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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Allen Capital Group
Grand Island,
Nebraska
| $377M | +$52.6M | +16% | 11.4% | 62.8% | 141 | 17.73% | 1.7 |
|
| 2602 |
2602
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $377M | +$82.6M | +28% | 19.6% | 59.5% | 96 | 16.67% | 3.6 |
|
| 2603 |
2603
Ashmore Group
London,
United Kingdom
| $377M | +$63.6M | +20% | 33.8% | 103% | 24 | 33.33% | 1.7 |
|
| 2604 |
2604
M.D. Sass LLC
New York
| $377M | +$102M | +37% | 24.9% | 80.1% | 39 | 23.08% | 1.5 |
|
| 2605 |
2605
MPM BioImpact
Boston,
Massachusetts
| $376M | +$212M | +130% | 42.6% | 550% | 13 | 38.46% | 0.3 |
|
| 2606 |
2606
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $375M | +$57.4M | +18% | 16.2% | 71.4% | 131 | 16.79% | 2.9 |
|
| 2607 |
2607
Winslow Evans & Crocker
Boston,
Massachusetts
| $375M | +$70.9M | +23% | 24.4% | 76.2% | 1,203 | 10.97% | 4 |
|
| 2608 |
2608
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $375M | +$84.6M | +29% | 18.3% | 34.5% | 320 | 20.63% | 1.4 |
|
| 2609 |
IP
2609
Isomer Partners
New York
| $374M | +$94.4M | +34% | 83.2% | 57.2% | 22 | 50% | 0.5 |
|
| 2610 |
2610
Exane Derivatives
Paris,
France
| $374M | +$16.3M | +5% | 25.9% | 42.7% | 761 | 17.21% | 2.1 |
|
| 2611 |
2611
South Street Advisors
New York
| $374M | +$69.8M | +23% | 26.8% | 169% | 60 | 13.33% | 3.4 |
|
| 2612 |
2612
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $373M | +$207M | +125% | 8.53% | 36.4% | 20 | 70% | 0.1 |
|
| 2613 |
2613
Quantitative Advantage
Minnetonka,
Minnesota
| $373M | +$46.3M | +14% | 15.9% | 45.9% | 66 | 27.27% | 2.1 |
|
| 2614 |
2614
Strategy Asset Managers
Pasadena,
California
| $373M | +$62.7M | +20% | 17.6% | 115% | 227 | 22.47% | 1.5 |
|
| 2615 |
MRCM
2615
M&R Capital Management
Summit,
New Jersey
| $373M | +$37.1M | +11% | 21.7% | 52.6% | 508 | 9.06% | 4 |
|
| 2616 |
2616
McCutchen Group
Seattle,
Washington
| $373M | +$53.3M | +17% | 16% | 2.54% | 24 | 0% | 5 |
|
| 2617 |
2617
BTS Asset Management
Lincoln,
Massachusetts
| $373M | +$367M | +7,039% | 1.03% | 8.8% | 21 | 28.57% | 1 |
|
| 2618 |
SM
2618
Scoggin Management
New York
| $372M | +$227M | +156% | 20.6% | 889% | 54 | 77.78% | 0.4 |
|
| 2619 |
2619
Institutional Venture Management XVI
Menlo Park,
California
| $371M | +$163M | +78% | 118% | 523% | 2 | 0% | 0.5 |
|
| 2620 |
2620
StrategIQ Financial Group
Merrillville,
Indiana
| $371M | +$48.3M | +15% | 14% | 12.6% | 199 | 13.57% | 2.8 |
|
| 2621 |
2621
Winslow Asset Management
Beachwood,
Ohio
| $371M | +$66.6M | +22% | 29.2% | 89.9% | 81 | 11.11% | 5.5 |
|
| 2622 |
2622
Blue Whale Capital
London,
United Kingdom
| $370M | +$143M | +63% | 32.1% | 409% | 17 | 0% | 0.5 |
|
| 2623 |
2623
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $370M | +$7.89M | +2% | 24.4% | 207% | 83 | 28.92% | 4.6 |
|
| 2624 |
2624
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $370M | +$49.6M | +15% | 25.6% | 129% | 75 | 28% | 0.8 |
|
| 2625 |
2625
Dillon & Associates
Jackson,
Michigan
| $369M | +$72.4M | +24% | 26.8% | 117% | 68 | 5.88% | 4.8 |
|