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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 |
2176
M.D. Sass LLC
New York
| $681M | +$135M | +25% | 10.1% | 80.1% | 33 | 21.21% | 2 |
|
| 2177 |
2177
Manchester Capital Management
Manchester,
Vermont
| $680M | +$106M | +18% | 6.98% | 86.7% | 1,087 | 20.06% | 3.2 |
|
| 2178 |
BPIM
2178
Brant Point Investment Management
New York
| $680M | -$727K | -0.1% | 12.8% | 169% | 108 | 38.89% | 3.1 |
|
| 2179 |
2179
Silchester International Investors
London,
United Kingdom
| $680M | +$115M | +20% | 13.1% | 53.9% | 2 | 0% | 7.5 |
|
| 2180 |
2180
Y-Intercept (HK)
Hong Kong
| $678M | -$321M | -32% | 8.56% | 41.6% | 1,464 | 72.2% | 0.2 |
|
| 2181 |
2181
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $678M | +$108M | +19% | 13% | 106% | 46 | 15.22% | 2.9 |
|
| 2182 |
2182
North Peak Capital Management
New York
| $678M | +$31.2M | +5% | 12.9% | 301% | 5 | 20% | 1.6 |
|
| 2183 |
2183
PrairieView Partners
St. Paul,
Minnesota
| $678M | +$67M | +11% | 8.29% | 34% | 515 | 15.15% | 2.1 |
|
| 2184 |
2184
SeaTown Holdings
Singapore
| $678M | +$20.1M | +3% | 10.1% | 220% | 79 | 44.3% | 1.1 |
|
| 2185 |
2185
Creative Financial Designs
Kokomo,
Indiana
| $677M | +$64.8M | +11% | 6.55% | 56.2% | 1,379 | 9.35% | 2.5 |
|
| 2186 |
2186
Hills Bank & Trust
North Liberty,
Iowa
| $677M | -$2.03M | -0.3% | 10.5% | 52.8% | 250 | 6.8% | 4.6 |
|
| 2187 |
2187
Middleton & Co
Boston,
Massachusetts
| $675M | +$17.6M | +3% | 7.23% | 81.8% | 161 | 13.04% | 5.7 |
|
| 2188 |
2188
Private Trust Company
Cleveland,
Ohio
| $674M | +$58.3M | +9% | 9.49% | 87.7% | 2,336 | 16.1% | 1.2 |
|
| 2189 |
BCM
2189
Bluefin Capital Management
New York
| $673M | -$433M | -39% | 6.63% | – | 729 | 55.42% | 0.6 |
|
| 2190 |
2190
Oak Ridge Investments
Chicago,
Illinois
| $671M | +$11.7M | +2% | 8.91% | 208% | 163 | 14.11% | 3.5 |
|
| 2191 |
2191
Coastline Trust
Providence,
Rhode Island
| $671M | +$46.2M | +7% | 10.4% | 106% | 316 | 15.51% | 6.4 |
|
| 2192 |
2192
Infrastructure Capital Advisors
New York
| $671M | -$4.28B | -86% | 6.76% | 52% | 97 | 27.84% | 1.1 |
|
| 2193 |
2193
Charles-Lim Capital
Central,
Hong Kong
| $671M | +$173M | +35% | 6.41% | 4.44% | 11 | 63.64% | 1.4 |
|
| 2194 |
2194
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $670M | +$241M | +56% | 4.92% | 95.1% | 70 | 55.71% | 0.8 |
|
| 2195 |
2195
Wedmont Private Capital
West Chester,
Pennsylvania
| $668M | +$171M | +34% | 9.25% | 87.5% | 477 | 29.35% | 0.6 |
|
| 2196 |
2196
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $668M | +$42.7M | +7% | 6.93% | 39.2% | 167 | 10.18% | 1.8 |
|
| 2197 |
2197
Tanglewood Wealth Management
Houston,
Texas
| $668M | +$5.15M | +0.8% | 8.15% | 64.6% | 32 | 9.38% | 2.4 |
|
| 2198 |
2198
Matrix Asset Advisors
White Plains,
New York
| $667M | +$57M | +9% | 10.5% | 84.9% | 88 | 7.95% | 4.2 |
|
| 2199 |
2199
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $667M | +$37.7M | +6% | 6.64% | – | 55 | 3.64% | 1.6 |
|
| 2200 |
2200
Hazelview Securities
Toronto,
Ontario, Canada
| $667M | +$6.16M | +0.9% | 6.23% | – | 29 | 10.34% | 1.7 |
|