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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
SSA
1376
South Street Advisors
New York
| $1.01B | +$679M | +206% | 9.09% | 169% | 70 | 17.14% | 2.6 |
|
| 1377 |
HLC
1377
Hunt Lane Capital
New York
| $1.01B | +$201M | +25% | 16.7% | 3.59% | 22 | 45.45% | 0.7 |
|
| 1378 |
HSC
1378
Harbor Spring Capital
New York
| $1.01B | +$4.37M | +0.4% | 6.17% | – | 27 | 29.63% | 1 |
|
| 1379 |
EBIM
1379
Eagle Boston Investment Management
Boston,
Massachusetts
| $1.01B | +$4.29M | +0.4% | 0.74% | 71.5% | 154 | 7.14% | 3.1 |
|
| 1380 |
ACM
1380
Archon Capital Management
Seattle,
Washington
| $1.01B | +$806M | +404% | 15.9% | 222% | 24 | 29.17% | 0.7 |
|
| 1381 |
GJIC
1381
Gamble Jones Investment Counsel
Pasadena,
California
| $1B | -$46.5M | -4% | 3.93% | 32.9% | 222 | 3.6% | 3.6 |
|
| 1382 |
GCM
1382
Gruss Capital Management
New York
| $1B | -$245M | -20% | 3.28% | 62.1% | 38 | 81.58% | 0.5 |
|
| 1383 |
1383
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $1B | +$27.1M | +3% | 1.95% | 45.9% | 129 | 6.2% | 2.7 |
|
| 1384 |
SAS
1384
Sage Advisory Services
Austin,
Texas
| $998M | +$1.26M | +0.1% | 0.41% | 33.9% | 59 | 38.98% | 0.7 |
|
| 1385 |
1385
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $998M | -$2.05M | -0.2% | 1.19% | 68.2% | 260 | 18.08% | 2.8 |
|
| 1386 |
WF
1386
WealthTrust Fairport
Cleveland,
Ohio
| $997M | +$9.39M | +1% | 0.19% | 31.4% | 531 | 71.19% | 0.9 |
|
| 1387 |
EC
1387
EcoR1 Capital
San Francisco,
California
| $997M | +$109M | +12% | 14.5% | 310% | 41 | 51.22% | 0.7 |
|
| 1388 |
GHA
1388
GW Henssler & Associates
Kennesaw,
Georgia
| $996M | -$74.2M | -7% | 2.33% | 62.4% | 144 | 11.81% | 3.2 |
|
| 1389 |
ICA
1389
Infrastructure Capital Advisors
New York
| $994M | -$29.2M | -3% | 11.2% | 52% | 133 | 25.56% | 0.9 |
|
| 1390 |
1390
Signature Estate & Investment Advisors
Los Angeles,
California
| $989M | +$9.31M | +1% | 0.07% | 84.4% | 172 | 22.09% | 2.1 |
|
| 1391 |
CCA
1391
Cobblestone Capital Advisors
Rochester,
New York
| $987M | -$18.8M | -2% | 0.44% | 83.3% | 252 | 9.92% | 2.7 |
|
| 1392 |
1392
BVF Inc
San Francisco,
California
| $986M | +$157M | +19% | 22.8% | 592% | 50 | 30% | 1.4 |
|
| 1393 |
1393
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $985M | +$37M | +4% | 1.32% | 86% | 421 | 28.27% | 1.9 |
|
| 1394 |
C
1394
Consulta
London,
United Kingdom
| $984M | +$137M | +16% | 0.65% | 30.7% | 13 | 15.38% | 1.6 |
|
| 1395 |
1395
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $983M | +$24.8M | +3% | 0.77% | 19.7% | 1,743 | 16.18% | 2.4 |
|
| 1396 |
OMCS
1396
Old Mutual Customised Solutions
Pinelands,
South Africa
| $980M | +$1.65M | +0.2% | 0.95% | 49.7% | 756 | 3.84% | 3.8 |
|
| 1397 |
KI
1397
Koch Industries
Wichita,
Kansas
| $979M | +$295M | +43% | 5.82% | 56.9% | 1,035 | 52.37% | 0.3 |
|
| 1398 |
1398
Locust Wood Capital Advisers
New York
| $979M | -$103M | -10% | 1.09% | 111% | 42 | 40.48% | 1.8 |
|
| 1399 |
PP
1399
Patten & Patten
Chattanooga,
Tennessee
| $979M | -$21M | -2% | 0.43% | 74.1% | 243 | 5.35% | 3.4 |
|
| 1400 |
TAMH
1400
Taikang Asset Management (HK)
Hong Kong
| $978M | +$77.7M | +9% | 5.54% | 172% | 85 | 23.53% | 0.2 |
|