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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%
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 876 |
IC
876
Inverness Counsel
New York
| $1.59B | -$524M | -25% | 14.7% | 53.9% | 131 | 17.56% |
|
| 877 |
DAM
877
DLD Asset Management
New York
| $1.59B | -$264M | -14% | 0.98% | 8.24% | 130 | 68.46% |
|
| 878 |
TCG
878
Tremblant Capital Group
West Palm Beach,
Florida
| $1.59B | -$420M | -21% | 22.8% | 99.1% | 54 | 59.26% |
|
| 879 |
879
Cerity Partners
New York
| $1.59B | -$374M | -19% | 18.9% | 64.3% | 550 | 23.64% |
|
| 880 |
CWP
880
Capital Wealth Planning
Naples,
Florida
| $1.59B | -$104M | -6% | 17.6% | 66% | 272 | 44.49% |
|
| 881 |
SHIM
881
Spruce House Investment Management
New York
| $1.58B | -$1.48B | -48% | 40.2% | 1,495% | 7 | 14.29% |
|
| 882 |
AAM
882
AMI Asset Management
Los Angeles,
California
| $1.58B | -$442M | -22% | 14.6% | 81.6% | 90 | 23.33% |
|
| 883 |
IVA
883
International Value Advisers
| $1.58B | -$859M | -35% | 23.5% | 9.63% | 34 | 23.53% |
|
| 884 |
ADEF
884
Adams Diversified Equity Fund
Baltimore,
Maryland
| $1.58B | -$362M | -19% | 16.2% | 150% | 112 | 30.36% |
|
| 885 |
PNC
885
Park National Corp
Newark,
Ohio
| $1.58B | -$391M | -20% | 18.9% | 80.6% | 343 | 16.62% |
|
| 886 |
ACM
886
Advisors Capital Management
Ridgewood,
New Jersey
| $1.58B | -$566M | -26% | 23.4% | 78.2% | 344 | 27.91% |
|
| 887 |
GFPC
887
Global Financial Private Capital
Sarasota,
Florida
| $1.58B | -$418M | -21% | 13.2% | 14.4% | 454 | 21.81% |
|
| 888 |
AP
888
Altarock Partners
West Palm Beach,
Florida
| $1.57B | -$41.8M | -3% | 18.2% | 68.5% | 7 | 14.29% |
|
| 889 |
ACM
889
Adelante Capital Management
Alameda,
California
| $1.57B | -$446M | -22% | 19.8% | 33.7% | 42 | 21.43% |
|
| 890 |
CIA
890
Capital Investment Advisors
Atlanta,
Georgia
| $1.57B | -$504M | -24% | 18.3% | 44.9% | 527 | 12.14% |
|
| 891 |
RC
891
Rivulet Capital
Summit,
New Jersey
| $1.56B | +$433M | +38% | 33.2% | 27.4% | 17 | 58.82% |
|
| 892 |
NAM
892
NorthCoast Asset Management
Greenwich,
Connecticut
| $1.56B | -$29.2M | -2% | 17.6% | 34.4% | 361 | 42.66% |
|
| 893 |
BFM
893
Boston Financial Management
Boston,
Massachusetts
| $1.56B | -$269M | -15% | 12.8% | 30.1% | 278 | 19.78% |
|
| 894 |
LCP
894
LGT Capital Partners
Pfaeffikon,
Switzerland
| $1.55B | -$133M | -8% | 16.5% | 55.1% | 74 | 13.51% |
|
| 895 |
MVP
895
Miller Value Partners
Sarasota,
Florida
| $1.55B | -$1.26B | -45% | 35.2% | 125% | 103 | 36.89% |
|
| 896 |
MICM
896
Matthews International Capital Management
San Francisco,
California
| $1.55B | -$542M | -26% | 8.11% | 90.7% | 37 | 27.03% |
|
| 897 |
HF
897
HRT Financial
New York
| $1.55B | -$774M | -33% | 17.5% | 133% | 1,612 | 87.53% |
|
| 898 |
ANI
898
American National Insurance
Galveston,
Texas
| $1.55B | -$373M | -19% | 15.7% | 97.8% | 333 | 5.11% |
|
| 899 |
CIP
899
Cornerstone Investment Partners
Atlanta,
Georgia
| $1.55B | -$557M | -26% | 25.7% | 111% | 247 | 44.13% |
|
| 900 |
TA
900
Tiedemann Advisors
New York
| $1.54B | -$541M | -26% | 21.7% | 31.5% | 337 | 25.22% |
|