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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 |
HCMT
1351
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.67B | +$53.7M | +3% | 7.84% | 142% | 360 | 15.83% | 4 |
|
| 1352 |
SGI
1352
Summit Global Investments
Bountiful,
Utah
| $1.67B | +$110M | +7% | 8.34% | 60.4% | 677 | 35.75% | 0.7 |
|
| 1353 |
RH
1353
Riverstone Holdings
New York
| $1.67B | +$194M | +13% | 33.2% | 89.8% | 8 | 50% | 2.3 |
|
| 1354 |
BCM
1354
Brigade Capital Management
New York
| $1.67B | +$315M | +23% | 13% | 42.7% | 83 | 46.99% | 1.1 |
|
| 1355 |
FLAM
1355
First Light Asset Management
Edina,
Minnesota
| $1.67B | +$159M | +11% | 13.7% | 364% | 84 | 14.29% | 1.6 |
|
| 1356 |
ZDA
1356
Zweig-DiMenna Associates
New York
| $1.66B | +$222M | +15% | 10.2% | 561% | 249 | 48.19% | 0.6 |
|
| 1357 |
GC
1357
Gobi Capital
San Francisco,
California
| $1.66B | +$182M | +12% | 18.5% | 93.7% | 15 | 26.67% | 1.7 |
|
| 1358 |
RIG
1358
Roosevelt Investment Group
New York
| $1.66B | +$132M | +9% | 8.09% | 57.6% | 258 | 10.08% | 2.4 |
|
| 1359 |
MPM
1359
Meritage Portfolio Management
Overland Park,
Kansas
| $1.66B | +$158M | +11% | 8.47% | 97.4% | 333 | 23.12% | 1.9 |
|
| 1360 |
MCM
1360
Maryland Capital Management
Towson,
Maryland
| $1.66B | +$160M | +11% | 10.4% | 44.5% | 271 | 16.97% | 3.3 |
|
| 1361 |
SVCF
1361
Silicon Valley Community Foundation
Mountain View,
California
| $1.65B | +$142M | +9% | 10.1% | 309% | 18 | 0% | 0.5 |
|
| 1362 |
1362
Empirical Wealth Management
Seattle,
Washington
| $1.65B | +$403M | +32% | 4.99% | 78.8% | 461 | 18.87% | 2.4 |
|
| 1363 |
DLIC
1363
Daido Life Insurance Company
Osaka,
Japan
| $1.65B | +$121M | +8% | 7.94% | 68.7% | 12 | 0% | 3.1 |
|
| 1364 |
1364
Choate Investment Advisors
Boston,
Massachusetts
| $1.65B | +$33.3M | +2% | 6.5% | 70% | 374 | 27.27% | 3.4 |
|
| 1365 |
NIMI
1365
Natixis Investment Managers International
Paris,
France
| $1.65B | +$187M | +13% | 12.2% | 34.7% | 220 | 12.27% | 0.7 |
|
| 1366 |
1366
Valeo Financial Advisors
Carmel,
Indiana
| $1.65B | -$514M | -24% | 6.33% | 82.7% | 2,146 | 77.03% | 2.6 |
|
| 1367 |
UR
1367
USCA RIA
Houston,
Texas
| $1.65B | +$127M | +8% | 6.99% | 60.6% | 591 | 14.72% | 2.9 |
|
| 1368 |
ACP
1368
Atalan Capital Partners
New York
| $1.65B | +$183M | +12% | 13% | 319% | 21 | 38.1% | 0.7 |
|
| 1369 |
1369
First National Trust
Hermitage,
Pennsylvania
| $1.64B | +$117M | +8% | 7.1% | 82.9% | 355 | 7.04% | 4.5 |
|
| 1370 |
1370
Giverny Capital
Montreal,
Quebec, Canada
| $1.64B | +$149M | +10% | 6.47% | 69.2% | 57 | 7.02% | 2.7 |
|
| 1371 |
1371
Kestra Private Wealth Services
Austin,
Texas
| $1.64B | +$209M | +15% | 7.3% | 91.9% | 924 | 17.97% | 0.6 |
|
| 1372 |
1372
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $1.64B | +$327M | +25% | 8.61% | – | 945 | 19.26% | 3.6 |
|
| 1373 |
QI
1373
QV Investors
Calgary,
Alberta, Canada
| $1.64B | +$11.8M | +0.7% | 8.09% | 66.3% | 77 | 14.29% | 2.1 |
|
| 1374 |
SHGA
1374
Sand Hill Global Advisors
Palo Alto,
California
| $1.64B | +$99.7M | +6% | 6.43% | 58.6% | 166 | 19.88% | 2.7 |
|
| 1375 |
RMCM
1375
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.63B | +$132M | +9% | 9.81% | 108% | 242 | 9.5% | 4.3 |
|