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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 |
1376
Alpha Cubed Investments
Irvine,
California
| $1.38B | -$184M | -12% | 12% | 126% | 357 | 18.49% | 3.3 |
|
| 1377 |
1377
CVI Holdings
Wilmington,
Delaware
| $1.38B | -$139M | -9% | 1.49% | 25.8% | 1,026 | 18.91% | 0.7 |
|
| 1378 |
CDH
1378
Charles D. Hyman
| $1.37B | -$210M | -13% | 11.6% | 36.8% | 248 | 7.26% | 5.2 |
|
| 1379 |
1379
QVR
San Francisco,
California
| $1.37B | -$1.24B | -47% | 17.2% | – | 341 | 22.58% | 0.2 |
|
| 1380 |
1380
Quadratic Capital Management
Greenwich,
Connecticut
| $1.37B | -$240M | -15% | 8.28% | 0.6% | 2 | 0% | 1.1 |
|
| 1381 |
1381
Great Mountain Partners
New Haven,
Connecticut
| $1.37B | -$13.7M | -1% | 7.97% | 95.3% | 3 | 66.67% | 0.7 |
|
| 1382 |
1382
Summitry LLC
Foster City,
California
| $1.37B | -$317M | -19% | 14.5% | 68.1% | 91 | 15.38% | 3.8 |
|
| 1383 |
1383
WealthSource Partners
San Luis Obispo,
California
| $1.37B | -$117M | -8% | 12% | 16.8% | 619 | 25.2% | 2.3 |
|
| 1384 |
1384
Peconic Partners
New York
| $1.36B | +$58.2M | +4% | 8.1% | 300% | 64 | 40.63% | 1.5 |
|
| 1385 |
1385
Alta Capital Management
Salt Lake City,
Utah
| $1.36B | -$347M | -20% | 17.4% | 76.3% | 91 | 8.79% | 4.9 |
|
| 1386 |
1386
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.36B | -$309M | -18% | 13.4% | 91.3% | 240 | 14.58% | 3.1 |
|
| 1387 |
1387
Nitorum Capital
New York
| $1.36B | -$151M | -10% | 12.2% | 87.1% | 35 | 14.29% | 2.7 |
|
| 1388 |
1388
HBK Sorce Advisory
Erie,
Pennsylvania
| $1.36B | -$472M | -26% | 14.7% | 58.2% | 576 | 22.92% | 3.6 |
|
| 1389 |
1389
Mizuho Markets Americas
New York
| $1.36B | -$278M | -17% | 7.56% | 121% | 89 | 43.82% | 0.5 |
|
| 1390 |
1390
Eagle Global Advisors
Houston,
Texas
| $1.36B | -$264M | -16% | 12.9% | 105% | 251 | 15.94% | 4.3 |
|
| 1391 |
1391
Gamble Jones Investment Counsel
Pasadena,
California
| $1.35B | -$248M | -15% | 11.4% | 32.9% | 214 | 7.48% | 6.5 |
|
| 1392 |
1392
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.35B | -$166M | -11% | 11.8% | 68.2% | 175 | 26.29% | 2.7 |
|
| 1393 |
1393
GW Henssler & Associates
Kennesaw,
Georgia
| $1.35B | -$299M | -18% | 10.4% | 62.4% | 271 | 38.01% | 2.2 |
|
| 1394 |
1394
GHP Investment Advisors
Denver,
Colorado
| $1.34B | -$175M | -12% | 12.8% | 81.4% | 1,064 | 22.09% | 2.1 |
|
| 1395 |
1395
Silver Point Capital
Greenwich,
Connecticut
| $1.34B | -$643M | -32% | 18.4% | 108% | 14 | 35.71% | 1.6 |
|
| 1396 |
1396
Equitable Trust
Nashville,
Tennessee
| $1.34B | -$214M | -14% | 15.4% | 109% | 429 | 15.85% | 2.3 |
|
| 1397 |
1397
3EDGE Asset Management
Naples,
Florida
| $1.34B | -$2.9M | -0.2% | 3.38% | 44.1% | 49 | 44.9% | 1.1 |
|
| 1398 |
1398
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.34B | -$344M | -20% | 18.8% | 32.6% | 62 | 6.45% | 4.1 |
|
| 1399 |
1399
Money Design
Tokyo,
Japan
| $1.34B | -$140M | -9% | 12.1% | 26.4% | 81 | 3.7% | 2.2 |
|
| 1400 |
1400
Osterweis Capital Management
San Francisco,
California
| $1.34B | -$483M | -27% | 12.1% | 93.7% | 161 | 29.81% | 2.2 |
|