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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
Castleark Management
Chicago,
Illinois
| $2.21B | +$172M | +8% | 15.6% | 248% | 326 | 32.52% | 3.3 |
|
| 1102 |
1102
Empyrean Capital Partners
Los Angeles,
California
| $2.21B | -$709M | -24% | 3.01% | 131% | 91 | 29.67% | 1.7 |
|
| 1103 |
LFCM
1103
Long Focus Capital Management
San Juan,
Puerto Rico
| $2.19B | +$428M | +24% | 9.36% | 120% | 125 | 15.2% | 1.1 |
|
| 1104 |
1104
Donaldson Capital Management
Evansville,
Indiana
| $2.19B | +$76.7M | +4% | 4.67% | 77.7% | 239 | 12.13% | 4.5 |
|
| 1105 |
NMC
1105
New Mountain Capital
New York
| $2.19B | +$318M | +17% | 18% | 64.8% | 3 | 0% | 0.8 |
|
| 1106 |
1106
Valeo Financial Advisors
Carmel,
Indiana
| $2.19B | +$113M | +5% | 7.72% | 82.7% | 694 | 20.03% | 3.1 |
|
| 1107 |
1107
Burney Company
Reston,
Virginia
| $2.18B | +$152M | +7% | 8.95% | 129% | 597 | 10.72% | 5 |
|
| 1108 |
1108
Harvest Portfolios Group
Oakville,
Ontario, Canada
| $2.18B | +$142M | +7% | 5.91% | 67.1% | 233 | 11.59% | 0.4 |
|
| 1109 |
1109
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $2.18B | +$246M | +13% | 6.83% | 58% | 458 | 15.94% | 2.8 |
|
| 1110 |
1110
Perfromance Wealth Partners
Hinsdale,
Illinois
| $2.18B | +$225M | +12% | 13.2% | 106% | 196 | 13.78% | 1.2 |
|
| 1111 |
1111
Munro Partners
Melbourne,
Australia
| $2.17B | +$126M | +6% | 16.7% | 350% | 42 | 35.71% | 1.5 |
|
| 1112 |
SRIM
1112
Saratoga Research & Investment Management
Saratoga,
California
| $2.17B | +$65.4M | +3% | 5.82% | 54.3% | 47 | 2.13% | 6.4 |
|
| 1113 |
BIAS
1113
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.17B | +$111M | +5% | 5.19% | 95.8% | 292 | 10.62% | 3.8 |
|
| 1114 |
SPC
1114
Stone Point Capital
Greenwich,
Connecticut
| $2.17B | +$44.4M | +2% | 4.36% | 15.7% | 9 | 22.22% | 4.1 |
|
| 1115 |
1115
Klingenstein Fields & Co
New York
| $2.16B | +$166M | +8% | 9.38% | 93.4% | 175 | 7.43% | 6.7 |
|
| 1116 |
1116
Deep Track Capital
Greenwich,
Connecticut
| $2.16B | -$275M | -11% | 12.8% | 440% | 71 | 40.85% | 0.7 |
|
| 1117 |
1117
First National Trust
Hermitage,
Pennsylvania
| $2.16B | +$279M | +15% | 6.18% | 82.9% | 392 | 5.36% | 5.7 |
|
| 1118 |
SPC
1118
Silver Point Capital
Greenwich,
Connecticut
| $2.16B | +$984M | +84% | 20.4% | 108% | 13 | 61.54% | 1.7 |
|
| 1119 |
BC
1119
Boxer Capital
San Diego,
California
| $2.16B | +$121M | +6% | 24.4% | 262% | 84 | 16.67% | 2.1 |
|
| 1120 |
1120
Locust Wood Capital Advisers
New York
| $2.15B | +$445M | +26% | 13.1% | 111% | 54 | 25.93% | 3 |
|
| 1121 |
1121
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $2.15B | +$160M | +8% | 11.1% | 105% | 648 | 44.91% | 0.9 |
|
| 1122 |
1122
Braun Stacey Associates
New York
| $2.15B | -$1.67B | -44% | 12.9% | 231% | 132 | 11.36% | 3.5 |
|
| 1123 |
1123
CreativeOne Wealth
Overland Park,
Kansas
| $2.14B | +$118M | +6% | 4.32% | 67.6% | 900 | 20.44% | 1.8 |
|
| 1124 |
BCV
1124
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2.14B | +$106M | +5% | 7.18% | – | 1,257 | 11.38% | 2.6 |
|
| 1125 |
1125
Advisor Partners II
Walnut Creek,
California
| $2.14B | +$322M | +18% | 9.51% | – | 1,143 | 17.76% | 0.6 |
|