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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 |
SP
1326
Symmetry Partners
Glastonbury,
Connecticut
| $1.94B | +$666M | +52% | 0.66% | 58.5% | 555 | 11.53% | 3.3 |
|
| 1327 |
CWM
1327
Connecticut Wealth Management
Farmington,
Connecticut
| $1.94B | +$58.4M | +3% | 1.74% | 70.2% | 344 | 12.5% | 2.5 |
|
| 1328 |
SL
1328
Summitry LLC
Foster City,
California
| $1.94B | +$29.3M | +2% | 0.5% | 68.1% | 125 | 18.4% | 3.6 |
|
| 1329 |
WBG
1329
Wharton Business Group
Malvern,
Pennsylvania
| $1.94B | -$143M | -7% | 1.63% | 72.5% | 139 | 3.6% | 3.9 |
|
| 1330 |
OCM
1330
Osterweis Capital Management
San Francisco,
California
| $1.94B | +$233M | +14% | 2.77% | 93.7% | 204 | 9.8% | 2.5 |
|
| 1331 |
LW
1331
Linscomb Wealth
Houston,
Texas
| $1.93B | -$11.3M | -0.6% | 0.69% | 75.2% | 295 | 7.12% | 6.8 |
|
| 1332 |
TA
1332
Trivest Advisors
Hong Kong
| $1.93B | -$917M | -32% | 12.5% | 2,977% | 33 | 57.58% | 0.6 |
|
| 1333 |
SIM
1333
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $1.93B | -$545M | -22% | 9.47% | 45.5% | 34 | 5.88% | 6.4 |
|
| 1334 |
SP
1334
Steelhead Partners
Seattle,
Washington
| $1.93B | +$22.2M | +1% | 0.01% | 0.4% | 49 | 4.08% | 1 |
|
| 1335 |
SI
1335
Sofinnova Investments
Menlo Park,
California
| $1.92B | +$129M | +7% | 1.57% | 450% | 94 | 37.23% | 0.9 |
|
| 1336 |
GIA
1336
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.92B | +$97.7M | +5% | 2.79% | 85.6% | 704 | 15.06% | 2.5 |
|
| 1337 |
RCW
1337
Rheos Capital Works
Tokyo,
Japan
| $1.91B | -$180M | -9% | 8.01% | 220% | 117 | 33.33% | 1.3 |
|
| 1338 |
1338
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.91B | -$11.8M | -0.6% | 11.5% | 478% | 251 | 20.72% | 2 |
|
| 1339 |
1339
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.91B | +$21.4M | +1% | 1.32% | 50% | 1,103 | 11.51% | 6.3 |
|
| 1340 |
WIM
1340
Weitz Investment Management
Omaha,
Nebraska
| $1.91B | -$75.4M | -4% | 3.06% | 36.1% | 56 | 8.93% | 6 |
|
| 1341 |
JIC
1341
Joel Isaacson & Co
New York
| $1.9B | +$79.8M | +4% | 3.02% | 72.5% | 357 | 8.68% | 5.1 |
|
| 1342 |
CCM
1342
Carronade Capital Management
Darien,
Connecticut
| $1.9B | +$304M | +19% | 1.78% | 215% | 40 | 62.5% | 0.5 |
|
| 1343 |
BC
1343
Boxer Capital
San Diego,
California
| $1.9B | -$126M | -6% | 0.6% | 262% | 63 | 9.52% | 2.3 |
|
| 1344 |
RT
1344
Rockland Trust
Hanover,
Massachusetts
| $1.9B | -$1.12M | -0.1% | 1.15% | 61.5% | 308 | 7.79% | 5.5 |
|
| 1345 |
1345
Merewether Investment Management
Dallas,
Texas
| $1.9B | +$16.9M | +0.9% | 5.38% | 262% | 55 | 43.64% | 0.5 |
|
| 1346 |
1346
Eagle Global Advisors
Houston,
Texas
| $1.89B | +$120M | +7% | 5.34% | 105% | 250 | 12% | 4.9 |
|
| 1347 |
DCP
1347
Distillate Capital Partners
Chicago,
Illinois
| $1.89B | +$1.89B | +317,289% | 6.52% | 9.94% | 114 | 72.81% | 0.3 |
|
| 1348 |
1348
Patient Capital Management
Baltimore,
Maryland
| $1.88B | -$172M | -8% | 0.44% | 131% | 44 | 13.64% | 1.7 |
|
| 1349 |
WPC
1349
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.88B | -$68.6M | -4% | 1.79% | 54.3% | 186 | 7.53% | 7.2 |
|
| 1350 |
MC
1350
Moors & Cabot
Boston,
Massachusetts
| $1.88B | +$33.4M | +2% | 3.96% | 124% | 960 | 15.52% | 4.6 |
|