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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
CIM
1576
Corda Investment Management
Houston,
Texas
| $625M | +$55.3M | +10% | 5.93% | 75.4% | 56 | 5.36% | 2.3 |
|
| 1577 |
FWM
1577
Frontier Wealth Management
Kansas City,
Missouri
| $625M | -$570M | -48% | 3.37% | 42.8% | 376 | 19.15% | 1.1 |
|
| 1578 |
IHL
1578
Investment House LLC
Redondo Beach,
California
| $624M | -$3.56M | -0.6% | 1.29% | 125% | 198 | 17.68% | 2.2 |
|
| 1579 |
OCBV
1579
Ownership Capital B.V.
Amsterdam,
Netherlands
| $624M | +$49.1M | +9% | 2.19% | 62.8% | 15 | 20% | 0.6 |
|
| 1580 |
AIM
1580
Avity Investment Management
Greenwich,
Connecticut
| $624M | +$1.01M | +0.2% | 0.7% | 119% | 72 | 16.67% | 2.2 |
|
| 1581 |
PAM
1581
PT Asset Management
Chicago,
Illinois
| $623M | +$232M | +59% | 3.08% | 7.94% | 270 | 35.93% | 0.6 |
|
| 1582 |
TFP
1582
Triple Frond Partners
San Francisco,
California
| $622M | +$7.48M | +1% | 2% | 92.9% | 10 | 20% | 1.1 |
|
| 1583 |
1WCM
1583
12 West Capital Management
New York
| $620M | -$99.5M | -14% | 1.59% | 169% | 23 | 30.43% | 1.1 |
|
| 1584 |
SWM
1584
SVA Wealth Management
Madison,
Wisconsin
| $619M | +$14.9M | +2% | 2.53% | 44.5% | 214 | 9.81% | 1.8 |
|
| 1585 |
VOAM
1585
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $619M | -$68.7M | -10% | 7.48% | 107% | 133 | 42.11% | 1 |
|
| 1586 |
SI
1586
Sensato Investors
San Francisco,
California
| $619M | +$56.3M | +10% | 5.44% | 75.8% | 127 | 51.18% | 0.5 |
|
| 1587 |
PC
1587
Packer & Co
Cottesloe,
Australia
| $617M | +$4.48M | +0.7% | 2.49% | – | 22 | 9.09% | 0.5 |
|
| 1588 |
1588
Blackhill Capital
Morristown,
New Jersey
| $617M | +$6.41M | +1% | 3.12% | 212% | 87 | 3.45% | 2.5 |
|
| 1589 |
1589
Fund Evaluation Group
Cincinnati,
Ohio
| $615M | +$14.9M | +2% | 3.45% | 51.6% | 22 | 18.18% | 1.4 |
|
| 1590 |
SC
1590
Skylands Capital
Milwaukee,
Wisconsin
| $612M | -$13.5M | -2% | 3.9% | 64.3% | 212 | 21.7% | 1.9 |
|
| 1591 |
BPM
1591
Bowling Portfolio Management
Cincinnati,
Ohio
| $612M | -$6.25M | -1% | 0.51% | 45.7% | 191 | 27.23% | 1.8 |
|
| 1592 |
RCM
1592
Redwood Capital Management
New York
| $611M | -$23.4M | -4% | 0.09% | 313% | 51 | 19.61% | 1.9 |
|
| 1593 |
STB
1593
S&T Bank
Indiana,
Pennsylvania
| $611M | +$10.6M | +2% | 0.1% | 193% | 82 | 6.1% | 2.5 |
|
| 1594 |
ASP
1594
Adams Street Partners
Chicago,
Illinois
| $611M | +$63.3M | +12% | 23.7% | 399% | 26 | 69.23% | 0.5 |
|
| 1595 |
1595
Wedbush Securities
Los Angeles,
California
| $611M | +$35.5M | +6% | 3.01% | 99.9% | 859 | 20.02% | 1.6 |
|
| 1596 |
EMA
1596
Efficient Market Advisors
San Diego,
California
| $610M | +$31.3M | +5% | 2.4% | 5.97% | 49 | 10.2% | 2.5 |
|
| 1597 |
RMA
1597
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $610M | +$26.4M | +5% | 3.58% | 68.9% | 67 | 7.46% | 2.7 |
|
| 1598 |
BFA
1598
Beaumont Financial Advisors
Needham,
Massachusetts
| $609M | -$5.7M | -0.9% | 3.35% | 80.6% | 164 | 38.41% | 1.5 |
|
| 1599 |
NRC
1599
North Run Capital
Boston,
Massachusetts
| $607M | -$123M | -17% | 1.53% | 19.4% | 33 | 30.3% | 1 |
|
| 1600 |
VFS
1600
VSR Financial Services
Overland Park,
Kansas
| $607M | -$344M | -36% | 3.01% | 20.7% | 616 | 28.25% | 1.9 |
|