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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
FFA
1026
First Foundation Advisors
Irvine,
California
| $1.39B | +$16.3M | +1% | 4.19% | 70.4% | 339 | 25.07% | 1.6 |
|
| 1027 |
EGM
1027
Engineers Gate Manager
New York
| $1.39B | +$111M | +9% | 5.84% | 51.9% | 940 | 59.68% | 0.3 |
|
| 1028 |
BC
1028
Burney Company
Reston,
Virginia
| $1.39B | +$20.2M | +1% | 1.98% | 122% | 401 | 9.98% | 2.2 |
|
| 1029 |
RCWMU
1029
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $1.39B | -$136M | -9% | 1.1% | 43.3% | 45 | 17.78% | 1.8 |
|
| 1030 |
IAM
1030
Impala Asset Management
Palm Beach,
Florida
| $1.39B | -$148M | -10% | 13.3% | 62.6% | 66 | 33.33% | 0.8 |
|
| 1031 |
GA
1031
Glenhill Advisors
New York
| $1.38B | -$264M | -16% | 5.86% | 32.3% | 55 | 40% | 1.2 |
|
| 1032 |
SIC
1032
Schwartz Investment Counsel
Plymouth,
Michigan
| $1.38B | +$51.3M | +4% | 4.26% | 87.8% | 140 | 13.57% | 2.2 |
|
| 1033 |
CI
1033
Capital International
Los Angeles,
California
| $1.38B | -$169M | -11% | 2.99% | 147% | 191 | 30.37% | 2 |
|
| 1034 |
PFC
1034
Phocas Financial Corp
Alameda,
California
| $1.37B | +$68.9M | +5% | 4.92% | – | 268 | 19.03% | 1.5 |
|
| 1035 |
1035
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.37B | +$232M | +20% | 1.86% | 52.7% | 922 | 21.58% | 0.8 |
|
| 1036 |
AWG
1036
Alpha Wave Global
New York
| $1.36B | -$157M | -10% | 1.62% | 226% | 28 | 28.57% | 0.8 |
|
| 1037 |
SAM
1037
Skyline Asset Management
Chicago,
Illinois
| $1.36B | -$52.8M | -4% | 0.89% | 26.1% | 76 | 13.16% | 2 |
|
| 1038 |
DCM
1038
Dorsal Capital Management
Redwood City,
California
| $1.36B | +$305M | +29% | 9.12% | 99.6% | 31 | 48.39% | 0.9 |
|
| 1039 |
CCA
1039
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $1.35B | -$127M | -9% | 9.43% | 47.8% | 120 | 9.17% | 2.3 |
|
| 1040 |
AIA
1040
Affinity Investment Advisors
Newport Beach,
California
| $1.35B | +$214M | +19% | 1.94% | 189% | 178 | 22.47% | 1.2 |
|
| 1041 |
FNBOO
1041
First National Bank of Omaha
Omaha,
Nebraska
| $1.35B | +$10.9M | +0.8% | 2.84% | 70.9% | 347 | 13.83% | 2.3 |
|
| 1042 |
RSCM
1042
Rock Springs Capital Management
Baltimore,
Maryland
| $1.35B | +$157M | +13% | 8.6% | 342% | 142 | 11.97% | 1.2 |
|
| 1043 |
SWP
1043
Stratos Wealth Partners
Beachwood,
Ohio
| $1.35B | +$183M | +16% | 2.92% | 83.3% | 693 | 26.26% | 1.1 |
|
| 1044 |
QC
1044
Quadrature Capital
London,
United Kingdom
| $1.35B | +$627M | +87% | 3.6% | 212% | 763 | 83.36% | 0.1 |
|
| 1045 |
AG
1045
Aravt Global
New York
| $1.35B | +$166M | +14% | 7.74% | 83.7% | 22 | 40.91% | 0.7 |
|
| 1046 |
CPIM
1046
Columbia Partners Investment Management
Alexandria,
Virginia
| $1.35B | -$56.7M | -4% | 5.39% | 69.7% | 388 | 30.41% | 1.2 |
|
| 1047 |
ACM
1047
Altimeter Capital Management
Boston,
Massachusetts
| $1.34B | -$189M | -12% | 11.9% | 187% | 17 | 29.41% | 1.7 |
|
| 1048 |
IA
1048
Investor AB
Stockholm,
Sweden
| $1.34B | -$25.1M | -2% | 2.18% | 86.6% | 11 | 36.36% | 1.7 |
|
| 1049 |
CHCM
1049
Columbus Hill Capital Management
Short Hills,
New Jersey
| $1.34B | -$97.6M | -7% | 17% | 151% | 48 | 47.92% | 0.8 |
|
| 1050 |
ECA
1050
Endeavour Capital Advisors
Greenwich,
Connecticut
| $1.34B | +$80.6M | +6% | 1.25% | 105% | 116 | 26.72% | 1.6 |
|