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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 |
1326
Hawk Ridge Capital Management
Los Angeles,
California
| $1.44B | -$313M | -18% | 14.5% | 84.9% | 62 | 37.1% | 0.8 |
|
| 1327 |
1327
Fairview Capital Investment Management
Greenbrae,
California
| $1.44B | -$163M | -10% | 11.9% | 61.7% | 144 | 13.89% | 5 |
|
| 1328 |
1328
Heartland Advisors
Milwaukee,
Wisconsin
| $1.44B | -$173M | -11% | 8.13% | 88.6% | 201 | 10.45% | 2.6 |
|
| 1329 |
1329
Heritage Wealth Advisors
Richmond,
Virginia
| $1.44B | -$368M | -20% | 13.4% | 65% | 604 | 10.93% | 3 |
|
| 1330 |
1330
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.44B | -$141M | -9% | 11.8% | 51.3% | 1,049 | 15.54% | 2.9 |
|
| 1331 |
1331
RBF Capital
San Francisco,
California
| $1.44B | -$126M | -8% | 16.5% | 147% | 561 | 14.08% | 3.7 |
|
| 1332 |
1332
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.44B | -$262M | -15% | 13.9% | 70.5% | 138 | 19.57% | 2.7 |
|
| 1333 |
1333
Oak Hill Advisors
New York
| $1.44B | -$512M | -26% | 23.1% | 42.4% | 19 | 0% | 2 |
|
| 1334 |
1334
Ethic Inc
New York
| $1.43B | -$14M | -1% | 13.9% | 130% | 818 | 17.24% | 1.3 |
|
| 1335 |
1335
Northeast Financial Consultants
Westport,
Connecticut
| $1.43B | -$293M | -17% | 15.2% | 63.8% | 399 | 19.55% | 3.1 |
|
| 1336 |
CG
1336
Cutler Group
San Francisco,
California
| $1.43B | -$466M | -25% | 16.5% | 57.7% | 6,082 | 29.97% | 1.6 |
|
| 1337 |
1337
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| $1.43B | -$328M | -19% | 13.1% | 92.4% | 73 | 12.33% | 6.5 |
|
| 1338 |
1338
Punch & Associates Investment Management
Edina,
Minnesota
| $1.43B | -$329M | -19% | 13.6% | 97.5% | 249 | 9.64% | 3.6 |
|
| 1339 |
1339
First Trust Capital Management
Chicago,
Illinois
| $1.43B | +$500M | +54% | 4.19% | 214% | 474 | 61.6% | 0.3 |
|
| 1340 |
1340
Merriman Wealth Management
Seattle,
Washington
| $1.42B | +$205M | +17% | 13.9% | 18.3% | 212 | 30.66% | 2.6 |
|
| 1341 |
1341
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.42B | -$133M | -9% | 9.78% | 50% | 1,110 | 5.41% | 4.8 |
|
| 1342 |
1342
Advisor Partners
Walnut Creek,
California
| $1.42B | -$178M | -11% | 13.6% | 63.8% | 919 | 13.49% | 4.1 |
|
| 1343 |
1343
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $1.42B | -$660M | -32% | 14% | 224% | 177 | 40.11% | 0.8 |
|
| 1344 |
1344
1ST Source Bank
South Bend,
Indiana
| $1.42B | -$211M | -13% | 10.4% | 80.8% | 270 | 10.74% | 6 |
|
| 1345 |
6CM
1345
683 Capital Management
New York
| $1.42B | -$452M | -24% | 14.4% | 311% | 375 | 31.47% | 1 |
|
| 1346 |
1346
Marquard & Bahls
Hamburg,
Germany
| $1.41B | -$30.9M | -2% | 5.47% | – | 4 | 0% | 0.5 |
|
| 1347 |
1347
Avidian Wealth Enterprises
Houston,
Texas
| $1.41B | -$220M | -13% | 11.6% | 71.7% | 519 | 19.65% | 1.8 |
|
| 1348 |
1348
Invenomic Capital Management
Boston,
Massachusetts
| $1.41B | +$474M | +51% | 17.6% | 6.61% | 199 | 48.74% | 0.6 |
|
| 1349 |
1349
Eversept Partners
New York
| $1.41B | +$104M | +8% | 7.76% | 321% | 106 | 46.23% | 0.9 |
|
| 1350 |
1350
DLD Asset Management
New York
| $1.4B | -$180M | -11% | 0.02% | 10.3% | 285 | 45.61% | 0.4 |
|