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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Dana Investment Advisors
Waukesha,
Wisconsin
| $2.07B | +$115M | +6% | 14% | 117% | 443 | 13.32% | 3 |
|
| 1202 |
PCM
1202
Polaris Capital Management
Boston,
Massachusetts
| $2.07B | +$215M | +12% | 14.1% | 94.3% | 94 | 3.19% | 4.3 |
|
| 1203 |
CCPM
1203
Cooper Creek Partners Management
New York
| $2.07B | +$311M | +18% | 16.7% | 86.4% | 117 | 42.74% | 1.1 |
|
| 1204 |
1204
Himalaya Capital Management
Seattle,
Washington
| $2.06B | +$239M | +13% | 14.1% | 116% | 6 | 0% | 2.5 |
|
| 1205 |
DAM
1205
Davis Asset Management
Sausalito,
California
| $2.06B | +$348M | +20% | 18.5% | 97.3% | 34 | 8.82% | 4.6 |
|
| 1206 |
NP
1206
NS Partners
London,
United Kingdom
| $2.06B | +$199M | +11% | 12.5% | 109% | 76 | 2.63% | 5.9 |
|
| 1207 |
1207
Merriman Wealth Management
Seattle,
Washington
| $2.06B | +$123M | +6% | 11.2% | 18.3% | 216 | 25% | 2.9 |
|
| 1208 |
1208
Covea Finance
Paris,
France
| $2.05B | +$275M | +15% | 13.2% | 115% | 113 | 8.85% | 1.3 |
|
| 1209 |
TBC
1209
Tweedy, Browne Co
Stamford,
Connecticut
| $2.05B | +$180M | +10% | 7.64% | 70.3% | 47 | 4.26% | 6.2 |
|
| 1210 |
GC
1210
Greenlight Capital
New York
| $2.05B | +$287M | +16% | 14.6% | 169% | 46 | 28.26% | 1.8 |
|
| 1211 |
NONA
1211
Ninety One North America
New York
| $2.05B | +$7.56M | +0.4% | 13% | 70.6% | 72 | 11.11% | 3.6 |
|
| 1212 |
VCM
1212
Valiant Capital Management
San Francisco,
California
| $2.04B | +$1B | +97% | 12.9% | 348% | 30 | 26.67% | 2.1 |
|
| 1213 |
OPAM
1213
Ocean Park Asset Management
Santa Monica,
California
| $2.04B | -$203M | -9% | 5.72% | 18.9% | 80 | 47.5% | 0.3 |
|
| 1214 |
CC
1214
Capital Counsel
New York
| $2.03B | +$237M | +13% | 15.2% | 94.9% | 54 | 7.41% | 6.5 |
|
| 1215 |
1215
Geneos Wealth Management
Englewood,
Colorado
| $2.02B | +$82.6M | +4% | 9.97% | 66.7% | 2,209 | 10.77% | 4.7 |
|
| 1216 |
CCP
1216
Cryder Capital Partners
London,
United Kingdom
| $2.02B | -$49.6M | -2% | 10.3% | 55.7% | 10 | 10% | 7 |
|
| 1217 |
PCM
1217
Palestra Capital Management
New York
| $2.01B | +$119M | +6% | 18.3% | 236% | 29 | 37.93% | 1 |
|
| 1218 |
1218
Heritage Wealth Advisors
Richmond,
Virginia
| $2.01B | +$177M | +10% | 8.53% | 65% | 622 | 20.9% | 3.7 |
|
| 1219 |
ATC
1219
Argent Trust Co
Nashville,
Tennessee
| $2.01B | +$186M | +10% | 10.8% | 86.2% | 687 | 12.66% | 3.9 |
|
| 1220 |
SCA
1220
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.01B | +$194M | +11% | 11.5% | 81.9% | 182 | 5.49% | 5.4 |
|
| 1221 |
SSB
1221
Sandy Spring Bank
Olney,
Maryland
| $2.01B | +$211M | +12% | 11.6% | 31.4% | 1,251 | 11.35% | 4.7 |
|
| 1222 |
FWTB
1222
First Western Trust Bank
Denver,
Colorado
| $2.01B | +$149M | +8% | 10.4% | 32% | 204 | 18.63% | 1.3 |
|
| 1223 |
BC
1223
Boxer Capital
San Diego,
California
| $2.01B | +$128M | +7% | 42% | 262% | 77 | 37.66% | 2.5 |
|
| 1224 |
BGCP
1224
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $2B | +$211M | +12% | 15.2% | 79.2% | 33 | 9.09% | 4 |
|
| 1225 |
MTIM
1225
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $2B | +$802M | +67% | 15.6% | 143% | 441 | 41.27% | 1 |
|