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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 |
1301
USCA RIA
Houston,
Texas
| $1.13B | +$268M | +31% | 20.3% | 60.6% | 482 | 21.37% | 3.2 |
|
| 1302 |
1302
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.13B | +$174M | +18% | 18.8% | 79.5% | 129 | 14.73% | 4.6 |
|
| 1303 |
1303
Foundations Investment Advisors
Phoenix,
Arizona
| $1.13B | +$267M | +31% | 19.8% | 80.9% | 179 | 43.02% | 0.7 |
|
| 1304 |
1304
Prospera Financial Services
Dallas,
Texas
| $1.13B | +$186M | +20% | 21% | 97.4% | 616 | 25.16% | 1.8 |
|
| 1305 |
1305
Advisory Research
Chicago,
Illinois
| $1.12B | -$319M | -22% | 32% | 144% | 360 | 37.78% | 1.7 |
|
| 1306 |
1306
Heartland Advisors
Milwaukee,
Wisconsin
| $1.12B | +$188M | +20% | 25.5% | 88.6% | 220 | 18.64% | 2.1 |
|
| 1307 |
1307
Alpha Wave Global
New York
| $1.12B | +$207M | +23% | 50.8% | 226% | 46 | 58.7% | 0.5 |
|
| 1308 |
1308
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.12B | +$122M | +12% | 15.1% | 71.2% | 96 | 8.33% | 5.6 |
|
| 1309 |
1309
Diameter Capital Partners
New York
| $1.12B | +$824M | +278% | 12.6% | 378% | 30 | 76.67% | 0.1 |
|
| 1310 |
1310
Technology Crossover Management VII
Menlo Park,
California
| $1.12B | -$853M | -43% | 12.4% | 35.2% | 4 | 50% | 3.8 |
|
| 1311 |
1311
Coldstream Capital Management
Bellevue,
Washington
| $1.11B | +$199M | +22% | 22.6% | 71% | 338 | 26.92% | 2.8 |
|
| 1312 |
1312
Periscope Capital
Toronto,
Ontario, Canada
| $1.11B | +$291M | +35% | 9.65% | 28.8% | 309 | 44.34% | 0.6 |
|
| 1313 |
1313
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.11B | +$228M | +26% | 21.6% | 49.2% | 93 | 10.75% | 3.5 |
|
| 1314 |
1314
Rockland Trust
Hanover,
Massachusetts
| $1.11B | +$131M | +13% | 16.8% | 61.5% | 255 | 11.37% | 3.6 |
|
| 1315 |
1315
HG Vora Capital Management
New York
| $1.11B | +$86.2M | +8% | 41.6% | 42.6% | 26 | 38.46% | 0.8 |
|
| 1316 |
1316
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.11B | +$157M | +16% | 13.2% | 50% | 1,125 | 24.09% | 3.6 |
|
| 1317 |
1317
Neumeier Poma Investment Counsel
Carmel,
California
| $1.11B | +$140M | +14% | 26.3% | 229% | 44 | 15.91% | 2.9 |
|
| 1318 |
1318
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.11B | +$675M | +156% | 27.6% | 125% | 106 | 77.36% | 0.2 |
|
| 1319 |
1319
Eagle Global Advisors
Houston,
Texas
| $1.11B | +$121M | +12% | 29.2% | 105% | 212 | 17.92% | 3.7 |
|
| 1320 |
1320
Cobblestone Capital Advisors
Rochester,
New York
| $1.11B | +$182M | +20% | 20.1% | 83.3% | 272 | 21.69% | 4 |
|
| 1321 |
1321
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.11B | +$114M | +12% | 19.7% | 74.2% | 30 | 10% | 4.7 |
|
| 1322 |
1322
Punch & Associates Investment Management
Edina,
Minnesota
| $1.11B | +$266M | +32% | 31.7% | 97.5% | 247 | 18.22% | 3 |
|
| 1323 |
HP
1323
Hound Partners
New York
| $1.1B | +$27.9M | +3% | 49.9% | 19.7% | 68 | 67.65% | 0.4 |
|
| 1324 |
KCM
1324
Kingdon Capital Management
New York
| $1.1B | +$553M | +101% | 51.2% | 217% | 72 | 52.78% | 0.8 |
|
| 1325 |
1325
Duality Advisers
Miami,
Florida
| $1.1B | – | – | 25.7% | 18.3% | 348 | – | 0.5 |
|