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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 |
CCM
1426
Carronade Capital Management
Darien,
Connecticut
| $1.88B | +$357M | +24% | 20.3% | 215% | 43 | 37.21% | 0.6 |
|
| 1427 |
1427
RNC Capital Management
Los Angeles,
California
| $1.87B | +$69.4M | +4% | 1.98% | 83% | 167 | 10.78% | 5.6 |
|
| 1428 |
1428
Western Wealth Management
Golden,
Colorado
| $1.87B | +$114M | +6% | 2.67% | 82.6% | 800 | 12.38% | 3 |
|
| 1429 |
1429
SIG Brokerage
New York
| $1.87B | – | – | 5.08% | – | 462 | – | 0 |
|
| 1430 |
1430
Michael & Susan Dell Foundation
New York
| $1.86B | +$462M | +33% | 6.33% | 238% | 5 | 40% | 0.4 |
|
| 1431 |
BMCM
1431
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $1.86B | +$2.23M | +0.1% | 0.07% | 71.4% | 432 | 11.11% | 2.4 |
|
| 1432 |
FAS
1432
Formuepleje A/S
Aarhus C,
Denmark
| $1.85B | -$101M | -5% | 0.21% | 92.1% | 59 | 10.17% | 2.8 |
|
| 1433 |
SI
1433
Standard Investments
New York
| $1.85B | -$121M | -6% | 0.88% | 29.6% | 21 | 33.33% | 1.8 |
|
| 1434 |
1434
Index Fund Advisors
Irvine,
California
| $1.85B | -$36.6M | -2% | 0.42% | 58.2% | 111 | 7.21% | 2 |
|
| 1435 |
1435
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $1.84B | +$212M | +13% | 2.82% | 102% | 774 | 16.54% | 0.7 |
|
| 1436 |
1436
Csenge Advisory Group
Clearwater,
Florida
| $1.84B | -$75.7M | -4% | 0.29% | 66.3% | 771 | 18.42% | 2.7 |
|
| 1437 |
PCM
1437
Parsons Capital Management
Providence,
Rhode Island
| $1.84B | +$263M | +17% | 1.37% | 84.9% | 459 | 6.97% | 6.6 |
|
| 1438 |
1438
HighPoint Advisor Group
Downers Grove,
Illinois
| $1.84B | +$125M | +7% | 5% | – | 746 | 12.73% | 3.8 |
|
| 1439 |
1439
Greenoaks Capital Partners
Orinda,
California
| $1.84B | -$21.7M | -1% | 12.5% | 311% | 13 | 38.46% | 2.3 |
|
| 1440 |
HA
1440
Heartland Advisors
Milwaukee,
Wisconsin
| $1.84B | -$67.2M | -4% | 0.6% | 88.6% | 207 | 15.46% | 2.8 |
|
| 1441 |
WCMNY
1441
Westchester Capital Management (New York)
Valhalla,
New York
| $1.84B | -$504M | -22% | 4.28% | 100% | 241 | 51.87% | 0.8 |
|
| 1442 |
IHL
1442
Investment House LLC
Redondo Beach,
California
| $1.84B | -$15.5M | -0.8% | 3.21% | 125% | 218 | 14.22% | 6.6 |
|
| 1443 |
CCA
1443
Cobblestone Capital Advisors
Rochester,
New York
| $1.83B | +$51.5M | +3% | 1.2% | 83.3% | 303 | 8.25% | 6.2 |
|
| 1444 |
1444
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1.83B | +$68M | +4% | 4.74% | 91.1% | 1,017 | 16.03% | 2.1 |
|
| 1445 |
ML
1445
McAdam LLC
Philadelphia,
Pennsylvania
| $1.83B | +$50.2M | +3% | 0.58% | 57.4% | 375 | 16.8% | 2.8 |
|
| 1446 |
PAIM
1446
Punch & Associates Investment Management
Edina,
Minnesota
| $1.83B | +$19.2M | +1% | 4.56% | 97.5% | 182 | 13.19% | 4.5 |
|
| 1447 |
MTIM
1447
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.82B | +$717M | +65% | 14.9% | 143% | 374 | 42.78% | 1.1 |
|
| 1448 |
1448
Delta Accumulation LLC
Sausalito,
California
| $1.82B | +$459M | +34% | 1.45% | 96.5% | 238 | 24.37% | 0.9 |
|
| 1449 |
CAM
1449
Cormorant Asset Management
Boston,
Massachusetts
| $1.82B | -$64.9M | -3% | 66.6% | 3,977% | 53 | 24.53% | 1.4 |
|
| 1450 |
RHJA
1450
Rice Hall James & Associates
San Diego,
California
| $1.82B | -$26.9M | -1% | 6.11% | 140% | 265 | 11.7% | 4.6 |
|