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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
3CP
1151
3G Capital Partners
New York
| $1.24B | -$44.2M | -3% | 1.7% | 351% | 43 | 58.14% | 0.4 |
|
| 1152 |
1152
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $1.24B | +$95.4M | +8% | 2.95% | 126% | 452 | 15.27% | 0.8 |
|
| 1153 |
1153
Covington Capital Management
Los Angeles,
California
| $1.24B | +$52.8M | +4% | 2.77% | 32% | 236 | 5.93% | 3 |
|
| 1154 |
BCC
1154
Biglari Capital Corp
San Antonio,
Texas
| $1.24B | +$5.42M | +0.4% | 1.1% | 72.7% | 8 | 12.5% | 2.5 |
|
| 1155 |
1155
Bailard
Foster City,
California
| $1.23B | +$26.4M | +2% | 2.59% | 105% | 306 | 14.71% | 1.1 |
|
| 1156 |
1156
Diversified Trust
Memphis,
Tennessee
| $1.23B | -$72.6M | -6% | 3.05% | 81.5% | 310 | 16.13% | 1.9 |
|
| 1157 |
IGM
1157
Incline Global Management
New York
| $1.23B | +$30.8M | +3% | 4.96% | 40.1% | 39 | 41.03% | 0.4 |
|
| 1158 |
1158
Advisors Capital Management
Ridgewood,
New Jersey
| $1.22B | +$61.8M | +5% | 0.98% | 92.3% | 192 | 16.15% | 2.1 |
|
| 1159 |
1159
Vident Investment Advisory
Alpharetta,
Georgia
| $1.21B | +$201M | +20% | 3.66% | 82.6% | 464 | 15.3% | 1.1 |
|
| 1160 |
BCM
1160
Brigade Capital Management
New York
| $1.21B | +$435M | +56% | 0.88% | 42.7% | 62 | 32.26% | 1 |
|
| 1161 |
1161
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.2B | +$70.1M | +6% | 2.75% | 77.8% | 872 | 18.35% | 2.4 |
|
| 1162 |
1162
Cerity Partners
New York
| $1.19B | -$3.97M | -0.3% | 3.16% | 81% | 473 | 36.79% | 0.2 |
|
| 1163 |
HVCM
1163
HG Vora Capital Management
New York
| $1.19B | +$173M | +17% | 3.14% | 42.6% | 19 | 63.16% | 1 |
|
| 1164 |
1164
Robeco Schweiz
Zurich,
Switzerland
| $1.19B | +$19.6M | +2% | 5.58% | 148% | 193 | 10.88% | 2.2 |
|
| 1165 |
1165
Avantax Planning Partners
Dubuque,
Iowa
| $1.19B | +$68.1M | +6% | 2.32% | 51% | 359 | 13.09% | 0.4 |
|
| 1166 |
SAM
1166
Skyline Asset Management
Chicago,
Illinois
| $1.19B | -$114M | -9% | 1.74% | 26.1% | 71 | 15.49% | 2.5 |
|
| 1167 |
EMG
1167
ETF Managers Group
Summit,
New Jersey
| $1.18B | – | – | 4.82% | 77.7% | 531 | – | 0.1 |
|
| 1168 |
EC
1168
EJF Capital
Arlington,
Virginia
| $1.18B | -$396M | -25% | 2.41% | 127% | 112 | 34.82% | 1.2 |
|
| 1169 |
HCM
1169
Howland Capital Management
Boston,
Massachusetts
| $1.18B | +$27.1M | +2% | 3% | 72% | 228 | 4.39% | 3 |
|
| 1170 |
FM
1170
Forward Management
San Francisco,
California
| $1.18B | -$9.13M | -0.8% | 0.01% | 36.9% | 226 | 23.45% | 2 |
|
| 1171 |
PTC
1171
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.18B | -$40.4M | -3% | 2.44% | 162% | 235 | 19.57% | 2.2 |
|
| 1172 |
1172
Crestwood Advisors Group
Boston,
Massachusetts
| $1.17B | +$40.9M | +4% | 2.98% | 82.7% | 523 | 69.22% | 2.3 |
|
| 1173 |
DLPIC
1173
Davide Leone & Partners Investment Company
London,
United Kingdom
| $1.17B | +$168M | +17% | 3.77% | 64.1% | 23 | 65.22% | 0.4 |
|
| 1174 |
SCA
1174
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $1.17B | +$54.8M | +5% | 3.02% | 81.9% | 169 | 17.16% | 2.3 |
|
| 1175 |
1175
WestEnd Advisors
Charlotte,
North Carolina
| $1.17B | -$27.8M | -2% | 3.23% | 59.9% | 37 | 5.41% | 2.1 |
|