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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
Iron Triangle Partners
Cos Cob,
Connecticut
| $634M | -$274M | -30% | 4.75% | 152% | 35 | 57.14% | 0.3 |
|
| 2802 |
2802
Arvest Investments
Lowell,
Arkansas
| $634M | +$8.68M | +1% | 0.9% | 50% | 175 | 14.29% | 1.1 |
|
| 2803 |
2803
Pamplona Capital Management
New York
| $634M | -$69.5M | -10% | 9.8% | – | 6 | 0% | 0.3 |
|
| 2804 |
2804
Adventist Health System West
Roseville,
California
| $634M | -$12.9M | -2% | 1.82% | 60.2% | 8 | 0% | 2.4 |
|
| 2805 |
2805
Newbrook Capital Advisors
New York
| $633M | -$147M | -19% | 7.8% | 299% | 21 | 23.81% | 0.8 |
|
| 2806 |
EFL
2806
ERn Financial LLC
Middleton,
Wisconsin
| $633M | -$33.6M | -5% | 1.44% | 61.2% | 195 | 10.26% | 3.4 |
|
| 2807 |
NM
2807
Newtyn Management
New York
| $632M | +$57.8M | +10% | 5.15% | 52% | 36 | 22.22% | 1.9 |
|
| 2808 |
2808
Trustees of Columbia University in the City of New York
New York
| $631M | -$2.24M | -0.4% | 4.55% | – | 13 | 23.08% | 2.4 |
|
| 2809 |
2809
Zweig-DiMenna Associates
New York
| $631M | -$706M | -53% | 4.55% | 555% | 113 | 64.6% | 1.5 |
|
| 2810 |
2810
Zevin Asset Management
Boston,
Massachusetts
| $631M | -$48.5M | -7% | 0.5% | 71.7% | 92 | 18.48% | 5.4 |
|
| 2811 |
2811
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $631M | +$141M | +29% | 0.01% | 81.5% | 43 | 39.53% | 0.7 |
|
| 2812 |
2812
Destiny Wealth Partners
Tavares,
Florida
| $630M | +$18.1M | +3% | 1.51% | 70.4% | 177 | 14.12% | 2.7 |
|
| 2813 |
2813
180 Wealth Advisors
Federal Way,
Washington
| $628M | -$10.5M | -2% | 1.92% | 165% | 453 | 14.57% | 3.6 |
|
| 2814 |
AIM
2814
Aigen Investment Management
New York
| $627M | +$59.7M | +11% | 3.89% | 55.5% | 1,093 | 69.72% | 0.3 |
|
| 2815 |
2815
Roble Belko & Company
Sewickley,
Pennsylvania
| $627M | -$2.47M | -0.4% | 0.49% | 53.3% | 461 | 13.02% | 4.2 |
|
| 2816 |
2816
Meridian Wealth Partners
Exton,
Pennsylvania
| $627M | -$32.6M | -5% | 1.87% | 54.2% | 110 | 10% | 3.3 |
|
| 2817 |
2817
RBO & Co
Saint Helena,
California
| $627M | +$13.3M | +2% | 5.35% | 27.9% | 55 | 9.09% | 7.4 |
|
| 2818 |
2818
Sargent Investment Group
Bethesda,
Maryland
| $626M | +$14.7M | +2% | 1.58% | 113% | 250 | 12% | 3.2 |
|
| 2819 |
CANC
2819
Culbertson A N & Co
Charlottesville,
Virginia
| $626M | -$2.66M | -0.4% | 0.96% | 87.5% | 127 | 3.15% | 8.2 |
|
| 2820 |
2820
RenaissanceRe Holdings
Pembroke,
Bermuda
| $626M | +$510M | +441% | 1.89% | 40.8% | 5 | 40% | 3.2 |
|
| 2821 |
2821
McMorgan & Co
San Francisco,
California
| $625M | -$21.7M | -3% | 0.09% | 30.1% | 61 | 14.75% | 2.3 |
|
| 2822 |
2822
First National Advisers
Omaha,
Nebraska
| $625M | +$6.25M | +1% | 1.59% | 87.9% | 225 | 28% | 1.6 |
|
| 2823 |
CPRC
2823
Consolidated Portfolio Review Corp
Woodbury,
New York
| $624M | -$7.61M | -1% | 1.24% | 65.4% | 404 | 14.6% | 1.2 |
|
| 2824 |
2824
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $623M | – | – | 1.42% | – | 406 | – | 0.4 |
|
| 2825 |
2825
Francisco Partners Management
San Francisco,
California
| $623M | -$238M | -28% | 0.09% | 14.3% | 6 | 16.67% | 3.6 |
|