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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
TI
1601
TRG Investments
Richmond,
Virginia
| $601M | -$97.2M | -14% | 13.4% | 70.5% | 2 | 0% |
|
| 1602 |
GI
1602
Glovista Investments
Jersey City,
New Jersey
| $601M | -$1.44M | -0.2% | 4.42% | 2.48% | 101 | 43.56% |
|
| 1603 |
STB
1603
S&T Bank
Indiana,
Pennsylvania
| $601M | -$44.2M | -7% | 0.98% | 193% | 84 | 10.71% |
|
| 1604 |
MPMG
1604
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $601M | -$131K | -0% | 5.61% | 140% | 32 | 15.63% |
|
| 1605 |
EA
1605
Ecofin Advisors
London,
United Kingdom
| $601M | +$5.68M | +1% | 2.16% | 77% | 45 | 28.89% |
|
| 1606 |
RA
1606
RR Advisors
Dallas,
Texas
| $600M | +$19.9M | +3% | 8.07% | 115% | 52 | 38.46% |
|
| 1607 |
FEG
1607
Fund Evaluation Group
Cincinnati,
Ohio
| $600M | +$146M | +32% | 0.2% | 51.6% | 22 | 36.36% |
|
| 1608 |
WG
1608
Welch Group
Birmingham,
Alabama
| $599M | +$42M | +8% | 5.94% | 73.2% | 159 | 14.47% |
|
| 1609 |
SM
1609
SCGE Management
Menlo Park,
California
| $598M | -$61.8M | -9% | 10.2% | 154% | 25 | 20% |
|
| 1610 |
ZA
1610
Zweig Advisers
Hartford,
Connecticut
| $598M | -$3.99M | -0.7% | 1.61% | 38% | 79 | 26.58% |
|
| 1611 |
BCM
1611
Basso Capital Management
Stamford,
Connecticut
| $596M | -$79.6M | -12% | 0.03% | 85.5% | 182 | 30.77% |
|
| 1612 |
PC
1612
PM Capital
Sydney,
Australia
| $595M | -$28.5M | -5% | 4.18% | 105% | 31 | 12.9% |
|
| 1613 |
OC
1613
Oakmont Corp
Los Angeles,
California
| $595M | -$168M | -22% | 1.01% | 70.2% | 21 | 4.76% |
|
| 1614 |
CCA
1614
Catalyst Capital Advisors
Huntington,
New York
| $594M | -$96.1M | -14% | 2.16% | 62.7% | 707 | 55.45% |
|
| 1615 |
PL
1615
Parkwood LLC
Cleveland,
Ohio
| $592M | -$42.4M | -7% | 2.93% | 120% | 484 | 20.25% |
|
| 1616 |
LM
1616
Lincluden Management
Mississauga,
Ontario, Canada
| $592M | +$99.9M | +20% | 6.25% | 56.6% | 88 | 9.09% |
|
| 1617 |
VWM
1617
Valley Wealth Managers
Paramus,
New Jersey
| $592M | +$34.7M | +6% | 3.84% | 107% | 118 | 20.34% |
|
| 1618 |
ANRF
1618
Adams Natural Resources Fund
Baltimore,
Maryland
| $592M | +$14.8M | +3% | 3.65% | 43% | 39 | 5.13% |
|
| 1619 |
DIA
1619
Davidson Investment Advisors
Great Falls,
Montana
| $591M | -$9.88M | -2% | 1.38% | 69.5% | 235 | 13.62% |
|
| 1620 |
PPC
1620
Park Presidio Capital
San Francisco,
California
| $591M | +$118M | +25% | 1.1% | 94.1% | 18 | 27.78% |
|
| 1621 |
HCM
1621
Hollencrest Capital Management
Newport Beach,
California
| $590M | +$25.4M | +4% | 1.88% | 85.6% | 449 | 16.7% |
|
| 1622 |
SAS
1622
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $590M | -$82.2M | -12% | 1.11% | 29.3% | 19 | 31.58% |
|
| 1623 |
AFG
1623
Albion Financial Group
Salt Lake City,
Utah
| $589M | +$7.36M | +1% | 5.45% | 68% | 192 | 11.98% |
|
| 1624 |
BFPW
1624
BOK Financial Private Wealth
Denver,
Colorado
| $589M | +$4.64M | +0.8% | 1.04% | 61.8% | 81 | 9.88% |
|
| 1625 |
TCSAM
1625
Tyrus Capital S.A.M.
Monaco
| $587M | +$157M | +37% | 9.23% | – | 65 | 86.15% |
|