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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 |
SI
1326
Sofinnova Investments
Menlo Park,
California
| $1.12B | +$239M | +27% | 38% | 450% | 75 | 41.33% | 0.3 |
|
| 1327 |
1327
Mather Group
Chicago,
Illinois
| $1.12B | +$96.9M | +9% | 2.49% | 54.1% | 54 | 5.56% | 1.9 |
|
| 1328 |
GPC
1328
Glen Point Capital
London,
United Kingdom
| $1.12B | -$1.21B | -52% | 0.68% | 118% | 17 | 88.24% | 0.1 |
|
| 1329 |
PSAMP
1329
P. Schoenfeld Asset Management (PSAM)
New York
| $1.12B | -$651M | -37% | 3% | 367% | 53 | 58.49% | 0.5 |
|
| 1330 |
SC
1330
Shellback Capital
Boston,
Massachusetts
| $1.12B | -$251M | -18% | 8.27% | 198% | 114 | 52.63% | 0.8 |
|
| 1331 |
PCP
1331
P2 Capital Partners
New York
| $1.11B | +$129M | +13% | 5.45% | 7.96% | 17 | 5.88% | 1.4 |
|
| 1332 |
EBIM
1332
Eagle Boston Investment Management
Boston,
Massachusetts
| $1.11B | +$29.4M | +3% | 6.47% | 71.5% | 157 | 24.2% | 4.1 |
|
| 1333 |
1333
Signature Estate & Investment Advisors
Los Angeles,
California
| $1.11B | +$51.3M | +5% | 6.55% | 84.4% | 182 | 28.57% | 2.1 |
|
| 1334 |
EC
1334
EcoR1 Capital
San Francisco,
California
| $1.11B | +$59.7M | +6% | 4.73% | 310% | 52 | 40.38% | 0.6 |
|
| 1335 |
VEPM
1335
Vista Equity Partners Management
San Francisco,
California
| $1.11B | +$120M | +12% | 14.4% | 3.45% | 29 | 31.03% | 0.9 |
|
| 1336 |
1336
Reinhart Partners
Mequon,
Wisconsin
| $1.11B | +$64.6M | +6% | 2.16% | 110% | 102 | 23.53% | 2.3 |
|
| 1337 |
1337
Miracle Mile Advisors
Los Angeles,
California
| $1.1B | +$57.5M | +5% | 4.35% | 56% | 174 | 9.77% | 1.1 |
|
| 1338 |
1338
Coldstream Capital Management
Bellevue,
Washington
| $1.1B | +$114M | +12% | 6.69% | 71% | 368 | 15.22% | 1.9 |
|
| 1339 |
SBSB
1339
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| $1.1B | +$56.8M | +5% | 6.87% | 46.7% | 177 | 9.6% | 1.8 |
|
| 1340 |
MFIMFI
1340
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $1.1B | +$15M | +1% | 4.73% | 26.9% | 132 | 38.64% | 0.8 |
|
| 1341 |
MPAM
1341
Monarch Partners Asset Management
Boston,
Massachusetts
| $1.1B | -$584K | -0.1% | 1.27% | 136% | 229 | 32.75% | 0.8 |
|
| 1342 |
RGI
1342
River Global Investors
London,
United Kingdom
| $1.1B | +$133M | +14% | 0.02% | 49.7% | 131 | 9.92% | 1.9 |
|
| 1343 |
RIG
1343
Roosevelt Investment Group
New York
| $1.1B | +$30.2M | +3% | 5.34% | 57.6% | 169 | 13.02% | 2.8 |
|
| 1344 |
GHA
1344
GW Henssler & Associates
Kennesaw,
Georgia
| $1.1B | +$79.4M | +8% | 6.85% | 62.4% | 141 | 11.35% | 3.3 |
|
| 1345 |
AG
1345
Atairos Group
Bryn Mawr,
Pennsylvania
| $1.1B | +$1.66M | +0.2% | 0.68% | 27.9% | 2 | 50% | 0.8 |
|
| 1346 |
TC
1346
Towle & Co
Denver,
Colorado
| $1.1B | +$60.8M | +6% | 6.26% | 172% | 33 | 12.12% | 2.2 |
|
| 1347 |
CI
1347
Cowen Inc
New York
| $1.09B | -$1.26B | -54% | 19.7% | 252% | 718 | 61.98% | 0.3 |
|
| 1348 |
CTC
1348
Chai Trust Company
Chicago,
Illinois
| $1.09B | +$76M | +7% | 7.28% | 12.7% | 22 | 4.55% | 1.4 |
|
| 1349 |
SJIC
1349
St. James Investment Company
Southlake,
Texas
| $1.09B | +$249M | +29% | 2.31% | 43.8% | 46 | 17.39% | 1.8 |
|
| 1350 |
1350
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $1.09B | +$58.9M | +6% | 7.13% | 95.6% | 228 | 10.53% | 2.8 |
|