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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
PI
2626
PHH Investments
Addison,
Texas
| $344M | +$33.5M | +11% | 9.22% | 30.9% | 86 | 10.47% | 1.5 |
|
| 2627 |
2627
Avitas Wealth Management
Los Angeles,
California
| $344M | +$39.1M | +13% | 16.3% | 56.2% | 173 | 21.97% | 0.5 |
|
| 2628 |
2628
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $344M | +$26.6M | +8% | 13.3% | 39.8% | 148 | 4.05% | 4.3 |
|
| 2629 |
2629
Hourglass Capital
Houston,
Texas
| $343M | +$25.9M | +8% | 12.7% | 94.4% | 122 | 16.39% | 3.7 |
|
| 2630 |
2630
Prime Capital Investment Advisors
Overland Park,
Kansas
| $343M | +$67.5M | +24% | 13.3% | 78.7% | 495 | 66.26% | 0.5 |
|
| 2631 |
2631
Pegasus Partners
Mequon,
Wisconsin
| $343M | +$5.22M | +2% | 13.7% | 32.6% | 147 | 15.65% | 2 |
|
| 2632 |
2632
Eversept Partners
New York
| $343M | +$158M | +86% | 32.5% | 321% | 72 | 52.78% | 0.6 |
|
| 2633 |
2633
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $342M | +$72.5M | +27% | 12.6% | 40% | 14 | 0% | 2.8 |
|
| 2634 |
2634
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $342M | +$37.4M | +12% | 12.4% | 65.9% | 136 | 7.35% | 4 |
|
| 2635 |
2635
D.L. Carlson Investment Group
Concord,
New Hampshire
| $342M | +$40.8M | +14% | 16.9% | 113% | 156 | 13.46% | 3.1 |
|
| 2636 |
2636
VHCP Management II
New York
| $342M | +$109M | +47% | 54.3% | 2,334% | 22 | 18.18% | 1 |
|
| 2637 |
2637
James Hambro & Partners
London,
United Kingdom
| $342M | +$86.6M | +34% | 14.9% | 97% | 49 | 18.37% | 0.5 |
|
| 2638 |
2638
Greenwood Gearhart
Fayetteville,
Arkansas
| $341M | +$40.6M | +14% | 12.2% | 70.6% | 72 | 13.89% | 3.5 |
|
| 2639 |
2639
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $341M | +$58.2M | +21% | 31.4% | 602% | 14 | 28.57% | 1.3 |
|
| 2640 |
2640
Alley Company
Lake Forest,
Illinois
| $340M | +$36.3M | +12% | 12.4% | 88.2% | 84 | 7.14% | 4.1 |
|
| 2641 |
CCA
2641
Castle Creek Arbitrage
Avon,
Colorado
| $340M | +$49.8M | +17% | 0.82% | 17.2% | 95 | 33.68% | 0.7 |
|
| 2642 |
2642
Paradigm Asset Management
New York
| $340M | +$30.4M | +10% | 9.34% | 73.8% | 425 | 10.59% | 2.4 |
|
| 2643 |
CMG
2643
Cavalry Management Group
San Francisco,
California
| $340M | -$89.4M | -21% | 20.7% | 59.6% | 31 | 67.74% | 0.4 |
|
| 2644 |
2644
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $340M | +$20.9M | +7% | 11.5% | 44.2% | 150 | 46.67% | 1.4 |
|
| 2645 |
OH
2645
Overlook Holdings
Tortola,
British Virgin Islands
| $340M | +$10.4M | +3% | 3.08% | – | 2 | 0% | 3.3 |
|
| 2646 |
2646
Shelter Mutual Insurance
Columbia,
Missouri
| $339M | +$26.9M | +9% | 11.1% | 51.2% | 46 | 6.52% | 4.4 |
|
| 2647 |
2647
Three Peaks Capital Management
Castle Rock,
Colorado
| $339M | +$20.5M | +6% | 17.9% | 84.5% | 123 | 30.08% | 1.5 |
|
| 2648 |
2648
Gryphon Financial Partners
Columbus,
Ohio
| $339M | -$54.2M | -14% | 11.4% | 93.7% | 207 | 43.48% | 1 |
|
| 2649 |
EVM
2649
Evelyn V. Moreno
| $339M | +$36.2M | +12% | 12.5% | 39.4% | 65 | 4.62% | 4.3 |
|
| 2650 |
2650
NFC Investments
Memphis,
Tennessee
| $339M | +$32.4M | +11% | 13.6% | – | 38 | 10.53% | 3.3 |
|