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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 |
SIM
1326
Stratos Investment Management
Beachwood,
Ohio
| $2.5B | +$72.4M | +3% | 2.24% | 58.2% | 374 | 11.23% | 2.3 |
|
| 1327 |
1327
Nishkama Capital LLC
Dorado,
Puerto Rico
| $2.49B | -$1.71B | -41% | 1.81% | 723% | 140 | 75.71% | 0.3 |
|
| 1328 |
SIG
1328
Senator Investment Group
New York
| $2.49B | -$212M | -8% | 9.24% | 252% | 80 | 48.75% | 0.9 |
|
| 1329 |
1329
Bogart Wealth LLC
Mclean,
Virginia
| $2.49B | +$26.1M | +1% | 1.89% | 60.5% | 1,694 | 16.29% | 3 |
|
| 1330 |
RG
1330
Renaissance Group
Covington,
Kentucky
| $2.49B | -$160M | -6% | 1.97% | 115% | 255 | 12.16% | 3.3 |
|
| 1331 |
CAAS
1331
Capital Asset Advisory Services
Williamston,
Michigan
| $2.49B | +$173M | +7% | 1.93% | 51% | 302 | 10.6% | 4 |
|
| 1332 |
NRCM
1332
North Reef Capital Management
Laguna Beach,
California
| $2.48B | +$346M | +16% | 2.77% | 81.9% | 61 | 37.7% | 0.9 |
|
| 1333 |
1333
North Star Asset Management
Neenah,
Wisconsin
| $2.48B | +$13.4M | +0.5% | 2.07% | 62% | 369 | 9.49% | 6.7 |
|
| 1334 |
ORIO
1334
Old Republic International (ORI)
Chicago,
Illinois
| $2.48B | -$221M | -8% | 1.05% | 50.5% | 57 | 7.02% | 9 |
|
| 1335 |
BCM
1335
Basswood Capital Management
New York
| $2.47B | +$30.8M | +1% | 4.45% | 111% | 115 | 6.09% | 4.8 |
|
| 1336 |
NONA
1336
Ninety One North America
New York
| $2.47B | +$261M | +12% | 2.89% | 70.6% | 108 | 40.74% | 2.4 |
|
| 1337 |
1337
Readystate Asset Management
Chicago,
Illinois
| $2.47B | +$120M | +5% | 3.66% | 43.4% | 508 | 56.3% | 0.4 |
|
| 1338 |
1338
Masters Capital Management
Atlanta,
Georgia
| $2.45B | -$309M | -11% | 9.54% | 142% | 97 | 41.24% | 1.2 |
|
| 1339 |
BIAS
1339
Beacon Investment Advisory Services
Morristown,
New Jersey
| $2.45B | +$72.6M | +3% | 4.49% | 95.8% | 270 | 9.26% | 5.2 |
|
| 1340 |
1340
Encompass Capital Advisors
New York
| $2.45B | -$391M | -14% | 38.4% | 364% | 79 | 65.82% | 0.7 |
|
| 1341 |
1341
JB Capital
Wethersfield,
Connecticut
| $2.45B | +$131M | +6% | 3.67% | 76% | 271 | 11.44% | 2.3 |
|
| 1342 |
UFM
1342
Ursa Fund Management
Danville,
California
| $2.44B | +$2.35B | +2,637% | 1.46% | 93.5% | 54 | 85.19% | 0.1 |
|
| 1343 |
1343
Intermede Investment Partners
London,
United Kingdom
| $2.43B | +$519K | +0% | 3.6% | 76.7% | 35 | 22.86% | 2.6 |
|
| 1344 |
GIA
1344
GHP Investment Advisors
Denver,
Colorado
| $2.43B | +$50.9M | +2% | 2.74% | 81.4% | 1,014 | 10.06% | 4.4 |
|
| 1345 |
CCM
1345
Chickasaw Capital Management
Memphis,
Tennessee
| $2.43B | -$20.2M | -0.8% | 0.87% | 83.6% | 98 | 10.2% | 6.8 |
|
| 1346 |
SCA
1346
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $2.43B | -$9.27M | -0.4% | 4.53% | 81.9% | 204 | 9.31% | 6.1 |
|
| 1347 |
1347
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $2.43B | +$255M | +12% | 12.2% | – | 2 | 0% | 1.3 |
|
| 1348 |
1348
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $2.41B | -$24.2M | -1% | 5.82% | 307% | 374 | 34.49% | 1.2 |
|
| 1349 |
1349
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $2.41B | +$384M | +19% | 2.77% | 64.5% | 388 | 9.54% | 2.6 |
|
| 1350 |
1350
Nippon Life Global Investors Americas
New York
| $2.41B | +$42.7M | +2% | 5.58% | 173% | 116 | 18.97% | 3.3 |
|