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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 |
1501
Checchi Capital Advisers
Beverly Hills,
California
| $1.98B | +$20.4M | +1% | 0.08% | 68% | 618 | 13.11% | 6.2 |
|
| 1502 |
1502
Tang Capital Management
San Diego,
California
| $1.97B | -$55.4M | -3% | 5.72% | 493% | 79 | 40.51% | 2 |
|
| 1503 |
1503
Heartland Advisors
Milwaukee,
Wisconsin
| $1.96B | +$104M | +6% | 7.39% | 88.6% | 275 | 19.27% | 2.7 |
|
| 1504 |
1504
Smith Group Asset Management
Dallas,
Texas
| $1.96B | +$75.1M | +4% | 0.98% | 222% | 192 | 27.08% | 2.6 |
|
| 1505 |
1505
Needham Investment Management
New York
| $1.96B | +$374M | +24% | 20.5% | 424% | 183 | 15.3% | 4.5 |
|
| 1506 |
1506
Finepoint Capital
Boston,
Massachusetts
| $1.95B | -$51.1M | -3% | 6.54% | 27.4% | 11 | 36.36% | 1.2 |
|
| 1507 |
1507
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $1.95B | +$631M | +48% | 3.76% | 151% | 398 | 21.61% | 1.3 |
|
| 1508 |
1508
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.95B | -$90.3M | -4% | 0.84% | 54.3% | 198 | 9.09% | 7.9 |
|
| 1509 |
1509
Blackhill Capital
Morristown,
New Jersey
| $1.94B | -$706K | -0% | 0.45% | 212% | 50 | 2% | 10.7 |
|
| 1510 |
FFH
1510
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.94B | -$141M | -7% | 5.81% | 70.7% | 31 | 12.9% | 4.4 |
|
| 1511 |
1511
Nations Financial Group
Cedar Rapids,
Iowa
| $1.94B | +$41.8M | +2% | 1.17% | 105% | 801 | 10.36% | 3.4 |
|
| 1512 |
1512
Midland Wealth Advisors
Effingham,
Illinois
| $1.94B | +$18.5M | +1% | 0.02% | 47.8% | 169 | 8.28% | 1.9 |
|
| 1513 |
1513
Osterweis Capital Management
San Francisco,
California
| $1.94B | -$424M | -18% | 0.37% | 93.7% | 283 | 23.67% | 2.5 |
|
| 1514 |
1514
1ST Source Bank
South Bend,
Indiana
| $1.94B | +$31.8M | +2% | 1.06% | 80.8% | 294 | 9.52% | 7.7 |
|
| 1515 |
1515
Foster & Motley
Cincinnati,
Ohio
| $1.94B | +$63M | +3% | 3% | 68.8% | 405 | 6.91% | 5.5 |
|
| 1516 |
1516
Affinity Asset Advisors
New York
| $1.94B | +$181M | +10% | 35% | 1,487% | 123 | 38.21% | 1 |
|
| 1517 |
1517
Heard Capital LLC
Chicago,
Illinois
| $1.93B | -$196M | -9% | 7.87% | 161% | 21 | 0% | 5.2 |
|
| 1518 |
1518
Advisornet Financial
Minnetonka,
Minnesota
| $1.93B | +$53.9M | +3% | 0.31% | 71.2% | 2,398 | 12.47% | 3.9 |
|
| 1519 |
1519
Stairway Partners
Chicago,
Illinois
| $1.93B | -$1.17M | -0.1% | 0.62% | 48.1% | 18 | 0% | 7.7 |
|
| 1520 |
1520
Hamilton Capital
Columbus,
Ohio
| $1.93B | -$69.8M | -3% | 5.03% | – | 173 | 20.23% | 2.8 |
|
| 1521 |
1521
Clearline Capital
New York
| $1.93B | -$102M | -5% | 4.62% | 57.4% | 136 | 46.32% | 1.1 |
|
| 1522 |
1522
Discovery Capital Management
South Norwalk,
Connecticut
| $1.92B | +$76.7M | +4% | 13% | 871% | 115 | 56.52% | 0.7 |
|
| 1523 |
1523
ARS Investment Partners
New York
| $1.92B | +$213M | +12% | 8.37% | 260% | 214 | 22.9% | 3.9 |
|
| 1524 |
1524
Investment House LLC
Redondo Beach,
California
| $1.92B | -$182M | -9% | 5.8% | 137% | 237 | 15.19% | 6.6 |
|
| 1525 |
1525
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1.92B | +$1.4M | +0.1% | 0.96% | 64.6% | 708 | 12.99% | 4.2 |
|