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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 |
1226
Meridian Wealth Management
Lexington,
Kentucky
| $2.84B | +$232M | +9% | 3.22% | 117% | 790 | 15.32% | 1 |
|
| 1227 |
MC
1227
Maplelane Capital
New York
| $2.84B | -$1.35B | -32% | 0.87% | 295% | 129 | 69.77% | 0.4 |
|
| 1228 |
1228
Capital International
Los Angeles,
California
| $2.84B | +$73.8M | +3% | 3.65% | 147% | 158 | 16.46% | 4.5 |
|
| 1229 |
1229
BIP Wealth
Atlanta,
Georgia
| $2.83B | +$809M | +40% | 1.61% | 47.4% | 467 | 35.97% | 1.2 |
|
| 1230 |
PCM
1230
Palestra Capital Management
New York
| $2.83B | -$276M | -9% | 5.47% | 236% | 38 | 50% | 1.2 |
|
| 1231 |
1231
Hennessy Advisors Inc
Novato,
California
| $2.82B | -$74.9M | -3% | 3.01% | 206% | 288 | 4.17% | 4.2 |
|
| 1232 |
1232
MKP Capital Management
New York
| $2.81B | +$229M | +9% | 2.13% | 69.8% | 28 | 78.57% | 0.1 |
|
| 1233 |
1233
Main Management ETF Advisors
San Francisco,
California
| $2.81B | +$106M | +4% | 2.27% | 97.2% | 125 | 3.2% | 0.8 |
|
| 1234 |
1234
Regents of the University of California
Oakland,
California
| $2.81B | +$963M | +52% | 7.48% | 86.1% | 10 | 20% | 0.8 |
|
| 1235 |
BCV
1235
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $2.8B | +$133M | +5% | 4.99% | – | 887 | 15.22% | 3.3 |
|
| 1236 |
JHP
1236
James Hambro & Partners
London,
United Kingdom
| $2.8B | -$15.2M | -0.5% | 6.28% | 79.2% | 60 | 18.33% | 4.2 |
|
| 1237 |
DAM
1237
Davis Asset Management
Sausalito,
California
| $2.79B | -$17M | -0.6% | 2.84% | 97.3% | 31 | 3.23% | 5.9 |
|
| 1238 |
AGA
1238
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.79B | +$85.5M | +3% | 2.15% | 45% | 47 | 10.64% | 4.1 |
|
| 1239 |
1239
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.79B | +$4.89M | +0.2% | 3.15% | 103% | 315 | 7.94% | 2.8 |
|
| 1240 |
ACM
1240
Anomaly Capital Management
New York
| $2.78B | -$618M | -18% | 4.15% | 108% | 46 | 54.35% | 0.6 |
|
| 1241 |
HC
1241
Henshaw Capital
Woburn,
Massachusetts
| $2.78B | +$98.6M | +4% | 4.89% | 128% | 275 | 48.36% | 5.3 |
|
| 1242 |
1242
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| $2.78B | – | – | 5.17% | – | 435 | – | 0 |
|
| 1243 |
NIG
1243
NFJ Investment Group
Dallas,
Texas
| $2.78B | -$131M | -5% | 4.32% | 80.7% | 300 | 35.67% | 1.9 |
|
| 1244 |
1244
American Family Investments
Madison,
Wisconsin
| $2.78B | +$870M | +46% | 0.16% | – | 12 | 33.33% | 0.8 |
|
| 1245 |
1245
CWA Asset Management Group
Naples,
Florida
| $2.77B | +$72.2M | +3% | 3.72% | – | 726 | 20.66% | 2.7 |
|
| 1246 |
1246
ZWJ Investment Counsel
Atlanta,
Georgia
| $2.77B | -$58.8M | -2% | 5.58% | 128% | 257 | 12.06% | 5.2 |
|
| 1247 |
GF
1247
Greenhouse Funds
Baltimore,
Maryland
| $2.77B | +$34.8M | +1% | 7.23% | 90.7% | 47 | 31.91% | 1.8 |
|
| 1248 |
1248
Belpointe Asset Management
Reno,
Nevada
| $2.77B | +$150M | +6% | 1.33% | 80.1% | 1,126 | 22.38% | 2.8 |
|
| 1249 |
YCM
1249
Yaupon Capital Management
New York
| $2.77B | +$152M | +6% | 3.83% | 122% | 163 | 63.8% | 0.6 |
|
| 1250 |
1250
Prana Capital Management
Greenwich,
Connecticut
| $2.76B | -$243M | -8% | 0.92% | 36.6% | 146 | 45.89% | 1 |
|