12% | 2 |
|
| 2099 |
2099
Adell Harriman & Carpenter
Houston,
Texas
| $372M | -$523K | -0.1% | 1.55% | 176% | 141 | 8.51% | 2 |
|
| 2100 |
2100
Mission Wealth Management
Santa Barbara,
California
| $371M | +$16.2M | +5% | 0.13% | 92.1% | 172 | 25.58% | 0.5 |
|