We are live on !
Find out more
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
M.D. Sass LLC
New York
| $644M | +$55.8M | +9% | 10.9% | 80.1% | 39 | 35.9% | 1.8 |
|
| 2602 |
2602
Academy Capital Management
Waco,
Texas
| $643M | +$21.5M | +3% | 4.94% | 85% | 41 | 12.2% | 2 |
|
| 2603 |
2603
Paradigm Operations
San Francisco,
California
| $642M | – | – | 10.9% | 230% | 1 | – | 0 |
|
| 2604 |
2604
Institutional & Family Asset Management
Fort Collins,
Colorado
| $642M | +$17M | +3% | 7.42% | 19% | 982 | 22.4% | 2.8 |
|
| 2605 |
2605
KPS Global Asset Management (UK)
London,
United Kingdom
| $642M | -$91.3M | -12% | 13.3% | 373% | 5 | 0% | 1.6 |
|
| 2606 |
2606
Emerson Point Capital
Larchmont,
New York
| $642M | -$24.1M | -4% | 6.45% | 94.8% | 36 | 16.67% | 2 |
|
| 2607 |
2607
LL Funds
Philadelphia,
Pennsylvania
| $642M | – | – | 26.6% | 96.9% | 1 | – | 0 |
|
| 2608 |
2608
Parker Investment Management
Menlo Park,
California
| $641M | -$907M | -59% | 11.8% | 208% | 41 | 14.63% | 2.2 |
|
| 2609 |
2609
Bleichroeder LP
New York
| $641M | +$24.9M | +4% | 7.44% | 202% | 112 | 20.54% | 1 |
|
| 2610 |
2610
Rossmore Private Capital
Glastonbury,
Connecticut
| $640M | +$56.4M | +10% | 10.1% | 87.1% | 227 | 3.52% | 2.4 |
|
| 2611 |
CF
2611
Clarity Financial
Houston,
Texas
| $640M | +$25.4M | +4% | 8.9% | 56.8% | 122 | 42.62% | 0.6 |
|
| 2612 |
2612
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $640M | +$65.8M | +11% | 7.9% | 74.8% | 262 | 10.31% | 3.3 |
|
| 2613 |
2613
Hudson Valley Investment Advisors
Goshen,
New York
| $640M | +$56.5M | +10% | 11.8% | 102% | 196 | 7.65% | 4.6 |
|
| 2614 |
2614
Heard Capital LLC
Chicago,
Illinois
| $640M | +$124M | +24% | 5.1% | 161% | 56 | 55.36% | 0.9 |
|
| 2615 |
2615
Azora Capital LP
Miami,
Florida
| $639M | -$203M | -24% | 0.9% | 175% | 77 | 68.83% | 0.4 |
|
| 2616 |
2616
INVST
Indianapolis,
Indiana
| $639M | +$6.22M | +1% | 6.32% | 78.5% | 231 | 35.5% | 1.5 |
|
| 2617 |
2617
Accenture
Dublin,
Ireland
| $637M | -$299M | -32% | 31.9% | – | 2 | 0% | 0.6 |
|
| 2618 |
BPIM
2618
Brant Point Investment Management
New York
| $637M | -$520M | -45% | 10% | 169% | 149 | 42.95% | 1.9 |
|
| 2619 |
2619
Silicon Valley Capital Partners
San Jose,
California
| $637M | +$112M | +21% | 12.2% | 103% | 83 | 21.69% | 1.9 |
|
| 2620 |
2620
RBO & Co
Saint Helena,
California
| $636M | +$65.7M | +12% | 10.6% | 27.9% | 61 | 0% | 4.4 |
|
| 2621 |
2621
Permanens Capital
New York
| $635M | +$83.2M | +15% | 7.57% | 76.9% | 47 | 14.89% | 2.4 |
|
| 2622 |
2622
Stratos Investment Management
Beachwood,
Ohio
| $635M | +$59.4M | +10% | 8.04% | 58.2% | 243 | 30.86% | 1.4 |
|
| 2623 |
SCM
2623
SIR Capital Management
New York
| $634M | -$48.1M | -7% | 2.83% | 71.1% | 90 | 40% | 0.6 |
|
| 2624 |
2624
Darwin Wealth Management
Tampa,
Florida
| $634M | +$8.4M | +1% | 7.31% | 56.8% | 185 | 18.92% | 2.3 |
|
| 2625 |
2625
Sunriver Management
Greenwich,
Connecticut
| $634M | +$4.44M | +0.7% | 4.99% | 9.27% | 24 | 41.67% | 1 |
|