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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Regal Partners
Sydney, NSW,
Australia
| $588M | -$184M | -24% | 24.2% | 146% | 32 | 46.88% | 1.2 |
|
| 2377 |
2377
MV Capital Management
Bethesda,
Maryland
| $588M | -$75.8M | -11% | 10.3% | 67.6% | 723 | 7.88% | 2.7 |
|
| 2378 |
2378
Liberty One Investment Management
Libertyville,
Illinois
| $588M | -$70.4M | -11% | 4.23% | 40.3% | 171 | 23.39% | 2.3 |
|
| 2379 |
2379
Ursa Fund Management
Danville,
California
| $587M | +$331M | +130% | 11.9% | 93.5% | 82 | 87.8% | 0.3 |
|
| 2380 |
2380
JLB & Associates
Plymouth,
Michigan
| $587M | -$82M | -12% | 10.8% | 69.5% | 75 | 5.33% | 6.1 |
|
| 2381 |
2381
Silchester International Investors
London,
United Kingdom
| $587M | -$26.2M | -4% | 13.9% | 53.9% | 2 | 0% | 7 |
|
| 2382 |
2382
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $586M | -$175M | -23% | 21.1% | 25.1% | 6 | 0% | 4.6 |
|
| 2383 |
2383
Pier Capital
Stamford,
Connecticut
| $586M | -$197M | -25% | 17.3% | 223% | 112 | 13.39% | 1.9 |
|
| 2384 |
2384
Sahana Capital Management
Greenwich,
Connecticut
| $586M | -$158M | -21% | 21.9% | 0.48% | 7 | 14.29% | 1.4 |
|
| 2385 |
2385
OLP Capital Management
Causeway Bay,
Hong Kong
| $586M | +$164M | +39% | 7.03% | 146% | 4 | 25% | 0.9 |
|
| 2386 |
JCP
2386
Jennifer C. Price
| $585M | – | – | 12.6% | – | 111 | – | 0 |
|
| 2387 |
2387
Estabrook Capital Management
New York
| $583M | -$97M | -14% | 12.1% | 87.2% | 434 | 5.07% | 4.7 |
|
| 2388 |
2388
Rodgers & Associates
Lancaster,
Pennsylvania
| $583M | -$70.3M | -11% | 14.8% | 56.3% | 92 | 8.7% | 1.4 |
|
| 2389 |
2389
Manchester Capital Management
Manchester,
Vermont
| $583M | -$112M | -16% | 15.8% | 86.7% | 1,199 | 31.78% | 3 |
|
| 2390 |
2390
Apriem Advisors
Irvine,
California
| $581M | -$101M | -15% | 14.4% | 74.3% | 158 | 13.29% | 4.6 |
|
| 2391 |
2391
Institutional & Family Asset Management
Fort Collins,
Colorado
| $580M | -$58.5M | -9% | 8.5% | 19% | 832 | 10.94% | 3.2 |
|
| 2392 |
2392
Hussman Strategic Advisors
Ellicott City,
Maryland
| $580M | +$65.1M | +13% | 15.5% | 41.6% | 381 | 27.56% | 1.9 |
|
| 2393 |
2393
Tensile Capital Management
Larkspur,
California
| $580M | -$108M | -16% | 19.7% | 47.7% | 18 | 16.67% | 2.7 |
|
| 2394 |
2394
Advantage Alpha Capital Partners
San Francisco,
California
| $579M | -$89M | -13% | 17.8% | 79.2% | 130 | 14.62% | 1.5 |
|
| 2395 |
2395
Abner Herrman & Brock
Jersey City,
New Jersey
| $579M | -$133M | -19% | 10.3% | 156% | 106 | 18.87% | 4.5 |
|
| 2396 |
2396
Penobscot Investment Management
Boston,
Massachusetts
| $579M | -$107M | -16% | 12.3% | 103% | 241 | 7.88% | 5.6 |
|
| 2397 |
2397
Wedgewood Partners
St Louis,
Missouri
| $579M | -$130M | -18% | 16.1% | 78.1% | 44 | 13.64% | 3.8 |
|
| 2398 |
2398
CenterStar Asset Management
Chicago,
Illinois
| $579M | -$811M | -58% | 20.6% | 104% | 692 | 0% | 0.8 |
|
| 2399 |
2399
Pelham Capital
London,
United Kingdom
| $579M | -$344M | -37% | 32.1% | 135% | 11 | 0% | 1.3 |
|
| 2400 |
2400
Freemont Management
Vaud,
Switzerland
| $579M | -$83.7M | -13% | 19.2% | 113% | 149 | 21.48% | 0.6 |
|