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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 |
SP
1451
Symmetry Partners
Glastonbury,
Connecticut
| $1.5B | +$110M | +8% | 5.93% | 58.5% | 677 | 10.78% | 1.1 |
|
| 1452 |
HAM
1452
Honeycomb Asset Management
New York
| $1.5B | -$169M | -10% | 5.04% | 49% | 62 | 59.68% | 0.3 |
|
| 1453 |
IAM
1453
Impala Asset Management
Palm Beach,
Florida
| $1.5B | -$20.4M | -1% | 13.3% | 62.6% | 70 | 54.29% | 1.1 |
|
| 1454 |
EP
1454
Eversept Partners
New York
| $1.5B | -$430M | -22% | 2.7% | 321% | 116 | 51.72% | 0.6 |
|
| 1455 |
TBA
1455
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.5B | +$172M | +13% | 8.22% | 78.9% | 255 | 8.24% | 4.2 |
|
| 1456 |
SIM
1456
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.5B | +$71.2M | +5% | 7.44% | 49.2% | 96 | 5.21% | 4 |
|
| 1457 |
FAIM
1457
Financial Advocates Investment Management
Olympia,
Washington
| $1.5B | +$86.3M | +6% | 6.63% | 89.9% | 853 | 26.73% | 1.7 |
|
| 1458 |
WAP
1458
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $1.49B | +$114M | +8% | 5.9% | 60.4% | 2,140 | 74.39% | 2.1 |
|
| 1459 |
MP
1459
Marcho Partners
London,
United Kingdom
| $1.49B | +$288M | +24% | 13.2% | 115% | 31 | 54.84% | 0.5 |
|
| 1460 |
P
1460
Pitcairn
Conshohocken,
Pennsylvania
| $1.49B | +$82.2M | +6% | 9.85% | 111% | 638 | 9.87% | 3.3 |
|
| 1461 |
1461
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.49B | +$42M | +3% | 5.93% | 51.3% | 1,129 | 22.76% | 2.5 |
|
| 1462 |
MAFM
1462
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $1.49B | +$118M | +9% | 6.53% | 45.6% | 965 | 15.65% | 1.6 |
|
| 1463 |
1463
Northeast Financial Consultants
Westport,
Connecticut
| $1.49B | +$177M | +14% | 8.87% | 63.8% | 358 | 11.17% | 2.3 |
|
| 1464 |
CM
1464
Conifer Management
New York
| $1.48B | -$145M | -9% | 2.04% | 22.7% | 15 | 13.33% | 1.2 |
|
| 1465 |
NCA
1465
Newbrook Capital Advisors
New York
| $1.48B | +$17.6M | +1% | 8.19% | 299% | 35 | 45.71% | 0.5 |
|
| 1466 |
BAM
1466
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.48B | +$132M | +10% | 4.49% | 70.4% | 247 | 13.77% | 3.9 |
|
| 1467 |
CH
1467
CVI Holdings
Wilmington,
Delaware
| $1.48B | +$32M | +2% | 3.88% | 25.8% | 987 | 57.55% | 0.2 |
|
| 1468 |
GA
1468
Greenspring Associates
Owings Mills,
Maryland
| $1.48B | +$1.35B | +1,076% | 0.75% | – | 17 | 76.47% | 0.3 |
|
| 1469 |
SFM
1469
Sphera Funds Management
Tel Aviv,
Israel
| $1.48B | +$175M | +13% | 8.44% | 245% | 211 | 55.92% | 0.5 |
|
| 1470 |
CCA
1470
Cobblestone Capital Advisors
Rochester,
New York
| $1.48B | +$102M | +7% | 8.1% | 83.3% | 262 | 4.96% | 4.5 |
|
| 1471 |
HSC
1471
Harbor Spring Capital
New York
| $1.47B | +$769M | +109% | 11.6% | – | 34 | 52.94% | 1.6 |
|
| 1472 |
OPFM
1472
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1.47B | +$367M | +33% | 16.9% | 94.5% | 39 | 15.38% | 1.2 |
|
| 1473 |
RPAM
1473
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.47B | +$39M | +3% | 7.38% | 131% | 101 | 15.84% | 2.8 |
|
| 1474 |
DCP
1474
Diameter Capital Partners
New York
| $1.47B | +$520M | +55% | 6.66% | 378% | 167 | 66.47% | 0.1 |
|
| 1475 |
FFM
1475
Fullerton Fund Management
Singapore
| $1.47B | +$171M | +13% | 14.5% | 412% | 91 | 38.46% | 0.7 |
|