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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%
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250
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2,500
5,000
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50
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2201 |
NC
2201
NBW Capital
Boston,
Massachusetts
| $326M | +$10.8M | +3% | 12.8% | 86% | 78 | 6.41% |
|
| 2202 |
BIM
2202
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $326M | +$15.1M | +5% | 9.61% | 48.4% | 92 | 8.7% |
|
| 2203 |
KLC
2203
Knowledge Leaders Capital
Denver,
Colorado
| $325M | -$41.2M | -11% | 4.94% | 51.6% | 41 | 36.59% |
|
| 2204 |
GCA
2204
Greenwood Capital Associates
Greenwood,
South Carolina
| $325M | +$7.54M | +2% | 2.87% | 68.5% | 197 | 28.93% |
|
| 2205 |
CA
2205
Continental Advisors
Park City,
Utah
| $324M | -$28.9M | -8% | 2.3% | 69% | 146 | 28.77% |
|
| 2206 |
2206
Lido Advisors
Los Angeles,
California
| $324M | +$27.2M | +9% | 0.35% | 58.4% | 182 | 33.52% |
|
| 2207 |
MBA
2207
Maple-Brown Abbott
Barangaroo,
Australia
| $324M | +$23M | +8% | 10% | 7.92% | 19 | 10.53% |
|
| 2208 |
SH
2208
SeaTown Holdings
Singapore
| $324M | -$34.8M | -10% | 1.75% | 220% | 32 | 65.63% |
|
| 2209 |
CCG
2209
Chatham Capital Group
Savannah,
Georgia
| $323M | +$6.57M | +2% | 2.05% | 89.9% | 141 | 7.09% |
|
| 2210 |
SM
2210
SCGE Management
Menlo Park,
California
| $323M | -$275M | -46% | 0.95% | 161% | 23 | 47.83% |
|
| 2211 |
SM
2211
Sunriver Management
Greenwich,
Connecticut
| $323M | +$51.8M | +19% | 1.51% | 2.16% | 23 | 34.78% |
|
| 2212 |
OHA
2212
Oak Hill Advisors
New York
| $323M | -$92.9M | -22% | 5.34% | 55.9% | 22 | 54.55% |
|
| 2213 |
IHG
2213
Insight Holdings Group
New York
| $323M | +$68.3M | +27% | 18.9% | 103% | 6 | 16.67% |
|
| 2214 |
LIM
2214
Lathrop Investment Management
Little Rock,
Arkansas
| $322M | +$6.16M | +2% | 3.29% | 65.5% | 62 | 4.84% |
|
| 2215 |
TC
2215
Travelers Companies
Saint Paul,
Minnesota
| $322M | +$39.3M | +14% | 14.5% | – | 35 | 14.29% |
|
| 2216 |
AT
2216
Argent Trust
San Antonio,
Texas
| $321M | +$8.94M | +3% | 4.17% | 25.7% | 203 | 10.34% |
|
| 2217 |
MIRH
2217
Madison International Realty Holdings
New York
| $321M | -$35.9M | -10% | 5.36% | – | 6 | 16.67% |
|
| 2218 |
SCPM
2218
Sagard Capital Partners Management
New York
| $321M | -$26.1M | -8% | 5.52% | 37.4% | 11 | 18.18% |
|
| 2219 |
BAS
2219
Brown Advisory Securities
Baltimore,
Maryland
| $321M | +$15.2M | +5% | 2.93% | 51.2% | 324 | 13.58% |
|
| 2220 |
AIM
2220
ARGA Investment Management
Stamford,
Connecticut
| $320M | +$18.2M | +6% | 1.27% | 72.2% | 40 | 25% |
|
| 2221 |
WAM
2221
Wallington Asset Management
Indianapolis,
Indiana
| $320M | +$14.8M | +5% | 2.41% | 108% | 62 | 6.45% |
|
| 2222 |
SEM
2222
Suncoast Equity Management
Tampa,
Florida
| $320M | +$51.8M | +19% | 2.48% | 72.9% | 34 | 41.18% |
|
| 2223 |
BST
2223
Bath Savings Trust
Bath,
Maine
| $320M | +$9.68M | +3% | 2.57% | 47.3% | 115 | 6.96% |
|
| 2224 |
FA
2224
FCG Advisors
Chatham,
New Jersey
| $320M | +$34.3M | +12% | 1.5% | 19.7% | 137 | 31.39% |
|
| 2225 |
CC
2225
Chanos & Company
New York
| $320M | +$68.4M | +27% | 5.19% | – | 82 | 40.24% |
|