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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
BAM
1251
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.18B | +$108M | +10% | 11.8% | 70.4% | 226 | 8.85% | 3.4 |
|
| 1252 |
1252
SignatureFD
Atlanta,
Georgia
| $1.17B | +$102M | +9% | 10.5% | 73.6% | 2,143 | 12.09% | 1.2 |
|
| 1253 |
1253
Close Asset Management
London,
United Kingdom
| $1.17B | +$271M | +30% | 18.9% | 114% | 211 | 14.69% | 1.6 |
|
| 1254 |
FMW
1254
Farr Miller & Washington
Washington,
District of Columbia
| $1.17B | +$122M | +12% | 12.2% | 62.3% | 143 | 9.79% | 3.8 |
|
| 1255 |
AG
1255
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.17B | +$350M | +43% | 42.4% | 27.9% | 2 | 0% | 0.8 |
|
| 1256 |
1SB
1256
1ST Source Bank
South Bend,
Indiana
| $1.17B | +$143M | +14% | 12.8% | 80.8% | 228 | 9.21% | 4.2 |
|
| 1257 |
DAM
1257
Davis Asset Management
Sausalito,
California
| $1.17B | +$181M | +18% | 13.5% | 97.3% | 34 | 8.82% | 3 |
|
| 1258 |
1258
Truepoint Inc
Cincinnati,
Ohio
| $1.17B | +$124M | +12% | 12.9% | 43.4% | 114 | 14.04% | 2.4 |
|
| 1259 |
PAIM
1259
Punch & Associates Investment Management
Edina,
Minnesota
| $1.17B | +$126M | +12% | 12.7% | 97.5% | 227 | 14.1% | 2.9 |
|
| 1260 |
1260
Quadrature Capital
London,
United Kingdom
| $1.17B | +$622M | +114% | 15.9% | 212% | 775 | 76.52% | 0.2 |
|
| 1261 |
FTCM
1261
Fir Tree Capital Management
New York
| $1.17B | -$255M | -18% | 7.66% | 17.3% | 73 | 43.84% | 0.8 |
|
| 1262 |
SIM
1262
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.17B | +$144M | +14% | 15.8% | 49.2% | 93 | 11.83% | 2.9 |
|
| 1263 |
BSP
1263
Benefit Street Partners
New York
| $1.16B | +$484M | +71% | 18.1% | – | 34 | 32.35% | 0.8 |
|
| 1264 |
TCOV
1264
Trust Company of Vermont
Brattleboro,
Vermont
| $1.16B | +$128M | +12% | 12.8% | – | 1,092 | 16.39% | 3.4 |
|
| 1265 |
1265
DeepCurrents Investment Group
New York
| $1.15B | +$351M | +44% | 2.37% | 13.5% | 105 | 35.24% | 0.2 |
|
| 1266 |
SL
1266
Summitry LLC
Foster City,
California
| $1.15B | +$129M | +13% | 11.4% | 68.1% | 89 | 21.35% | 3.6 |
|
| 1267 |
SEP
1267
Soma Equity Partners
San Francisco,
California
| $1.15B | +$328M | +40% | 22.7% | 151% | 19 | 31.58% | 0.9 |
|
| 1268 |
SPC
1268
Stone Point Capital
Greenwich,
Connecticut
| $1.14B | +$156M | +16% | 26% | 15.7% | 4 | 25% | 2.3 |
|
| 1269 |
CCP
1269
Clough Capital Partners
Boston,
Massachusetts
| $1.14B | +$293M | +34% | 20.3% | 175% | 173 | 42.77% | 1.1 |
|
| 1270 |
1270
Coldstream Capital Management
Bellevue,
Washington
| $1.14B | +$113M | +11% | 12.8% | 71% | 363 | 27% | 2.3 |
|
| 1271 |
HC
1271
Henshaw Capital
Woburn,
Massachusetts
| $1.14B | +$126M | +12% | 14.3% | 128% | 301 | 15.61% | 1.7 |
|
| 1272 |
CM
1272
CS McKee
Pittsburgh,
Pennsylvania
| $1.14B | +$129M | +13% | 13.1% | 47.5% | 105 | 5.71% | 4.4 |
|
| 1273 |
1273
Paradigm Capital Management Inc
Albany,
New York
| $1.14B | +$120M | +12% | 17% | 237% | 171 | 12.87% | 3.6 |
|
| 1274 |
PTC
1274
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.13B | +$197M | +21% | 11.9% | 162% | 207 | 18.36% | 3.1 |
|
| 1275 |
AFG
1275
American Financial Group
Cincinnati,
Ohio
| $1.13B | +$67.5M | +6% | 16.7% | 32.5% | 139 | 7.91% | 2.8 |
|