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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
CoreCap Advisors
Southfield,
Michigan
| $2.2B | +$71.1M | +3% | 1.49% | 89.8% | 3,012 | 17.8% | 0.6 |
|
| 1302 |
PC
1302
Port Capital
Chicago,
Illinois
| $2.19B | -$40.2M | -2% | 1.55% | 74.4% | 88 | 1.14% | 4.6 |
|
| 1303 |
1303
Empyrean Capital Partners
Los Angeles,
California
| $2.19B | -$180M | -8% | 1.39% | 131% | 87 | 39.08% | 1.2 |
|
| 1304 |
1304
Alpha Cubed Investments
Irvine,
California
| $2.19B | -$59.4M | -3% | 3.2% | 126% | 294 | 17.69% | 4.7 |
|
| 1305 |
MGCM
1305
Mane Global Capital Management
New York
| $2.19B | +$615M | +39% | 29.5% | 423% | 80 | 57.5% | 0.3 |
|
| 1306 |
1306
Advance Capital Management
Southfield,
Michigan
| $2.18B | -$73.2M | -3% | 0.22% | 54.4% | 160 | 11.88% | 1.9 |
|
| 1307 |
CP
1307
Coho Partners
Berwyn,
Pennsylvania
| $2.17B | -$566M | -21% | 5.09% | 35.6% | 40 | 15% | 6.2 |
|
| 1308 |
CCS
1308
Concentric Capital Strategies
Stamford,
Connecticut
| $2.17B | -$254M | -10% | 5.26% | 165% | 389 | 69.67% | 0.3 |
|
| 1309 |
LSAG
1309
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $2.17B | +$3.54M | +0.2% | 0% | 16% | 680 | 10.44% | 1.8 |
|
| 1310 |
1310
Nippon Life Global Investors Americas
New York
| $2.17B | -$161M | -7% | 7.1% | 173% | 113 | 15.04% | 3.4 |
|
| 1311 |
1311
Patient Capital Management
Baltimore,
Maryland
| $2.17B | +$131M | +6% | 10.9% | 131% | 43 | 4.65% | 2 |
|
| 1312 |
FWTB
1312
First Western Trust Bank
Denver,
Colorado
| $2.17B | -$58.8M | -3% | 0.08% | 32% | 212 | 11.32% | 2.2 |
|
| 1313 |
1313
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $2.16B | -$34.4M | -2% | 0.5% | 67.9% | 118 | 25.42% | 3.4 |
|
| 1314 |
1314
Harvest Fund Management
Beijing,
China
| $2.16B | +$475M | +28% | 9.82% | 327% | 852 | 40.96% | 1.7 |
|
| 1315 |
1315
Paradigm Capital Management Inc
Albany,
New York
| $2.16B | -$95.2M | -4% | 3.26% | 237% | 135 | 9.63% | 7 |
|
| 1316 |
GIA
1316
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $2.16B | +$108M | +5% | 2.26% | 85.6% | 754 | 16.98% | 2.7 |
|
| 1317 |
CTA
1317
Chesley Taft & Associates
Chicago,
Illinois
| $2.15B | +$56.4M | +3% | 2.53% | 93.1% | 338 | 7.99% | 6.3 |
|
| 1318 |
MCMC
1318
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $2.15B | +$56.7M | +3% | 10.1% | 245% | 7 | 28.57% | 3.8 |
|
| 1319 |
1319
Birch Hill Investment Advisors
Boston,
Massachusetts
| $2.15B | +$21.9M | +1% | 1.86% | 80.1% | 187 | 8.02% | 6.9 |
|
| 1320 |
OCM
1320
Osterweis Capital Management
San Francisco,
California
| $2.15B | +$175M | +9% | 1.21% | 93.7% | 208 | 10.58% | 2.7 |
|
| 1321 |
PAME
1321
Parvus Asset Management Europe
London,
United Kingdom
| $2.15B | – | – | 8.92% | – | 1 | – | 0 |
|
| 1322 |
GIA
1322
GHP Investment Advisors
Denver,
Colorado
| $2.14B | -$37.9M | -2% | 0.95% | 81.4% | 1,049 | 14.97% | 3.7 |
|
| 1323 |
5NCM
1323
59 North Capital Management
Houston,
Texas
| $2.14B | -$88.3M | -4% | 0.99% | 81.4% | 17 | 23.53% | 1.5 |
|
| 1324 |
1324
Fund Evaluation Group
Cincinnati,
Ohio
| $2.14B | +$332M | +18% | 0.67% | 51.6% | 42 | 30.95% | 2.6 |
|
| 1325 |
1325
CSM Advisors
Warrendale,
Pennsylvania
| $2.14B | +$604M | +39% | 1.96% | 105% | 133 | 14.29% | 2.4 |
|