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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
RVPG
1526
Relative Value Partners Group
| $1.33B | +$49.3M | +4% | 0.85% | 8.9% | 204 | 17.16% |
|
| 1527 |
MLL
1527
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.33B | +$6.92M | +0.5% | 4.01% | 128% | 240 | 18.33% |
|
| 1528 |
SGI
1528
Summit Global Investments
Bountiful,
Utah
| $1.33B | -$337M | -20% | 0.49% | 47.3% | 679 | 49.63% |
|
| 1529 |
STA
1529
Summit Trail Advisors
New York
| $1.33B | +$191M | +17% | 2.67% | 56% | 278 | 25.54% |
|
| 1530 |
SP
1530
Steelhead Partners
Seattle,
Washington
| $1.33B | -$180M | -12% | 0% | 0.04% | 41 | 4.88% |
|
| 1531 |
ACI
1531
Alpha Cubed Investments
Irvine,
California
| $1.33B | -$54.6M | -4% | 0.39% | 126% | 288 | 14.93% |
|
| 1532 |
DAS
1532
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.33B | +$66.1M | +5% | 0.74% | 64% | 832 | 18.63% |
|
| 1533 |
PM
1533
Pembroke Management
Montreal,
Quebec, Canada
| $1.33B | +$51.2M | +4% | 4.99% | 94.8% | 70 | 10% |
|
| 1534 |
IFLIT
1534
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $1.33B | +$18.4M | +1% | 5.12% | 45.7% | 15 | 6.67% |
|
| 1535 |
JIC
1535
Joel Isaacson & Co
New York
| $1.32B | +$38.5M | +3% | 0.64% | 61.3% | 319 | 11.29% |
|
| 1536 |
NPA
1536
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.32B | -$5.74M | -0.4% | 0.04% | 54.5% | 104 | 2.88% |
|
| 1537 |
MAM
1537
Majedie Asset Management
London,
United Kingdom
| $1.32B | -$199M | -13% | 1.47% | 126% | 86 | 8.14% |
|
| 1538 |
OCA
1538
OEP Capital Advisors
New York
| $1.32B | +$76.2M | +6% | 7.97% | 16.9% | 2 | 0% |
|
| 1539 |
QI
1539
QV Investors
Calgary,
Alberta, Canada
| $1.32B | -$318M | -19% | 0.79% | 66.3% | 77 | 5.19% |
|
| 1540 |
PP
1540
Patten & Patten
Chattanooga,
Tennessee
| $1.31B | +$2.11M | +0.2% | 0.26% | 63.8% | 281 | 3.56% |
|
| 1541 |
TC
1541
Trilogy Capital
Irvine,
California
| $1.31B | -$45.2M | -3% | 1.13% | 54.1% | 160 | 7.5% |
|
| 1542 |
2
1542
2Xideas
Kusnacht,
Switzerland
| $1.31B | +$195M | +17% | 2.07% | 34% | 73 | 9.59% |
|
| 1543 |
PGEBT
1543
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
| $1.31B | -$146M | -10% | 0.75% | 15.7% | 30 | 96.67% |
|
| 1544 |
AWE
1544
Avidian Wealth Enterprises
Houston,
Texas
| $1.31B | +$9.23M | +0.7% | 1.14% | 63.7% | 434 | 20.28% |
|
| 1545 |
FIM
1545
Freedom Investment Management
Hartford,
Connecticut
| $1.31B | -$33.8M | -3% | 0.03% | 58.5% | 946 | 22.62% |
|
| 1546 |
SCM
1546
Shenkman Capital Management
New York
| $1.31B | +$210M | +19% | 0.02% | 4.02% | 111 | 1.8% |
|
| 1547 |
AC
1547
Antara Capital
New York
| $1.31B | -$525M | -29% | 5.73% | 39.8% | 271 | 64.21% |
|
| 1548 |
AWG
1548
Alpha Wave Global
New York
| $1.31B | -$259M | -17% | 0.42% | 219% | 158 | 49.37% |
|
| 1549 |
BFC
1549
Banc Funds Company
Chicago,
Illinois
| $1.31B | -$55.7M | -4% | 4.29% | 44.9% | 208 | 12.5% |
|
| 1550 |
DLPIC
1550
Davide Leone & Partners Investment Company
London,
United Kingdom
| $1.31B | -$781M | -37% | 0.23% | 64.1% | 60 | 30% |
|