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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 |
AG
1326
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.1B | +$193M | +21% | 20.7% | 27.9% | 2 | 50% | 0.3 |
|
| 1327 |
1327
NewEdge Advisors
New Orleans,
Louisiana
| $1.09B | +$219M | +25% | 0.41% | 88% | 573 | 20.59% | 1 |
|
| 1328 |
1328
Salem Investment Counselors
Winston Salem,
North Carolina
| $1.09B | +$208M | +24% | 4.28% | 181% | 575 | 16.7% | 2 |
|
| 1329 |
1329
Encompass Capital Advisors
New York
| $1.09B | +$273M | +33% | 23.3% | 364% | 59 | 66.1% | 0.2 |
|
| 1330 |
MFIMFI
1330
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $1.09B | +$68.2M | +7% | 6.28% | 26.9% | 131 | 35.11% | 0.9 |
|
| 1331 |
1331
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1.08B | +$3.63M | +0.3% | 0.71% | 58.1% | 137 | 28.47% | 1.7 |
|
| 1332 |
EBIM
1332
Eagle Boston Investment Management
Boston,
Massachusetts
| $1.08B | +$78.5M | +8% | 9.53% | 71.5% | 162 | 11.11% | 3.2 |
|
| 1333 |
BCC
1333
Biglari Capital Corp
San Antonio,
Texas
| $1.08B | -$149M | -12% | 9.06% | 72.7% | 10 | 30% | 2.2 |
|
| 1334 |
CCP
1334
Cyrus Capital Partners
New York
| $1.08B | +$185M | +21% | 12.4% | 163% | 19 | 42.11% | 1.3 |
|
| 1335 |
SL
1335
Summitry LLC
Foster City,
California
| $1.08B | -$4.94M | -0.5% | 1.21% | 68.1% | 80 | 5% | 3.4 |
|
| 1336 |
DY
1336
Dowling & Yahnke
San Diego,
California
| $1.08B | +$8.78M | +0.8% | 2.81% | 34.8% | 284 | 4.23% | 4.1 |
|
| 1337 |
VCM
1337
Valiant Capital Management
San Francisco,
California
| $1.08B | -$18M | -2% | 9.56% | 348% | 17 | 23.53% | 2.1 |
|
| 1338 |
NPIC
1338
Neumeier Poma Investment Counsel
Carmel,
California
| $1.07B | +$104M | +11% | 7.41% | 229% | 47 | 17.02% | 2.3 |
|
| 1339 |
DAM
1339
Davis Asset Management
Sausalito,
California
| $1.07B | +$115M | +12% | 2.55% | 97.3% | 29 | 10.34% | 2.9 |
|
| 1340 |
ZCA
1340
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.07B | -$10.4M | -1% | 4.05% | 41% | 725 | 22.9% | 0.8 |
|
| 1341 |
ICA
1341
Infrastructure Capital Advisors
New York
| $1.07B | +$76.3M | +8% | 10.4% | 52% | 135 | 28.89% | 1 |
|
| 1342 |
RIG
1342
Roosevelt Investment Group
New York
| $1.07B | +$8.31M | +0.8% | 3.33% | 57.6% | 171 | 11.7% | 2.8 |
|
| 1343 |
1343
Quadrature Capital
London,
United Kingdom
| $1.07B | -$217M | -17% | 5.78% | 212% | 844 | 74.64% | 0.2 |
|
| 1344 |
BAM
1344
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.07B | +$37.3M | +4% | 1.16% | 70.4% | 220 | 10% | 3 |
|
| 1345 |
1345
Evergreen Capital Management
Bellevue,
Washington
| $1.07B | +$24.1M | +2% | 2.94% | 77.2% | 406 | 18.47% | 1 |
|
| 1346 |
OHM
1346
Ordinal Holdings ManageCo
New York
| $1.06B | -$258M | -20% | 19.5% | 19.5% | 1 | 0% | 0.5 |
|
| 1347 |
OAMG
1347
Odey Asset Management Group
London,
United Kingdom
| $1.06B | +$131M | +14% | 15.1% | 259% | 78 | 42.31% | 1.5 |
|
| 1348 |
SGCIA
1348
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.06B | +$22.1M | +2% | 3.66% | 56.9% | 136 | 5.15% | 3.9 |
|
| 1349 |
1349
Signature Estate & Investment Advisors
Los Angeles,
California
| $1.06B | +$71.8M | +7% | 2.33% | 84.4% | 167 | 16.17% | 2.1 |
|
| 1350 |
1350
EP Wealth Advisors
Torrance,
California
| $1.06B | +$25.2M | +2% | 4.2% | – | 219 | 22.37% | 2.2 |
|