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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
Montag & Associates
Atlanta,
Georgia
| $1.15B | +$27.6M | +2% | 2.31% | 82.9% | 318 | 8.18% | 3.8 |
|
| 1277 |
1277
Element Capital Management
New York
| $1.15B | -$318M | -22% | 3.34% | 49.4% | 367 | 75.75% | 0.3 |
|
| 1278 |
MAC
1278
Monarch Alternative Capital
New York
| $1.15B | +$338M | +42% | 31.7% | 497% | 8 | 25% | 1.3 |
|
| 1279 |
1279
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $1.15B | +$148M | +15% | 0.56% | 45.9% | 143 | 25.17% | 2.8 |
|
| 1280 |
1280
Vident Investment Advisory
Alpharetta,
Georgia
| $1.14B | -$97.7M | -8% | 2.21% | 82.6% | 468 | 11.32% | 1.9 |
|
| 1281 |
CFA
1281
Carroll Financial Associates
Charlotte,
North Carolina
| $1.14B | -$3.41M | -0.3% | 1.36% | 79.9% | 1,848 | 13.69% | 2.9 |
|
| 1282 |
1282
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.14B | -$44M | -4% | 4.15% | 307% | 170 | 34.12% | 0.9 |
|
| 1283 |
1283
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.14B | +$135M | +13% | 3.36% | 271% | 709 | 31.88% | 1.6 |
|
| 1284 |
1284
Truepoint Inc
Cincinnati,
Ohio
| $1.14B | -$96.8M | -8% | 1.14% | 43.4% | 125 | 15.2% | 2.8 |
|
| 1285 |
SCM
1285
Sandler Capital Management
New York
| $1.14B | -$355M | -24% | 4.01% | 325% | 164 | 50.61% | 0.7 |
|
| 1286 |
GEM
1286
Global Endowment Management
Charlotte,
North Carolina
| $1.14B | +$98.1M | +9% | 1.35% | 46.1% | 178 | 50.56% | 3 |
|
| 1287 |
SC
1287
SRB Corp
Boston,
Massachusetts
| $1.14B | +$66.3M | +6% | 5.21% | 87.3% | 183 | 21.31% | 1.3 |
|
| 1288 |
VIM
1288
Veritas Investment Management
London,
United Kingdom
| $1.14B | +$20.1M | +2% | 0.57% | 69% | 73 | 27.4% | 3.3 |
|
| 1289 |
AG
1289
Alibaba Group
Causeway Bay,
Hong Kong
| $1.13B | +$228M | +25% | 14.5% | 2.06% | 6 | 16.67% | 2.3 |
|
| 1290 |
1290
Close Asset Management
London,
United Kingdom
| $1.13B | -$151M | -12% | 2.74% | 114% | 175 | 3.43% | 2.3 |
|
| 1291 |
ZCA
1291
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.13B | +$68.2M | +6% | 0.55% | 41% | 620 | 20.81% | 1.5 |
|
| 1292 |
SSG
1292
Summit Securities Group
New York
| $1.13B | +$267M | +31% | 4.64% | 136% | 464 | 62.93% | 0.3 |
|
| 1293 |
WP
1293
Wedgewood Partners
St Louis,
Missouri
| $1.13B | -$53.2M | -5% | 2.64% | 78.1% | 40 | 10% | 3.1 |
|
| 1294 |
ZDA
1294
Zweig-DiMenna Associates
New York
| $1.13B | +$75M | +7% | 1.91% | 561% | 128 | 46.09% | 1 |
|
| 1295 |
BOS
1295
Bingham Osborn & Scarborough
San Francisco,
California
| $1.12B | +$3.42M | +0.3% | 0.91% | 51.7% | 156 | 8.33% | 3.9 |
|
| 1296 |
GHA
1296
GW Henssler & Associates
Kennesaw,
Georgia
| $1.12B | +$18.6M | +2% | 2.99% | 62.4% | 208 | 11.06% | 2.6 |
|
| 1297 |
SI
1297
Standard Investments
New York
| $1.12B | +$108M | +11% | 13% | 29.6% | 5 | 20% | 2.1 |
|
| 1298 |
CRCP
1298
Copper Rock Capital Partners
Boston,
Massachusetts
| $1.12B | -$235M | -17% | 1.65% | – | 82 | 39.02% | 1.2 |
|
| 1299 |
1299
Paradigm Capital Management Inc
Albany,
New York
| $1.12B | +$20.1M | +2% | 3.1% | 237% | 170 | 13.53% | 4 |
|
| 1300 |
1300
Aspiriant LLC
Los Angeles,
California
| $1.12B | -$82.3M | -7% | 1.12% | 52.7% | 237 | 13.5% | 2.4 |
|