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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Altarock Partners
West Palm Beach,
Florida
| $674M | -$8.2M | -1% | 10.2% | 58.1% | 8 | 0% | 1.8 |
|
| 1627 |
1627
Three Peaks Capital Management
Castle Rock,
Colorado
| $674M | +$27.4M | +4% | 6.16% | 84.5% | 106 | 19.81% | 1.3 |
|
| 1628 |
1628
Basso Capital Management
Stamford,
Connecticut
| $673M | +$10.1M | +2% | 0.15% | 85.5% | 183 | 54.1% | 0.8 |
|
| 1629 |
1629
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $673M | +$43.9M | +7% | 5.48% | 53.7% | 99 | 5.05% | 2.6 |
|
| 1630 |
1630
Murphy Capital Management
Bedminster,
New Jersey
| $673M | +$38.3M | +6% | 6.56% | 41.6% | 289 | 11.07% | 2.7 |
|
| 1631 |
1631
First Hawaiian Bank
Honolulu,
Hawaii
| $672M | +$57.2M | +9% | 4.68% | 72.7% | 104 | 15.38% | 2.7 |
|
| 1632 |
ESG
1632
Emerging Sovereign Group
New York
| $671M | -$52.4M | -7% | 14% | 66.1% | 14 | 50% | 1.2 |
|
| 1633 |
1633
Symmetry Peak Management
Radnor,
Pennsylvania
| $670M | +$380M | +131% | 24.1% | 320% | 184 | 82.07% | 0.3 |
|
| 1634 |
1634
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $670M | +$65.7M | +11% | 9.48% | 77.5% | 177 | 7.91% | 3.2 |
|
| 1635 |
1635
Calamos Wealth Management
Naperville,
Illinois
| $669M | +$47.6M | +8% | 5.52% | 102% | 251 | 17.93% | 1.5 |
|
| 1636 |
1636
Corda Investment Management
Houston,
Texas
| $668M | +$21.5M | +3% | 3.33% | 75.4% | 63 | 19.05% | 2.5 |
|
| 1637 |
1637
Maryland Capital Management
Towson,
Maryland
| $668M | +$19.5M | +3% | 6.87% | 44.5% | 182 | 17.03% | 2.5 |
|
| 1638 |
1638
Ledyard National Bank
| $667M | +$104M | +18% | 5.63% | 80.7% | 775 | 23.87% | 2.3 |
|
| 1639 |
1639
Makaira Partners
La Jolla,
California
| $667M | -$21.3M | -3% | 3.21% | 22% | 13 | 0% | 1.9 |
|
| 1640 |
1640
Albion Financial Group
Salt Lake City,
Utah
| $666M | +$61.8M | +10% | 5.23% | 79.6% | 213 | 20.66% | 2.4 |
|
| 1641 |
NM
1641
Newtyn Management
New York
| $665M | +$61.6M | +10% | 10.3% | 52% | 28 | 60.71% | 0.6 |
|
| 1642 |
1642
Webster Bank
Waterbury,
Connecticut
| $663M | -$20.8M | -3% | 4.17% | 77.5% | 621 | 13.37% | 1.2 |
|
| 1643 |
RP
1643
RBS Partners
Bay Harbor Islands,
Florida
| $662M | +$9.48M | +1% | 10.8% | 210% | 10 | 30% | 2.9 |
|
| 1644 |
1644
W.R. Berkley Corp
Greenwich,
Connecticut
| $662M | +$4.85M | +0.7% | 6.4% | 38.7% | 95 | 64.21% | 0.4 |
|
| 1645 |
1645
Steward Partners Investment Advisory
New York
| $661M | +$442M | +202% | 5.6% | 88.5% | 1,638 | 42.25% | 0.1 |
|
| 1646 |
1646
Mather Group
Chicago,
Illinois
| $661M | +$92.6M | +16% | 4.26% | 54.1% | 42 | 11.9% | 1.4 |
|
| 1647 |
1647
MIG Capital
Newport Beach,
California
| $659M | +$84.3M | +15% | 9.53% | 118% | 31 | 38.71% | 1.4 |
|
| 1648 |
1648
First Mercantile Trust
Cordova,
Tennessee
| $658M | +$11.8M | +2% | 6.91% | 51.2% | 896 | 15.18% | 2 |
|
| 1649 |
1649
Kimelman & Baird
New York
| $657M | +$60.2M | +10% | 7.21% | – | 127 | 11.02% | 2.4 |
|
| 1650 |
1650
TCV Trust & Wealth Management
Richmond,
Virginia
| $654M | +$37.2M | +6% | 5% | 75.3% | 197 | 13.71% | 2.6 |
|