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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
PFM
2101
Phillips Financial Management
Fort Wayne,
Indiana
| $1.36B | -$14.6M | -1% | 9.39% | 41.8% | 309 | 14.24% | 18.1 |
|
| 2102 |
PP
2102
Paloma Partners
Greenwich,
Connecticut
| $1.36B | +$854M | +168% | 0.17% | 314% | 78 | 75.64% | 1.4 |
|
| 2103 |
B
2103
Bpifrance
Maisons Alfort, Cedex,
France
| $1.36B | -$293M | -18% | 9.46% | 53.2% | 2 | 0% | 25.5 |
|
| 2104 |
BSB
2104
Bangor Savings Bank
Bangor,
Maine
| $1.36B | +$109M | +9% | 9.77% | 54.6% | 568 | 8.98% | 18.7 |
|
| 2105 |
TF
2105
Talbot Financial
Bellevue,
Washington
| $1.36B | +$169M | +14% | 19.6% | 99.9% | 72 | 9.72% | 9.9 |
|
| 2106 |
NOSC
2106
North of South Capital
London,
United Kingdom
| $1.36B | +$246M | +22% | 5.64% | – | 32 | 21.88% | 4.5 |
|
| 2107 |
PP
2107
Passaic Partners
Newark,
New Jersey
| $1.36B | +$289M | +27% | 11% | 53.2% | 18 | 16.67% | 5.8 |
|
| 2108 |
KB
2108
Kimelman & Baird
New York
| $1.36B | +$142M | +12% | 20.6% | – | 267 | 3.75% | 18.4 |
|
| 2109 |
RCYC
2109
Richard C. Young & Co
Newport,
Rhode Island
| $1.36B | +$150M | +12% | 32.2% | 137% | 104 | 13.46% | 17.5 |
|
| 2110 |
HVCM
2110
Hel Ved Capital Management
Central,
Hong Kong
| $1.36B | +$512M | +61% | 90.8% | 1,351% | 94 | 63.83% | 0.9 |
|
| 2111 |
GGS
2111
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.36B | +$105M | +8% | 12.8% | 60.7% | 281 | 17.08% | 11.3 |
|
| 2112 |
IB
2112
Intrust Bank
Wichita,
Kansas
| $1.35B | +$127M | +10% | 21.3% | 102% | 438 | 12.1% | 25 |
|
| 2113 |
CC
2113
Crosslink Capital
Menlo Park,
California
| $1.35B | +$332M | +32% | 57.4% | 135% | 25 | 28% | 12.4 |
|
| 2114 |
RI
2114
RWWM Inc
Rocklin,
California
| $1.35B | -$16.5M | -1% | 1.23% | 40.6% | 42 | 23.81% | 12.2 |
|
| 2115 |
NC
2115
NewSquare Capital
Newtown Square,
Pennsylvania
| $1.35B | +$199M | +17% | 16.9% | 76.5% | 249 | 20.48% | 18.2 |
|
| 2116 |
OPFM
2116
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1.35B | +$313M | +30% | 49.9% | 94.5% | 28 | 10.71% | 10.5 |
|
| 2117 |
MCM
2117
Mainstay Capital Management
Grand Blanc,
Michigan
| $1.35B | +$54M | +4% | 18.8% | 131% | 158 | 18.35% | 10.4 |
|
| 2118 |
SC
2118
Sagefield Capital
Dallas,
Texas
| $1.35B | -$40.7M | -3% | 0.42% | 115% | 140 | 44.29% | 4.9 |
|
| 2119 |
CNAM
2119
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.35B | +$115M | +9% | 23.9% | 108% | 108 | 12.96% | 23.1 |
|
| 2120 |
WTA
2120
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.35B | +$110M | +9% | 18% | 87.6% | 774 | 18.35% | 10.9 |
|
| 2121 |
LIA
2121
Limestone Investment Advisors
New York
| $1.35B | +$96.9M | +8% | 4.96% | – | 688 | 60.9% | 1.4 |
|
| 2122 |
ACM
2122
Alta Capital Management
Salt Lake City,
Utah
| $1.34B | +$52.3M | +4% | 14.3% | 76.3% | 112 | 13.39% | 17.2 |
|
| 2123 |
AFCM
2123
Applied Finance Capital Management
San Juan,
Puerto Rico
| $1.34B | +$11M | +0.8% | 19.4% | 90.4% | 263 | 34.22% | 7 |
|
| 2124 |
SA
2124
Sovran Advisors
San Diego,
California
| $1.34B | +$68M | +5% | 12.6% | – | 640 | 13.59% | 4.1 |
|
| 2125 |
TIM
2125
Tortoise Investment Management
White Plains,
New York
| $1.34B | +$131M | +11% | 8.74% | 40.2% | 273 | 14.29% | 28.1 |
|