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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
DLPIC
1126
Davide Leone & Partners Investment Company
London,
United Kingdom
| $1.22B | +$350M | +40% | 9.56% | 64.1% | 24 | 29.17% | 0.5 |
|
| 1127 |
FP
1127
Foundry Partners
Minneapolis,
Minnesota
| $1.22B | +$138M | +13% | 7.24% | 44.4% | 295 | 34.58% | 0.7 |
|
| 1128 |
DVM
1128
Dreman Value Management
West Palm Beach,
Florida
| $1.22B | -$12.7M | -1% | 4.31% | 36.6% | 527 | 21.63% | 0.8 |
|
| 1129 |
WBG
1129
Wharton Business Group
Malvern,
Pennsylvania
| $1.21B | +$82.9M | +7% | 0.75% | 72.5% | 148 | 13.51% | 1.2 |
|
| 1130 |
FMT
1130
First Mercantile Trust
Cordova,
Tennessee
| $1.21B | -$30.1M | -2% | 6.62% | 51.2% | 1,225 | 19.1% | 1.1 |
|
| 1131 |
PFC
1131
Poplar Forest Capital
Pasadena,
California
| $1.2B | +$77M | +7% | 2.94% | 30% | 71 | 7.04% | 1 |
|
| 1132 |
CWA
1132
Constellation Wealth Advisors
New York
| $1.2B | +$119M | +11% | 3.41% | – | 212 | 24.53% | 1.1 |
|
| 1133 |
BIC
1133
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $1.2B | +$130M | +12% | 5.37% | 36% | 193 | 19.69% | 1.2 |
|
| 1134 |
ACM
1134
Alta Capital Management
Salt Lake City,
Utah
| $1.2B | +$119M | +11% | 7.98% | 76.3% | 113 | 21.24% | 1.1 |
|
| 1135 |
TCMV
1135
Technology Crossover Management VII
Menlo Park,
California
| $1.2B | -$287M | -19% | 3.72% | 35.2% | 4 | 0% | 1.2 |
|
| 1136 |
BCM
1136
BBT Capital Management
Fort Worth,
Texas
| $1.2B | -$632M | -35% | 7.77% | 31.4% | 299 | 62.88% | 0.6 |
|
| 1137 |
FCP
1137
Fine Capital Partners
New York
| $1.2B | +$79.5M | +7% | 9.45% | 95.5% | 23 | 30.43% | 1 |
|
| 1138 |
1138
Perceptive Advisors
New York
| $1.19B | +$204M | +21% | 31.6% | 1,707% | 184 | 50% | 0.4 |
|
| 1139 |
LFM
1139
Lumina Fund Management
New York
| $1.19B | +$104M | +10% | 2.8% | 28.1% | 58 | 53.45% | 0.7 |
|
| 1140 |
TIP
1140
Torray Investment Partners
Bethesda,
Maryland
| $1.19B | +$89.6M | +8% | 5.38% | 82.4% | 92 | 36.96% | 1.3 |
|
| 1141 |
KIA
1141
KCM Investment Advisors
Greenbrae,
California
| $1.19B | +$97.4M | +9% | 4.32% | 85.7% | 558 | 16.49% | 1.2 |
|
| 1142 |
1142
RegentAtlantic Capital
Morristown,
New Jersey
| $1.18B | +$113M | +11% | 3.99% | 23.5% | 1,246 | 70.87% | 0.4 |
|
| 1143 |
QI
1143
Qualcomm Inc
San Diego,
California
| $1.17B | -$259M | -18% | 6.26% | – | 211 | 18.48% | 1.3 |
|
| 1144 |
MC
1144
Martin Currie
Edinburgh,
United Kingdom
| $1.17B | +$2.22M | +0.2% | 3.96% | 114% | 92 | 15.22% | 1.1 |
|
| 1145 |
FRGX
1145
First Reserve GP XI
Stamford,
Connecticut
| $1.16B | -$436M | -27% | 25.4% | 26.4% | 4 | 0% | 0.9 |
|
| 1146 |
NCCM
1146
Nine Chapters Capital Management
Short Hills,
New Jersey
| $1.16B | +$38.1M | +3% | 6.39% | – | 1,408 | 66.69% | 0.3 |
|
| 1147 |
TT
1147
Tiedemann Trust
Wilmington,
Delaware
| $1.16B | +$36.1M | +3% | 1.19% | 18.9% | 83 | 30.12% | 1.2 |
|
| 1148 |
1148
Westwood Global Investments
Boston,
Massachusetts
| $1.16B | -$235M | -17% | 13.6% | 112% | 11 | 0% | 1.5 |
|
| 1149 |
TYCC
1149
Texas Yale Capital Corp
St. Petersburg,
Florida
| $1.16B | +$92.1M | +9% | 0.52% | 175% | 508 | 25.2% | 1 |
|
| 1150 |
CT
1150
Cambridge Trust
Cambridge,
Massachusetts
| $1.15B | +$26.8M | +2% | 3.69% | 42.9% | 231 | 14.29% | 1.2 |
|