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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%
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1426 |
CDR
1426
Clayton Dubilier & Rice
New York
| $911M | -$549M | -38% | 8.85% | 52.2% | 7 | 0% |
|
| 1427 |
CFA
1427
Carroll Financial Associates
Charlotte,
North Carolina
| $911M | -$3.6M | -0.4% | 1.67% | 79.9% | 1,410 | 12.62% |
|
| 1428 |
SBCM
1428
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $911M | -$6.51M | -0.7% | 2.17% | 74.8% | 67 | 11.94% |
|
| 1429 |
BSP
1429
Benefit Street Partners
New York
| $910M | -$530M | -37% | 7.77% | – | 40 | 37.5% |
|
| 1430 |
NC
1430
Nitorum Capital
New York
| $910M | +$68.3M | +8% | 2.05% | 55.1% | 30 | 16.67% |
|
| 1431 |
1WCM
1431
12 West Capital Management
New York
| $909M | +$82.3M | +10% | 10.4% | 136% | 21 | 23.81% |
|
| 1432 |
AC
1432
AFAM Capital
Austin,
Texas
| $909M | +$781K | +0.1% | 1.38% | 52.1% | 208 | 13.94% |
|
| 1433 |
UR
1433
USCA RIA
Houston,
Texas
| $908M | +$1.77M | +0.2% | 2.13% | 60.6% | 475 | 18.32% |
|
| 1434 |
CSC
1434
Cove Street Capital
El Segundo,
California
| $907M | -$19.5M | -2% | 5.23% | 84.2% | 124 | 28.23% |
|
| 1435 |
NRS
1435
Neville Rodie & Shaw
New York
| $907M | -$41.7M | -4% | 2.01% | 115% | 265 | 8.3% |
|
| 1436 |
AG
1436
Atairos Group
Bryn Mawr,
Pennsylvania
| $903M | +$38.6M | +4% | 4.47% | 40.2% | 1 | 0% |
|
| 1437 |
RVPG
1437
Relative Value Partners Group
| $903M | +$1.27M | +0.1% | 1.95% | 8.9% | 152 | 23.68% |
|
| 1438 |
TBA
1438
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $902M | -$30.5M | -3% | 3.23% | 73.6% | 215 | 9.3% |
|
| 1439 |
FEG
1439
Fund Evaluation Group
Cincinnati,
Ohio
| $898M | -$30.3M | -3% | 2.22% | 45.2% | 88 | 9.09% |
|
| 1440 |
SYBT
1440
Stock Yards Bank & Trust
Louisville,
Kentucky
| $897M | -$12M | -1% | 0.52% | 70.2% | 237 | 13.5% |
|
| 1441 |
GD
1441
Grandfield & Dodd
New York
| $896M | -$40.3M | -4% | 1.72% | 55.2% | 188 | 8.51% |
|
| 1442 |
BFA
1442
Beaumont Financial Advisors
Needham,
Massachusetts
| $896M | +$43.3M | +5% | 1.32% | 69.4% | 229 | 27.95% |
|
| 1443 |
SAM
1443
Sandell Asset Management
New York
| $896M | +$144M | +19% | 19.4% | 322% | 53 | 54.72% |
|
| 1444 |
CI
1444
CPMG Inc
Dallas,
Texas
| $895M | -$94.6M | -10% | 15.5% | 878% | 19 | 15.79% |
|
| 1445 |
ACJ
1445
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $893M | +$569M | +175% | 4.46% | 33.4% | 9 | 66.67% |
|
| 1446 |
CCP
1446
Cyrus Capital Partners
New York
| $893M | -$76.8M | -8% | 1.11% | 174% | 18 | 27.78% |
|
| 1447 |
PC
1447
Packer & Co
Cottesloe,
Australia
| $893M | +$4.57M | +0.5% | 1.58% | – | 31 | 35.48% |
|
| 1448 |
6M
1448
6 Meridian
Wichita,
Kansas
| $891M | +$26.5M | +3% | 2.72% | 45.7% | 528 | 46.21% |
|
| 1449 |
LSAG
1449
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $891M | +$6.48M | +0.7% | 1.11% | 16% | 365 | 24.66% |
|
| 1450 |
TFP
1450
Triple Frond Partners
San Francisco,
California
| $890M | +$7.02M | +0.8% | 2.36% | 87.8% | 9 | 11.11% |
|