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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
BWCA
1301
Brenner West Capital Advisors
New York
| $991M | +$85.1M | +9% | 9.79% | 73.5% | 22 | 40.91% | 0.8 |
|
| 1302 |
1302
Brookstone Capital Management
Wheaton,
Illinois
| $988M | +$77.8M | +9% | 4.4% | 64.2% | 288 | 28.13% | 1.2 |
|
| 1303 |
CCP
1303
Cyrus Capital Partners
New York
| $988M | -$44M | -4% | 3.18% | 163% | 21 | 28.57% | 1.1 |
|
| 1304 |
CTC
1304
Chai Trust Company
Chicago,
Illinois
| $986M | +$58.1M | +6% | 6.2% | 12.7% | 18 | 0% | 0.3 |
|
| 1305 |
1305
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $985M | -$118M | -11% | 5.52% | 72.7% | 202 | 58.42% | 1.1 |
|
| 1306 |
1306
Level Four Advisory Services
Dallas,
Texas
| $982M | +$198M | +25% | 5.7% | 92.2% | 534 | 20.04% | 0.2 |
|
| 1307 |
SIM
1307
Strategic Investment Management
Arlington,
Virginia
| $982M | -$52M | -5% | 6.3% | 53.3% | 119 | 89.08% | 2.1 |
|
| 1308 |
1308
Tenor Capital Management
New York
| $981M | -$72.7M | -7% | 0.01% | 4.73% | 58 | 6.9% | 0.7 |
|
| 1309 |
BPIM
1309
Brant Point Investment Management
New York
| $976M | -$52.2M | -5% | 6.89% | 169% | 167 | 39.52% | 1.3 |
|
| 1310 |
1310
CMT Capital Markets Trading
Frankfurt,
Germany
| $975M | -$171M | -15% | 8.23% | 107% | 165 | 16.36% | 1 |
|
| 1311 |
TAM
1311
TPH Asset Management
Houston,
Texas
| $975M | -$15.9M | -2% | 1.73% | 8.46% | 95 | 16.84% | 1.5 |
|
| 1312 |
WC
1312
Walthausen & Co
Malta,
New York
| $974M | -$105M | -10% | 1.84% | 63.3% | 123 | 7.32% | 1.9 |
|
| 1313 |
RCM
1313
Raging Capital Management
Rocky Hill,
New Jersey
| $973M | -$370M | -28% | 8.12% | 6.41% | 69 | 50.72% | 0.8 |
|
| 1314 |
CCP
1314
Caymus Capital Partners
The Woodlands,
Texas
| $972M | +$65.8M | +7% | 10.4% | 57.3% | 28 | 21.43% | 1.3 |
|
| 1315 |
QI
1315
QV Investors
Calgary,
Alberta, Canada
| $972M | +$77.8M | +9% | 2.7% | 66.3% | 33 | 3.03% | 2.6 |
|
| 1316 |
OAMG
1316
Odey Asset Management Group
London,
United Kingdom
| $971M | +$18.1M | +2% | 9.42% | 259% | 73 | 24.66% | 1.3 |
|
| 1317 |
VF
1317
Virtu Financial
New York
| $969M | +$29.2M | +3% | 1.03% | 160% | 642 | 72.12% | 0.3 |
|
| 1318 |
HC
1318
Highstar Capital
New York
| $969M | +$16.9M | +2% | 1.78% | 8.47% | 2 | 0% | 2 |
|
| 1319 |
1319
Penserra Capital Management
Orinda,
California
| $966M | +$91.6M | +10% | 8.54% | 208% | 978 | 50.72% | 1 |
|
| 1320 |
FMW
1320
Farr Miller & Washington
Washington,
District of Columbia
| $965M | +$36.9M | +4% | 5.56% | 62.3% | 158 | 17.72% | 2.6 |
|
| 1321 |
CCMIC
1321
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $965M | +$33M | +4% | 2.41% | 85.6% | 64 | 23.44% | 1.8 |
|
| 1322 |
KCM
1322
Kingstown Capital Management
New York
| $964M | -$56.1M | -6% | 9.97% | 38.6% | 20 | 5% | 1.5 |
|
| 1323 |
TC
1323
Telemus Capital
Southfield,
Michigan
| $963M | +$226M | +31% | 5.54% | 27.9% | 360 | 23.61% | 1.3 |
|
| 1324 |
1324
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $963M | +$92.3M | +11% | 7.48% | 95.6% | 219 | 14.16% | 2 |
|
| 1325 |
1325
Geneos Wealth Management
Englewood,
Colorado
| $962M | +$204M | +27% | 3.97% | 66.7% | 2,168 | 10.98% | 0.9 |
|