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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 |
CCP
1376
Clough Capital Partners
Boston,
Massachusetts
| $1.06B | -$59.9M | -5% | 9.08% | 175% | 169 | 33.73% | 1.2 |
|
| 1377 |
SBIA
1377
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.06B | +$34.3M | +3% | 8.05% | 61.9% | 578 | 15.57% | 2 |
|
| 1378 |
SGCIA
1378
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.06B | -$3.91M | -0.4% | 2.94% | 56.9% | 136 | 4.41% | 4 |
|
| 1379 |
QAM
1379
QCI Asset Management
Pittsford,
New York
| $1.06B | +$58.4M | +6% | 8.79% | 53.4% | 653 | 12.86% | 3.2 |
|
| 1380 |
BPIM
1380
Brant Point Investment Management
New York
| $1.05B | -$185M | -15% | 4.82% | 169% | 155 | 32.9% | 1.9 |
|
| 1381 |
SHGA
1381
Sand Hill Global Advisors
Palo Alto,
California
| $1.05B | +$35.5M | +3% | 4.44% | 58.6% | 106 | 8.49% | 2.4 |
|
| 1382 |
CCMIC
1382
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $1.05B | +$14.7M | +1% | 3.76% | 85.6% | 76 | 15.79% | 2.8 |
|
| 1383 |
1383
Capital International Sarl
Los Angeles,
California
| $1.05B | +$61.2M | +6% | 3.93% | 149% | 139 | 12.23% | 2.8 |
|
| 1384 |
SAS
1384
Sage Advisory Services
Austin,
Texas
| $1.05B | +$34.5M | +3% | 2.01% | 33.9% | 61 | 26.23% | 0.9 |
|
| 1385 |
RA
1385
RR Advisors
Dallas,
Texas
| $1.05B | +$161M | +18% | 3.66% | 115% | 50 | 26% | 2.1 |
|
| 1386 |
FWM
1386
Frontier Wealth Management
Kansas City,
Missouri
| $1.05B | +$349M | +50% | 3.23% | 42.8% | 425 | 17.41% | 2 |
|
| 1387 |
CP
1387
Cumberland Partners
Toronto,
Ontario, Canada
| $1.05B | +$53.8M | +5% | 5.57% | 101% | 208 | 22.6% | 1 |
|
| 1388 |
NP
1388
NS Partners
London,
United Kingdom
| $1.05B | +$71.5M | +7% | 8.19% | 109% | 106 | 16.04% | 2.3 |
|
| 1389 |
1389
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.05B | +$69.1M | +7% | 8.15% | 137% | 505 | 1.58% | 4.4 |
|
| 1390 |
1390
WestEnd Advisors
Charlotte,
North Carolina
| $1.05B | +$82.7M | +9% | 8.8% | 59.9% | 54 | 7.41% | 2.3 |
|
| 1391 |
1391
Alphabet Inc
Mountain View,
California
| $1.04B | -$146M | -12% | 9.46% | 327% | 20 | 30% | 0.7 |
|
| 1392 |
PC
1392
Pomelo Capital
New York
| $1.04B | +$19M | +2% | 1.29% | 4.35% | 83 | 15.66% | 1.3 |
|
| 1393 |
KPF
1393
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.04B | -$251M | -19% | 3.64% | 76.5% | 449 | 57.68% | 0.4 |
|
| 1394 |
FAS
1394
Formuepleje A/S
Aarhus C,
Denmark
| $1.04B | +$94.8M | +10% | 8.65% | 92.1% | 93 | 34.41% | 1.3 |
|
| 1395 |
WC
1395
Walthausen & Co
Malta,
New York
| $1.04B | – | – | 2.94% | 63.3% | 134 | – | 1.8 |
|
| 1396 |
WPL
1396
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $1.04B | +$43M | +4% | 3.2% | 98.4% | 7 | 0% | 2.3 |
|
| 1397 |
GCM
1397
Gladius Capital Management
Chicago,
Illinois
| $1.04B | +$54.5M | +6% | 3.66% | 78% | 79 | 20.25% | 0.3 |
|
| 1398 |
1398
Howard Capital Management
Roswell,
Georgia
| $1.03B | +$122M | +13% | 6.02% | 144% | 74 | 9.46% | 0.5 |
|
| 1399 |
BCC
1399
Biglari Capital Corp
San Antonio,
Texas
| $1.03B | -$47.9M | -4% | 4.32% | 72.7% | 10 | 0% | 2.4 |
|
| 1400 |
SI
1400
SQN Investors
Menlo Park,
California
| $1.03B | +$16.3M | +2% | 11.8% | – | 20 | 35% | 0.9 |
|