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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
MPM
1351
Meritage Portfolio Management
Overland Park,
Kansas
| $1.09B | +$64.6M | +6% | 9.87% | 97.4% | 223 | 19.73% | 2.1 |
|
| 1352 |
DAM
1352
Davis Asset Management
Sausalito,
California
| $1.09B | +$17.4M | +2% | 1.3% | 97.3% | 30 | 3.33% | 3 |
|
| 1353 |
AP
1353
Altarock Partners
West Palm Beach,
Florida
| $1.09B | +$121M | +13% | 7.53% | 58.1% | 7 | 0% | 2.9 |
|
| 1354 |
BP
1354
Berkshire Partners
Boston,
Massachusetts
| $1.09B | +$33.4M | +3% | 10.8% | 79% | 3 | 0% | 2.4 |
|
| 1355 |
CC
1355
CCMP Capital
New York
| $1.08B | -$32.8M | -3% | 2.94% | 12.3% | 1 | 0% | 1 |
|
| 1356 |
GJIC
1356
Gamble Jones Investment Counsel
Pasadena,
California
| $1.08B | +$85.5M | +9% | 7.79% | 32.9% | 227 | 7.05% | 3.9 |
|
| 1357 |
CM
1357
Crestline Management
Fort Worth,
Texas
| $1.08B | +$128M | +13% | 19.2% | 80.2% | 283 | 70.32% | 0.3 |
|
| 1358 |
SP
1358
Steelhead Partners
Seattle,
Washington
| $1.08B | -$61.5M | -5% | 0.07% | 0.4% | 56 | 12.5% | 1.3 |
|
| 1359 |
1359
Busey Bank
Urbana,
Illinois
| $1.08B | +$70.8M | +7% | 7.85% | 94.2% | 207 | 9.66% | 3.5 |
|
| 1360 |
SRC
1360
Shufro Rose & Co
New York
| $1.08B | +$31.2M | +3% | 6.26% | 68.1% | 314 | 21.02% | 2.9 |
|
| 1361 |
BCM
1361
Bluefin Capital Management
New York
| $1.08B | -$243M | -18% | 5.51% | – | 632 | 55.22% | 0.5 |
|
| 1362 |
WF
1362
WealthTrust Fairport
Cleveland,
Ohio
| $1.08B | +$49M | +5% | 4.28% | 31.4% | 586 | 18.26% | 1.3 |
|
| 1363 |
BC
1363
Broadwood Capital
New York
| $1.08B | +$206M | +24% | 30.1% | 110% | 9 | 0% | 3 |
|
| 1364 |
AIMU
1364
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.08B | +$247M | +30% | 0.29% | 7.58% | 5 | 0% | 0.9 |
|
| 1365 |
1365
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $1.07B | +$50M | +5% | 3.04% | 45.9% | 131 | 6.87% | 3 |
|
| 1366 |
CB
1366
Cadence Bank
Tupelo,
Mississippi
| $1.07B | -$30.9M | -3% | 2.64% | 70.9% | 262 | 12.21% | 0.7 |
|
| 1367 |
MAM
1367
Melqart Asset Management
London,
United Kingdom
| $1.07B | -$99.5M | -8% | 0.69% | 248% | 32 | 43.75% | 0.3 |
|
| 1368 |
C
1368
Consulta
London,
United Kingdom
| $1.07B | +$62.5M | +6% | 12.8% | 30.7% | 12 | 0% | 2.1 |
|
| 1369 |
MPIA
1369
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.07B | +$80.7M | +8% | 9.32% | 79.5% | 282 | 59.22% | 1.6 |
|
| 1370 |
LPC
1370
Lion Point Capital
New York
| $1.06B | -$46.4M | -4% | 4.6% | 319% | 35 | 22.86% | 0.9 |
|
| 1371 |
KWILP
1371
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $1.06B | +$12M | +1% | 8.04% | 28.5% | 215 | 43.26% | 0.9 |
|
| 1372 |
CCA
1372
Cobblestone Capital Advisors
Rochester,
New York
| $1.06B | +$51.3M | +5% | 5.12% | 83.3% | 246 | 3.25% | 3.1 |
|
| 1373 |
1373
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1.06B | +$47.5M | +5% | 4.82% | 19.7% | 1,700 | 11% | 2.7 |
|
| 1374 |
DCM
1374
Daruma Capital Management
New York
| $1.06B | -$480M | -31% | 5.66% | 55.4% | 57 | 24.56% | 1.9 |
|
| 1375 |
AG
1375
Alibaba Group
Causeway Bay,
Hong Kong
| $1.06B | -$220M | -17% | 15.1% | 2.06% | 4 | 0% | 2.3 |
|