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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Zweig-DiMenna Associates
New York
| $921M | -$196M | -18% | 6.92% | 561% | 222 | 68.02% | 0.8 |
|
| 1452 |
1452
Rothschild Investment LLC
Chicago,
Illinois
| $921M | +$37.1M | +4% | 5.33% | 99.4% | 443 | 11.74% | 3 |
|
| 1453 |
1453
Virtus Investment Advisers
Hartford,
Connecticut
| $919M | -$34.2M | -4% | 7.83% | 172% | 538 | 13.57% | 1 |
|
| 1454 |
LHC
1454
Lodge Hill Capital
New York
| $918M | -$401M | -30% | 8.16% | 17.9% | 50 | 78% | 0.3 |
|
| 1455 |
SBCM
1455
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $917M | +$29.7M | +3% | 5.48% | 72.3% | 69 | 13.04% | 3.1 |
|
| 1456 |
1456
Carroll Financial Associates
Charlotte,
North Carolina
| $914M | +$36.5M | +4% | 5.38% | 79.9% | 1,358 | 9.72% | 2.5 |
|
| 1457 |
1457
Rand Wealth
Baltimore,
Maryland
| $914M | +$46.9M | +5% | 5.04% | 40.4% | 229 | 5.68% | 3.4 |
|
| 1458 |
1458
Rivulet Capital
Summit,
New Jersey
| $914M | +$71.7M | +9% | 7.56% | 27.4% | 15 | 26.67% | 1.4 |
|
| 1459 |
1459
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| $914M | +$83.4M | +10% | 8.48% | 28.5% | 177 | 42.37% | 0.7 |
|
| 1460 |
1460
Portolan Capital Management
Boston,
Massachusetts
| $913M | +$74.4M | +9% | 11% | 738% | 131 | 26.72% | 1.1 |
|
| 1461 |
DAM
1461
Davis Asset Management
Sausalito,
California
| $913M | +$67.3M | +8% | 8.7% | 97.3% | 25 | 0% | 2.8 |
|
| 1462 |
1462
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $912M | +$36.9M | +4% | 3.42% | 58.6% | 281 | 9.61% | 3 |
|
| 1463 |
BFO
1463
Boston Family Office
Boston,
Massachusetts
| $911M | +$30.5M | +3% | 5.86% | 53.4% | 270 | 8.15% | 3.4 |
|
| 1464 |
1464
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $911M | +$47.8M | +6% | 6.17% | 68.1% | 91 | 13.19% | 2.6 |
|
| 1465 |
1465
Trexquant Investment
Stamford,
Connecticut
| $911M | +$514M | +129% | 3.88% | 112% | 1,403 | 75.69% | 0.2 |
|
| 1466 |
1466
NS Partners
London,
United Kingdom
| $911M | +$73M | +9% | 7.67% | 109% | 109 | 11.01% | 1.8 |
|
| 1467 |
1467
First National Trust
Hermitage,
Pennsylvania
| $909M | +$46.8M | +5% | 6.18% | 82.9% | 347 | 10.09% | 2.9 |
|
| 1468 |
1468
Stock Yards Bank & Trust
Louisville,
Kentucky
| $909M | +$56M | +7% | 7.96% | 82.8% | 228 | 8.77% | 3.2 |
|
| 1469 |
1469
AFAM Capital
Austin,
Texas
| $908M | +$80.6M | +10% | 6.34% | 52.1% | 196 | 5.61% | 2.6 |
|
| 1470 |
1470
RBF Capital
San Francisco,
California
| $906M | +$116M | +15% | 9.64% | 147% | 405 | 16.3% | 2.7 |
|
| 1471 |
1471
USCA RIA
Houston,
Texas
| $906M | +$133M | +17% | 5.5% | 60.6% | 473 | 24.1% | 2.3 |
|
| 1472 |
1472
Spirit of America Management Corp
Syosset,
New York
| $902M | -$42.6M | -5% | 0.46% | 113% | 369 | 31.71% | 2.7 |
|
| 1473 |
1473
Relative Value Partners Group
| $902M | +$38.6M | +4% | 0.11% | 8.9% | 130 | 13.85% | 1.6 |
|
| 1474 |
1474
Taikang Asset Management (HK)
Hong Kong
| $901M | – | – | 7.46% | 172% | 75 | – | 0 |
|
| 1475 |
1475
Mather Group
Chicago,
Illinois
| $900M | +$77.5M | +9% | 2.8% | 54.1% | 40 | 17.5% | 1.9 |
|