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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 |
1251
Paradigm Capital Management Inc
Albany,
New York
| $2.25B | +$58.3M | +3% | 5.56% | 237% | 137 | 11.68% | 6.8 |
|
| 1252 |
1252
CX Institutional
Auburn,
Indiana
| $2.25B | +$122M | +6% | 6.38% | 62.9% | 603 | 18.74% | 2.6 |
|
| 1253 |
1253
Alpha Cubed Investments
Irvine,
California
| $2.25B | +$149M | +7% | 6.71% | 126% | 308 | 17.53% | 4.6 |
|
| 1254 |
1254
Summit Partners
Boston,
Massachusetts
| $2.24B | +$559M | +33% | 39.2% | 13.7% | 9 | 0% | 4.6 |
|
| 1255 |
1255
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.24B | +$63M | +3% | 4.15% | 81.9% | 189 | 6.88% | 5.7 |
|
| 1256 |
1256
MUFG Securities (Canada)
New York
| $2.24B | +$720M | +47% | 14.4% | – | 42 | 0% | 0.7 |
|
| 1257 |
1257
Northeast Investment Management
Boston,
Massachusetts
| $2.23B | +$106M | +5% | 6.32% | 93.4% | 191 | 9.42% | 7.1 |
|
| 1258 |
1258
Port Capital
Chicago,
Illinois
| $2.23B | +$235M | +12% | 11.1% | 74.4% | 88 | 4.55% | 4.4 |
|
| 1259 |
1259
Long Pond Capital
New York
| $2.23B | +$358M | +19% | 12.3% | 13.5% | 48 | 45.83% | 1 |
|
| 1260 |
1260
59 North Capital Management
Houston,
Texas
| $2.23B | +$200M | +10% | 5.4% | 81.4% | 19 | 31.58% | 1.2 |
|
| 1261 |
1261
North Star Asset Management
Neenah,
Wisconsin
| $2.23B | +$121M | +6% | 6.08% | 62% | 334 | 6.59% | 6.4 |
|
| 1262 |
WBG
1262
Wharton Business Group
Malvern,
Pennsylvania
| $2.23B | +$291M | +15% | 7.15% | 72.5% | 149 | 12.75% | 4 |
|
| 1263 |
1263
First Western Trust Bank
Denver,
Colorado
| $2.22B | +$123M | +6% | 6.57% | 32% | 211 | 9.95% | 1.9 |
|
| 1264 |
1264
Seizert Capital Partners
Birmingham,
Michigan
| $2.21B | +$202M | +10% | 10.3% | 73.4% | 186 | 19.35% | 3.1 |
|
| 1265 |
1265
Element Capital Management
New York
| $2.21B | +$925M | +72% | 5.98% | 49.4% | 81 | 90.12% | 0.5 |
|
| 1266 |
1266
Platinum Investment Management
Sydney Australia 2000,
Australia
| $2.21B | -$263M | -11% | 10% | 190% | 148 | 27.03% | 2.8 |
|
| 1267 |
1267
Amazon.com Inc
Seattle,
Washington
| $2.21B | -$320M | -13% | 11.3% | 32.2% | 10 | 0% | 2.7 |
|
| 1268 |
1268
Westwood Global Investments
Boston,
Massachusetts
| $2.2B | +$197M | +10% | 6.58% | 112% | 14 | 0% | 5.8 |
|
| 1269 |
1269
Avidian Wealth Enterprises
Houston,
Texas
| $2.2B | -$206M | -9% | 4.77% | 71.7% | 540 | 15.19% | 2.6 |
|
| 1270 |
1270
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $2.2B | +$205M | +10% | 7.81% | 67.9% | 163 | 45.4% | 4.1 |
|
| 1271 |
1271
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2.19B | +$126M | +6% | 5.8% | 58.1% | 1,059 | 36.45% | 3.3 |
|
| 1272 |
1272
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $2.19B | +$65.9M | +3% | 6.2% | – | 964 | 7.26% | 5.7 |
|
| 1273 |
CL
1273
CSS LLC
Chicago,
Illinois
| $2.19B | +$230M | +12% | 4.31% | 128% | 1,094 | 43.42% | 1.1 |
|
| 1274 |
1274
Prana Capital Management
Greenwich,
Connecticut
| $2.18B | +$81.7M | +4% | 9.61% | 36.6% | 111 | 39.64% | 1 |
|
| 1275 |
1275
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $2.18B | +$165M | +8% | 9.95% | 79.2% | 31 | 0% | 3.8 |
|