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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
SC
1426
Shellback Capital
Boston,
Massachusetts
| $956M | +$153M | +19% | 4.53% | 198% | 108 | 69.44% | 0.6 |
|
| 1427 |
1427
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $955M | +$24.1M | +3% | 3.35% | 68.9% | 102 | 27.45% | 3.1 |
|
| 1428 |
1428
Avenir Corporation
Alexandria,
Virginia
| $955M | -$4.6M | -0.5% | 2.28% | 34.4% | 71 | 7.04% | 3.7 |
|
| 1429 |
FIG
1429
Fortress Investment Group
New York
| $954M | +$37.4M | +4% | 6.98% | 97.5% | 63 | 30.16% | 1 |
|
| 1430 |
TM
1430
Thiel Macro
Los Angeles,
California
| $953M | +$583M | +158% | 0% | – | 14 | 71.43% | 0.5 |
|
| 1431 |
1431
BVF Inc
San Francisco,
California
| $952M | +$36.2M | +4% | 6.38% | 592% | 63 | 17.46% | 1.8 |
|
| 1432 |
SI
1432
SQN Investors
Menlo Park,
California
| $952M | -$156M | -14% | 13.2% | – | 19 | 36.84% | 0.8 |
|
| 1433 |
ET
1433
Equitable Trust
Nashville,
Tennessee
| $949M | +$6.88M | +0.7% | 1.65% | 109% | 297 | 11.78% | 1 |
|
| 1434 |
1434
Keeley-Teton Advisors
Chicago,
Illinois
| $947M | -$78M | -8% | 0.58% | 28.6% | 282 | 10.64% | 2 |
|
| 1435 |
1435
RWA Wealth Partners
Newton,
Massachusetts
| $947M | +$15.6M | +2% | 0.91% | 58.4% | 243 | 11.52% | 1.8 |
|
| 1436 |
1436
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $946M | +$28.2M | +3% | 1.15% | 51.3% | 751 | 16.11% | 2.3 |
|
| 1437 |
1437
Neville Rodie & Shaw
New York
| $945M | +$260K | +0% | 1.91% | 125% | 252 | 4.76% | 4.7 |
|
| 1438 |
1438
Valley Wealth Managers
Paramus,
New Jersey
| $942M | -$340K | -0% | 2.32% | 118% | 207 | 15.94% | 2.4 |
|
| 1439 |
1439
First Merchants Corp
Muncie,
Indiana
| $941M | +$312M | +50% | 1.39% | 55.6% | 270 | 28.15% | 3 |
|
| 1440 |
SGCIA
1440
Smith Graham & Co Investment Advisors
Houston,
Texas
| $940M | +$12.3M | +1% | 1.59% | 56.9% | 135 | 4.44% | 4.7 |
|
| 1441 |
1441
First Mercantile Trust
Cordova,
Tennessee
| $939M | -$10M | -1% | 0.54% | 51.2% | 978 | 21.27% | 2.6 |
|
| 1442 |
1442
Trilogy Capital
Irvine,
California
| $939M | +$32.9M | +4% | 0.59% | 54.1% | 124 | 16.94% | 1.2 |
|
| 1443 |
1443
Phocas Financial Corp
Alameda,
California
| $938M | +$3.25M | +0.3% | 2.33% | – | 301 | 42.19% | 2.5 |
|
| 1444 |
1444
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $937M | -$23.5M | -2% | 1.32% | 45.6% | 785 | 16.31% | 0.7 |
|
| 1445 |
1445
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $937M | +$4.22M | +0.5% | 0.47% | 108% | 233 | 12.45% | 3.7 |
|
| 1446 |
1446
Mission Wealth Management
Santa Barbara,
California
| $936M | +$43.9M | +5% | 1.14% | 92.1% | 335 | 9.85% | 2.2 |
|
| 1447 |
1447
Lee, Danner & Bass
Nashville,
Tennessee
| $932M | -$13.6M | -1% | 0.11% | – | 185 | 7.57% | 4.7 |
|
| 1448 |
1448
D.J. St. Germain
Springfield,
Massachusetts
| $930M | +$12.2M | +1% | 1.15% | 65.3% | 191 | 7.85% | 3.4 |
|
| 1449 |
BCM
1449
Barometer Capital Management
Toronto,
Ontario, Canada
| $929M | +$160M | +21% | 4.65% | 336% | 180 | 58.33% | 0.5 |
|
| 1450 |
1450
Hikari Power
Tokyo,
Japan
| $927M | -$1.43M | -0.2% | 0.82% | 53.5% | 125 | 15.2% | 2.1 |
|