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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 |
1551
HMI Capital Management
San Francisco,
California
| $846M | -$31.4M | -4% | 22.2% | 5.95% | 11 | 36.36% | 2.4 |
|
| 1552 |
1552
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $846M | +$98.6M | +13% | 13.6% | 67.9% | 65 | 4.62% | 4.3 |
|
| 1553 |
1553
Legacy Private Trust
Neenah,
Wisconsin
| $843M | +$68.8M | +9% | 10.1% | 71.1% | 228 | 7.46% | 3.4 |
|
| 1554 |
C
1554
Chescapmanager
Baltimore,
Maryland
| $842M | +$428M | +103% | 31.6% | 202% | 46 | 45.65% | 1 |
|
| 1555 |
SC
1555
Shellback Capital
Boston,
Massachusetts
| $841M | +$288M | +52% | 22.9% | 198% | 122 | 64.75% | 0.5 |
|
| 1556 |
RP
1556
RR Partners
New York
| $841M | +$58.3M | +7% | 15.2% | 73.3% | 21 | 23.81% | 2.4 |
|
| 1557 |
GFWEX
1557
G.F.W. Energy XI
Dallas,
Texas
| $841M | +$52.1M | +7% | 32.2% | – | 3 | 66.67% | 0.5 |
|
| 1558 |
1558
Capital International Inc
Los Angeles,
California
| $841M | +$109M | +15% | 23.7% | 132% | 188 | 7.45% | 2.3 |
|
| 1559 |
1559
Trilogy Capital
Irvine,
California
| $840M | +$96.4M | +13% | 9.65% | 57.6% | 166 | 46.39% | 0.8 |
|
| 1560 |
1560
GuardCap Asset Management
London,
United Kingdom
| $838M | +$326M | +64% | 16.2% | 21.9% | 25 | 4% | 1 |
|
| 1561 |
CI
1561
CPMG Inc
Dallas,
Texas
| $838M | -$293M | -26% | 41.1% | 878% | 23 | 17.39% | 0.9 |
|
| 1562 |
1562
EJF Capital
Arlington,
Virginia
| $838M | -$22.1M | -3% | 6.41% | 127% | 130 | 30% | 1.1 |
|
| 1563 |
1563
Hoplite Capital Management
New York
| $836M | +$306M | +58% | 15.4% | 32.9% | 36 | 69.44% | 0.7 |
|
| 1564 |
1564
Stack Financial Management
Whitefish,
Montana
| $835M | +$21.8M | +3% | 14.6% | 58.4% | 52 | 19.23% | 3.7 |
|
| 1565 |
1565
Balasa Dinverno & Foltz
| $835M | +$37.5M | +5% | 13.5% | 23.2% | 260 | 18.85% | 3.2 |
|
| 1566 |
1566
Bar Harbor Wealth Management
Concord,
New Hampshire
| $834M | +$82.2M | +11% | 12.2% | 85% | 298 | 9.73% | 4.1 |
|
| 1567 |
1567
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $832M | -$303M | -27% | 2.5% | 33.4% | 14 | 42.86% | 0.5 |
|
| 1568 |
1568
Sectoral Asset Management
Montreal,
Quebec, Canada
| $831M | +$95.7M | +13% | 18.7% | 168% | 117 | 20.51% | 1.2 |
|
| 1569 |
1569
Bernzott Capital Advisors
Camarillo,
California
| $826M | +$110M | +15% | 16.9% | 46.2% | 46 | 8.7% | 3.8 |
|
| 1570 |
1570
Brighton Jones LLC
Seattle,
Washington
| $826M | +$133M | +19% | 15.2% | 97.9% | 314 | 19.75% | 1.8 |
|
| 1571 |
1571
Alpha Cubed Investments
Irvine,
California
| $825M | +$158M | +24% | 12.7% | 126% | 263 | 21.29% | 2.3 |
|
| 1572 |
1572
Avity Investment Management
Greenwich,
Connecticut
| $825M | +$107M | +15% | 15.8% | 119% | 79 | 10.13% | 3.7 |
|
| 1573 |
1573
Cyrus Capital Partners
New York
| $825M | +$155M | +23% | 10.3% | 163% | 26 | 57.69% | 1.2 |
|
| 1574 |
CWM
1574
Cornerstone Wealth Management
St. Peters,
Missouri
| $823M | +$355M | +76% | 11.4% | 69.8% | 528 | 42.05% | 1.2 |
|
| 1575 |
1575
Mendon Capital Advisors
Key Largo,
Florida
| $823M | -$28.1M | -3% | 3.98% | – | 104 | 30.77% | 2 |
|