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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 |
1601
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.28B | +$174M | +16% | 0.05% | 78.8% | 275 | 21.82% | 4.6 |
|
| 1602 |
1602
Summit Securities Group
New York
| $1.28B | +$75.4M | +6% | 0.79% | 136% | 956 | 58.16% | 0.5 |
|
| 1603 |
1603
Himension Capital (Singapore)
Singapore
| $1.28B | +$254M | +25% | 1.83% | 492% | 22 | 31.82% | 0.4 |
|
| 1604 |
1604
Jag Capital Management
St Louis,
Missouri
| $1.28B | +$8.67M | +0.7% | 2.28% | 230% | 245 | 18.37% | 2.3 |
|
| 1605 |
1605
Davidson Investment Advisors
Great Falls,
Montana
| $1.28B | +$33.2M | +3% | 0.35% | 79% | 108 | 10.19% | 4.1 |
|
| 1606 |
SCI
1606
S&CO Inc
Boston,
Massachusetts
| $1.28B | +$2.18M | +0.2% | 0.4% | 68.8% | 191 | 3.66% | 5.3 |
|
| 1607 |
1607
Sapphire Ventures
Austin,
Texas
| $1.28B | +$127M | +11% | 9.19% | 27.9% | 10 | 20% | 0.5 |
|
| 1608 |
1608
Next Financial Group
Houston,
Texas
| $1.28B | +$32.8M | +3% | 0.06% | 85.4% | 2,877 | 10.84% | 1.4 |
|
| 1609 |
1609
Parsons Capital Management
Providence,
Rhode Island
| $1.28B | -$27.4M | -2% | 0.58% | 97.4% | 435 | 6.21% | 4.6 |
|
| 1610 |
1610
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.28B | -$50M | -4% | 0.33% | 135% | 153 | 5.23% | 3.9 |
|
| 1611 |
1611
Jana Partners
New York
| $1.28B | +$67.3M | +6% | 0.22% | 36% | 12 | 41.67% | 1.2 |
|
| 1612 |
1612
Rational Advisors
Huntington,
New York
| $1.28B | +$431M | +51% | 0.8% | 37.7% | 216 | 50.93% | 1 |
|
| 1613 |
1613
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.28B | +$30.5M | +2% | 0.59% | 103% | 337 | 7.12% | 6.1 |
|
| 1614 |
1614
IBM Retirement Fund
Armonk,
New York
| $1.28B | +$3.41M | +0.3% | 0.04% | 54.4% | 764 | 4.84% | 3.9 |
|
| 1615 |
1615
Shufro Rose & Co
New York
| $1.28B | -$51.1M | -4% | 0.99% | 68.1% | 323 | 15.17% | 4.1 |
|
| 1616 |
1616
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.28B | +$10.1M | +0.8% | 1% | 54.5% | 154 | 18.18% | 2.5 |
|
| 1617 |
1617
Impactive Capital
New York City,
New York
| $1.27B | +$69.2M | +6% | 4.61% | 25% | 9 | 0% | 1.3 |
|
| 1618 |
1618
Sarissa Capital Management
Greenwich,
Connecticut
| $1.27B | +$16.3M | +1% | 7.28% | 80% | 15 | 40% | 2.3 |
|
| 1619 |
1619
Thrive Capital Management (New York)
New York
| $1.27B | +$457M | +56% | 6.7% | 205% | 11 | 63.64% | 0.1 |
|
| 1620 |
1620
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.27B | +$35.3M | +3% | 0.19% | 106% | 256 | 4.3% | 3.6 |
|
| 1621 |
1621
Lingotto Investment Management
London,
United Kingdom
| $1.27B | +$114M | +10% | 5.33% | 362% | 14 | 7.14% | 1.6 |
|
| 1622 |
1622
3EDGE Asset Management
Naples,
Florida
| $1.27B | -$38.7M | -3% | 1.28% | 44.1% | 53 | 41.51% | 0.9 |
|
| 1623 |
1623
6 Meridian
Wichita,
Kansas
| $1.27B | +$4.6M | +0.4% | 1.33% | 45.7% | 530 | 53.4% | 1.1 |
|
| 1624 |
1624
Strategic Financial Services
Utica,
New York
| $1.27B | +$6M | +0.5% | 1.6% | 58.7% | 145 | 13.1% | 4.6 |
|
| 1625 |
1625
Arena Capital Advisors
Los Angeles,
California
| $1.27B | +$59.8M | +5% | 0.12% | 127% | 532 | 49.25% | 0.2 |
|