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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Coastline Trust
Providence,
Rhode Island
| $854M | +$26.6M | +3% | 5.59% | 106% | 255 | 8.63% | 6.5 |
|
| 2252 |
2252
Koch Industries
Wichita,
Kansas
| $853M | +$191M | +29% | 22.6% | 56.9% | 8 | 12.5% | 2 |
|
| 2253 |
2253
Stokes Family Office
New Orleans,
Louisiana
| $853M | +$52.4M | +7% | 2.53% | 68.1% | 232 | 8.19% | 2.9 |
|
| 2254 |
2254
Thrive Capital Management (New York)
New York
| $852M | +$148M | +21% | 23.2% | 205% | 4 | 0% | 2.7 |
|
| 2255 |
2255
Oxbow Advisors
Austin,
Texas
| $852M | +$124M | +17% | 2.12% | 66.3% | 248 | 17.34% | 4 |
|
| 2256 |
TFP
2256
Triple Frond Partners
San Francisco,
California
| $852M | -$26.3M | -3% | 5.59% | 92.9% | 12 | 16.67% | 4.5 |
|
| 2257 |
2257
Navellier & Associates
Reno,
Nevada
| $852M | +$40.1M | +5% | 6.39% | 361% | 381 | 24.41% | 1.5 |
|
| 2258 |
2258
CCM Investment Advisers
Columbia,
South Carolina
| $852M | +$15.4M | +2% | 3.18% | 170% | 79 | 6.33% | 4.6 |
|
| 2259 |
2259
North Peak Capital Management
New York
| $851M | -$48.3M | -5% | 4.58% | 301% | 10 | 40% | 1.6 |
|
| 2260 |
2260
Diversified
Wilmington,
Delaware
| $851M | +$124M | +17% | 2.75% | 34.4% | 241 | 29.88% | 1.5 |
|
| 2261 |
2261
Nadler Financial Group
Deerfield,
Illinois
| $851M | +$39.7M | +5% | 3.56% | 81.8% | 118 | 7.63% | 5.8 |
|
| 2262 |
2262
Waterfront Capital Partners
New York
| $851M | -$262M | -24% | 2.41% | 88.3% | 52 | 67.31% | 0.5 |
|
| 2263 |
AW
2263
Atlas Wealth
Cincinnati,
Ohio
| $850M | +$645M | +315% | 2.92% | 43.5% | 250 | 71.6% | 0.4 |
|
| 2264 |
2264
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $850M | -$17.6M | -2% | 0.81% | 66.7% | 212 | 7.55% | 6.2 |
|
| 2265 |
2265
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $849M | -$152M | -15% | 7.38% | 94.5% | 27 | 18.52% | 2.2 |
|
| 2266 |
2266
Isthmus Partners
Madison,
Wisconsin
| $849M | -$31.8M | -4% | 2.21% | 73.7% | 207 | 10.14% | 3.1 |
|
| 2267 |
2267
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $849M | -$189M | -18% | 3.14% | 163% | 45 | 28.89% | 2.3 |
|
| 2268 |
2268
Diameter Capital Partners
New York
| $849M | -$125M | -13% | 37% | 378% | 32 | 65.63% | 0.8 |
|
| 2269 |
2269
Twin Capital Management
Mcmurray,
Pennsylvania
| $848M | +$41.7M | +5% | 4.9% | 132% | 292 | 11.3% | 3.7 |
|
| 2270 |
2270
Azzad Asset Management
Falls Church,
Virginia
| $848M | -$9.6M | -1% | 1.8% | 101% | 321 | 14.64% | 4.5 |
|
| 2271 |
2271
ICICI Prudential Asset Management
Mumbai,
India
| $844M | -$39.9M | -5% | 1.02% | 62.1% | 172 | 11.05% | 2.1 |
|
| 2272 |
2272
West Coast Financial
Santa Barbara,
California
| $844M | +$19.7M | +2% | 0.19% | 22.2% | 171 | 8.19% | 4.4 |
|
| 2273 |
FCP
2273
Fine Capital Partners
New York
| $844M | +$10.5M | +1% | 2.74% | 95.5% | 2 | 0% | 8.9 |
|
| 2274 |
2274
Nottingham Advisors
Amherst,
New York
| $843M | +$26.1M | +3% | 0.77% | 44.3% | 162 | 19.75% | 4.2 |
|
| 2275 |
2275
Flagship Pioneering
Cambridge,
Massachusetts
| $843M | -$681M | -45% | 4.39% | 13.3% | 7 | 14.29% | 5.1 |
|