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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
Corvex Management
New York
| $2.36B | -$280M | -11% | 9.26% | 95.8% | 36 | 22.22% | 2 |
|
| 1277 |
MGCM
1277
Mane Global Capital Management
New York
| $2.36B | +$1.04B | +79% | 33.1% | 423% | 82 | 59.76% | 0.4 |
|
| 1278 |
MRL
1278
Mantle Ridge LP
New York
| $2.36B | +$237M | +11% | 14.1% | 44.2% | 2 | 0% | 2 |
|
| 1279 |
HCM
1279
Hollencrest Capital Management
Newport Beach,
California
| $2.36B | +$44.6M | +2% | 8.81% | 85.6% | 1,225 | 16.98% | 2.9 |
|
| 1280 |
1280
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $2.35B | -$828M | -26% | 13.4% | 95.1% | 144 | 54.86% | 0.8 |
|
| 1281 |
PC
1281
Port Capital
Chicago,
Illinois
| $2.35B | +$146M | +7% | 7.44% | 74.4% | 87 | 2.3% | 5.1 |
|
| 1282 |
SCA
1282
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.35B | +$141M | +6% | 8.18% | 81.9% | 196 | 6.12% | 6 |
|
| 1283 |
RPGK
1283
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $2.35B | +$218M | +10% | 8.04% | 49.7% | 320 | 12.5% | 2.4 |
|
| 1284 |
1284
Wedmont Private Capital
West Chester,
Pennsylvania
| $2.34B | +$393M | +20% | 11.6% | 87.5% | 775 | 13.94% | 1.9 |
|
| 1285 |
1285
Paradigm Biocapital Advisors
New York
| $2.34B | +$159M | +7% | 2.84% | 803% | 34 | 35.29% | 1.1 |
|
| 1286 |
1286
Meridian Wealth Management
Lexington,
Kentucky
| $2.34B | +$276M | +13% | 15.2% | 117% | 685 | 11.68% | 0.7 |
|
| 1287 |
1287
Bogart Wealth LLC
Mclean,
Virginia
| $2.34B | +$222M | +10% | 7.58% | 60.5% | 1,557 | 16.57% | 2.9 |
|
| 1288 |
NIM
1288
Northeast Investment Management
Boston,
Massachusetts
| $2.34B | +$196M | +9% | 11.5% | 93.4% | 188 | 5.85% | 7.6 |
|
| 1289 |
SI
1289
Standard Investments
New York
| $2.33B | +$620M | +36% | 10.9% | 29.6% | 15 | 26.67% | 2.6 |
|
| 1290 |
DCM
1290
DME Capital Management
New York
| $2.33B | +$352M | +18% | 6.38% | – | 37 | 18.92% | 1 |
|
| 1291 |
1291
SummitTX Capital
Fort Worth,
Texas
| $2.32B | -$117K | -0% | 11.6% | – | 1,068 | 60.3% | 0.1 |
|
| 1292 |
DJSG
1292
D.J. St. Germain
Springfield,
Massachusetts
| $2.32B | +$191M | +9% | 7.01% | 65.3% | 957 | 23.62% | 2.9 |
|
| 1293 |
AIMU
1293
Allianz Investment Management US
Minneapolis,
Minnesota
| $2.31B | +$497M | +27% | 0.69% | 7.58% | 63 | 0% | 2.6 |
|
| 1294 |
1294
Michael & Susan Dell Foundation
New York
| $2.3B | +$350M | +18% | 14.6% | 238% | 4 | 0% | 0.9 |
|
| 1295 |
1295
Oberweis Asset Management
Lisle,
Illinois
| $2.3B | +$292M | +15% | 26.3% | 485% | 212 | 22.17% | 1.8 |
|
| 1296 |
1296
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $2.3B | +$526M | +30% | 14.4% | 165% | 577 | 9.88% | 7.6 |
|
| 1297 |
1297
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $2.29B | +$174M | +8% | 9.34% | 68.7% | 307 | 7.49% | 5.5 |
|
| 1298 |
1298
SouthState Corp
Winter Haven,
Florida
| $2.29B | +$99.9M | +5% | 9.72% | 78.9% | 1,852 | 22.41% | 2 |
|
| 1299 |
ROIC
1299
Route One Investment Company
San Francisco,
California
| $2.29B | -$114M | -5% | 6.59% | 80.9% | 16 | 18.75% | 5.5 |
|
| 1300 |
SCM
1300
Shapiro Capital Management
Atlanta,
Georgia
| $2.28B | -$150M | -6% | 9.81% | 40.7% | 55 | 29.09% | 3.1 |
|