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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
LSAG
1226
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.99B | +$309M | +18% | 10.6% | 16% | 670 | 61.94% | 1.2 |
|
| 1227 |
WBG
1227
Wharton Business Group
Malvern,
Pennsylvania
| $1.99B | +$188M | +10% | 9.28% | 72.5% | 142 | 8.45% | 3.5 |
|
| 1228 |
1228
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.99B | +$189M | +11% | 9.6% | 51.3% | 1,238 | 18.17% | 3.6 |
|
| 1229 |
1229
Hennessy Advisors Inc
Novato,
California
| $1.98B | +$556M | +39% | 11.7% | 206% | 316 | 33.23% | 3.2 |
|
| 1230 |
1230
Seizert Capital Partners
Birmingham,
Michigan
| $1.97B | +$86.2M | +5% | 11.5% | 73.4% | 191 | 20.42% | 2.8 |
|
| 1231 |
1231
Chilton Capital Management
Houston,
Texas
| $1.97B | +$187M | +11% | 11.6% | 95.3% | 622 | 21.38% | 2.2 |
|
| 1232 |
1232
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $1.97B | +$257M | +15% | 13.9% | 90.1% | 41 | 4.88% | 3.1 |
|
| 1233 |
1233
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $1.97B | +$593M | +43% | 14% | 74.8% | 537 | 27.37% | 2.2 |
|
| 1234 |
RC
1234
Rivulet Capital
Summit,
New Jersey
| $1.96B | +$364M | +23% | 17.4% | 27.4% | 17 | 11.76% | 1.7 |
|
| 1235 |
HVCM
1235
HG Vora Capital Management
New York
| $1.96B | -$1.2B | -38% | 11.5% | 42.6% | 17 | 35.29% | 2 |
|
| 1236 |
1236
North Star Asset Management
Neenah,
Wisconsin
| $1.95B | +$213M | +12% | 13.3% | 62% | 324 | 10.19% | 6.1 |
|
| 1237 |
PA
1237
Paralel Advisors
Denver,
Colorado
| $1.95B | +$147M | +8% | 9.84% | 75.4% | 105 | 25.71% | 0.8 |
|
| 1238 |
AAM
1238
Alpine Associates Management
Palm Beach,
Florida
| $1.95B | +$40.9M | +2% | 27.1% | 366% | 59 | 77.97% | 0.3 |
|
| 1239 |
1239
Capital International
Los Angeles,
California
| $1.95B | +$211M | +12% | 14.9% | 147% | 158 | 5.7% | 4.2 |
|
| 1240 |
HFCIX
1240
H&F Corporate Investors X
San Francisco,
California
| $1.95B | +$78.1M | +4% | 4.17% | – | 1 | 0% | 1.8 |
|
| 1241 |
CCM
1241
Carlson Capital Management
Northfield,
Minnesota
| $1.95B | +$262M | +16% | 9.11% | 9.85% | 209 | 20.1% | 4 |
|
| 1242 |
1242
Caxton Associates (New York)
New York
| $1.95B | +$1.22B | +168% | 14.1% | 73.9% | 567 | 51.68% | 0.4 |
|
| 1243 |
1243
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.94B | +$142M | +8% | 10.9% | 128% | 203 | 6.4% | 4.8 |
|
| 1244 |
KL
1244
KGH Ltd
Nassau,
Bahamas
| $1.93B | +$27M | +1% | 1.9% | 139% | 44 | 22.73% | 1.5 |
|
| 1245 |
SP
1245
Steelhead Partners
Seattle,
Washington
| $1.93B | +$220M | +13% | 0% | 0.4% | 49 | 0% | 1 |
|
| 1246 |
AIIMS
1246
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $1.93B | +$330M | +21% | 12.3% | 99.4% | 110 | 9.09% | 4.4 |
|
| 1247 |
HC
1247
Henshaw Capital
Woburn,
Massachusetts
| $1.93B | +$196M | +11% | 12.2% | 128% | 296 | 11.82% | 3.5 |
|
| 1248 |
1248
Paradigm Capital Management Inc
Albany,
New York
| $1.92B | +$180M | +10% | 13.1% | 237% | 142 | 10.56% | 6.5 |
|
| 1249 |
ACA
1249
Abdiel Capital Advisors
New York
| $1.92B | -$359M | -16% | 9.49% | 43.7% | 9 | 11.11% | 2.9 |
|
| 1250 |
DJSG
1250
D.J. St. Germain
Springfield,
Massachusetts
| $1.92B | +$140M | +8% | 9.86% | 65.3% | 833 | 14.77% | 2.1 |
|