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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 |
PGH
1376
Partners Group Holding
Baar-Zug,
Switzerland
| $1.63B | +$467M | +40% | 20.5% | 23.3% | 48 | 14.58% | 3.7 |
|
| 1377 |
JCG
1377
JHL Capital Group
Chicago,
Illinois
| $1.63B | +$40.2M | +3% | 2.53% | – | 1 | 0% | 0.5 |
|
| 1378 |
CCG
1378
Clearlake Capital Group
Santa Monica,
California
| $1.63B | +$970M | +147% | 7% | 47.3% | 9 | 22.22% | 0.3 |
|
| 1379 |
NM
1379
NWI Management
New York
| $1.63B | +$426M | +35% | 8.31% | 230% | 53 | 13.21% | 2.1 |
|
| 1380 |
1380
Heritage Wealth Advisors
Richmond,
Virginia
| $1.62B | -$35M | -2% | 7.03% | 65% | 611 | 12.44% | 2.3 |
|
| 1381 |
ACM
1381
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.62B | +$155M | +11% | 11% | 70.7% | 13 | 23.08% | 4 |
|
| 1382 |
1382
CreativeOne Wealth
Overland Park,
Kansas
| $1.62B | +$298M | +23% | 6% | 67.6% | 704 | 25.28% | 0.8 |
|
| 1383 |
TU
1383
TDAM USA
Toronto,
Ontario, Canada
| $1.62B | -$25.9M | -2% | 7.2% | 104% | 243 | 4.94% | 5.6 |
|
| 1384 |
MCM
1384
Mason Capital Management
New York
| $1.62B | +$1.18B | +268% | 15.7% | 18.5% | 47 | 76.6% | 0.2 |
|
| 1385 |
SL
1385
Summitry LLC
Foster City,
California
| $1.61B | +$58.2M | +4% | 6.88% | 68.1% | 87 | 37.93% | 4.9 |
|
| 1386 |
1386
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $1.61B | +$84.2M | +6% | 9.49% | 307% | 241 | 44.4% | 0.6 |
|
| 1387 |
ELC
1387
Edgar Lomax Company
Kingstowne,
Virginia
| $1.61B | +$5.44M | +0.3% | 4.49% | 66.2% | 64 | 6.25% | 3.7 |
|
| 1388 |
QOP
1388
Quinn Opportunity Partners
Charlottesville,
Virginia
| $1.61B | +$25.6M | +2% | 7.18% | 77.6% | 270 | 21.11% | 1.3 |
|
| 1389 |
AIA
1389
Angeles Investment Advisors
Santa Monica,
California
| $1.6B | +$313M | +24% | 3.99% | 71.7% | 139 | 28.06% | 1.2 |
|
| 1390 |
BRIM
1390
Broad Run Investment Management
Arlington,
Virginia
| $1.6B | +$95.3M | +6% | 7.86% | 202% | 24 | 8.33% | 4.9 |
|
| 1391 |
CFGS
1391
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.6B | +$171M | +12% | 6.03% | 18.1% | 2,490 | 10.32% | 1.8 |
|
| 1392 |
NIP
1392
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.59B | +$160M | +11% | 8.58% | 397% | 226 | 25.66% | 1 |
|
| 1393 |
DJSG
1393
D.J. St. Germain
Springfield,
Massachusetts
| $1.59B | +$114M | +8% | 6.59% | 65.3% | 246 | 7.72% | 3.8 |
|
| 1394 |
GC
1394
Greenlight Capital
New York
| $1.59B | +$157M | +11% | 7.1% | 169% | 80 | 33.75% | 0.7 |
|
| 1395 |
HC
1395
Henshaw Capital
Woburn,
Massachusetts
| $1.59B | +$94.5M | +6% | 8.3% | 128% | 370 | 12.43% | 2.3 |
|
| 1396 |
1396
Rubric Capital Management (New York)
New York
| $1.59B | -$123M | -7% | 9.07% | 251% | 82 | 50% | 0.7 |
|
| 1397 |
MC
1397
Metropolis Capital
Amersham,
United Kingdom
| $1.59B | +$431M | +37% | 6.35% | 54.4% | 14 | 0% | 1.9 |
|
| 1398 |
ZCA
1398
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $1.59B | +$152M | +11% | 10.6% | 41% | 359 | 23.4% | 1.6 |
|
| 1399 |
1SB
1399
1ST Source Bank
South Bend,
Indiana
| $1.59B | +$74.7M | +5% | 4.72% | 80.8% | 275 | 9.45% | 4.8 |
|
| 1400 |
MPIA
1400
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.58B | +$82.3M | +5% | 6.61% | 79.5% | 138 | 3.62% | 5 |
|