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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 |
HIG
1351
Herr Investment Group
Austin,
Texas
| $1.72B | +$415M | +32% | 13.1% | – | 76 | 42.11% | 0.5 |
|
| 1352 |
SGAM
1352
Smith Group Asset Management
Dallas,
Texas
| $1.72B | – | – | 13.9% | – | 174 | – | 2.4 |
|
| 1353 |
FFM
1353
Fullerton Fund Management
Singapore
| $1.72B | +$290M | +20% | 16.4% | 412% | 70 | 34.29% | 0.9 |
|
| 1354 |
NRCM
1354
North Reef Capital Management
Laguna Beach,
California
| $1.72B | +$133M | +8% | 26.2% | 81.9% | 48 | 33.33% | 1.1 |
|
| 1355 |
PAIM
1355
Punch & Associates Investment Management
Edina,
Minnesota
| $1.71B | +$149M | +10% | 10.9% | 97.5% | 243 | 11.52% | 4.1 |
|
| 1356 |
1356
Encompass Capital Advisors
New York
| $1.71B | +$105M | +7% | 1.33% | 364% | 69 | 50.72% | 0.7 |
|
| 1357 |
JWCA
1357
J.W. Cole Advisors
Tampa,
Florida
| $1.71B | +$351M | +26% | 10.2% | 84.9% | 866 | 21.02% | 1.8 |
|
| 1358 |
1358
Main Management ETF Advisors
San Francisco,
California
| $1.7B | +$296M | +21% | 13.8% | 97.2% | 47 | 25.53% | 1.3 |
|
| 1359 |
1359
Index Fund Advisors
Irvine,
California
| $1.7B | +$197M | +13% | 11.9% | 58.2% | 104 | 20.19% | 1.4 |
|
| 1360 |
WI
1360
Wafra Inc
New York
| $1.7B | -$1.3B | -43% | 10.7% | 45.9% | 72 | 18.06% | 2.3 |
|
| 1361 |
1361
Prana Capital Management
Greenwich,
Connecticut
| $1.7B | +$132M | +8% | 14.1% | 36.6% | 112 | 42.86% | 0.8 |
|
| 1362 |
1362
MUFG Securities EMEA
London,
United Kingdom
| $1.7B | +$341M | +25% | 11.1% | 114% | 133 | 42.86% | 1.9 |
|
| 1363 |
1363
Merewether Investment Management
Dallas,
Texas
| $1.69B | +$39.9M | +2% | 2.1% | 262% | 54 | 42.59% | 0.6 |
|
| 1364 |
SC
1364
SRB Corp
Boston,
Massachusetts
| $1.69B | +$41.7M | +3% | 12.9% | 87.3% | 114 | 37.72% | 1.9 |
|
| 1365 |
WM
1365
WS Management
Jacksonville,
Florida
| $1.68B | +$445M | +36% | 11.8% | 309% | 83 | 37.35% | 3.3 |
|
| 1366 |
1366
Cambridge Associates
Boston,
Massachusetts
| $1.68B | +$178M | +12% | 9.47% | 50.1% | 62 | 30.65% | 3.2 |
|
| 1367 |
FCIM
1367
Fairview Capital Investment Management
Greenbrae,
California
| $1.68B | +$117M | +8% | 8.73% | 61.7% | 148 | 6.08% | 5.6 |
|
| 1368 |
CQS
1368
Credential Qtrade Securities
Vancouver,
| $1.68B | +$168M | +11% | 11.1% | 27.7% | 387 | 13.95% | 3 |
|
| 1369 |
WFMPM
1369
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.67B | +$173M | +12% | 10.2% | 68.1% | 104 | 7.69% | 4.3 |
|
| 1370 |
1370
Nantahala Capital Management
New Canaan,
Connecticut
| $1.67B | +$502M | +43% | 13% | 341% | 148 | 22.97% | 1.9 |
|
| 1371 |
CDH
1371
Charles D. Hyman
| $1.67B | +$134M | +9% | 9.91% | 36.8% | 250 | 10.4% | 6 |
|
| 1372 |
1372
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $1.67B | +$202M | +14% | 11.6% | 91.5% | 281 | 15.3% | 2.8 |
|
| 1373 |
CI
1373
Cooper Investors
Melbourne, Victoria,
Australia
| $1.67B | +$416M | +33% | 11.8% | 57.5% | 46 | 26.09% | 2.3 |
|
| 1374 |
1374
RNC Capital Management
Los Angeles,
California
| $1.67B | +$57.5M | +4% | 9.57% | 83% | 151 | 4.64% | 5.5 |
|
| 1375 |
PHK
1375
Point72 Hong Kong
Hong Kong
| $1.67B | +$1.3B | +359% | 15% | 396% | 594 | 94.95% | 0 |
|