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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
CCM
1401
Cadence Capital Management
Boston,
Massachusetts
| $999M | -$112M | -10% | 1.18% | 0.72% | 475 | 19.58% | 3 |
|
| 1402 |
1402
Pitcairn
Conshohocken,
Pennsylvania
| $999M | +$78.5M | +9% | 4.71% | 111% | 557 | 14.54% | 2.9 |
|
| 1403 |
1403
Fir Tree Capital Management
New York
| $999M | -$170M | -15% | 2.57% | 17.3% | 71 | 42.25% | 0.7 |
|
| 1404 |
1404
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $997M | +$83M | +9% | 2.23% | 45.9% | 113 | 8.85% | 3.4 |
|
| 1405 |
1405
Spinnaker Trust
Portland,
Maine
| $996M | +$823K | +0.1% | 0.98% | 68.2% | 240 | 6.67% | 3.5 |
|
| 1406 |
EA
1406
Echinus Advisors
New York
| $995M | +$216M | +28% | 14.2% | 91.4% | 10 | 30% | 1.6 |
|
| 1407 |
1407
Wedbush Securities
Los Angeles,
California
| $995M | +$63.9M | +7% | 3.04% | 114% | 1,060 | 19.72% | 2.6 |
|
| 1408 |
1408
6 Meridian
Wichita,
Kansas
| $994M | +$2.4M | +0.2% | 2.59% | 45.7% | 450 | 8.22% | 0.9 |
|
| 1409 |
1409
RBF Capital
San Francisco,
California
| $994M | +$142M | +17% | 5.86% | 147% | 425 | 15.06% | 3.3 |
|
| 1410 |
1410
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $991M | +$68.7M | +7% | 5.27% | 68.1% | 85 | 11.76% | 3.5 |
|
| 1411 |
1411
AH Equity Partners III
Menlo Park,
California
| $991M | +$501M | +102% | 7.09% | 42.6% | 3 | 33.33% | 1.6 |
|
| 1412 |
1412
Level Four Advisory Services
Dallas,
Texas
| $991M | +$82.7M | +9% | 4.59% | 92.2% | 542 | 9.96% | 1.9 |
|
| 1413 |
1413
Giverny Capital
Montreal,
Quebec, Canada
| $990M | +$118M | +14% | 10.1% | 69.2% | 39 | 0% | 2.5 |
|
| 1414 |
1414
EcoR1 Capital
San Francisco,
California
| $990M | -$95.1M | -9% | 11.4% | 310% | 53 | 49.06% | 0.7 |
|
| 1415 |
TFP
1415
Triple Frond Partners
San Francisco,
California
| $989M | +$123M | +14% | 8.44% | 92.9% | 10 | 20% | 3.4 |
|
| 1416 |
1416
Concourse Financial Group Securities
Birmingham,
Alabama
| $988M | +$18.2M | +2% | 2.98% | 18.1% | 2,499 | 16.37% | 0.6 |
|
| 1417 |
1417
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $987M | +$312M | +46% | 17.2% | 34.1% | 11 | 27.27% | 2 |
|
| 1418 |
1418
Argent Trust Co
Nashville,
Tennessee
| $986M | +$31M | +3% | 3.24% | 86.2% | 449 | 8.46% | 2.2 |
|
| 1419 |
1419
USCA RIA
Houston,
Texas
| $985M | +$65.9M | +7% | 2.83% | 60.6% | 483 | 18.63% | 2.8 |
|
| 1420 |
1420
Kepos Capital
New York
| $985M | -$349M | -26% | 2.36% | 21.1% | 450 | 58.22% | 0.5 |
|
| 1421 |
1421
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $984M | -$1.14M | -0.1% | 3.57% | 135% | 404 | 27.48% | 1.3 |
|
| 1422 |
1422
HMI Capital Management
San Francisco,
California
| $982M | +$137M | +16% | 16.4% | 5.95% | 9 | 33.33% | 2.2 |
|
| 1423 |
1423
CCMP Capital
New York
| $982M | +$42.1M | +4% | 4.48% | 12.3% | 1 | 0% | 1.8 |
|
| 1424 |
1424
Meritage Portfolio Management
Overland Park,
Kansas
| $982M | -$4.82M | -0.5% | 4.06% | 97.4% | 238 | 31.51% | 2 |
|
| 1425 |
WBG
1425
Wharton Business Group
Malvern,
Pennsylvania
| $982M | +$15.4M | +2% | 1.9% | 72.5% | 105 | 8.57% | 4.2 |
|