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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Sloy Dahl & Holst
Vancouver,
Washington
| $460M | -$87.6M | -16% | 5.26% | 132% | 83 | 12.05% | 2 |
|
| 2877 |
2877
EMG Holdings
Old Greenwich,
Connecticut
| $459M | +$30.1M | +7% | 2.43% | 4.17% | 88 | 50% | 0.9 |
|
| 2878 |
EVM
2878
Evelyn V. Moreno
| $459M | -$9.25M | -2% | 3.24% | 39.4% | 147 | 19.05% | 3.2 |
|
| 2879 |
EC
2879
Euclidean Capital
New York
| $458M | +$69.2M | +18% | 4.47% | 79.7% | 13 | 7.69% | 1.8 |
|
| 2880 |
2880
Brigade Capital Management
New York
| $458M | +$237M | +107% | 3.96% | 42.7% | 25 | 44% | 2.2 |
|
| 2881 |
DCM
2881
Divisar Capital Management
San Francisco,
California
| $457M | -$17.4M | -4% | 10.1% | 194% | 33 | 0% | 2.9 |
|
| 2882 |
2882
Sompo Asset Management
Tokyo,
Japan
| $457M | -$79.3M | -15% | 3.29% | 84.7% | 195 | 18.46% | 2.7 |
|
| 2883 |
2883
Compound Global Advisors
Mercer Island,
Washington
| $456M | +$22.8M | +5% | 1.33% | – | 43 | 41.86% | 0.5 |
|
| 2884 |
2884
HCR Wealth Advisors
Los Angeles,
California
| $456M | -$83.9M | -16% | 4.54% | 107% | 193 | 19.17% | 4.1 |
|
| 2885 |
2885
Diameter Capital Partners
New York
| $456M | -$610M | -57% | 1.93% | 378% | 31 | 51.61% | 0.8 |
|
| 2886 |
2886
Front Street Capital Management
Missoula,
Montana
| $455M | -$17.9M | -4% | 2.81% | 316% | 91 | 30.77% | 3.5 |
|
| 2887 |
2887
Land & Buildings Investment Management
Stamford,
Connecticut
| $455M | -$19.7M | -4% | 11.3% | 53.9% | 22 | 36.36% | 1.3 |
|
| 2888 |
2888
Pacific Global Investment Management
Glendale,
California
| $455M | -$29.1M | -6% | 2.55% | 48% | 214 | 4.21% | 6 |
|
| 2889 |
2889
LTS One Management
New York
| $455M | -$137M | -23% | 7.19% | 67.9% | 18 | 61.11% | 0.5 |
|
| 2890 |
AMG
2890
Asset Management Group
Stamford,
Connecticut
| $455M | -$16.5M | -3% | 3.79% | 57% | 128 | 3.13% | 7.2 |
|
| 2891 |
2891
Stockman Wealth Management
Billings,
Montana
| $454M | -$11.5M | -2% | 2.46% | 77.5% | 202 | 11.39% | 4.4 |
|
| 2892 |
ERFOTCOFW
2892
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $454M | -$82M | -15% | 3.44% | 31.5% | 17 | 52.94% | 0.8 |
|
| 2893 |
IIA
2893
IPG Investment Advisors
San Diego,
California
| $454M | -$4.34M | -0.9% | 6.76% | 126% | 192 | 30.73% | 2 |
|
| 2894 |
2894
Eagle Health Investments
Greenwich,
Connecticut
| $454M | -$81M | -15% | 10.3% | 241% | 27 | 14.81% | 1.8 |
|
| 2895 |
2895
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $454M | +$37.1M | +9% | 0.97% | 69.7% | 89 | 14.61% | 3.6 |
|
| 2896 |
2896
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $454M | -$35M | -7% | 5.49% | 34.2% | 39 | 0% | 7 |
|
| 2897 |
VHMC
2897
Value Holdings Management Company
Hampton Bays,
New York
| $453M | +$5.2M | +1% | 1.15% | 125% | 27 | 0% | 6.7 |
|
| 2898 |
2898
Bank of Korea
Seoul,
South Korea
| $453M | -$8.05M | -2% | 1.71% | – | 3 | 0% | 0.8 |
|
| 2899 |
2899
Columbia Asset Management
Ann Arbor,
Michigan
| $453M | -$17M | -4% | 0.97% | 94.1% | 170 | 6.47% | 6.1 |
|
| 2900 |
2900
Waycross Partners
Louisville,
Kentucky
| $453M | -$8.36M | -2% | 2.94% | 87.7% | 102 | 15.69% | 1.7 |
|