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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
VFAM
1551
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| $645M | +$9.8M | +2% | 5.08% | – | 109 | 17.43% | 1.6 |
|
| 1552 |
1552
Clearline Capital
New York
| $644M | +$51.3M | +9% | 14.5% | 57.4% | 73 | 68.49% | 0.4 |
|
| 1553 |
1553
Frontier Investment Management
Dallas,
Texas
| $643M | +$44M | +7% | 4.9% | 16.4% | 218 | 27.06% | 1.3 |
|
| 1554 |
1554
Blackhill Capital
Morristown,
New Jersey
| $642M | -$99.3M | -13% | 7.6% | 212% | 94 | 8.51% | 2 |
|
| 1555 |
1555
Essex Investment Management
Boston,
Massachusetts
| $640M | +$30.9M | +5% | 10.6% | 370% | 363 | 27.55% | 1.4 |
|
| 1556 |
1556
Astor Investment Management
Chicago,
Illinois
| $639M | -$16.4M | -3% | 3.27% | 23.3% | 31 | 9.68% | 1.5 |
|
| 1557 |
1557
SouthState Corp
Winter Haven,
Florida
| $638M | -$16.3M | -2% | 5.72% | 78.9% | 228 | 14.47% | 2.1 |
|
| 1558 |
1558
MSD Capital
New York
| $637M | -$113M | -15% | 9.18% | 11.5% | 8 | 0% | 1.8 |
|
| 1559 |
SHIM
1559
Spruce House Investment Management
New York
| $637M | +$97.1M | +18% | 11% | 863% | 8 | 0% | 0.8 |
|
| 1560 |
1560
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $636M | -$70.7M | -10% | 21.4% | 240% | 130 | 60% | 0.8 |
|
| 1561 |
1561
Moody Lynn & Lieberson
Boston,
Massachusetts
| $636M | +$114M | +22% | 9.42% | 142% | 192 | 27.08% | 1.4 |
|
| 1562 |
1562
Tekne Capital Management
New York
| $635M | +$244M | +62% | 18.1% | 516% | 22 | 54.55% | 0.6 |
|
| 1563 |
1563
Parkwood LLC
Cleveland,
Ohio
| $635M | +$22M | +4% | 3.13% | 120% | 584 | 43.66% | 0.7 |
|
| 1564 |
1564
Avity Investment Management
Greenwich,
Connecticut
| $635M | +$16.5M | +3% | 4.77% | 119% | 73 | 12.33% | 1.8 |
|
| 1565 |
GLRA
1565
Gerald L. Ray & Associates
Dallas,
Texas
| $633M | +$33.3M | +6% | 7.78% | 38.2% | 315 | 7.62% | 2.1 |
|
| 1566 |
LIC
1566
Lodestar Investment Counsel
Chicago,
Illinois
| $633M | +$38.3M | +6% | 6.64% | 45.1% | 147 | 10.2% | 1.8 |
|
| 1567 |
1567
Jefferies Financial Group
New York
| $632M | +$85.3M | +16% | 15.6% | 135% | 1 | 0% | 1.8 |
|
| 1568 |
1568
Packer & Co
Cottesloe,
Australia
| $632M | – | – | 9.06% | – | 21 | – | 0 |
|
| 1569 |
1569
First National Trust
Hermitage,
Pennsylvania
| $632M | +$49.1M | +8% | 5.6% | 82.9% | 315 | 13.02% | 1.8 |
|
| 1570 |
1570
Permian Investment Partners
Dallas,
Texas
| $631M | +$210M | +50% | 4.76% | 78.6% | 27 | 59.26% | 0.5 |
|
| 1571 |
1571
Martin Investment Management
Palm Beach Gardens,
Florida
| $630M | +$10M | +2% | 6.82% | 44% | 45 | 8.89% | 2 |
|
| 1572 |
1572
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $630M | +$31.5M | +5% | 6.35% | 27.5% | 333 | 24.02% | 1.7 |
|
| 1573 |
1573
Vantage Investment Partners
Kansas City,
Missouri
| $630M | +$73.9M | +13% | 6.02% | 66.8% | 71 | 19.72% | 1.5 |
|
| 1574 |
1574
Caxton Associates (New York)
New York
| $628M | -$1.01B | -62% | 4.12% | 73.9% | 104 | 71.15% | 0.3 |
|
| 1575 |
1575
Portfolio Solutions
Royal Oak,
Michigan
| $626M | +$45M | +8% | 4.65% | 11.6% | 16 | 50% | 1 |
|