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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Dimension Capital Management
Coral Gables,
Florida
| $444M | -$94M | -17% | 13.7% | 65.5% | 122 | 18.85% | 2.8 |
|
| 2802 |
2802
Bridger Management
New York
| $444M | -$166M | -27% | 13.5% | 103% | 59 | 38.98% | 1.7 |
|
| 2803 |
2803
Merk Investments
Menlo Park,
California
| $444M | +$264M | +147% | 28.4% | 303% | 17 | 17.65% | 1.6 |
|
| 2804 |
2804
Zevin Asset Management
Boston,
Massachusetts
| $443M | -$79M | -15% | 12.3% | 71.7% | 96 | 18.75% | 4.7 |
|
| 2805 |
2805
Makaira Partners
La Jolla,
California
| $443M | -$43.5M | -9% | 12.9% | 22% | 10 | 20% | 3.4 |
|
| 2806 |
2806
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $443M | -$57.3M | -11% | 11.6% | 75.5% | 495 | 2.63% | 1 |
|
| 2807 |
2807
Cipher Capital
New York
| $442M | – | – | 14.9% | – | 369 | – | 0.3 |
|
| 2808 |
2808
Northwest Bancshares
Warren,
Pennsylvania
| $442M | -$77.8M | -15% | 10.6% | 84.8% | 202 | 10.89% | 2.9 |
|
| 2809 |
2809
XML Financial
Bethesda,
Maryland
| $442M | -$398M | -47% | 13.6% | 69.5% | 344 | 36.63% | 1.9 |
|
| 2810 |
2810
GCM Grosvenor Holdings
Chicago,
Illinois
| $442M | – | – | 22.9% | 78.7% | 14 | – | 0 |
|
| 2811 |
2811
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $442M | -$70.7M | -14% | 11.2% | 48.1% | 71 | 11.27% | 3.9 |
|
| 2812 |
2812
Chatham Capital Group
Savannah,
Georgia
| $442M | -$75.1M | -15% | 10.3% | 97% | 187 | 10.16% | 4.7 |
|
| 2813 |
2813
Private Advisory Group
Redmond,
Washington
| $441M | -$69.3M | -14% | 16.3% | 177% | 209 | 45.93% | 1.1 |
|
| 2814 |
2814
Alta Park Capital
San Francisco,
California
| $441M | -$420M | -49% | 13.5% | 1,071% | 25 | 44% | 1.9 |
|
| 2815 |
2815
Corbin Capital Partners
New York
| $441M | -$144M | -25% | 5.18% | 87.7% | 136 | 16.18% | 0.7 |
|
| 2816 |
2816
Brio Consultants
San Francisco,
California
| $440M | -$28.4M | -6% | 11.5% | 42.7% | 98 | 40.82% | 1.9 |
|
| 2817 |
2817
Roble Belko & Company
Sewickley,
Pennsylvania
| $440M | -$85.8M | -16% | 12.7% | 53.3% | 397 | 17.13% | 4 |
|
| 2818 |
2818
Spirit of America Management Corp
Syosset,
New York
| $440M | -$71.2M | -14% | 12.1% | 113% | 244 | 6.15% | 4.9 |
|
| 2819 |
2819
South Street Advisors
New York
| $439M | -$89.2M | -17% | 13.7% | 169% | 78 | 16.67% | 2.4 |
|
| 2820 |
2820
American Investment Services
Great Barrington,
Massachusetts
| $439M | -$16.5M | -4% | 12.2% | 63.1% | 129 | 10.85% | 4.6 |
|
| 2821 |
2821
Arkansas Financial Group
Little Rock,
Arkansas
| $438M | -$44.6M | -9% | 11.2% | 39.1% | 51 | 11.76% | 3.9 |
|
| 2822 |
2822
Conversant Capital
Summit,
New Jersey
| $438M | -$23.9M | -5% | 17.1% | 228% | 19 | 31.58% | 0.4 |
|
| 2823 |
2823
Chemung Canal Trust
Elmira,
New York
| $438M | -$77.8M | -15% | 11.1% | 80.9% | 124 | 6.45% | 5.8 |
|
| 2824 |
2824
Land & Buildings Investment Management
Stamford,
Connecticut
| $438M | -$182M | -29% | 16.1% | 53.9% | 24 | 45.83% | 1.1 |
|
| 2825 |
2825
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $438M | -$57.4M | -12% | 10.6% | 55.7% | 129 | 6.98% | 7.4 |
|