We are live on
!
Find out more
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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
EGA
1276
Eagle Global Advisors
Houston,
Texas
| $3.02B | +$245M | +9% | 12.2% | 105% | 301 | 16.28% | 19.1 |
|
| 1277 |
HFM
1277
Harvest Fund Management
Beijing,
China
| $3.02B | +$668M | +28% | 54.3% | 327% | 570 | 24.91% | 11.3 |
|
| 1278 |
NCM
1278
Nantahala Capital Management
New Canaan,
Connecticut
| $3.01B | +$299M | +11% | 19.9% | 341% | 178 | 27.53% | 7.6 |
|
| 1279 |
MYLI
1279
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $3.01B | +$88.3M | +3% | 6.23% | 27.5% | 253 | 20.16% | 19.5 |
|
| 1280 |
SIC
1280
Schwartz Investment Counsel
Plymouth,
Michigan
| $3.01B | +$199M | +7% | 18.7% | 87.8% | 142 | 11.97% | 20.2 |
|
| 1281 |
HP
1281
Hosking Partners
London,
United Kingdom
| $3.01B | +$216M | +8% | 31.7% | 192% | 100 | 3% | 28.4 |
|
| 1282 |
CIP
1282
Cornerstone Investment Partners
Atlanta,
Georgia
| $2.99B | +$611M | +26% | 36.7% | 166% | 380 | 41.32% | 4.7 |
|
| 1283 |
WBG
1283
Wharton Business Group
Malvern,
Pennsylvania
| $2.99B | +$344M | +13% | 17.2% | 72.5% | 145 | 4.83% | 20.6 |
|
| 1284 |
MSL
1284
Mackay Shields LLC
New York
| $2.99B | +$257M | +9% | 2.88% | 9.51% | 116 | 9.48% | 9.3 |
|
| 1285 |
LC
1285
L1 Capital
Melbourne VIC 3000,
Australia
| $2.97B | +$428M | +17% | 5.21% | 127% | 31 | 51.61% | 2.7 |
|
| 1286 |
GC
1286
Giverny Capital
Montreal,
Quebec, Canada
| $2.97B | +$243M | +9% | 7.84% | 69.2% | 58 | 24.14% | 20.8 |
|
| 1287 |
EWA
1287
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.97B | -$313M | -10% | 16.2% | 89.7% | 4,581 | 8.43% | 10 |
|
| 1288 |
GI
1288
GLOBALT Investments
Atlanta,
Georgia
| $2.97B | +$161M | +6% | 11.1% | – | 219 | 10.5% | 7.8 |
|
| 1289 |
ACIM
1289
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| $2.96B | +$306M | +12% | 20.9% | 103% | 327 | 12.54% | 12 |
|
| 1290 |
SW
1290
Simplicity Wealth
Summit,
New Jersey
| $2.96B | +$1.2B | +68% | 13.7% | 74.5% | 1,054 | 32.07% | 3.8 |
|
| 1291 |
FI
1291
Focused Investors
Los Angeles,
California
| $2.96B | -$113M | -4% | 8.5% | 51.3% | 24 | 12.5% | 30.6 |
|
| 1292 |
NIG
1292
NFJ Investment Group
Dallas,
Texas
| $2.96B | +$316M | +12% | 24.2% | 80.7% | 264 | 37.5% | 6.3 |
|
| 1293 |
ICM
1293
Innovator Capital Management
Wheaton,
Illinois
| $2.95B | +$2.02B | +219% | 14.9% | – | 10 | 20% | 5.9 |
|
| 1294 |
PCM
1294
Palestra Capital Management
New York
| $2.95B | +$384M | +15% | 44.7% | 236% | 28 | 42.86% | 4.5 |
|
| 1295 |
FNT
1295
First National Trust
Hermitage,
Pennsylvania
| $2.95B | +$10.9M | +0.4% | 13.8% | 82.9% | 437 | 19.45% | 27.9 |
|
| 1296 |
WCA
1296
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $2.94B | +$316M | +12% | 10.6% | 192% | 200 | 65.5% | 2.5 |
|
| 1297 |
SFFS
1297
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $2.93B | +$183M | +7% | 17.7% | 74.9% | 241 | 17.01% | 11.1 |
|
| 1298 |
CIA
1298
Caledonia Investments (Australia)
Sydney NSW,
Australia
| $2.93B | -$508M | -15% | 7.16% | 4.24% | 18 | 16.67% | 11.2 |
|
| 1299 |
WG
1299
Welch Group
Birmingham,
Alabama
| $2.93B | +$267M | +10% | 15.3% | 73.2% | 337 | 9.5% | 18.8 |
|
| 1300 |
RAM
1300
Readystate Asset Management
Chicago,
Illinois
| $2.93B | +$702M | +32% | 9.01% | 43.4% | 1,051 | 36.92% | 1.3 |
|