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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
MCM
1501
Marcato Capital Management
San Francisco,
California
| $924M | +$254M | +38% | 18.1% | 142% | 27 | 33.33% | 1.2 |
|
| 1502 |
1502
Smithfield Trust
Pittsburgh,
Pennsylvania
| $924M | +$57.3M | +7% | 4% | 50% | 1,031 | 4.56% | 2.9 |
|
| 1503 |
PPCM
1503
Pillar Pacific Capital Management
Pacifica,
California
| $923M | +$56.9M | +7% | 6.97% | 85% | 311 | 5.47% | 3.6 |
|
| 1504 |
AAA
1504
Adams Asset Advisors
Dallas,
Texas
| $923M | -$4.5M | -0.5% | 0.3% | 66.8% | 106 | 12.26% | 2.7 |
|
| 1505 |
SCA
1505
Secor Capital Advisors
New York
| $923M | -$245M | -21% | 4.24% | 43.5% | 660 | 65% | 0.5 |
|
| 1506 |
1506
RBF Capital
San Francisco,
California
| $922M | +$71.3M | +8% | 3.04% | 147% | 436 | 14.68% | 2.9 |
|
| 1507 |
3AM
1507
3EDGE Asset Management
Naples,
Florida
| $922M | -$350M | -27% | 2.37% | 44.1% | 20 | 55% | 0.7 |
|
| 1508 |
SFM
1508
Stack Financial Management
Whitefish,
Montana
| $920M | +$56.8M | +7% | 7.23% | 58.4% | 53 | 11.32% | 3.1 |
|
| 1509 |
LG
1509
Leuthold Group
Minneapolis,
Minnesota
| $918M | +$9M | +1% | 4.74% | 126% | 233 | 37.77% | 1.1 |
|
| 1510 |
A
1510
AdvicePeriod
Los Angeles,
California
| $918M | +$288M | +46% | 2.26% | 31.5% | 82 | 20.73% | 0.5 |
|
| 1511 |
BONST
1511
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $917M | +$20.1M | +2% | 4.51% | 61.4% | 128 | 6.25% | 3.3 |
|
| 1512 |
HSC
1512
Harbor Spring Capital
New York
| $916M | -$245M | -21% | 2.62% | – | 27 | 11.11% | 1.3 |
|
| 1513 |
BAWC
1513
Black-and-white Capital
Los Angeles,
California
| $916M | +$78.5M | +9% | 10.7% | 265% | 61 | 60.66% | 0.4 |
|
| 1514 |
BDS
1514
Banco de Sabadell
Miami,
Florida
| $913M | +$129M | +16% | 7.42% | 75.1% | 468 | 28.63% | 0.5 |
|
| 1515 |
1515
Matson Money Inc
Mason,
Ohio
| $911M | +$29.4M | +3% | 0.28% | 34.2% | 3 | 0% | 2 |
|
| 1516 |
AC
1516
Avenir Corporation
Alexandria,
Virginia
| $910M | +$34.9M | +4% | 6.57% | 34.4% | 67 | 2.99% | 3.3 |
|
| 1517 |
PHAM
1517
Pacific Heights Asset Management
San Francisco,
California
| $910M | -$65.5M | -7% | 4.14% | 181% | 76 | 2.63% | 4.3 |
|
| 1518 |
CCP
1518
Cyrus Capital Partners
New York
| $908M | -$169M | -16% | 12.3% | 163% | 25 | 36% | 1.1 |
|
| 1519 |
LSAG
1519
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $902M | -$97.9M | -10% | 3.44% | 16% | 337 | 37.39% | 0.7 |
|
| 1520 |
RVPG
1520
Relative Value Partners Group
| $902M | -$2.83M | -0.3% | 2.05% | 8.9% | 148 | 8.78% | 1.9 |
|
| 1521 |
RE
1521
RBC Europe
London,
United Kingdom
| $901M | +$49.6M | +6% | 9.63% | 59.8% | 1,197 | 9.69% | 0.9 |
|
| 1522 |
BC
1522
Boxer Capital
San Diego,
California
| $901M | +$18M | +2% | 31.1% | 262% | 29 | 27.59% | 1.1 |
|
| 1523 |
RMA
1523
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $901M | +$82.7M | +10% | 8.79% | 68.9% | 82 | 24.39% | 3.4 |
|
| 1524 |
1524
First Citizens Bank & Trust
Raleigh,
North Carolina
| $900M | +$86M | +11% | 7.38% | 69% | 458 | 17.9% | 2.1 |
|
| 1525 |
FCM
1525
FJ Capital Management
Mclean,
Virginia
| $900M | -$1.03M | -0.1% | 3.39% | 97.9% | 124 | 37.9% | 1.5 |
|