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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
CAS Investment Partners
Westport,
Connecticut
| $390M | +$55.6M | +17% | 19.4% | 527% | 5 | 20% | 1.2 |
|
| 2502 |
2502
Frazier Management
Seattle,
Washington
| $390M | -$25.1M | -6% | 9.89% | 408% | 18 | 5.56% | 1.5 |
|
| 2503 |
2503
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $390M | +$17.3M | +5% | 6.59% | 149% | 130 | 1.54% | 3.5 |
|
| 2504 |
IA
2504
Independence Advisors
Wayne,
Pennsylvania
| $390M | +$34.4M | +10% | 2.83% | 24.4% | 107 | 14.02% | 1.9 |
|
| 2505 |
2505
Gateway Advisory
Westfield,
New Jersey
| $389M | +$2.96M | +0.8% | 2.79% | 26% | 68 | 20.59% | 2 |
|
| 2506 |
2506
BlueDrive Global Investors
London,
United Kingdom
| $388M | +$88.1M | +29% | 9.73% | 25.6% | 12 | 33.33% | 0.7 |
|
| 2507 |
2507
Oslo Asset Management AS
Oslo,
Norway
| $388M | -$57.8M | -13% | 11.9% | 82.7% | 14 | 7.14% | 2.3 |
|
| 2508 |
2508
VCU Investment Management
Richmond,
Virginia
| $387M | -$25.5M | -6% | 1.69% | – | 9 | 11.11% | 1.4 |
|
| 2509 |
2509
Hills Bank & Trust
North Liberty,
Iowa
| $386M | +$14.9M | +4% | 3.55% | 52.8% | 159 | 5.03% | 3.6 |
|
| 2510 |
2510
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $386M | +$7.67M | +2% | 2.78% | 59.5% | 85 | 10.59% | 3.6 |
|
| 2511 |
2511
Monashee Investment Management
Boston,
Massachusetts
| $386M | -$48.5M | -11% | 6.19% | 520% | 229 | 75.11% | 0.2 |
|
| 2512 |
CCM
2512
Castine Capital Management
Boston,
Massachusetts
| $386M | +$63.5M | +20% | 7.85% | 13.9% | 46 | 32.61% | 1.7 |
|
| 2513 |
2513
Sanders Morris Harris
Houston,
Texas
| $385M | +$180M | +87% | 3.68% | 85.8% | 286 | 59.44% | 0.9 |
|
| 2514 |
TAM
2514
Tradition Asset Management
Richmond,
Virginia
| $385M | – | – | 4.01% | – | 185 | – | 0 |
|
| 2515 |
2515
FRG Family Wealth Advisors
Bellevue,
Washington
| $384M | +$26.9M | +8% | 3.06% | 76.4% | 132 | 8.33% | 2.9 |
|
| 2516 |
2516
Parkside Investments
Deerfield,
Illinois
| $384M | +$17.6M | +5% | 2.09% | 70.4% | 122 | 23.77% | 1.2 |
|
| 2517 |
2517
Equitec Specialists
Chicago,
Illinois
| $384M | -$140M | -27% | 2.06% | 65.4% | 159 | 49.06% | 0.4 |
|
| 2518 |
CCA
2518
Castle Creek Arbitrage
Avon,
Colorado
| $384M | +$43.5M | +13% | 0.56% | 17.2% | 103 | 29.13% | 0.8 |
|
| 2519 |
GCM
2519
Gabalex Capital Management
New York
| $384M | +$37.5M | +11% | 8.01% | 24.9% | 24 | 12.5% | 2.7 |
|
| 2520 |
2520
Front Street Capital Management
Missoula,
Montana
| $384M | +$2.43M | +0.6% | 3.36% | 316% | 66 | 12.12% | 2.4 |
|
| 2521 |
VCM
2521
Vivaldi Capital Management
Chicago,
Illinois
| $383M | +$23.1M | +6% | 3.12% | 69.2% | 262 | 22.14% | 0.9 |
|
| 2522 |
2522
Beaconlight Capital
New York
| $383M | +$30.7M | +9% | 10.9% | 282% | 38 | 63.16% | 0.6 |
|
| 2523 |
2523
Tikehau Investment Management
Paris,
France
| $382M | +$62.5M | +20% | 5.31% | 102% | 24 | 45.83% | 0.7 |
|
| 2524 |
2524
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $382M | -$42.6M | -10% | 5.11% | 72.3% | 239 | 26.36% | 0.4 |
|
| 2525 |
2525
Southeast Asset Advisors
Thomasville,
Georgia
| $382M | +$8.11M | +2% | 2.76% | 91.5% | 113 | 7.96% | 3.3 |
|