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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Rivulet Capital
Summit,
New Jersey
| $323M | +$97.8M | +43% | 5.12% | 27.4% | 12 | 50% | 0.8 |
|
| 2227 |
2227
MPM Asset Management
Boston,
Massachusetts
| $323M | -$238M | -42% | 39.3% | 5.89% | 17 | 23.53% | 1.5 |
|
| 2228 |
2228
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $322M | -$56.9M | -15% | 6.97% | 38.5% | 416 | 41.59% | 1.4 |
|
| 2229 |
2229
Everence Capital Management
Goshen,
Indiana
| $322M | +$13.1M | +4% | 1.79% | 108% | 305 | 7.87% | 2.1 |
|
| 2230 |
2230
White Mountains Advisors
Guilford,
Connecticut
| $322M | -$13M | -4% | 0.85% | 33.4% | 5 | 0% | 1.1 |
|
| 2231 |
2231
Tekne Capital Management
New York
| $321M | -$314M | -49% | 2.31% | 516% | 19 | 47.37% | 0.7 |
|
| 2232 |
2232
10-15 Associates
Goshen,
New York
| $321M | -$22.6M | -7% | 2.77% | 33% | 128 | 20.31% | 1.8 |
|
| 2233 |
2233
SCF Partners
Houston,
Texas
| $320M | +$18M | +6% | 5.94% | 2.1% | 1 | 0% | 2.8 |
|
| 2234 |
2234
Perigon Wealth Management
San Francisco,
California
| $320M | -$42.1M | -12% | 1.08% | 104% | 341 | 59.24% | 1 |
|
| 2235 |
2235
Hilltop Holdings
Dallas,
Texas
| $320M | -$24.5M | -7% | 2.94% | 96.7% | 325 | 11.69% | 1.6 |
|
| 2236 |
2236
Caledonia Investments plc (UK)
London England,
United Kingdom
| $319M | -$1.98M | -0.6% | 0.78% | 61.9% | 14 | 0% | 1.7 |
|
| 2237 |
2237
Impax Asset Management (AIFM)
London,
United Kingdom
| $319M | +$27.6M | +9% | 8.09% | 40.5% | 26 | 0% | 1.2 |
|
| 2238 |
2238
Corbyn Investment Management
Lutherville,
Maryland
| $318M | -$20.1M | -6% | 5.71% | 71.9% | 58 | 8.62% | 1.8 |
|
| 2239 |
2239
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| $318M | -$123M | -28% | 0.72% | 97.7% | 182 | 21.98% | 1.4 |
|
| 2240 |
2240
Dragoneer Investment Group
San Francisco,
California
| $318M | -$13.1M | -4% | 12% | 77.3% | 16 | 37.5% | 0.6 |
|
| 2241 |
2241
Greenwood Capital Associates
Greenwood,
South Carolina
| $317M | +$7.89M | +3% | 0.02% | 81.3% | 185 | 24.86% | 1.1 |
|
| 2242 |
2242
YCG LLC
Austin,
Texas
| $317M | -$42M | -12% | 1.81% | 27% | 65 | 15.38% | 2.3 |
|
| 2243 |
MTIP
2243
Magee Thomson Investment Partners
San Diego,
California
| $317M | -$46.3M | -13% | 5.05% | 94.3% | 120 | 31.67% | 0.9 |
|
| 2244 |
2244
Chatham Capital Group
Savannah,
Georgia
| $317M | +$5.11M | +2% | 1.87% | 97% | 141 | 5.67% | 2.1 |
|
| 2245 |
2245
Jaffetilchin Investment Partners
Tampa,
Florida
| $316M | +$8.34M | +3% | 2.81% | 88.1% | 251 | 56.18% | 0.8 |
|
| 2246 |
2246
Tompkins Financial
Ithaca,
New York
| $316M | +$2.49M | +0.8% | 3.52% | 84.4% | 577 | 25.65% | 1.8 |
|
| 2247 |
BRCA
2247
Birch Run Capital Advisors
Dallas,
Texas
| $316M | -$47.2M | -13% | 6.03% | 8.22% | 17 | 11.76% | 2.3 |
|
| 2248 |
FBP
2248
Flippin Bruce & Porter
Lynchburg,
Virginia
| $316M | +$20.9M | +7% | 3.12% | 44.4% | 80 | 5% | 2.3 |
|
| 2249 |
2249
Hutchinson Capital Management
San Rafael,
California
| $316M | -$2.56M | -0.8% | 1.5% | 52.6% | 58 | 17.24% | 2.3 |
|
| 2250 |
2250
BDT Capital Partners
Chicago,
Illinois
| $316M | +$57.9M | +22% | 22.4% | 25.5% | 1 | 0% | 2.8 |
|