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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
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.33B | -$303M | -19% | 16.2% | 108% | 237 | 11.39% | 5.2 |
|
| 1402 |
1402
Rheos Capital Works
Tokyo,
Japan
| $1.33B | -$746M | -36% | 16.3% | 220% | 150 | 18% | 1.4 |
|
| 1403 |
1403
Relative Value Partners Group
| $1.33B | -$108M | -7% | 10.9% | 8.9% | 271 | 43.54% | 2.8 |
|
| 1404 |
1404
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.33B | -$244M | -15% | 12.8% | 49.2% | 102 | 9.8% | 4.4 |
|
| 1405 |
M
1405
MOTCO
San Antonio,
Texas
| $1.33B | -$210M | -14% | 6.53% | 63.5% | 657 | 19.18% | 4.9 |
|
| 1406 |
1406
Advisory Alpha
Holland,
Michigan
| $1.33B | -$218M | -14% | 13% | 50.3% | 281 | 18.15% | 1.6 |
|
| 1407 |
1407
Algert Global
San Francisco,
California
| $1.33B | -$197M | -13% | 13.5% | 194% | 1,460 | 39.73% | 0.5 |
|
| 1408 |
1408
Capital International
Los Angeles,
California
| $1.33B | -$426M | -24% | 18.2% | 147% | 166 | 10.84% | 3.3 |
|
| 1409 |
1409
Tiedemann Advisors
New York
| $1.33B | -$640M | -32% | 13.7% | 31.5% | 314 | 35.03% | 3.4 |
|
| 1410 |
1410
Broadwood Capital
New York
| $1.33B | -$60.7M | -4% | 4.28% | 110% | 8 | 12.5% | 6 |
|
| 1411 |
1411
Sun Life Financial
Toronto,
Ontario, Canada
| $1.33B | -$838M | -39% | 15.7% | 65.7% | 89 | 21.35% | 4.5 |
|
| 1412 |
1412
CX Institutional
Auburn,
Indiana
| $1.32B | +$76M | +6% | 12.5% | 62.9% | 1,172 | 68.6% | 0.8 |
|
| 1413 |
1413
First Interstate Bank
Billings,
Montana
| $1.32B | +$258M | +24% | 8.11% | 48.2% | 182 | 43.41% | 3.4 |
|
| 1414 |
1414
Comerica Securities
Detroit,
Michigan
| $1.32B | -$167M | -11% | 11.7% | 25.6% | 519 | 16.76% | 3.7 |
|
| 1415 |
1415
Cormorant Asset Management
Boston,
Massachusetts
| $1.32B | +$20.1M | +2% | 18.7% | 3,977% | 85 | 15.29% | 1.5 |
|
| 1416 |
1416
Ranger Investment Management
Dallas,
Texas
| $1.32B | -$261M | -16% | 11.1% | 111% | 109 | 9.17% | 3.5 |
|
| 1417 |
1417
Index Fund Advisors
Irvine,
California
| $1.32B | -$21.7M | -2% | 13.1% | 58.2% | 104 | 21.15% | 0.4 |
|
| 1418 |
YC
1418
Yarbrough Capital
Franklin,
Tennessee
| $1.32B | -$439M | -25% | 21% | 183% | 218 | 21.1% | 0.4 |
|
| 1419 |
1419
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.32B | -$211M | -14% | 12.5% | 79.5% | 139 | 7.19% | 6 |
|
| 1420 |
1420
Corient Capital Partners
Newport Beach,
California
| $1.32B | -$194M | -13% | 13.5% | 39.2% | 787 | 18.93% | 2.7 |
|
| 1421 |
1421
Prana Capital Management
Greenwich,
Connecticut
| $1.32B | +$60.8M | +5% | 15.6% | 36.6% | 113 | 52.21% | 0.7 |
|
| 1422 |
1422
Silicon Valley Community Foundation
Mountain View,
California
| $1.32B | -$654M | -33% | 19.9% | 309% | 37 | 24.32% | 0.8 |
|
| 1423 |
1423
NAYA Capital Management (UK)
London,
United Kingdom
| $1.32B | -$550M | -29% | 9.57% | 121% | 22 | 18.18% | 1.4 |
|
| 1424 |
1424
Venture Visionary Partners
Sylvania,
Ohio
| $1.31B | -$186M | -12% | 14.1% | 95.4% | 1,690 | 70.41% | 0.5 |
|
| 1425 |
1425
400 Capital Management
New York
| $1.31B | +$878M | +202% | 14.9% | – | 19 | 63.16% | 0.2 |
|