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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
TCOTO
2176
Trust Company of the Ozarks
Springfield,
Missouri
| $359M | +$4.4M | +1% | 9.22% | – | 177 | 7.91% | 1.3 |
|
| 2177 |
2177
Patriot Financial Partners
Radnor,
Pennsylvania
| $358M | +$56.7M | +19% | 11.9% | 16.6% | 18 | 16.67% | 1.2 |
|
| 2178 |
CCM
2178
Clovis Capital Management
New York
| $357M | +$86M | +32% | 4.53% | 37.4% | 31 | 67.74% | 0.3 |
|
| 2179 |
2179
Zevin Asset Management
Boston,
Massachusetts
| $356M | +$14.4M | +4% | 2.88% | 71.7% | 150 | 16% | 1.1 |
|
| 2180 |
ECM
2180
Empire Capital Management
Westport,
Connecticut
| $356M | -$54.4M | -13% | 8.4% | 17.2% | 90 | 83.33% | 0.2 |
|
| 2181 |
2181
Gramercy Funds Management
Greenwich,
Connecticut
| $356M | +$97.3M | +38% | 8.06% | 87.6% | 82 | 23.17% | 1 |
|
| 2182 |
2182
Princeton Alpha Management
Princeton Junction,
New Jersey
| $355M | -$85.7M | -19% | 1.66% | 9.26% | 990 | 70.91% | 0.2 |
|
| 2183 |
2183
Hutchinson Capital Management
San Rafael,
California
| $354M | +$14.4M | +4% | 4.97% | 52.6% | 64 | 9.38% | 1.3 |
|
| 2184 |
2184
Arcadia Investment Management
Kalamazoo,
Michigan
| $354M | +$20.8M | +6% | 7.75% | 83.5% | 107 | 11.21% | 1.3 |
|
| 2185 |
2185
Denali Advisors
San Diego,
California
| $354M | +$6.98M | +2% | 6.1% | 106% | 282 | 26.24% | 0.9 |
|
| 2186 |
2186
Schooner Capital
Vero Beach,
Florida
| $353M | +$75.1M | +27% | 18.7% | 31.1% | 2 | 0% | 1.1 |
|
| 2187 |
BP
2187
Boston Provident
Englewood,
New Jersey
| $353M | -$129M | -27% | 7.29% | – | 43 | 34.88% | 0.9 |
|
| 2188 |
2188
Sentinel Trust
Houston,
Texas
| $353M | -$35.1M | -9% | 1.11% | 79.2% | 160 | 18.75% | 1.1 |
|
| 2189 |
2189
Windward Capital Management
Los Angeles,
California
| $353M | +$37.9M | +12% | 4.82% | 78.5% | 79 | 22.78% | 1.2 |
|
| 2190 |
2190
Abingworth
London,
United Kingdom
| $352M | +$185M | +111% | 57.6% | 187% | 17 | 29.41% | 0.9 |
|
| 2191 |
2191
Oakwood Capital Management
Los Angeles,
California
| $352M | +$8.69M | +3% | 5.63% | 72.7% | 109 | 35.78% | 0.9 |
|
| 2192 |
2192
Fiduciary Trust International
Lincoln,
Massachusetts
| $352M | +$12.1M | +4% | 6.47% | 36.8% | 133 | 9.77% | 1.2 |
|
| 2193 |
2193
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $352M | +$156M | +80% | 0.26% | 142% | 36 | 16.67% | 0.5 |
|
| 2194 |
2194
Old Mutual Customised Solutions
Pinelands,
South Africa
| $351M | -$2.33M | -0.7% | 3.87% | 49.7% | 759 | 10.28% | 1.4 |
|
| 2195 |
2195
Engineers Gate Manager
New York
| $351M | – | – | 6.29% | 51.9% | 665 | – | 0 |
|
| 2196 |
2196
Winslow Evans & Crocker
Boston,
Massachusetts
| $351M | +$2.23M | +0.6% | 4.44% | 76.2% | 1,462 | 17.1% | 0.9 |
|
| 2197 |
MFM
2197
Marianas Fund Management
New York
| $351M | – | – | 11% | 26% | 24 | – | 0 |
|
| 2198 |
2198
Boltwood Capital Management
Walnut Creek,
California
| $350M | +$12.9M | +4% | 3.71% | 63% | 92 | 5.43% | 1.4 |
|
| 2199 |
2199
Clarus Ventures
Cambridge,
Massachusetts
| $350M | +$100M | +40% | 17.9% | 70.3% | 8 | 25% | 0.7 |
|
| 2200 |
2200
CPWM LLC
Seattle,
Washington
| $350M | +$76.1M | +28% | 11.2% | 36.6% | 183 | 27.87% | 0.9 |
|