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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
SRF
1326
Silver Rock Financial
Los Angeles,
California
| $817M | +$211M | +35% | 2.78% | 2.58% | 52 | 50% | 0.2 |
|
| 1327 |
CCM
1327
Crestwood Capital Management
New York
| $817M | +$25.6M | +3% | 4.63% | 203% | 55 | 43.64% | 0.4 |
|
| 1328 |
VCM
1328
Valiant Capital Management
San Francisco,
California
| $815M | -$571M | -41% | 2.11% | 348% | 23 | 56.52% | 0.6 |
|
| 1329 |
MPIA
1329
Mountain Pacific Investment Advisers
Boise,
Idaho
| $815M | +$12.3M | +2% | 1.16% | 79.5% | 107 | 3.74% | 0.7 |
|
| 1330 |
AT
1330
Arden Trust
Wilmington,
Delaware
| $814M | -$9.71M | -1% | 1.47% | 22.5% | 341 | 12.61% | 0.6 |
|
| 1331 |
ASA
1331
Armstrong Shaw Associates
New Canaan,
Connecticut
| $814M | -$1.89B | -70% | 3.17% | 51.2% | 46 | 8.7% | 0.7 |
|
| 1332 |
FVP
1332
Firefly Value Partners
Newtown,
Pennsylvania
| $813M | -$240M | -23% | 9.31% | 25.7% | 49 | 24.49% | 0.6 |
|
| 1333 |
1333
Raymond James Trust
St. Petersburg,
Florida
| $813M | +$50.8M | +7% | 1.83% | 41.3% | 617 | 11.67% | 0.6 |
|
| 1334 |
SCM
1334
Stux Capital Management
New York
| $812M | -$30.1M | -4% | 2.06% | – | 492 | 35.37% | 0.4 |
|
| 1335 |
FGP
1335
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $812M | +$5.96M | +0.7% | 3.59% | 57.2% | 92 | 10.87% | 0.6 |
|
| 1336 |
CI
1336
Cowen Inc
New York
| $811M | +$216M | +36% | 5.6% | 252% | 306 | 66.99% | 0.2 |
|
| 1337 |
NHAS
1337
Novo Holdings A/S
Hellerup,
Denmark
| $811M | +$130M | +19% | 4.95% | 205% | 9 | 33.33% | 0.4 |
|
| 1338 |
1338
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| $810M | – | – | 1.93% | 43.3% | 67 | – | 0 |
|
| 1339 |
WPC
1339
Waters Parkerson & Co
New Orleans,
Louisiana
| $809M | -$6.64M | -0.8% | 0.81% | 54.3% | 144 | 7.64% | 0.7 |
|
| 1340 |
OA
1340
Oak Associates
Akron,
Ohio
| $808M | -$116M | -13% | 3.69% | 152% | 189 | 11.64% | 0.6 |
|
| 1341 |
1341
Salem Investment Counselors
Winston Salem,
North Carolina
| $808M | +$40.5M | +5% | 2.13% | 181% | 306 | 16.99% | 0.6 |
|
| 1342 |
SCM
1342
Suffolk Capital Management
New York
| $807M | +$7.43M | +0.9% | 5.96% | 48.6% | 172 | 45.35% | 0.4 |
|
| 1343 |
MPMG
1343
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $807M | -$15.6M | -2% | 4.4% | 140% | 31 | 6.45% | 0.7 |
|
| 1344 |
FFA
1344
First Foundation Advisors
Irvine,
California
| $807M | +$63.3M | +9% | 2.78% | 70.4% | 221 | 22.62% | 0.5 |
|
| 1345 |
KIM
1345
Kestrel Investment Management
San Mateo,
California
| $806M | -$6.99M | -0.9% | 3.95% | 89.2% | 60 | 26.67% | 0.6 |
|
| 1346 |
JWCA
1346
J.W. Childs Associates
Waltham,
Massachusetts
| $806M | +$80.7M | +11% | 0% | 0% | 1 | 0% | 0.3 |
|
| 1347 |
1347
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
| $803M | -$109M | -12% | 2.93% | 122% | 19 | 26.32% | 0.6 |
|
| 1348 |
1348
Wealthfront
Palo Alto,
California
| $802M | – | – | 1.26% | 33.6% | 545 | – | 0 |
|
| 1349 |
QLMGAA
1349
QS Legg Mason Global Asset Allocation
New York
| $801M | +$114M | +17% | 1.96% | – | 72 | 22.22% | 0.6 |
|
| 1350 |
CWM
1350
Concert Wealth Management
San Jose,
California
| $801M | +$17.1M | +2% | 0.32% | 28.5% | 599 | 18.2% | 0.6 |
|