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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 |
FPC
1576
Falcon Point Capital
San Francisco,
California
| $654M | +$74.9M | +13% | 6.21% | 119% | 123 | 28.46% | 1.5 |
|
| 1577 |
1577
Davidson Investment Advisors
Great Falls,
Montana
| $654M | +$57.2M | +10% | 6.66% | 69.5% | 206 | 7.28% | 2.2 |
|
| 1578 |
EAM
1578
EastBay Asset Management
New York
| $653M | +$248M | +61% | 20.2% | 84.9% | 35 | 62.86% | 0.2 |
|
| 1579 |
1579
Efficient Market Advisors
San Diego,
California
| $650M | +$40.4M | +7% | 2.6% | 5.97% | 49 | 12.24% | 2.5 |
|
| 1580 |
1580
Arden Trust
Wilmington,
Delaware
| $650M | -$677M | -51% | 3.37% | 22.5% | 699 | 63.23% | 2.2 |
|
| 1581 |
1581
Edgemoor Investment Advisors
Bethesda,
Maryland
| $650M | +$16.7M | +3% | 2.83% | 109% | 125 | 10.4% | 2.4 |
|
| 1582 |
SMA
1582
Simply Money Advisors
Cincinnati,
Ohio
| $650M | +$182K | +0% | 1.57% | 11.5% | 32 | 28.13% | 1.8 |
|
| 1583 |
1583
Matson Money Inc
Mason,
Ohio
| $649M | +$16.7M | +3% | 0.24% | 34.2% | 2 | 0% | 0.5 |
|
| 1584 |
OIM
1584
Oracle Investment Management
Greenwich,
Connecticut
| $649M | +$219M | +51% | 40% | 865% | 19 | 10.53% | 2.9 |
|
| 1585 |
DAM
1585
Davis Asset Management
Sausalito,
California
| $649M | +$71.4M | +12% | 9.82% | 97.3% | 27 | 11.11% | 2 |
|
| 1586 |
1586
Avity Investment Management
Greenwich,
Connecticut
| $648M | +$24.2M | +4% | 6.37% | 119% | 72 | 9.72% | 2.3 |
|
| 1587 |
NCM
1587
Numina Capital Management
New York
| $646M | +$118M | +22% | 9.33% | 40.2% | 46 | 71.74% | 0.4 |
|
| 1588 |
1588
Murphy Capital Management
Bedminster,
New Jersey
| $646M | -$381K | -0.1% | 3.21% | 41.6% | 317 | 13.56% | 2.3 |
|
| 1589 |
1589
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $643M | +$39.4M | +7% | 5.12% | 67.9% | 64 | 4.69% | 2.5 |
|
| 1590 |
1590
SVA Wealth Management
Madison,
Wisconsin
| $642M | +$23.5M | +4% | 4.01% | 44.5% | 209 | 7.18% | 2.1 |
|
| 1591 |
1591
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $642M | +$122M | +24% | 24.8% | 125% | 34 | 50% | 0.4 |
|
| 1592 |
1592
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $642M | +$41.5M | +7% | 3.98% | 28.9% | 1,908 | 9.28% | 0.7 |
|
| 1593 |
1593
Fund Evaluation Group
Cincinnati,
Ohio
| $641M | +$26M | +4% | 2.26% | 51.6% | 22 | 13.64% | 1.4 |
|
| 1594 |
1594
EP Wealth Advisors
Torrance,
California
| $640M | +$12.4M | +2% | 3.2% | – | 150 | 22.67% | 1.7 |
|
| 1595 |
CPP
1595
Crow Point Partners
Boston,
Massachusetts
| $639M | – | – | 5.34% | 56.9% | 324 | – | 0.9 |
|
| 1596 |
1596
Skylands Capital
Milwaukee,
Wisconsin
| $639M | +$26.8M | +4% | 8.03% | 64.3% | 204 | 19.12% | 2 |
|
| 1597 |
PC
1597
Packer & Co
Cottesloe,
Australia
| $638M | +$21.7M | +4% | 3.29% | – | 22 | 9.09% | 0.7 |
|
| 1598 |
AG
1598
Alibaba Group
Causeway Bay,
Hong Kong
| $638M | +$353M | +124% | 72.9% | 2.06% | 3 | 0% | 0.8 |
|
| 1599 |
1599
Park Presidio Capital
San Francisco,
California
| $637M | -$2.97M | -0.5% | 4.82% | 94.1% | 22 | 40.91% | 0.8 |
|
| 1600 |
TCM
1600
Tekne Capital Management
New York
| $637M | +$268M | +72% | 14.4% | 516% | 23 | 43.48% | 0.7 |
|