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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 |
MCI
1576
McDonald Capital Investors
Orinda,
California
| $1.43B | +$136M | +11% | 13.6% | 60.1% | 22 | 18.18% | 4.9 |
|
| 1577 |
1577
Atika Capital Management
New York
| $1.43B | -$255M | -15% | 11.7% | 811% | 141 | 57.45% | 0.9 |
|
| 1578 |
1578
Cumberland Partners
Toronto,
Ontario, Canada
| $1.42B | +$202M | +17% | 11.6% | 101% | 207 | 26.57% | 2.2 |
|
| 1579 |
1579
Redpoint Management
Woodside,
California
| $1.42B | – | – | 13.1% | 20.6% | 7 | – | 0 |
|
| 1580 |
1580
Deep Track Capital
Greenwich,
Connecticut
| $1.42B | – | – | 3.27% | 440% | 55 | – | 0 |
|
| 1581 |
SCI
1581
S&CO Inc
Boston,
Massachusetts
| $1.42B | +$133M | +10% | 9.94% | 68.8% | 196 | 6.12% | 5.4 |
|
| 1582 |
1582
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.41B | +$141M | +11% | 10.8% | 121% | 265 | 9.43% | 3.8 |
|
| 1583 |
1583
Neville Rodie & Shaw
New York
| $1.41B | +$125M | +10% | 11.9% | 125% | 276 | 7.61% | 5.7 |
|
| 1584 |
1584
Chicago Partners Investment Group
Chicago,
Illinois
| $1.41B | -$15.7M | -1% | 6.21% | 81.4% | 630 | 17.14% | 2.8 |
|
| 1585 |
1585
Efficient Advisors
Mason,
Ohio
| $1.41B | +$364M | +35% | 2.52% | 30.6% | 62 | 3.23% | 5.5 |
|
| 1586 |
1586
Edge Capital Group
Atlanta,
Georgia
| $1.41B | +$153M | +12% | 7.61% | 27.7% | 293 | 8.87% | 2 |
|
| 1587 |
1587
Relative Value Partners Group
| $1.41B | +$74.5M | +6% | 3.9% | 8.9% | 206 | 16.02% | 2.8 |
|
| 1588 |
1588
GHP Investment Advisors
Denver,
Colorado
| $1.41B | +$146M | +12% | 10.3% | 81.4% | 326 | 8.9% | 5.3 |
|
| 1589 |
1589
Meag Munich Ergo
Munich,
Germany
| $1.41B | +$833M | +145% | 9.54% | 82.8% | 246 | 34.15% | 2.9 |
|
| 1590 |
1590
Index Fund Advisors
Irvine,
California
| $1.41B | – | – | 6.39% | 58.2% | 98 | – | 0 |
|
| 1591 |
1591
Cantor Fitzgerald
New York
| $1.4B | – | – | 0.61% | 373% | 401 | – | 0 |
|
| 1592 |
1592
Davidson Investment Advisors
Great Falls,
Montana
| $1.4B | +$118M | +9% | 10.7% | 79% | 108 | 12.04% | 4.1 |
|
| 1593 |
1593
O'Shares Investment Advisers
Boston,
Massachusetts
| $1.4B | +$41.7M | +3% | 7.25% | 71.8% | 284 | 0.35% | 1.7 |
|
| 1594 |
1594
Dynamic Advisor Solutions
Phoenix,
Arizona
| $1.4B | +$71.5M | +5% | 7.77% | 70.9% | 825 | 22.06% | 2.3 |
|
| 1595 |
1595
Lattice Capital Management
Kirkland,
Washington
| $1.4B | – | – | 7.15% | 242% | 80 | – | 0 |
|
| 1596 |
1596
Passaic Partners
Newark,
New Jersey
| $1.4B | – | – | 6.14% | 53.2% | 6 | – | 0 |
|
| 1597 |
1597
Perigon Wealth Management
San Francisco,
California
| $1.4B | +$246M | +21% | 10.6% | 104% | 609 | 17.73% | 2.2 |
|
| 1598 |
TAM
1598
Telemark Asset Management
Boston,
Massachusetts
| $1.4B | +$16.5M | +1% | 10.5% | 329% | 62 | 25.81% | 1.5 |
|
| 1599 |
1599
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.4B | +$177M | +14% | 13.1% | 121% | 122 | 9.02% | 6.4 |
|
| 1600 |
1600
First Light Asset Management
Edina,
Minnesota
| $1.4B | -$121M | -8% | 1.63% | 364% | 90 | 20% | 2 |
|