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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Level Four Advisory Services
Dallas,
Texas
| $802M | -$123M | -13% | 12.2% | 92.2% | 606 | 16.83% | 1.5 |
|
| 1477 |
AC
1477
Avenir Corporation
Alexandria,
Virginia
| $801M | -$109M | -12% | 8.8% | 34.4% | 69 | 11.59% | 3.5 |
|
| 1478 |
PPC
1478
Park Presidio Capital
San Francisco,
California
| $799M | -$193M | -19% | 18.1% | 94.1% | 22 | 40.91% | 1 |
|
| 1479 |
BDF
1479
Balasa Dinverno & Foltz
| $797M | -$92.7M | -10% | 14.2% | 23.2% | 263 | 22.05% | 3.2 |
|
| 1480 |
SBCM
1480
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $797M | -$145M | -15% | 12.5% | 72.3% | 62 | 8.06% | 3.8 |
|
| 1481 |
LIM
1481
Leavell Investment Management
Mobile,
Alabama
| $796M | -$133M | -14% | 11.2% | 84.5% | 386 | 12.95% | 4.1 |
|
| 1482 |
CIM
1482
Chiron Investment Management
New York
| $794M | -$777M | -49% | 16.3% | 104% | 81 | 50.62% | 0.6 |
|
| 1483 |
1483
Salem Investment Counselors
Winston Salem,
North Carolina
| $794M | -$185M | -19% | 13.4% | 181% | 449 | 59.91% | 3.8 |
|
| 1484 |
AG
1484
Alibaba Group
Causeway Bay,
Hong Kong
| $791M | -$269M | -25% | 23.8% | 2.06% | 4 | 0% | 2.6 |
|
| 1485 |
GPP
1485
Great Point Partners
Greenwich,
Connecticut
| $791M | +$150M | +23% | 21.2% | 710% | 46 | 47.83% | 0.6 |
|
| 1486 |
1486
Alpha Wave Global
New York
| $790M | +$174M | +28% | 5.08% | 226% | 29 | 62.07% | 0.7 |
|
| 1487 |
GFWEX
1487
G.F.W. Energy XI
Dallas,
Texas
| $789M | -$604M | -43% | 43% | – | 2 | 0% | 1.4 |
|
| 1488 |
SCI
1488
S&CO Inc
Boston,
Massachusetts
| $789M | -$105M | -12% | 10.8% | 68.8% | 189 | 7.41% | 3.7 |
|
| 1489 |
MLM
1489
Mount Lucas Management
Newtown,
Pennsylvania
| $788M | +$106M | +16% | 5.57% | 109% | 80 | 38.75% | 1 |
|
| 1490 |
DBC
1490
Deep Basin Capital
Stamford,
Connecticut
| $788M | – | – | 26.5% | – | 32 | – | 0 |
|
| 1491 |
MTCM
1491
Mint Tower Capital Management
Amsterdam,
Netherlands
| $786M | -$21.3M | -3% | 0.77% | 40% | 280 | 70% | 0.2 |
|
| 1492 |
VC
1492
Vivo Capital
Palo Alto,
California
| $783M | -$209M | -21% | 15.2% | 7,491% | 48 | 14.58% | 1.3 |
|
| 1493 |
RP
1493
RR Partners
New York
| $783M | -$224M | -22% | 21.5% | 73.3% | 19 | 0% | 2.2 |
|
| 1494 |
1494
Wedbush Securities
Los Angeles,
California
| $782M | -$99M | -11% | 12.1% | 99.9% | 976 | 22.13% | 2.7 |
|
| 1495 |
B
1495
Bpifrance
Maisons Alfort, Cedex,
France
| $782M | – | – | 36.2% | 53.2% | 9 | – | 0 |
|
| 1496 |
GIM
1496
Goelzer Investment Management
Carmel,
Indiana
| $781M | -$116M | -13% | 12.4% | 97.2% | 211 | 12.8% | 3.6 |
|
| 1497 |
MI
1497
Markston International
White Plains,
New York
| $779M | -$153M | -16% | 14% | 109% | 177 | 11.86% | 4.1 |
|
| 1498 |
GPGA
1498
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $779M | -$182M | -19% | 16.6% | 96% | 103 | 22.33% | 2.3 |
|
| 1499 |
SAM
1499
Skyline Asset Management
Chicago,
Illinois
| $778M | -$349M | -31% | 20.2% | 26.1% | 69 | 18.84% | 3 |
|
| 1500 |
TI
1500
TT International
London,
United Kingdom
| $776M | -$119M | -13% | 9.23% | – | 54 | 46.3% | 1.1 |
|