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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 |
NP
1226
NS Partners
London,
United Kingdom
| $2.17B | +$114M | +6% | 11.8% | 109% | 76 | 2.63% | 6.1 |
|
| 1227 |
1227
Seizert Capital Partners
Birmingham,
Michigan
| $2.17B | +$198M | +10% | 9.84% | 73.4% | 196 | 21.43% | 2.9 |
|
| 1228 |
1228
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $2.16B | -$48.3M | -2% | 10.4% | 96.2% | 487 | 66.74% | 0.2 |
|
| 1229 |
1229
Corvex Management
New York
| $2.16B | +$258M | +14% | 14.3% | 95.8% | 44 | 40.91% | 1.2 |
|
| 1230 |
1230
Avior Wealth Management
Omaha,
Nebraska
| $2.15B | +$502M | +30% | 8.76% | 71.4% | 3,886 | 61.32% | 1.4 |
|
| 1231 |
CCM
1231
Cinctive Capital Management
New York
| $2.15B | +$645M | +43% | 13.1% | 163% | 535 | 63.93% | 0.3 |
|
| 1232 |
ICM
1232
III Capital Management
Boca Raton,
Florida
| $2.15B | -$241M | -10% | 0.38% | 28.7% | 158 | 30.38% | 0.7 |
|
| 1233 |
1233
BNP Paribas
Paris,
France
| $2.14B | – | – | 11.9% | – | 339 | – | 0 |
|
| 1234 |
1234
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $2.14B | +$2.04B | +2,069% | 6.56% | – | 701 | 95.86% | 0.1 |
|
| 1235 |
SCA
1235
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.14B | +$133M | +7% | 9.61% | 81.9% | 190 | 9.47% | 5.4 |
|
| 1236 |
1236
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $2.14B | +$156M | +8% | 6.18% | 51.3% | 1,153 | 9.54% | 3.7 |
|
| 1237 |
1237
Nippon Life Global Investors Americas
New York
| $2.14B | +$344M | +19% | 19.7% | 173% | 139 | 35.97% | 3.4 |
|
| 1238 |
LSAG
1238
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $2.14B | +$147M | +7% | 7.15% | 16% | 681 | 9.4% | 1.2 |
|
| 1239 |
HC
1239
Henshaw Capital
Woburn,
Massachusetts
| $2.14B | +$211M | +11% | 13.8% | 128% | 294 | 8.5% | 3.6 |
|
| 1240 |
JHP
1240
James Hambro & Partners
London,
United Kingdom
| $2.14B | +$258M | +14% | 10.8% | 79.2% | 55 | 10.91% | 3.5 |
|
| 1241 |
TBC
1241
Tweedy, Browne Co
Stamford,
Connecticut
| $2.13B | +$81.6M | +4% | 6.88% | 70.3% | 46 | 4.35% | 6.4 |
|
| 1242 |
BGCP
1242
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $2.13B | +$124M | +6% | 8.28% | 79.2% | 34 | 17.65% | 3.8 |
|
| 1243 |
PHS
1243
PFM Health Sciences
San Francisco,
California
| $2.13B | +$460M | +28% | 17.1% | 241% | 90 | 33.33% | 1.5 |
|
| 1244 |
OPAM
1244
Ocean Park Asset Management
Santa Monica,
California
| $2.12B | +$82.4M | +4% | 2.01% | 18.9% | 76 | 19.74% | 0.5 |
|
| 1245 |
PRIG
1245
Payden & Rygel Investment Group
Los Angeles,
California
| $2.12B | – | – | 10.6% | – | 134 | – | 0.4 |
|
| 1246 |
PR
1246
Payden & Rygel
Los Angeles,
California
| $2.12B | +$682M | +47% | 10.6% | 103% | 142 | 10.56% | 3.7 |
|
| 1247 |
1247
Sowell Financial Services
North Little Rock,
Arkansas
| $2.12B | +$274M | +15% | 9.58% | 85.9% | 590 | 18.64% | 1.7 |
|
| 1248 |
CCM
1248
Carlson Capital Management
Northfield,
Minnesota
| $2.12B | +$170M | +9% | 6.48% | 9.85% | 206 | 51.46% | 5.3 |
|
| 1249 |
1249
North Star Asset Management
Neenah,
Wisconsin
| $2.12B | +$163M | +8% | 8.7% | 62% | 332 | 7.83% | 6.1 |
|
| 1250 |
1250
Covea Finance
Paris,
France
| $2.12B | +$65.9M | +3% | 12.1% | 115% | 117 | 16.24% | 1.4 |
|