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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
Stack Financial Management
Whitefish,
Montana
| $878M | +$241M | +38% | 21.5% | 58.4% | 51 | 21.57% | 3.4 |
|
| 1552 |
1552
Avenir Corporation
Alexandria,
Virginia
| $878M | +$140M | +19% | 29.1% | 34.4% | 70 | 11.43% | 4.1 |
|
| 1553 |
1553
Portolan Capital Management
Boston,
Massachusetts
| $876M | +$209M | +31% | 63.9% | 738% | 154 | 44.16% | 0.9 |
|
| 1554 |
1554
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $875M | +$165M | +23% | 24.7% | 181% | 706 | 10.48% | 4.6 |
|
| 1555 |
1555
Capstone Financial Advisors
Downers Grove,
Illinois
| $874M | +$108M | +14% | 15.7% | 54.5% | 118 | 29.66% | 2.6 |
|
| 1556 |
1556
Cooperman Leon G
| $874M | +$98.5M | +13% | 34.2% | 147% | 44 | 11.36% | 2.1 |
|
| 1557 |
1557
Impala Asset Management
Palm Beach,
Florida
| $874M | +$131M | +18% | 37.7% | 62.6% | 51 | 62.75% | 0.8 |
|
| 1558 |
1558
Cinctive Capital Management
New York
| $872M | +$422M | +94% | 34.8% | 163% | 349 | 71.06% | 0.2 |
|
| 1559 |
1559
Cacti Asset Management
Atlanta,
Georgia
| $871M | +$11.2M | +1% | 15.7% | 171% | 76 | 6.58% | 5.4 |
|
| 1560 |
1560
Poplar Forest Capital
Pasadena,
California
| $871M | +$150M | +21% | 25.4% | 30% | 66 | 18.18% | 3.2 |
|
| 1561 |
1561
Corda Investment Management
Houston,
Texas
| $869M | +$68.7M | +9% | 9.35% | 85% | 60 | 6.67% | 4.3 |
|
| 1562 |
1562
Rubric Capital Management (New York)
New York
| $869M | +$236M | +37% | 30.6% | 251% | 74 | 59.46% | 0.6 |
|
| 1563 |
1563
Summit Global Investments
Bountiful,
Utah
| $867M | +$181M | +26% | 20.3% | 60.4% | 273 | 35.53% | 1 |
|
| 1564 |
1564
Virtu Financial
New York
| $865M | – | – | 42.2% | 160% | 1,207 | – | 0.4 |
|
| 1565 |
1565
Bar Harbor Wealth Management
Concord,
New Hampshire
| $865M | +$123M | +17% | 18.5% | 85% | 246 | 10.57% | 5.4 |
|
| 1566 |
1566
Clearstead Advisors
Cleveland,
Ohio
| $865M | +$178M | +26% | 21.3% | 71.4% | 858 | 15.15% | 1 |
|
| 1567 |
1567
Anglepoint Asset Management
George Town,
Cayman Islands
| $865M | +$181M | +26% | 51.6% | – | 27 | 11.11% | 0.3 |
|
| 1568 |
1568
Tran Capital Management
San Rafael,
California
| $864M | +$178M | +26% | 26% | 173% | 72 | 25% | 1.5 |
|
| 1569 |
1569
Venrock Management VI
Palo Alto,
California
| $864M | – | – | 48.3% | – | 2 | – | 0 |
|
| 1570 |
1570
Graticule Asia Macro Advisors
New York
| $863M | +$726M | +531% | 44.8% | – | 57 | 94.74% | 0.1 |
|
| 1571 |
XS
1571
XR Securities
Chicago,
Illinois
| $861M | -$501M | -37% | 28.4% | 17% | 345 | 70.43% | 0.4 |
|
| 1572 |
1572
Westwood Global Investments
Boston,
Massachusetts
| $861M | +$132M | +18% | 10.3% | 112% | 12 | 0% | 3.2 |
|
| 1573 |
1573
Oldfield Partners
London,
United Kingdom
| $861M | +$70.7M | +9% | 23.6% | 90.3% | 22 | 4.55% | 4.7 |
|
| 1574 |
1574
Capital Growth Management
Boston,
Massachusetts
| $860M | +$148M | +21% | 69.6% | 422% | 66 | 74.24% | 0.1 |
|
| 1575 |
1575
Petrus Trust Company
Dallas,
Texas
| $859M | +$162M | +23% | 23% | 36.9% | 339 | 73.16% | 0.8 |
|