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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
PAI
1176
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $1.66B | -$48.4M | -3% | 3.33% | 63.4% | 488 | 13.11% | 4.6 |
|
| 1177 |
1177
CreativeOne Wealth
Overland Park,
Kansas
| $1.66B | -$182M | -10% | 5.05% | 67.6% | 788 | 21.83% | 1.6 |
|
| 1178 |
PCM
1178
Politan Capital Management
New York
| $1.66B | +$568M | +52% | 1.69% | 75.4% | 2 | 50% | 0.4 |
|
| 1179 |
SAI
1179
Systematic Alpha Investments
Princeton,
New Jersey
| $1.66B | -$108M | -6% | 5.58% | 117% | 223 | 12.56% | 1.3 |
|
| 1180 |
1180
Algert Global
San Francisco,
California
| $1.65B | +$325M | +24% | 1.18% | 194% | 1,417 | 35.57% | 0.7 |
|
| 1181 |
1181
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $1.65B | -$118M | -7% | 5.57% | 58% | 437 | 8.7% | 2.4 |
|
| 1182 |
JHU
1182
Johns Hopkins University
Baltimore,
Maryland
| $1.65B | +$624M | +61% | 3.95% | 30.6% | 12 | 16.67% | 0.6 |
|
| 1183 |
1183
Tiedemann Advisors
New York
| $1.65B | +$321M | +24% | 3.36% | 31.5% | 254 | 16.54% | 3.5 |
|
| 1184 |
TCG
1184
Tremblant Capital Group
West Palm Beach,
Florida
| $1.65B | -$3.29M | -0.2% | 2.83% | 131% | 37 | 27.03% | 1.9 |
|
| 1185 |
LW
1185
Linscomb Wealth
Houston,
Texas
| $1.65B | -$97.3M | -6% | 6.33% | 75.2% | 298 | 7.38% | 5.8 |
|
| 1186 |
1186
Meag Munich Ergo
Munich,
Germany
| $1.65B | -$28.5M | -2% | 3.55% | 82.8% | 238 | 15.97% | 2.8 |
|
| 1187 |
1187
Spire Wealth Management
Mclean,
Virginia
| $1.65B | -$780M | -32% | 3.61% | 101% | 2,750 | 25.13% | 1.2 |
|
| 1188 |
MVP
1188
Miller Value Partners
Sarasota,
Florida
| $1.65B | -$322M | -16% | 0.87% | 133% | 136 | 45.59% | 1.9 |
|
| 1189 |
1189
Platinum Equity Advisors
Beverly Hills,
California
| $1.65B | +$163M | +11% | 11.5% | 7.18% | 5 | 20% | 1.5 |
|
| 1190 |
1190
Braun Stacey Associates
New York
| $1.65B | -$109M | -6% | 0.21% | 231% | 146 | 28.77% | 3.4 |
|
| 1191 |
1191
Aristotle Atlantic Partners
Sarasota,
Florida
| $1.64B | +$344M | +26% | 3.87% | 144% | 102 | 8.82% | 3.3 |
|
| 1192 |
CCMIC
1192
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.64B | -$168M | -9% | 10.6% | 77.8% | 77 | 29.87% | 4.4 |
|
| 1193 |
ACM
1193
AlphaCrest Capital Management
New York
| $1.64B | -$431M | -21% | 7.05% | 8.44% | 1,432 | 25.98% | 1.5 |
|
| 1194 |
MRL
1194
Mantle Ridge LP
New York
| $1.63B | -$223M | -12% | 11.9% | 44.2% | 2 | 0% | 1.9 |
|
| 1195 |
GPGA
1195
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.63B | +$21.5M | +1% | 0.09% | 96% | 125 | 16.8% | 2.8 |
|
| 1196 |
RC
1196
Rivulet Capital
Summit,
New Jersey
| $1.63B | -$290M | -15% | 2.82% | 27.4% | 20 | 30% | 1.3 |
|
| 1197 |
BGCP
1197
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.63B | -$140M | -8% | 4.65% | 79.2% | 32 | 0% | 3.1 |
|
| 1198 |
1198
Reinhart Partners
Mequon,
Wisconsin
| $1.62B | -$199M | -11% | 4.79% | 110% | 82 | 9.76% | 3.6 |
|
| 1199 |
YCM
1199
Yiheng Capital Management
San Francisco,
California
| $1.62B | -$129M | -7% | 11.2% | 82% | 39 | 17.95% | 2.3 |
|
| 1200 |
USGIU
1200
U.S. Global Investors (USGI)
San Antonio,
Texas
| $1.62B | -$471M | -23% | 7.71% | 119% | 157 | 35.67% | 1.8 |
|