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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
SGI
1051
Swan Global Investments
Durango,
Colorado
| $2.36B | -$145M | -6% | 7.73% | 62.5% | 23 | 0% | 7.5 |
|
| 1052 |
IC
1052
Impactive Capital
New York City,
New York
| $2.36B | -$104M | -4% | 3.65% | 25% | 9 | 11.11% | 2.4 |
|
| 1053 |
NONA
1053
Ninety One North America
New York
| $2.36B | +$150M | +7% | 5.9% | 70.6% | 91 | 10.99% | 3.2 |
|
| 1054 |
1054
Pure Financial Advisors
San Diego,
California
| $2.36B | +$200M | +9% | 2.81% | 47.2% | 264 | 6.82% | 2.9 |
|
| 1055 |
1055
Private Management Group
Irvine,
California
| $2.35B | +$129M | +6% | 4.37% | 62.2% | 196 | 8.67% | 3.8 |
|
| 1056 |
1056
Tiedemann Advisors
New York
| $2.35B | +$151M | +7% | 4.1% | 31.5% | 274 | 16.42% | 3.2 |
|
| 1057 |
1057
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $2.35B | -$58M | -2% | 9.97% | 241% | 212 | 33.49% | 0.5 |
|
| 1058 |
1058
Rubric Capital Management (New York)
New York
| $2.34B | -$1.52B | -39% | 6.05% | 251% | 80 | 33.75% | 1.4 |
|
| 1059 |
1059
Platinum Equity Advisors
Beverly Hills,
California
| $2.34B | +$349M | +18% | 32.3% | 7.18% | 5 | 20% | 2.1 |
|
| 1060 |
ECP
1060
Electron Capital Partners
New York
| $2.32B | +$15.3M | +0.7% | 10.6% | 333% | 48 | 35.42% | 1.3 |
|
| 1061 |
1061
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| $2.32B | +$68.3M | +3% | 10.8% | 210% | 590 | 41.19% | 1.4 |
|
| 1062 |
1062
AQR Arbitrage
Greenwich,
Connecticut
| $2.32B | -$949M | -29% | 2.49% | 85.2% | 1,103 | 24.12% | 1.1 |
|
| 1063 |
1063
TD Private Client Wealth
New York
| $2.31B | +$86.2M | +4% | 5.02% | 57% | 1,294 | 7.11% | 2.6 |
|
| 1064 |
RG
1064
Renaissance Group
Covington,
Kentucky
| $2.31B | +$133M | +6% | 7.85% | 115% | 283 | 8.83% | 2.8 |
|
| 1065 |
FFA
1065
First Foundation Advisors
Irvine,
California
| $2.31B | +$139M | +6% | 8.96% | 70.4% | 444 | 18.47% | 3.8 |
|
| 1066 |
HMP
1066
HS Management Partners
New York
| $2.31B | -$5.66M | -0.2% | 1.7% | 27.7% | 24 | 16.67% | 2.9 |
|
| 1067 |
CK
1067
Cohen Klingenstein
New York
| $2.31B | +$179M | +8% | 10.1% | 87.7% | 225 | 4% | 6.7 |
|
| 1068 |
1068
Flow Traders U.S.
New York
| $2.3B | -$171M | -7% | 1.83% | 86.5% | 1,273 | 56.4% | 0.4 |
|
| 1069 |
1069
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $2.3B | +$320M | +16% | 11.1% | 90.1% | 38 | 7.89% | 2.9 |
|
| 1070 |
1070
Algert Global
San Francisco,
California
| $2.3B | +$179M | +8% | 9.15% | 194% | 1,335 | 36.48% | 0.9 |
|
| 1071 |
1071
Park National Corp
Newark,
Ohio
| $2.3B | +$50.9M | +2% | 6.72% | 92.7% | 290 | 11.38% | 6.1 |
|
| 1072 |
1072
Meag Munich Ergo
Munich,
Germany
| $2.3B | +$180M | +9% | 7.73% | 82.8% | 207 | 29.47% | 2.7 |
|
| 1073 |
1073
Emerald Advisers
Leola,
Pennsylvania
| $2.29B | +$200M | +10% | 16.5% | 487% | 236 | 21.61% | 2.5 |
|
| 1074 |
1074
Waverly Advisors
Birmingham,
Alabama
| $2.28B | +$364M | +19% | 5.12% | 67.6% | 374 | 24.33% | 2.8 |
|
| 1075 |
TIA
1075
Tandem Investment Advisors
Charleston,
South Carolina
| $2.28B | +$191M | +9% | 2.84% | 10.4% | 82 | 14.63% | 3.8 |
|