We are live on
!
Find out more
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 |
LP
1076
Linonia Partnership
New York
| $3.06B | +$518M | +20% | 20.5% | – | 10 | 0% | 1.4 |
|
| 1077 |
CAM
1077
Contour Asset Management
New York
| $3.06B | +$660M | +27% | 17.2% | 118% | 36 | 44.44% | 0.6 |
|
| 1078 |
FI
1078
Focused Investors
Los Angeles,
California
| $3.06B | -$57.1M | -2% | 5.14% | 51.3% | 24 | 4.17% | 7.3 |
|
| 1079 |
TYCC
1079
Texas Yale Capital Corp
St. Petersburg,
Florida
| $3.05B | +$618M | +25% | 32.3% | 175% | 479 | 8.77% | 6.8 |
|
| 1080 |
SIC
1080
Schwartz Investment Counsel
Plymouth,
Michigan
| $3.04B | +$125M | +4% | 6.03% | 87.8% | 128 | 4.69% | 5.4 |
|
| 1081 |
1081
Meyer Handelman Company
Rye Brook,
New York
| $3.03B | +$162M | +6% | 9.04% | 83.8% | 219 | 4.11% | 8.2 |
|
| 1082 |
1082
Park National Corp
Newark,
Ohio
| $3.03B | +$312M | +11% | 10.4% | 92.7% | 301 | 7.64% | 7.1 |
|
| 1083 |
1083
SigFig Wealth Management
San Francisco,
California
| $3.02B | +$256M | +9% | 7.39% | 49.3% | 137 | 10.22% | 3.8 |
|
| 1084 |
1084
Dana Investment Advisors
Waukesha,
Wisconsin
| $3.02B | +$231M | +8% | 13.6% | 117% | 561 | 7.66% | 3.3 |
|
| 1085 |
1085
Ilex Capital Partners
London,
United Kingdom
| $3.02B | +$576M | +24% | 2.19% | – | 275 | 74.55% | 0.1 |
|
| 1086 |
APSPRSPT
1086
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| $3.01B | +$59.7M | +2% | 2.24% | – | 25 | 60% | 0.4 |
|
| 1087 |
1087
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $3B | +$320M | +12% | 7.54% | 51.3% | 1,433 | 8.58% | 3.7 |
|
| 1088 |
1088
Hennessy Advisors Inc
Novato,
California
| $3B | -$4.16M | -0.1% | 8.1% | 206% | 396 | 39.65% | 3.2 |
|
| 1089 |
CK
1089
Cohen Klingenstein
New York
| $3B | +$237M | +9% | 11.7% | 99.1% | 208 | 1.92% | 8.7 |
|
| 1090 |
1090
HUB Investment Partners
Austin,
Texas
| $3B | +$477M | +19% | 12.5% | 95.7% | 768 | 23.31% | 1.3 |
|
| 1091 |
1091
DeepCurrents Investment Group
New York
| $3B | -$262M | -8% | 0.78% | 13.5% | 210 | 38.1% | 0.9 |
|
| 1092 |
1092
Stock Yards Bank & Trust
Louisville,
Kentucky
| $2.99B | +$187M | +7% | 10.5% | 82.8% | 396 | 8.08% | 6 |
|
| 1093 |
SM
1093
Senvest Management
New York
| $2.99B | +$595M | +25% | 9.41% | 92.7% | 60 | 41.67% | 2.4 |
|
| 1094 |
KIA
1094
KCM Investment Advisors
Greenbrae,
California
| $2.98B | +$197M | +7% | 9.16% | 85.7% | 391 | 10.74% | 7.2 |
|
| 1095 |
1095
Empyrean Capital Partners
Los Angeles,
California
| $2.98B | +$165M | +6% | 6.08% | 131% | 87 | 41.38% | 1.2 |
|
| 1096 |
TPSF
1096
Texas Permanent School Fund
Austin,
Texas
| $2.98B | +$165M | +6% | 3.94% | 44.6% | 8 | 0% | 0.7 |
|
| 1097 |
1097
Freestone Capital Holdings
Seattle,
Washington
| $2.96B | +$283M | +11% | 12.7% | 86.9% | 488 | 15.16% | 4.2 |
|
| 1098 |
1098
Context Capital Management
Lajolla,
California
| $2.96B | +$377M | +15% | 0.87% | 3.38% | 268 | 27.99% | 0.9 |
|
| 1099 |
1099
Check Capital Management
Costa Mesa,
California
| $2.96B | -$470M | -14% | 2.49% | 66.6% | 51 | 5.88% | 5.9 |
|
| 1100 |
1100
Burney Company
Reston,
Virginia
| $2.95B | +$206M | +8% | 11.9% | 129% | 612 | 13.24% | 5.8 |
|