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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
SPC Financial Inc
Rockville,
Maryland
| $358M | +$29.8M | +9% | 5.86% | 65.1% | 114 | 12.28% | 1.9 |
|
| 2327 |
2327
Chatham Capital Group
Savannah,
Georgia
| $358M | +$15.2M | +4% | 4.18% | 97% | 155 | 12.26% | 2.6 |
|
| 2328 |
2328
Opera Trading Capital
Paris,
France
| $357M | +$24.9M | +7% | 0.84% | 11.4% | 147 | 59.86% | 0.3 |
|
| 2329 |
2329
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $357M | +$14.9M | +4% | 4.13% | 17.2% | 209 | 6.22% | 2.9 |
|
| 2330 |
2330
RBO & Co
Saint Helena,
California
| $357M | +$18.7M | +6% | 5.57% | 27.9% | 53 | 11.32% | 3 |
|
| 2331 |
2331
Charles-Lim Capital
Central,
Hong Kong
| $357M | -$7.41M | -2% | 19.5% | 4.44% | 7 | 28.57% | 1.4 |
|
| 2332 |
2332
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $356M | +$111M | +45% | 5.42% | 133% | 475 | 65.68% | 0.3 |
|
| 2333 |
2333
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $356M | +$235M | +195% | 2.05% | 95.1% | 77 | 36.36% | 1.1 |
|
| 2334 |
2334
Caledonia Investments plc (UK)
London England,
United Kingdom
| $355M | +$31.2M | +10% | 4.63% | 61.9% | 14 | 14.29% | 2.4 |
|
| 2335 |
2335
Beach Point Capital Management
Santa Monica,
California
| $355M | +$133M | +60% | 1.47% | 84.1% | 20 | 30% | 1.1 |
|
| 2336 |
BP
2336
Banbury Partners
Charlotte,
North Carolina
| $355M | +$31M | +10% | 8.15% | 138% | 18 | 27.78% | 0.9 |
|
| 2337 |
2337
KLCM Advisors
Milwaukee,
Wisconsin
| $354M | +$14.4M | +4% | 3.15% | 122% | 90 | 14.44% | 2.2 |
|
| 2338 |
2338
Bronson Point Management
Fairfield,
Connecticut
| $354M | +$57.9M | +20% | 9.22% | 7.56% | 85 | 70.59% | 0.3 |
|
| 2339 |
2339
Martin Investment Management
Palm Beach Gardens,
Florida
| $354M | -$173M | -33% | 8.45% | 44% | 36 | 8.33% | 2.9 |
|
| 2340 |
2340
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $354M | +$113M | +47% | 29.2% | 89.9% | 6 | 16.67% | 1.3 |
|
| 2341 |
2341
Chicago Partners Investment Group
Chicago,
Illinois
| $353M | +$78.9M | +29% | 4.61% | 75.8% | 625 | 25.6% | 1.4 |
|
| 2342 |
2342
Argent Trust
San Antonio,
Texas
| $353M | +$9.14M | +3% | 3.57% | 25.8% | 210 | 9.05% | 1.4 |
|
| 2343 |
2343
SOL Capital Management
Rockville,
Maryland
| $352M | +$19.7M | +6% | 6.1% | 56.6% | 240 | 7.08% | 2.7 |
|
| 2344 |
2344
IBM Retirement Fund
Armonk,
New York
| $352M | -$2.02B | -85% | 7.2% | 54.4% | 912 | 62.5% | 3.6 |
|
| 2345 |
2345
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $352M | +$73.2M | +26% | 7.79% | 149% | 156 | 10.9% | 2.2 |
|
| 2346 |
2346
Wallington Asset Management
Indianapolis,
Indiana
| $351M | +$29.1M | +9% | 6.32% | 108% | 60 | 5% | 2.8 |
|
| 2347 |
2347
Wintrust Investments
Chicago,
Illinois
| $351M | +$111M | +46% | 5.27% | 27.5% | 319 | 40.44% | 0.4 |
|
| 2348 |
HI
2348
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $351M | +$65M | +23% | 11.1% | 37.9% | 104 | 14.42% | 0.9 |
|
| 2349 |
2349
Baker Ellis Asset Management
Vancouver,
Washington
| $350M | +$9.3M | +3% | 3.93% | 91.9% | 244 | 4.51% | 2.9 |
|
| 2350 |
2350
Stillwater Investment Management (California)
Palo Alto,
California
| $348M | +$4.44M | +1% | 7.7% | – | 55 | 70.91% | 0.5 |
|