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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 |
1401
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.03B | +$123M | +14% | 16.7% | 18.1% | 2,377 | 16.79% | 1.2 |
|
| 1402 |
LCM
1402
LH Capital Markets
New York
| $1.03B | +$985M | +2,274% | 13.9% | 12.2% | 35 | 85.71% | 0.1 |
|
| 1403 |
1403
Tang Capital Management
San Diego,
California
| $1.03B | +$316M | +44% | 49.9% | 493% | 27 | 29.63% | 1.2 |
|
| 1404 |
BFO
1404
Boston Family Office
Boston,
Massachusetts
| $1.03B | +$182M | +21% | 23.4% | 53.4% | 253 | 10.28% | 5.3 |
|
| 1405 |
1405
Leavell Investment Management
Mobile,
Alabama
| $1.03B | +$165M | +19% | 17.9% | 84.5% | 373 | 9.38% | 4.9 |
|
| 1406 |
HEC
1406
Hudson Executive Capital
New York
| $1.02B | +$235M | +30% | 37.9% | 127% | 8 | 12.5% | 1.4 |
|
| 1407 |
1407
HHR Asset Management
Berkeley Heights,
New Jersey
| $1.02B | +$131M | +15% | 44.5% | 76.3% | 44 | 18.18% | 1.8 |
|
| 1408 |
1408
Clough Capital Partners
Boston,
Massachusetts
| $1.02B | +$15.8M | +2% | 39.9% | 175% | 165 | 44.85% | 1 |
|
| 1409 |
1409
Crake Asset Management
London,
United Kingdom
| $1.02B | +$529M | +108% | 23.8% | 52.7% | 27 | 59.26% | 0.2 |
|
| 1410 |
MA
1410
Mutual Advisors
Omaha,
Nebraska
| $1.02B | +$281M | +38% | 19.2% | 68.1% | 694 | 25.94% | 1.3 |
|
| 1411 |
DGHMC
1411
Dalton, Greiner, Hartman, Maher & Co
New York
| $1.02B | +$61.1M | +6% | 21% | 63% | 181 | 13.81% | 2.6 |
|
| 1412 |
1412
Versor Investments
New York
| $1.02B | -$491M | -33% | 21.1% | 240% | 333 | 67.27% | 0.4 |
|
| 1413 |
BPIM
1413
Brant Point Investment Management
New York
| $1.01B | +$223M | +28% | 31.3% | 169% | 150 | 46.67% | 1.9 |
|
| 1414 |
1414
Shufro Rose & Co
New York
| $1.01B | +$175M | +21% | 19.3% | 68.1% | 314 | 15.29% | 3.7 |
|
| 1415 |
1415
Trust Company of Vermont
Brattleboro,
Vermont
| $1.01B | -$55.3M | -5% | 20.2% | – | 917 | 18.32% | 4.4 |
|
| 1416 |
RIG
1416
Roosevelt Investment Group
New York
| $1.01B | +$139M | +16% | 23.5% | 57.6% | 187 | 21.93% | 2.6 |
|
| 1417 |
1417
Ashfield Capital Partners
San Francisco,
California
| $1.01B | +$189M | +23% | 24.8% | 48.8% | 224 | 8.48% | 4.5 |
|
| 1418 |
1418
Trilogy Capital
Irvine,
California
| $1.01B | +$108M | +12% | 15.2% | 57.6% | 122 | 25.41% | 1.2 |
|
| 1419 |
1419
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.01B | +$254M | +34% | 25.3% | 61.9% | 485 | 20.62% | 2.8 |
|
| 1420 |
CCM
1420
Composite Capital Management
Hong Kong
| $1.01B | +$481M | +91% | 98.7% | – | 11 | 63.64% | 0.1 |
|
| 1421 |
DAM
1421
Davis Asset Management
Sausalito,
California
| $1.01B | +$139M | +16% | 19.4% | 97.3% | 34 | 11.76% | 3.5 |
|
| 1422 |
1422
Valiant Capital Management
San Francisco,
California
| $1.01B | +$43.3M | +4% | 47.2% | 348% | 24 | 41.67% | 2 |
|
| 1423 |
1423
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.01B | +$206M | +26% | 18.8% | 83.5% | 150 | 48.67% | 2.1 |
|
| 1424 |
1424
Giverny Capital
Montreal,
Quebec, Canada
| $1.01B | +$220M | +28% | 22.6% | 69.2% | 53 | 30.19% | 2.2 |
|
| 1425 |
1425
Merit Financial Group
Alpharetta,
Georgia
| $1B | +$110M | +12% | 20.8% | 67.3% | 250 | 23.6% | 1 |
|