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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
IMOV
2676
Investment Management of Virginia
Richmond,
Virginia
| $569M | -$50.9M | -8% | 1.26% | 93.4% | 189 | 8.99% | 4.6 |
|
| 2677 |
2677
Swiss Re
Zurich,
Switzerland
| $569M | +$72.6M | +15% | 3.47% | – | 8 | 37.5% | 0.8 |
|
| 2678 |
SCM
2678
SIR Capital Management
New York
| $569M | -$65.6M | -10% | 29.7% | 71.1% | 92 | 35.87% | 0.8 |
|
| 2679 |
2679
PDS Planning
Dublin,
Ohio
| $568M | +$45.6M | +9% | 3.34% | 62.7% | 253 | 19.76% | 1.9 |
|
| 2680 |
AO
2680
Allen Operations
New York
| $568M | -$152M | -21% | 15.2% | 218% | 42 | 4.76% | 2.9 |
|
| 2681 |
2681
Biondo Investment Advisors
Milford,
Pennsylvania
| $568M | -$32.5M | -5% | 3.9% | 83.4% | 83 | 6.02% | 4.3 |
|
| 2682 |
2682
Aveo Capital Partners
Englewood,
Colorado
| $567M | +$10.1M | +2% | 1.61% | 19.1% | 310 | 20.65% | 1.2 |
|
| 2683 |
2683
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $565M | -$38.4M | -6% | 6.55% | 80.8% | 95 | 16.84% | 2 |
|
| 2684 |
2684
Cove Street Capital
El Segundo,
California
| $565M | -$5.41M | -0.9% | 3.31% | 84.2% | 94 | 11.7% | 2.7 |
|
| 2685 |
2685
Founders Financial Securities
Towson,
Maryland
| $564M | +$8.35M | +2% | 3.86% | 71% | 293 | 22.53% | 1.6 |
|
| 2686 |
2686
Monarch Alternative Capital
New York
| $564M | -$378M | -40% | 4.53% | 497% | 14 | 28.57% | 0.7 |
|
| 2687 |
2687
Bleichroeder LP
New York
| $563M | -$77.2M | -12% | 6.3% | 202% | 124 | 25.81% | 1.1 |
|
| 2688 |
2688
Sectoral Asset Management
Montreal,
Quebec, Canada
| $563M | -$101M | -15% | 7.64% | 168% | 123 | 26.02% | 1.5 |
|
| 2689 |
2689
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $562M | -$40.5M | -7% | 4.04% | 97.3% | 2,331 | 12.91% | 2.4 |
|
| 2690 |
KAS
2690
Kemnay Advisory Services
New York
| $561M | -$151M | -21% | 9.1% | 167% | 39 | 25.64% | 3 |
|
| 2691 |
2691
Riverwood Capital Management
Menlo Park,
California
| $561M | +$206M | +58% | 18.1% | 46.5% | 6 | 33.33% | 0.2 |
|
| 2692 |
2692
L.J. Altfest & Co
New York
| $561M | +$36.4M | +7% | 1.31% | 95.6% | 292 | 29.11% | 2.7 |
|
| 2693 |
2693
Regis Management Company
Menlo Park,
California
| $561M | -$48.1M | -8% | 6.59% | 5.33% | 65 | 3.08% | 4.9 |
|
| 2694 |
2694
Liquid Strategies
Atlanta,
Georgia
| $560M | +$75.4M | +16% | 5.17% | 46.8% | 7 | 0% | 2.1 |
|
| 2695 |
2695
Shepherd Financial Partners
Winchester,
Massachusetts
| $560M | -$15.8M | -3% | 4.5% | 78% | 173 | 20.81% | 2.6 |
|
| 2696 |
2696
Sage Rock Capital Management
New York
| $560M | -$112M | -17% | 1.05% | 13% | 365 | 56.71% | 0.4 |
|
| 2697 |
2697
Truxt Investmentos
Rio De Janeiro,
Brazil
| $560M | +$187M | +50% | 3% | – | 14 | 50% | 0.4 |
|
| 2698 |
2698
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $559M | +$19.1M | +4% | 1.68% | 240% | 97 | 52.58% | 2 |
|
| 2699 |
2699
Mattern Capital Management
Lakewood,
Colorado
| $559M | -$12.5M | -2% | 3.65% | 31.5% | 124 | 7.26% | 1.9 |
|
| 2700 |
2700
Baker Ellis Asset Management
Vancouver,
Washington
| $559M | -$7.77M | -1% | 2.29% | 91.9% | 220 | 10.45% | 4.6 |
|