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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 Capital Management
Philadelphia,
Pennsylvania
| $1.25B | -$46.7M | -4% | 1.76% | 181% | 200 | 32.5% | 1.5 |
|
| 2077 |
2077
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $1.25B | +$82.8M | +7% | 5.41% | 145% | 226 | 14.16% | 3.1 |
|
| 2078 |
2078
Kopernik Global Investors
Tampa,
Florida
| $1.25B | +$24.8M | +2% | 10.6% | 128% | 31 | 22.58% | 3.7 |
|
| 2079 |
2079
RMR Wealth Builders
Montclair,
New Jersey
| $1.25B | +$55M | +5% | 2.27% | 91.7% | 302 | 15.56% | 3 |
|
| 2080 |
2080
MBL Wealth
Charlotte,
North Carolina
| $1.25B | +$103M | +9% | 1.84% | 52.7% | 300 | 19.33% | 2 |
|
| 2081 |
2081
Guardian Partners
Toronto,
Canada
| $1.25B | +$65.9M | +6% | 5.54% | – | 230 | 34.78% | 0.7 |
|
| 2082 |
2082
Callodine Capital Management
Boston,
Massachusetts
| $1.25B | +$104M | +9% | 2.26% | 53.8% | 62 | 30.65% | 1.5 |
|
| 2083 |
2083
Central Securities
New York
| $1.24B | +$29.1M | +2% | 4.93% | 90.2% | 29 | 0% | 7.5 |
|
| 2084 |
2084
Bangor Savings Bank
Bangor,
Maine
| $1.24B | +$42.8M | +4% | 2.37% | 54.6% | 629 | 18.6% | 3.9 |
|
| 2085 |
2085
Advisor OS
Chicago,
Illinois
| $1.24B | +$82.6M | +7% | 1.74% | 61.2% | 535 | 18.13% | 2 |
|
| 2086 |
KPF
2086
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.24B | +$9.8M | +0.8% | 1.51% | 76.5% | 481 | 43.66% | 0.4 |
|
| 2087 |
2087
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1.24B | +$112M | +10% | 11.7% | 94.5% | 27 | 29.63% | 2.5 |
|
| 2088 |
2088
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.24B | +$37.9M | +3% | 1.54% | – | 73 | 21.92% | 2.1 |
|
| 2089 |
2089
Titleist Asset Management
San Antonio,
Texas
| $1.24B | +$93.5M | +8% | 0.7% | 101% | 399 | 26.07% | 1.4 |
|
| 2090 |
2090
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.24B | +$40.1M | +3% | 8.02% | 118% | 113 | 10.62% | 3.5 |
|
| 2091 |
2091
Tweedy, Browne Co
Stamford,
Connecticut
| $1.24B | +$87.1M | +8% | 6.44% | 70.3% | 101 | 8.91% | 3.7 |
|
| 2092 |
2092
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.24B | +$44.2M | +4% | 1.31% | 75.3% | 234 | 7.26% | 6.6 |
|
| 2093 |
2093
LRI Investments
Palm Beach Gardens,
Florida
| $1.24B | +$16.4M | +1% | 2.67% | – | 1,424 | 12.92% | 1.3 |
|
| 2094 |
2094
Condor Capital Management
Martinsville,
New Jersey
| $1.24B | +$15.3M | +1% | 1.85% | 58.2% | 192 | 7.81% | 5.6 |
|
| 2095 |
2095
J.M. Forbes & Co
Boston,
Massachusetts
| $1.24B | +$31.7M | +3% | 3.9% | 112% | 144 | 4.86% | 6.8 |
|
| 2096 |
KL
2096
KIM LLC
Wichita,
Kansas
| $1.23B | +$89.9M | +8% | 3.62% | 51.1% | 77 | 3.9% | 0.9 |
|
| 2097 |
2097
Quent Long Short Global Small Cap Fund
New York
| $1.23B | – | – | 2.7% | – | 298 | – | 0 |
|
| 2098 |
2098
Stadion Money Management
Watkinsville,
Georgia
| $1.23B | -$18.6M | -1% | 1.86% | 55.3% | 28 | 25% | 2.6 |
|
| 2099 |
2099
Sone Capital Management
New York
| $1.23B | +$37.6M | +3% | 4.31% | – | 128 | 46.88% | 0.5 |
|
| 2100 |
2100
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $1.23B | +$67.7M | +6% | 2.38% | 70.8% | 28 | 17.86% | 1.7 |
|