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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%
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50
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250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1226 |
BWCA
1226
Brenner West Capital Advisors
New York
| $949M | +$208M | +28% | 6.19% | 73.5% | 13 | 46.15% |
|
| 1227 |
SL
1227
Summitry LLC
Foster City,
California
| $945M | +$81.6M | +9% | 5.68% | 68.1% | 80 | 15% |
|
| 1228 |
AC
1228
Apex Capital
Orinda,
California
| $938M | -$115M | -11% | 6.56% | – | 59 | 50.85% |
|
| 1229 |
ACJ
1229
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $938M | +$817M | +677% | 15.4% | 33.4% | 5 | 60% |
|
| 1230 |
VFS
1230
VSR Financial Services
Overland Park,
Kansas
| $937M | +$54.5M | +6% | 3.26% | 20.7% | 641 | 18.88% |
|
| 1231 |
1231
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $936M | +$192M | +26% | 3.8% | 60% | 224 | 22.32% |
|
| 1232 |
RC
1232
RegentAtlantic Capital
Morristown,
New Jersey
| $936M | -$104M | -10% | 5.32% | 23.5% | 392 | 10.71% |
|
| 1233 |
SG
1233
Swarthmore Group
Philadelphia,
Pennsylvania
| $933M | -$7.32M | -0.8% | 9.13% | 44.2% | 55 | 21.82% |
|
| 1234 |
DT
1234
Diversified Trust
Memphis,
Tennessee
| $933M | +$2.52M | +0.3% | 3.87% | 81.5% | 453 | 16.56% |
|
| 1235 |
RI
1235
Redwood Investments
Boston,
Massachusetts
| $933M | +$181M | +24% | 7.87% | 74.1% | 196 | 19.39% |
|
| 1236 |
CAM
1236
Cacti Asset Management
Atlanta,
Georgia
| $932M | +$51M | +6% | 4.86% | 168% | 94 | 5.32% |
|
| 1237 |
RP
1237
Reinhart Partners
Mequon,
Wisconsin
| $932M | -$61.6M | -6% | 1.17% | 112% | 131 | 32.06% |
|
| 1238 |
TAM
1238
THB Asset Management
Norwalk,
Connecticut
| $931M | -$88.1M | -9% | 7% | 104% | 217 | 21.66% |
|
| 1239 |
TC
1239
TFS Capital
West Chester,
Pennsylvania
| $929M | -$109M | -10% | 5.75% | 53.8% | 1,130 | 57.96% |
|
| 1240 |
KCM
1240
Kingstown Capital Management
New York
| $928M | +$38.6M | +4% | 2.28% | 38.6% | 24 | 16.67% |
|
| 1241 |
FAM
1241
Foxhaven Asset Management
Charlottesville,
Virginia
| $926M | +$71.9M | +8% | 9.94% | 85.1% | 24 | 29.17% |
|
| 1242 |
PWAM
1242
Park West Asset Management
San Francisco,
California
| $926M | -$171M | -16% | 8.09% | 118% | 86 | 46.51% |
|
| 1243 |
EP
1243
Edinburgh Partners
Edinburgh,
United Kingdom
| $925M | -$23M | -2% | 7.37% | 39.2% | 39 | 10.26% |
|
| 1244 |
CCP
1244
Cyrus Capital Partners
New York
| $925M | -$12.9M | -1% | 4.07% | 174% | 16 | 31.25% |
|
| 1245 |
SPC
1245
Slate Path Capital
New York
| $924M | +$52.3M | +6% | 11.9% | 273% | 17 | 52.94% |
|
| 1246 |
BAC
1246
Boys Arnold & Co
Asheville,
North Carolina
| $918M | +$438M | +91% | 5.6% | 11.5% | 234 | 12.39% |
|
| 1247 |
ZIC
1247
ZWJ Investment Counsel
Atlanta,
Georgia
| $916M | +$36.4M | +4% | 5.86% | 115% | 158 | 14.56% |
|
| 1248 |
1248
Squarepoint
New York
| $912M | +$511M | +128% | 2.43% | 51.4% | 1,368 | 82.38% |
|
| 1249 |
SAM
1249
Symphony Asset Management
San Francisco,
California
| $911M | +$85.4M | +10% | 4.04% | 21.6% | 485 | 27.22% |
|
| 1250 |
AI
1250
Atria Investments
Charlotte,
North Carolina
| $910M | +$186M | +26% | 3.74% | 62.1% | 425 | 26.35% |
|