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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
MFP
1601
Michael F. Price
| $807M | +$72.7M | +10% | 13% | 42.6% | 119 | 15.13% | 2.7 |
|
| 1602 |
1602
Hahn Capital Management
Walnut Creek,
California
| $805M | +$115M | +17% | 21.6% | 53.6% | 34 | 8.82% | 4 |
|
| 1603 |
1603
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $805M | -$306M | -28% | 25.4% | 240% | 101 | 60.4% | 1.3 |
|
| 1604 |
1604
TFG Asset Management
Grand Cayman,
Cayman Islands
| $804M | +$170M | +27% | 7.77% | 72.1% | 61 | 34.43% | 1 |
|
| 1605 |
1605
Financial Advocates Investment Management
Olympia,
Washington
| $804M | +$71.3M | +10% | 11.7% | 89.9% | 474 | 14.98% | 1 |
|
| 1606 |
1606
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $803M | +$96M | +14% | 13.5% | – | 692 | 12.57% | 3.5 |
|
| 1607 |
RIG
1607
Roosevelt Investment Group
New York
| $803M | -$111M | -12% | 13.9% | 57.6% | 219 | 36.53% | 2.4 |
|
| 1608 |
1608
B. Riley Wealth Advisors
Boca Raton,
Florida
| $801M | +$98.1M | +14% | 13.2% | 118% | 792 | 22.73% | 2.2 |
|
| 1609 |
1609
Capital International Sarl
Los Angeles,
California
| $801M | -$30.1M | -4% | 19% | 149% | 144 | 9.03% | 2.8 |
|
| 1610 |
1610
H2O AM
London,
United Kingdom
| $800M | -$103M | -11% | 12.1% | – | 83 | 32.53% | 0.2 |
|
| 1611 |
1611
Amica Mutual Insurance
Providence,
Rhode Island
| $800M | +$29.3M | +4% | 13.6% | 80.4% | 369 | 9.21% | 3.2 |
|
| 1612 |
BPIM
1612
Brant Point Investment Management
New York
| $796M | +$108M | +16% | 19.2% | 169% | 134 | 39.55% | 2.2 |
|
| 1613 |
1613
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| $796M | +$93.4M | +13% | 14.6% | 90.1% | 36 | 16.67% | 1 |
|
| 1614 |
1614
Buckingham Strategic Wealth
Clayton,
Missouri
| $793M | +$138M | +21% | 12.4% | 16.3% | 432 | 21.53% | 2.3 |
|
| 1615 |
TAM
1615
Telemark Asset Management
Boston,
Massachusetts
| $792M | +$305M | +63% | 27.3% | 329% | 40 | 47.5% | 0.9 |
|
| 1616 |
1616
Compass Capital Management
Minneapolis,
Minnesota
| $791M | +$88.3M | +13% | 12.3% | 50.8% | 43 | 18.6% | 4.1 |
|
| 1617 |
1617
Guardian Life Insurance
New York
| $788M | +$209M | +36% | 8.84% | – | 534 | 3.18% | 4.6 |
|
| 1618 |
IAS
1618
INR Advisory Services
Media,
Pennsylvania
| $786M | +$87.8M | +13% | 9.77% | 21.9% | 87 | 9.2% | 2 |
|
| 1619 |
1619
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $786M | +$119M | +18% | 16.2% | 79.2% | 38 | 23.68% | 1.5 |
|
| 1620 |
1620
Pathstone Family Office
Englewood,
New Jersey
| $786M | +$437M | +125% | 12.7% | 38.9% | 976 | 50.72% | 0.4 |
|
| 1621 |
KPF
1621
K2 Principal Fund
Toronto,
Ontario, Canada
| $785M | +$125M | +19% | 8.26% | 76.5% | 445 | 71.01% | 0.3 |
|
| 1622 |
1622
Electron Capital Partners
New York
| $784M | +$19M | +2% | 19% | 333% | 25 | 36% | 1 |
|
| 1623 |
1623
Cannell & Spears
New York
| $784M | +$102M | +15% | 16.5% | 113% | 174 | 8.62% | 3.4 |
|
| 1624 |
1624
Summit Global Investments
Bountiful,
Utah
| $783M | +$138M | +21% | 13.3% | 68.4% | 325 | 37.54% | 0.8 |
|
| 1625 |
1625
Manchester Capital Management
Manchester,
Vermont
| $783M | +$128M | +19% | 13.5% | 86.7% | 684 | 29.68% | 3.5 |
|