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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 |
LI
1176
Leeward Investments
Boston,
Massachusetts
| $2.13B | +$173M | +9% | 11.8% | 91% | 150 | 8% | 1.5 |
|
| 1177 |
1177
Giverny Capital
Montreal,
Quebec, Canada
| $2.13B | +$286M | +16% | 15.4% | 69.2% | 61 | 6.56% | 4.5 |
|
| 1178 |
MLICM
1178
Metropolitan Life Insurance Company (MetLife)
New York
| $2.13B | +$203M | +11% | 12.5% | 50.8% | 2,428 | 4.74% | 6.1 |
|
| 1179 |
1179
Journey Strategic Wealth
Summit,
New Jersey
| $2.12B | +$28.6M | +1% | 5.94% | 62.2% | 266 | 36.84% | 1 |
|
| 1180 |
1180
IFP Advisors
Tampa,
Florida
| $2.12B | -$106M | -5% | 9.5% | 73.2% | 3,428 | 15.55% | 4.4 |
|
| 1181 |
1181
Concurrent Investment Advisors
Tampa,
Florida
| $2.12B | – | – | 10.5% | – | 846 | – | 0 |
|
| 1182 |
TCP
1182
TSG Consumer Partners
Larkspur,
California
| $2.12B | +$181M | +9% | 24.5% | 70.1% | 3 | 0% | 2 |
|
| 1183 |
CCMIC
1183
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $2.11B | +$191M | +10% | 12.2% | 77.8% | 60 | 21.67% | 5 |
|
| 1184 |
FI
1184
FJ Investments
Salt Lake City,
Utah
| $2.1B | – | – | 12.2% | – | 427 | – | 0 |
|
| 1185 |
1185
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.1B | +$177M | +9% | 11% | 68.7% | 439 | 17.54% | 3.8 |
|
| 1186 |
1186
Bragg Financial Advisors
Charlotte,
North Carolina
| $2.1B | +$209M | +11% | 13.1% | 101% | 322 | 6.21% | 6.4 |
|
| 1187 |
CSPIA
1187
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.1B | +$241M | +13% | 11% | 84.1% | 1,894 | 67% | 1.9 |
|
| 1188 |
1188
Cooperman Leon G
| $2.1B | +$191M | +10% | 10.1% | 147% | 55 | 10.91% | 2.8 |
|
| 1189 |
TYCC
1189
Texas Yale Capital Corp
St. Petersburg,
Florida
| $2.1B | -$119M | -5% | 7.37% | 175% | 457 | 10.07% | 6.4 |
|
| 1190 |
TP
1190
Theleme Partners
London,
United Kingdom
| $2.1B | +$106M | +5% | 13% | 35.5% | 12 | 33.33% | 2 |
|
| 1191 |
CAM
1191
Cormorant Asset Management
Boston,
Massachusetts
| $2.09B | +$380M | +22% | 53.9% | 3,977% | 58 | 32.76% | 1.8 |
|
| 1192 |
1192
Weiss Asset Management
Boston,
Massachusetts
| $2.09B | +$406M | +24% | 6.87% | 138% | 436 | 68.35% | 0.4 |
|
| 1193 |
1193
Voyager Global Management
New York
| $2.09B | -$37.8M | -2% | 12% | 56.1% | 13 | 15.38% | 1.7 |
|
| 1194 |
RCM
1194
Rivernorth Capital Management
West Palm Beach,
Florida
| $2.09B | +$159M | +8% | 9.45% | 9.04% | 587 | 24.02% | 1.4 |
|
| 1195 |
1195
Plancorp LLC
Saint Louis,
Missouri
| $2.09B | +$218M | +12% | 10.9% | 67.3% | 284 | 11.27% | 3.9 |
|
| 1196 |
1196
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $2.09B | +$21.3M | +1% | 9.78% | 63.9% | 479 | 21.71% | 1.2 |
|
| 1197 |
1197
Peconic Partners
New York
| $2.08B | +$367M | +21% | 19.2% | 300% | 11 | 45.45% | 2.5 |
|
| 1198 |
1198
Carlyle Group
Washington,
District of Columbia
| $2.08B | -$226M | -10% | 5.93% | 7.98% | 26 | 7.69% | 1.2 |
|
| 1199 |
SHGA
1199
Sand Hill Global Advisors
Palo Alto,
California
| $2.08B | +$263M | +14% | 10.7% | 58.6% | 169 | 14.79% | 4.2 |
|
| 1200 |
1200
Lingotto Investment Management
London,
United Kingdom
| $2.08B | +$213M | +11% | 8.8% | 388% | 38 | 23.68% | 1.5 |
|