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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
Strategic Financial Services
Utica,
New York
| $1.25B | +$118M | +10% | 8.65% | 58.7% | 130 | 10% | 5.5 |
|
| 1452 |
1452
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.25B | +$71.7M | +6% | 11.4% | 135% | 377 | 32.36% | 1 |
|
| 1453 |
1453
GAM Holding
Zurich,
Switzerland
| $1.25B | -$61.7M | -5% | 11.2% | 130% | 248 | 29.84% | 3.5 |
|
| 1454 |
1454
Goldentree Asset Management
New York
| $1.25B | -$266M | -18% | 14.2% | 27.7% | 29 | 10.34% | 1.4 |
|
| 1455 |
1455
Spyglass Capital Management
San Francisco,
California
| $1.24B | -$169M | -12% | 2.34% | 154% | 26 | 7.69% | 2.2 |
|
| 1456 |
1456
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.24B | +$119M | +11% | 11.9% | 71.2% | 99 | 11.11% | 6.9 |
|
| 1457 |
1457
City of London Investment Management
London,
United Kingdom
| $1.24B | +$95.1M | +8% | 5.24% | 102% | 120 | 15% | 2.6 |
|
| 1458 |
1458
Water Island Capital
New York
| $1.24B | -$528M | -30% | 20.6% | 438% | 131 | 58.02% | 0.4 |
|
| 1459 |
1459
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.23B | +$181M | +17% | 7.58% | 18.1% | 2,384 | 19% | 2.4 |
|
| 1460 |
1460
CWA Asset Management Group
Naples,
Florida
| $1.23B | +$196M | +19% | 8.12% | – | 343 | 19.83% | 2.5 |
|
| 1461 |
PGP
1461
Prescott General Partners
Boca Raton,
Florida
| $1.23B | -$42.2M | -3% | 0.41% | 76.8% | 11 | 18.18% | 6.2 |
|
| 1462 |
1462
SageView Advisory Group
Newport Beach,
California
| $1.23B | – | – | 6.44% | 52.3% | 404 | – | 0 |
|
| 1463 |
1463
Focus Financial Network
Minneapolis,
Minnesota
| $1.23B | +$71.6M | +6% | 7.9% | 106% | 509 | 14.34% | 1.7 |
|
| 1464 |
1464
Corda Investment Management
Houston,
Texas
| $1.23B | +$113M | +10% | 10.4% | 85% | 64 | 10.94% | 5.4 |
|
| 1465 |
1465
Summit Partners
Boston,
Massachusetts
| $1.23B | -$212M | -15% | 12.1% | 13.7% | 11 | 9.09% | 3.2 |
|
| 1466 |
1466
Jana Partners
New York
| $1.22B | +$56.3M | +5% | 6.4% | 36% | 12 | 25% | 1.5 |
|
| 1467 |
1467
Waterfront Capital Partners
New York
| $1.22B | -$118M | -9% | 6.03% | 88.3% | 58 | 63.79% | 0.7 |
|
| 1468 |
1468
Compass Capital Management
Minneapolis,
Minnesota
| $1.22B | +$80.7M | +7% | 8.81% | 50.8% | 35 | 5.71% | 7.2 |
|
| 1469 |
1469
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.22B | +$102M | +9% | 7.96% | 19.1% | 1,105 | 12.67% | 3.7 |
|
| 1470 |
1470
Gratus Capital
Atlanta,
Georgia
| $1.22B | +$273M | +29% | 7.57% | 51.4% | 236 | 17.8% | 3.4 |
|
| 1471 |
1471
Fosun International
Hong Kong,
China
| $1.22B | +$282M | +30% | 15.6% | 41.3% | 76 | 18.42% | 2.4 |
|
| 1472 |
1472
Sigma Investment Counselors
Northville,
Michigan
| $1.22B | +$43.5M | +4% | 7.81% | 54.9% | 191 | 9.95% | 5.1 |
|
| 1473 |
1473
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.22B | +$11.9M | +1% | 6.12% | 79.4% | 101 | 11.88% | 2.3 |
|
| 1474 |
SFG
1474
Sather Financial Group
Victoria,
Texas
| $1.22B | +$308M | +34% | 11.8% | 70% | 108 | 32.41% | 2.2 |
|
| 1475 |
1475
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.21B | +$117M | +11% | 11.7% | 83.5% | 75 | 0% | 6.3 |
|