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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Kopernik Global All-Cap Fund
Tampa,
Florida
| $558M | – | – | 14.8% | – | 26 | – | 0 |
|
| 2152 |
2152
Kopernik Global Investors
Tampa,
Florida
| $558M | +$31.7M | +6% | 14.8% | 128% | 28 | 7.14% | 3.2 |
|
| 2153 |
2153
RKL Wealth Management
Lancaster,
Pennsylvania
| $558M | +$31.7M | +6% | 6.86% | 76.8% | 126 | 7.94% | 3.5 |
|
| 2154 |
2154
Crescent Park Management
East Palo Alto,
California
| $557M | +$71.9M | +15% | 11.3% | 87% | 26 | 23.08% | 1.1 |
|
| 2155 |
2155
Trigran Investments
Northbrook,
Illinois
| $556M | +$26.9M | +5% | 4.16% | 30.2% | 19 | 10.53% | 3.1 |
|
| 2156 |
2156
Regal Investment Advisors
Kentwood,
Michigan
| $556M | +$43.5M | +8% | 6.85% | 64.7% | 361 | 16.62% | 3.1 |
|
| 2157 |
2157
Mirabella Financial Services
London,
United Kingdom
| $554M | – | – | 14.7% | 86.2% | 129 | – | 0 |
|
| 2158 |
BSPF
2158
British Steel Pension Fund
London,
United Kingdom
| $554M | -$1.7M | -0.3% | 4.12% | 29.7% | 173 | 1.73% | 4.1 |
|
| 2159 |
2159
ECP ControlCo
Summit,
New Jersey
| $554M | -$33.3M | -6% | 3.19% | 42.5% | 3 | 0% | 0.9 |
|
| 2160 |
2160
Aravt Global
New York
| $554M | +$45.6M | +9% | 11.2% | 83.7% | 15 | 6.67% | 2.2 |
|
| 2161 |
2161
Bath Savings Trust
Bath,
Maine
| $554M | +$32.5M | +6% | 6.34% | 57.8% | 137 | 13.87% | 4.3 |
|
| 2162 |
2162
Bell Bank
Fargo,
North Dakota
| $553M | +$26M | +5% | 7.08% | 71% | 173 | 16.76% | 3.3 |
|
| 2163 |
2163
Platinum Equity Advisors
Beverly Hills,
California
| $553M | – | – | 16% | 7.18% | 3 | – | 0 |
|
| 2164 |
2164
Foresite Capital Management I
Larkspur,
California
| $552M | – | – | 51.3% | 40.7% | 2 | – | 3 |
|
| 2165 |
2165
Whitegate Investment Counselors
Concord,
New Hampshire
| $551M | +$41.5M | +8% | 7.4% | 48% | 208 | 7.21% | 3.7 |
|
| 2166 |
BIM
2166
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $551M | +$69M | +14% | 13.4% | 48.4% | 124 | 8.87% | 3.4 |
|
| 2167 |
2167
Aspex Management (HK)
Central,
Hong Kong
| $550M | – | – | 19.2% | 209% | 12 | – | 0 |
|
| 2168 |
2168
PSquared Asset Management
Zurich,
Switzerland
| $550M | -$56.8M | -9% | 12.4% | 178% | 10 | 60% | 0.2 |
|
| 2169 |
2169
Kintegral Advisory
New York
| $550M | +$47.8M | +10% | 10.7% | 143% | 269 | 1.12% | 1 |
|
| 2170 |
2170
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $550M | +$21.9M | +4% | 6.3% | 62.2% | 248 | 10.48% | 0.8 |
|
| 2171 |
2171
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $549M | +$271M | +97% | 18.1% | 350% | 7 | 28.57% | 0.9 |
|
| 2172 |
2172
W.R. Berkley Corp
Greenwich,
Connecticut
| $549M | -$52.6M | -9% | 8.01% | 38.7% | 146 | 53.42% | 0.6 |
|
| 2173 |
2173
INCA Investments
Miami,
Florida
| $549M | +$22.1M | +4% | 4.88% | 128% | 11 | 0% | 3.4 |
|
| 2174 |
2174
Silvant Capital Management
Atlanta,
Georgia
| $548M | +$42.3M | +8% | 11.5% | 168% | 347 | 8.07% | 1.5 |
|
| 2175 |
2175
Jacobi Capital Management
Pittston,
Pennsylvania
| $548M | +$42.8M | +8% | 7.39% | 76.6% | 1,138 | 6.59% | 2.4 |
|