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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
PC
1076
Periscope Capital
Toronto,
Ontario, Canada
| $2.17B | -$155M | -7% | 3.77% | 28.8% | 994 | 27.57% | 1 |
|
| 1077 |
1077
U.S. Capital Wealth Advisors
Austin,
Texas
| $2.16B | +$1.72M | +0.1% | 2.95% | 64.6% | 1,625 | 62.15% | 1.2 |
|
| 1078 |
1078
Pure Financial Advisors
San Diego,
California
| $2.16B | +$222M | +11% | 4.48% | 47.2% | 259 | 8.88% | 2.7 |
|
| 1079 |
1079
Hosking Partners
London,
United Kingdom
| $2.16B | -$314M | -13% | 6.15% | 192% | 152 | 13.16% | 5.5 |
|
| 1080 |
CA
1080
Cornerstone Advisors
Asheville,
North Carolina
| $2.16B | +$130M | +6% | 12.1% | 108% | 207 | 27.54% | 2.3 |
|
| 1081 |
LLL
1081
Lynrock Lake LP
Rye Brook,
New York
| $2.15B | +$45.1M | +2% | 1.15% | 21.2% | 44 | 11.36% | 1.1 |
|
| 1082 |
1082
Great Valley Advisor Group
Wilmington,
Delaware
| $2.14B | +$187M | +10% | 6.92% | 73.9% | 767 | 17.86% | 2.1 |
|
| 1083 |
1083
Marsico Capital Management
Denver,
Colorado
| $2.14B | +$203M | +10% | 22.3% | 288% | 76 | 32.89% | 2.4 |
|
| 1084 |
CK
1084
Cohen Klingenstein
New York
| $2.13B | +$142M | +7% | 9.35% | 99.1% | 222 | 1.8% | 6.5 |
|
| 1085 |
1085
Slate Path Capital
New York
| $2.13B | +$270M | +15% | 9.35% | 394% | 49 | 24.49% | 1.4 |
|
| 1086 |
SPC
1086
Stone Point Capital
Greenwich,
Connecticut
| $2.12B | +$276M | +15% | 19.4% | 15.7% | 9 | 0% | 3.4 |
|
| 1087 |
1087
Algert Global
San Francisco,
California
| $2.12B | +$313M | +17% | 8.87% | 194% | 1,376 | 37.72% | 0.8 |
|
| 1088 |
1088
Donaldson Capital Management
Evansville,
Indiana
| $2.12B | +$66.6M | +3% | 2.51% | 77.7% | 237 | 13.08% | 4.6 |
|
| 1089 |
1089
Meag Munich Ergo
Munich,
Germany
| $2.11B | +$255M | +14% | 4.24% | 82.8% | 240 | 33.33% | 2.8 |
|
| 1090 |
SRIM
1090
Saratoga Research & Investment Management
Saratoga,
California
| $2.1B | +$82.2M | +4% | 6.15% | 65.1% | 47 | 6.38% | 6.3 |
|
| 1091 |
1091
Jasper Ridge Partners
Menlo Park,
California
| $2.1B | +$417M | +25% | 8.28% | 84.2% | 152 | 4.61% | 3.7 |
|
| 1092 |
RC
1092
RGM Capital
Naples,
Florida
| $2.1B | +$380M | +22% | 14.3% | 48.6% | 18 | 0% | 3.7 |
|
| 1093 |
CT
1093
Cambridge Trust
Cambridge,
Massachusetts
| $2.1B | -$138M | -6% | 5.39% | 42.9% | 831 | 10.83% | 2.7 |
|
| 1094 |
1094
MUFG Bank
Tokyo 100-8388,,
Japan
| $2.09B | -$332M | -14% | 12% | 74% | 4 | 25% | 0.8 |
|
| 1095 |
DCM
1095
Dupont Capital Management
Wilmington,
Delaware
| $2.09B | -$17.4M | -0.8% | 8.07% | 137% | 1,477 | 52.81% | 3.1 |
|
| 1096 |
TIA
1096
Tandem Investment Advisors
Charleston,
South Carolina
| $2.09B | +$149M | +8% | 2.4% | 10.4% | 90 | 16.67% | 3.6 |
|
| 1097 |
1097
Emerald Advisers
Leola,
Pennsylvania
| $2.09B | +$15.8M | +0.8% | 10.9% | 487% | 266 | 28.57% | 2.6 |
|
| 1098 |
1098
Valeo Financial Advisors
Carmel,
Indiana
| $2.08B | +$253M | +14% | 7.03% | 82.7% | 684 | 24.71% | 2.8 |
|
| 1099 |
1099
Independent Advisor Alliance
Charlotte,
North Carolina
| $2.07B | +$1.78B | +613% | 8.01% | 135% | 705 | 45.25% | 1.9 |
|
| 1100 |
1100
Choate Investment Advisors
Boston,
Massachusetts
| $2.07B | +$414M | +25% | 5.83% | 70% | 335 | 7.16% | 4.7 |
|