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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
Lannebo Fonder
Stockholm,
Sweden
| $758M | +$84.3M | +13% | 15.5% | 49.8% | 36 | 25% | 4.1 |
|
| 2327 |
2327
Linonia Partnership
New York
| $758M | – | – | 11.7% | – | 10 | – | 0 |
|
| 2328 |
2328
Suncoast Equity Management
Tampa,
Florida
| $757M | +$95.8M | +14% | 12.8% | 82.9% | 78 | 14.1% | 3 |
|
| 2329 |
2329
Phocas Financial Corp
Alameda,
California
| $757M | +$68.9M | +10% | 16% | – | 198 | 30.81% | 2.8 |
|
| 2330 |
2330
Southeast Asset Advisors
Thomasville,
Georgia
| $754M | +$42.9M | +6% | 6.59% | 91.5% | 167 | 9.58% | 4 |
|
| 2331 |
OCMI
2331
Oaktop Capital Management II
Chatham,
New Jersey
| $754M | +$155M | +26% | 25% | 451% | 14 | 0% | 6.9 |
|
| 2332 |
2332
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $754M | +$69.4M | +10% | 9.29% | 40.2% | 93 | 7.53% | 4.5 |
|
| 2333 |
2333
Coastline Trust
Providence,
Rhode Island
| $752M | +$73.8M | +11% | 10.8% | 106% | 275 | 13.82% | 6.5 |
|
| 2334 |
2334
Randolph Company
Cincinnati,
Ohio
| $752M | +$128M | +21% | 13.1% | 127% | 47 | 14.89% | 3.3 |
|
| 2335 |
2335
Berkshire Money Management
Dalton,
Massachusetts
| $751M | +$91.1M | +14% | 10.6% | 61.8% | 45 | 22.22% | 3.1 |
|
| 2336 |
2336
Heartwood Wealth Advisors
Richmond,
Virginia
| $751M | +$73.1M | +11% | 9.66% | 59.4% | 157 | 22.93% | 1.9 |
|
| 2337 |
2337
CVC Capital Partners VI
St Helier,
Jersey
| $751M | – | – | 16.2% | – | 3 | – | 0 |
|
| 2338 |
KNB
2338
Khazanah Nasional Berhad
Kuala Lumpur,
| $751M | +$250M | +50% | 11.7% | 73.6% | 7 | 14.29% | 1.2 |
|
| 2339 |
2339
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $750M | +$136M | +22% | 10.2% | 42.7% | 9 | 0% | 1.8 |
|
| 2340 |
2340
Investure LLC
Charlottesville,
Virginia
| $750M | +$281M | +60% | 9.47% | 55.4% | 15 | 13.33% | 3.7 |
|
| 2341 |
2341
Mirabella Financial Services
London,
United Kingdom
| $750M | +$28.9M | +4% | 13.9% | 86.2% | 624 | 77.24% | 0.2 |
|
| 2342 |
2342
Vista Capital Partners
Portland,
Oregon
| $750M | +$80.8M | +12% | 12.3% | 61.2% | 89 | 11.24% | 4.8 |
|
| 2343 |
2343
Apriem Advisors
Irvine,
California
| $748M | +$66.1M | +10% | 11.4% | 74.3% | 154 | 9.09% | 5.3 |
|
| 2344 |
2344
Broad Run Investment Management
Arlington,
Virginia
| $748M | -$8.41M | -1% | 13.9% | 202% | 26 | 3.85% | 5.3 |
|
| 2345 |
2345
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $748M | +$129M | +21% | 12.6% | 135% | 178 | 29.78% | 2 |
|
| 2346 |
2346
Summit Creek Advisors
Minneapolis,
Minnesota
| $747M | +$12.2M | +2% | 11.7% | 68.8% | 70 | 12.86% | 3.7 |
|
| 2347 |
2347
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $747M | +$90.6M | +14% | 11.8% | 26.3% | 124 | 12.9% | 5.5 |
|
| 2348 |
2348
Echo Street Capital Management
New York
| $747M | -$10B | -93% | 11.3% | 17.7% | 448 | 99.55% | 5.6 |
|
| 2349 |
2349
Atika Capital Management
New York
| $747M | -$15.2M | -2% | 20.7% | 811% | 101 | 50.5% | 1 |
|
| 2350 |
2350
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $747M | -$57.2M | -7% | 0.56% | 4.8% | 490 | 61.63% | 1.5 |
|