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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 |
1426
Osborne Partners Capital Management
San Francisco,
California
| $1.36B | +$90M | +7% | 8.15% | 60.8% | 216 | 8.8% | 4.5 |
|
| 1427 |
1427
TIG Advisors LLC
New York
| $1.36B | -$295M | -18% | 26.9% | 379% | 91 | 91.21% | 0.1 |
|
| 1428 |
1428
Alta Capital Management
Salt Lake City,
Utah
| $1.36B | +$53M | +4% | 11.4% | 89.2% | 95 | 12.63% | 5 |
|
| 1429 |
1429
Hennessy Advisors Inc
Novato,
California
| $1.36B | -$164M | -11% | 1.64% | 191% | 291 | 30.58% | 3.7 |
|
| 1430 |
1430
Melqart Asset Management
London,
United Kingdom
| $1.36B | +$174M | +15% | 18.6% | 250% | 58 | 74.14% | 0.3 |
|
| 1431 |
1431
Polaris Wealth Advisory Group
San Rafael,
California
| $1.36B | +$13.9M | +1% | 5.72% | 64% | 189 | 16.93% | 2.3 |
|
| 1432 |
1432
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.36B | -$122M | -8% | 0% | 0% | 47 | 0% | 1.2 |
|
| 1433 |
1433
Sageworth Trust
Lancaster,
Pennsylvania
| $1.35B | +$94.2M | +7% | 5.6% | 72% | 610 | 42.79% | 1.6 |
|
| 1434 |
1434
Rokos Capital Management (UK)
London,
United Kingdom
| $1.35B | -$930M | -41% | 5.38% | 227% | 88 | 67.05% | 0.4 |
|
| 1435 |
1435
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.35B | -$65.7M | -5% | 7.99% | 160% | 350 | 23.43% | 5.6 |
|
| 1436 |
1436
Parsifal Capital Management
Greenwich,
Connecticut
| $1.35B | +$47M | +4% | 8.03% | 154% | 26 | 53.85% | 0.6 |
|
| 1437 |
1437
CWA Asset Management Group
Naples,
Florida
| $1.35B | +$115M | +9% | 7.05% | – | 368 | 26.9% | 2.5 |
|
| 1438 |
1438
Allstate Corporation
Northbrook,
Illinois
| $1.35B | -$1.94B | -59% | 3.46% | 59.7% | 586 | 66.89% | 3.8 |
|
| 1439 |
1439
Capital Asset Advisory Services
Williamston,
Michigan
| $1.35B | +$91.9M | +7% | 5.61% | 56.8% | 383 | 13.32% | 2.4 |
|
| 1440 |
6CM
1440
683 Capital Management
New York
| $1.34B | +$161M | +14% | 9.8% | 311% | 355 | 28.73% | 1 |
|
| 1441 |
1441
Cobblestone Capital Advisors
Rochester,
New York
| $1.34B | +$32.7M | +2% | 7.34% | 83.3% | 282 | 8.16% | 5.5 |
|
| 1442 |
1442
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.34B | +$51.7M | +4% | 5.96% | 82% | 243 | 6.58% | 6.7 |
|
| 1443 |
1443
Obermeyer Wealth Partners
Aspen,
Colorado
| $1.34B | +$18.2M | +1% | 7.83% | 91.3% | 243 | 17.28% | 3.3 |
|
| 1444 |
1444
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.34B | +$126M | +10% | 4.34% | 54.4% | 115 | 46.96% | 0.9 |
|
| 1445 |
1445
Meritage Portfolio Management
Overland Park,
Kansas
| $1.34B | +$57.7M | +5% | 7.68% | 97.4% | 345 | 16.52% | 2.5 |
|
| 1446 |
1446
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $1.33B | -$173M | -12% | 5.45% | 29.1% | 20 | 35% | 2.3 |
|
| 1447 |
1447
Darlington Partners Capital Management
Greenbrae,
California
| $1.33B | +$235M | +21% | 15.3% | 18.1% | 21 | 23.81% | 1.1 |
|
| 1448 |
1448
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.33B | -$70.6M | -5% | 4.93% | 70.7% | 267 | 23.6% | 3.6 |
|
| 1449 |
1449
3EDGE Asset Management
Naples,
Florida
| $1.33B | +$41.6M | +3% | 3.78% | 47.9% | 61 | 49.18% | 0.8 |
|
| 1450 |
1450
Spyglass Capital Management
San Francisco,
California
| $1.33B | +$81.4M | +7% | 14.4% | 154% | 27 | 14.81% | 2.3 |
|