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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
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.64B | -$51.9M | -3% | 6.81% | 96% | 123 | 18.7% | 2.8 |
|
| 1277 |
TCIM
1277
TOMS Capital Investment Management
New York
| $1.63B | +$789M | +93% | 19.2% | 203% | 31 | 90.32% | 0.1 |
|
| 1278 |
1278
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $1.63B | +$221M | +16% | 7.45% | 96.7% | 935 | 15.61% | 1.3 |
|
| 1279 |
1279
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.63B | +$10.2M | +0.6% | 3.23% | 95% | 808 | 9.41% | 1.4 |
|
| 1280 |
HC
1280
Henshaw Capital
Woburn,
Massachusetts
| $1.62B | +$120M | +8% | 10.6% | 128% | 274 | 15.33% | 3.5 |
|
| 1281 |
1281
Edge Capital Group
Atlanta,
Georgia
| $1.62B | +$191M | +13% | 4.96% | 27.7% | 430 | 18.6% | 2.1 |
|
| 1282 |
1282
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.62B | +$59.6M | +4% | 0.91% | 70.4% | 230 | 40% | 3.5 |
|
| 1283 |
1283
Profund Advisors
Bethesda,
Maryland
| $1.62B | +$77.5M | +5% | 14.4% | 258% | 1,192 | 24.33% | 4.9 |
|
| 1284 |
1284
Heartland Advisors
Milwaukee,
Wisconsin
| $1.62B | +$39.6M | +3% | 4.17% | 88.6% | 196 | 18.37% | 2.9 |
|
| 1285 |
1285
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.62B | +$100M | +7% | 7.78% | 16% | 373 | 16.09% | 1.8 |
|
| 1286 |
1286
Aquatic Capital Management
Chicago,
Illinois
| $1.62B | +$247M | +18% | 5.83% | 51.9% | 1,895 | 68.34% | 0.2 |
|
| 1287 |
1287
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.61B | +$41.6M | +3% | 6.75% | 80.1% | 159 | 4.4% | 6.3 |
|
| 1288 |
1288
Johns Hopkins University
Baltimore,
Maryland
| $1.61B | -$104M | -6% | 1.28% | 30.6% | 14 | 35.71% | 0.7 |
|
| 1289 |
1289
Focus Financial Network
Minneapolis,
Minnesota
| $1.61B | +$377M | +31% | 9.05% | 106% | 582 | 20.96% | 1.6 |
|
| 1290 |
1290
Cadian Capital Management
New York
| $1.61B | +$227M | +16% | 31.6% | 19.5% | 37 | 45.95% | 1.2 |
|
| 1291 |
1291
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.61B | -$316M | -16% | 7.8% | 165% | 48 | 37.5% | 2 |
|
| 1292 |
1292
Arvest Trust
Bartlesville,
Oklahoma
| $1.6B | +$14.3M | +0.9% | 4.05% | – | 185 | 18.92% | 3.5 |
|
| 1293 |
1293
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.6B | +$162M | +11% | 15.2% | 70.7% | 135 | 20% | 4.5 |
|
| 1294 |
1294
Miller Value Partners
Sarasota,
Florida
| $1.6B | +$50M | +3% | 13% | 133% | 103 | 32.04% | 1.9 |
|
| 1295 |
1295
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $1.6B | -$1.56B | -49% | 3.02% | 4.8% | 928 | 30.17% | 1.1 |
|
| 1296 |
1296
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.6B | +$106M | +7% | 8.48% | 67.9% | 61 | 9.84% | 5.3 |
|
| 1297 |
1297
Clearlake Capital Group
Santa Monica,
California
| $1.6B | +$110M | +7% | 8.68% | 47.3% | 7 | 14.29% | 1.5 |
|
| 1298 |
1298
Rockland Trust
Hanover,
Massachusetts
| $1.59B | +$17.3M | +1% | 4.42% | 61.5% | 309 | 9.71% | 4.7 |
|
| 1299 |
SC
1299
SRB Corp
Boston,
Massachusetts
| $1.59B | +$12.3M | +0.8% | 5.57% | 87.3% | 129 | 39.53% | 1.4 |
|
| 1300 |
1300
Greenvale Capital
London,
United Kingdom
| $1.59B | +$462M | +41% | 14.6% | 101% | 23 | 34.78% | 1.1 |
|