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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
KPS Global Asset Management (UK)
London,
United Kingdom
| $507M | +$251M | +98% | 84.6% | 373% | 12 | 25% | 0.3 |
|
| 2202 |
CBT
2202
Central Bank & Trust
Lexington,
Kentucky
| $506M | +$91M | +22% | 19.6% | 118% | 267 | 9.74% | 4.6 |
|
| 2203 |
2203
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $506M | +$384M | +314% | 25.2% | 133% | 641 | 74.26% | 0.2 |
|
| 2204 |
GECH
2204
Garnet Equity Capital Holdings
New York
| $505M | +$79.9M | +19% | 33% | 302% | 27 | 48.15% | 0.4 |
|
| 2205 |
2205
Cove Street Capital
El Segundo,
California
| $505M | +$17.2M | +4% | 21.9% | 84.2% | 104 | 34.62% | 2.6 |
|
| 2206 |
2206
Mount Lucas Management
Newtown,
Pennsylvania
| $505M | +$19.1M | +4% | 11.9% | 109% | 81 | 69.14% | 0.5 |
|
| 2207 |
2207
Heartwood Wealth Advisors
Richmond,
Virginia
| $505M | +$88.4M | +21% | 15.8% | 59.4% | 77 | 16.88% | 0.4 |
|
| 2208 |
OHM
2208
Ordinal Holdings ManageCo
New York
| $505M | -$329M | -39% | 13.4% | 19.5% | 1 | 0% | 2.5 |
|
| 2209 |
2209
Evanson Asset Management
Carmel,
California
| $505M | +$85.3M | +20% | 23.3% | 66.6% | 248 | 16.13% | 4 |
|
| 2210 |
2210
Astor Investment Management
Chicago,
Illinois
| $505M | – | – | 7.8% | 23.3% | 42 | – | 1.3 |
|
| 2211 |
2211
Thomas White International
Chicago,
Illinois
| $504M | +$55.3M | +12% | 13.5% | 34.9% | 306 | 12.42% | 2.2 |
|
| 2212 |
2212
Intrust Bank
Wichita,
Kansas
| $503M | +$144M | +40% | 21.5% | 102% | 346 | 16.18% | 3.8 |
|
| 2213 |
2213
Cabot Wealth Management
Salem,
Massachusetts
| $501M | +$82.8M | +20% | 24% | 69.3% | 139 | 20.86% | 3.5 |
|
| 2214 |
MCM
2214
Matarin Capital Management
New York
| $501M | -$143M | -22% | 30.4% | 73.2% | 237 | 36.29% | 1.8 |
|
| 2215 |
2215
JLB & Associates
Plymouth,
Michigan
| $501M | +$79.4M | +19% | 20.7% | 69.9% | 70 | 1.43% | 5.1 |
|
| 2216 |
2216
Logos Global Management
San Francisco,
California
| $500M | +$238M | +90% | 70.5% | 1,585% | 73 | 80.82% | 0.1 |
|
| 2217 |
2217
Twele Capital Management
Minnetonka,
Minnesota
| $500M | +$43.4M | +9% | 12.2% | 37.1% | 43 | 2.33% | 5.9 |
|
| 2218 |
2218
Whitegate Investment Counselors
Concord,
New Hampshire
| $500M | +$87.9M | +21% | 17% | 48% | 199 | 12.06% | 4 |
|
| 2219 |
2219
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $500M | +$22.4M | +5% | 19% | 83.4% | 297 | 21.89% | 3.6 |
|
| 2220 |
2220
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $500M | +$110M | +28% | 46.3% | 602% | 31 | 38.71% | 1 |
|
| 2221 |
SM
2221
Sabby Management
Miami Beach,
Florida
| $498M | +$258M | +107% | 24.5% | 95.5% | 145 | 67.59% | 0.3 |
|
| 2222 |
RGREA
2222
Ranger Global Real Estate Advisors
Denver,
Colorado
| $498M | -$43.9M | -8% | 20.9% | 18% | 33 | 24.24% | 1.4 |
|
| 2223 |
2223
AIA Investment Management (HK)
Hong Kong
| $498M | +$19.1M | +4% | 18.7% | – | 9 | 44.44% | 0.4 |
|
| 2224 |
2224
Accident Compensation Corp
Wellington,
New Zealand
| $497M | +$115M | +30% | 17.4% | 24.6% | 114 | 6.14% | 3 |
|
| 2225 |
2225
Legato Capital Management
San Francisco,
California
| $496M | +$153M | +45% | 7.02% | 243% | 415 | 44.34% | 0.6 |
|