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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1001 |
BOI
1001
Bank of Italy
Rome,
Italy
| $1.43B | +$12.9M | +0.9% | 1.21% | 26.5% | 5 | 0% |
|
| 1002 |
CC
1002
Cipher Capital
New York
| $1.43B | +$368M | +35% | 2.25% | – | 842 | 38.84% |
|
| 1003 |
JRP
1003
Jasper Ridge Partners
Menlo Park,
California
| $1.43B | -$100M | -7% | 1% | 61.5% | 95 | 14.74% |
|
| 1004 |
DWA
1004
Douglass Winthrop Advisors
New York
| $1.42B | +$31.4M | +2% | 2.62% | 66.6% | 253 | 16.21% |
|
| 1005 |
AGC
1005
Angelo Gordon & Co
New York
| $1.42B | +$27M | +2% | 3.04% | 90.1% | 71 | 30.99% |
|
| 1006 |
BCM
1006
Bares Capital Management
Austin,
Texas
| $1.4B | +$24.7M | +2% | 1.57% | 138% | 19 | 10.53% |
|
| 1007 |
ECP
1007
Elk Creek Partners
Denver,
Colorado
| $1.4B | +$50.9M | +4% | 4.13% | 16.4% | 160 | 18.13% |
|
| 1008 |
MA
1008
Marshfield Associates
Washington,
District of Columbia
| $1.4B | -$12.9M | -0.9% | 0.88% | 54.3% | 23 | 8.7% |
|
| 1009 |
FFA
1009
First Foundation Advisors
Irvine,
California
| $1.39B | +$16.3M | +1% | 4.19% | 57.1% | 339 | 25.07% |
|
| 1010 |
EGM
1010
Engineers Gate Manager
New York
| $1.39B | +$111M | +9% | 5.84% | 34.8% | 940 | 59.68% |
|
| 1011 |
BC
1011
Burney Company
Reston,
Virginia
| $1.39B | +$20.2M | +1% | 1.98% | 122% | 401 | 9.98% |
|
| 1012 |
RCWMU
1012
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $1.39B | -$136M | -9% | 1.1% | 43.6% | 45 | 17.78% |
|
| 1013 |
IAM
1013
Impala Asset Management
Palm Beach,
Florida
| $1.39B | -$148M | -10% | 13.3% | 102% | 66 | 33.33% |
|
| 1014 |
GA
1014
Glenhill Advisors
New York
| $1.38B | -$264M | -16% | 5.86% | 32.3% | 55 | 40% |
|
| 1015 |
SIC
1015
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.38B | +$51.3M | +4% | 4.26% | 67.3% | 140 | 13.57% |
|
| 1016 |
CI
1016
Capital International
Los Angeles,
California
| $1.38B | -$169M | -11% | 2.99% | 124% | 191 | 30.37% |
|
| 1017 |
PFC
1017
Phocas Financial Corp
Alameda,
California
| $1.37B | +$68.9M | +5% | 4.92% | 124% | 268 | 19.03% |
|
| 1018 |
1018
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.37B | +$232M | +20% | 1.86% | 52.7% | 922 | 21.58% |
|
| 1019 |
AWG
1019
Alpha Wave Global
New York
| $1.36B | -$157M | -10% | 1.62% | 219% | 28 | 28.57% |
|
| 1020 |
SAM
1020
Skyline Asset Management
Chicago,
Illinois
| $1.36B | -$52.8M | -4% | 0.89% | 26.1% | 76 | 13.16% |
|
| 1021 |
DCM
1021
Dorsal Capital Management
Redwood City,
California
| $1.36B | +$305M | +29% | 9.12% | 78.3% | 31 | 48.39% |
|
| 1022 |
CCA
1022
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $1.35B | -$127M | -9% | 9.43% | 47.8% | 120 | 9.17% |
|
| 1023 |
AIA
1023
Affinity Investment Advisors
Newport Beach,
California
| $1.35B | +$214M | +19% | 1.94% | 120% | 178 | 22.47% |
|
| 1024 |
FNBOO
1024
First National Bank of Omaha
Omaha,
Nebraska
| $1.35B | +$10.9M | +0.8% | 2.84% | 58.8% | 347 | 13.83% |
|
| 1025 |
RSCM
1025
Rock Springs Capital Management
Baltimore,
Maryland
| $1.35B | +$157M | +13% | 8.6% | 228% | 142 | 11.97% |
|