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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 |
1576
Pitcairn
Conshohocken,
Pennsylvania
| $1.2B | +$9.8M | +0.8% | 2.51% | 111% | 688 | 11.77% | 4.4 |
|
| 1577 |
1577
XN LP
New York
| $1.19B | +$148M | +14% | 3.47% | 172% | 21 | 14.29% | 0.9 |
|
| 1578 |
1578
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.19B | -$69.5M | -6% | 2.55% | 121% | 116 | 10.34% | 7.9 |
|
| 1579 |
1579
IFG Advisory
Atlanta,
Georgia
| $1.19B | +$60.8M | +5% | 3.03% | 70.1% | 545 | 42.2% | 2 |
|
| 1580 |
1580
Regal Investment Advisors
Kentwood,
Michigan
| $1.19B | -$4.98M | -0.4% | 2.85% | 64.7% | 546 | 15.2% | 2.1 |
|
| 1581 |
1581
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.19B | -$64.2M | -5% | 5.26% | 74.2% | 32 | 3.13% | 6.3 |
|
| 1582 |
1582
Rothschild Investment LLC
Chicago,
Illinois
| $1.19B | -$16.5M | -1% | 1.48% | 99.4% | 530 | 13.4% | 5.1 |
|
| 1583 |
BCM
1583
Bluefin Capital Management
New York
| $1.18B | +$661M | +126% | 1.42% | – | 249 | 54.62% | 0.2 |
|
| 1584 |
1584
North Star Investment Management
Chicago,
Illinois
| $1.18B | -$48.2M | -4% | 2.25% | 80.6% | 1,319 | 5.31% | 4.1 |
|
| 1585 |
1585
JB Capital
Wethersfield,
Connecticut
| $1.18B | -$163K | -0% | 3.83% | 83.8% | 192 | 18.23% | 1.4 |
|
| 1586 |
1586
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.18B | +$211M | +22% | 0.5% | 31.4% | 1,240 | 18.63% | 2.8 |
|
| 1587 |
1587
Western Wealth Management
Golden,
Colorado
| $1.18B | +$11.2M | +1% | 3.1% | 82.6% | 681 | 9.4% | 2.7 |
|
| 1588 |
1588
Rush Island Management
New York
| $1.18B | +$126M | +12% | 10% | 15.5% | 26 | 46.15% | 0.7 |
|
| 1589 |
1589
Eversept Partners
New York
| $1.18B | -$14.4M | -1% | 3.92% | 321% | 83 | 31.33% | 1.3 |
|
| 1590 |
1590
Bowie Capital Management
Richardson,
Texas
| $1.17B | +$321M | +38% | 1.95% | 31.6% | 42 | 26.19% | 3.4 |
|
| 1591 |
1591
L1 Capital
Melbourne VIC 3000,
Australia
| $1.17B | +$343M | +41% | 9.91% | 127% | 14 | 14.29% | 1.1 |
|
| 1592 |
1592
Asset Dedication LLC
San Francisco,
California
| $1.17B | +$1.29M | +0.1% | 2.44% | 67.8% | 1,096 | 10.68% | 2.2 |
|
| 1593 |
1593
Garde Capital
Seattle,
Washington
| $1.17B | -$27.6M | -2% | 3.77% | 57.6% | 288 | 13.89% | 4 |
|
| 1594 |
1594
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.17B | -$208M | -15% | 7.16% | 32.6% | 68 | 5.88% | 4.6 |
|
| 1595 |
1595
Nantahala Capital Management
New Canaan,
Connecticut
| $1.17B | +$137M | +13% | 1.01% | 341% | 152 | 30.92% | 1.8 |
|
| 1596 |
1596
Evensky & Katz
Coral Gables,
Florida
| $1.17B | -$148M | -11% | 2.99% | 57.1% | 91 | 6.59% | 4.7 |
|
| 1597 |
1597
Sonora Investment Management Group
Tucson,
Arizona
| $1.17B | -$24.7M | -2% | 2.48% | 78.3% | 286 | 15.03% | 1.3 |
|
| 1598 |
1598
GSA Capital Partners
London,
United Kingdom
| $1.17B | +$167M | +17% | 4.34% | 94.7% | 2,064 | 59.79% | 0.4 |
|
| 1599 |
1599
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.17B | -$72M | -6% | 1.96% | 142% | 238 | 20.17% | 4.8 |
|
| 1600 |
1600
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.17B | +$30.4M | +3% | 4.96% | 163% | 46 | 41.3% | 2.3 |
|